# CMS Estate Planning Ltd

## Details

- **Company number:** [11378680](https://find-and-update.company-information.service.gov.uk/company/11378680)
- **Status:** dissolved
- **Type:** ltd
- **Incorporated:** 23 May 2018
- **Dissolved:** 4 Aug 2026
- **Registered office:** COURTYARD OFFICE 3 UPPER AYNHO GROUNDS, AYNHO, OXFORDSHIRE, OX17 3AY
- **Nature of business:** [74909](/sic/74909) Other professional, scientific and technical activities n.e.c.
- **Corporate group:** [Chase Financial Holdings Ltd](/group/15900) (7 companies)


## Previous names

- CMS Financial Group Limited (until 25 Jun 2020)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WIGG, Julie Joan | director | 23 May 2018 | 14 Jun 2018 |
| CARTER, David Kenneth | director | 23 May 2018 | 31 Mar 2025 |
| WIGG, Julie Joan | director | 25 Jun 2020 |  |
| BLOXHAM, Tammy Louise | director | 23 May 2018 |  |
| MARLER, David Keith | director | 23 May 2018 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr David Keith Marler | ownership-of-shares-75-to-100-percent | 23 May 2018 | 25 Jun 2020 |
| Chase Financial Holdings Ltd | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 25 Jun 2020 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 9 Mar 2026 | - | - | 2 |
| 31 Aug 2025 | - | £52,976 | 1 |
| 31 Aug 2024 | - | £61,371 | 1 |
| 31 Aug 2023 | - | £70,241 | 5 |
| 31 Aug 2022 | - | £37,983 | 4 |
| 31 Aug 2021 | - | £10,970 | 4 |
| 31 Aug 2020 | £1 | £0 | - |
| 31 May 2019 | £1 | - | - |



## Owned by

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





## Companies at the same address

- [Chase Financial Holdings Ltd](/company/06068582) (06068582)
- [CMS Financial Management Limited](/company/00866375) (00866375)