CMS Wealth Ltd
- Company number
- 08087381
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 29 May 2012
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Chase Financial Holdings Ltd (7 companies)
Registered office
Previous names
- Wrap Investments Wealth Management Limited (until 9 Nov 2020)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr John Michael Bausor | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 1 Oct 2018 |
| Mr Nicholas David Marston | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
6 Apr 2016 | 1 Oct 2018 |
| Chase Financial Holdings Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
1 Oct 2018 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Aug 2025 | £808,423 | £325,977 | 35 |
| 31 Aug 2024 | £527,317 | £639,282 | 42 |
| 31 Aug 2023 | £385,883 | £478,063 | 41 |
| 31 Aug 2022 | £374,491 | £492,349 | 32 |
| 31 Aug 2021 | £315,572 | - | 5 |
| 31 Aug 2020 | £42,766 | - | 1 |
| 31 Aug 2019 | £106,860 | - | - |
| 31 Mar 2018 | - | £18,578 | 4 |
| 31 Mar 2017 | - | £42,123 | 4 |
| 31 Mar 2016 | - | £13,191 | - |
| 31 Mar 2015 | - | £21,783 | - |
| 31 Mar 2014 | - | - | - |
| 31 Mar 2013 | - | - | - |
Connections
Owned by
CMS Wealth Ltd → Chase Financial Holdings Ltd
Companies at the same address
- Enelsea Financial Planning Ltd (08712934)
- Hayward Manning Limited (07203391)
- Kingsbridge Wealth Management Ltd (10033976)
- New England Financial Solutions Limited (05908111)