# CMS Wealth Ltd

## Details

- **Company number:** [08087381](https://find-and-update.company-information.service.gov.uk/company/08087381)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 29 May 2012
- **Registered office:** COURTYARD OFFICE 3, UPPER AYNHO GROUNDS, AYNHO, OX17 3AY
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Chase Financial Holdings Ltd](/group/15900) (7 companies)


## 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 | - |



## Owned by

CMS Wealth Ltd → [Chase Financial Holdings Ltd](/company/06068582)





## Companies at the same address

- [Enelsea Financial Planning Ltd](/company/08712934) (08712934)
- [Hayward Manning Limited](/company/07203391) (07203391)
- [Kingsbridge Wealth Management Ltd](/company/10033976) (10033976)
- [New England Financial Solutions Limited](/company/05908111) (05908111)