Annual accounts
Total Exemption Full accounts
31/05/2027Filing deadline
Made up to 31/08/2025Due 31/05/2027
- Next accounts made up to
- 31/08/2026
- Last accounts made up to
- 31/08/2025
CMS WEALTH LTD
Active- 08087381Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire OX17 3AY
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 08/06/2026View PDF (2 pages)
Appointment of Mrs Scarlett Ami Marler as a director on 2026-06-08
- 27/05/2026View PDF (3 pages)
Confirmation statement made on 2026-05-27 with no updates
- 14/11/2025View PDF (10 pages)
Total exemption full accounts made up to 2025-08-31
- 29/05/2025View PDF (3 pages)
Confirmation statement made on 2025-05-29 with no updates
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 29/05/2026
- Last statement dated
- 31/08/2025
Financial performance
The latest figures CMS WEALTH LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£808.42K2025
53.31%vs 20242024: £527.32K
Total Assets
£1.46M2025
45.56%vs 20242024: £1.00M
Cash in Bank
£325.98K2025
-49.01%vs 20242024: £639.28K
Total Liabilities
£624.52K2025
42.73%vs 20242024: £437.55K
Employees
352025
0vs 20242024: 35
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total assets moved furthest, up 45.56% on 2024. See the full financial analysis for CMS WEALTH LTD.
The full financial record
Four ways through CMS WEALTH LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +44.7% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 35 | 0 |
| 2024 | 35 | -7 |
| 2023 | 42 | +1 |
| 2022 | 41 | +9 |
| 2021 | 32 | – |
Reported employee count increased from 32 in 2021 to 35 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/10/2018–Present | 15 | |
| Director | 31/03/2025–Present | 13 | |
| Director | 01/10/2018–Present | 13 | |
| Director | 01/10/2018–31/03/2025 | 24 | |
| Director | 31/03/2025–Present | 5 | |
| Director | 08/06/2026–Present | 1 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–01/10/2018 | 3 | |
| 06/04/2016–01/10/2018 | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 60 Since 29/05/2012
- Last 12 months
- 3 -2 vs the year before
- Most recent filing
- 08/06/2026 3 months ago
What changed in the last year
- Officer changesLatest 08/06/2026
- Confirmation statementLatest 27/05/2026
- Accounts filedLatest 14/11/2025
Filing timeline
- 08/06/2026View PDF (2 pages)
Appointment of Mrs Scarlett Ami Marler as a director on 2026-06-08
- 27/05/2026View PDF (3 pages)
Confirmation statement made on 2026-05-27 with no updates
- 14/11/2025View PDF (10 pages)
Total exemption full accounts made up to 2025-08-31
- 29/05/2025View PDF (3 pages)
Confirmation statement made on 2025-05-29 with no updates
- 16/04/2025View PDF (2 pages)
Appointment of Mr Ryan Adam Carter as a director on 2025-03-31
- 16/04/2025View PDF (1 pages)
Termination of appointment of David Kenneth Carter as a director on 2025-03-31
- 16/04/2025View PDF (2 pages)
Appointment of Mr David Keith Marler as a director on 2025-03-31
- 06/02/2025View PDF (10 pages)
Total exemption full accounts made up to 2024-08-31
- 21/08/2024View PDF (2 pages)
Director's details changed for Mr David Kenneth Carter on 2024-07-20
- 06/06/2024View PDF (3 pages)
Confirmation statement made on 2024-05-29 with no updates
- 01/02/2024View PDF (10 pages)
Total exemption full accounts made up to 2023-08-31
- 09/06/2023View PDF (3 pages)
Confirmation statement made on 2023-05-29 with no updates
Showing 12 of 60 filings
See when the next accounts and confirmation statement are due
Similar companies
47 UK companies are similar to CMS WEALTH LTD, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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- Financial intermediation not elsewhere classified
- Company no.
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- Employees
- 37
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- Activity
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LAKE DISTRICT HOLDINGS LIMITED
ActiveMaudlands, Maude Street, Kendal, Cumbria LA9 4QD
- Activity
- Activities of other holding companies n.e.c.
- Company no.
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LIFETIME FINANCIAL MANAGEMENT INTERMEDIARIES LTD
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LOVE ELECTRIC FINANCIAL SERVICES LTD
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- Activity
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About CMS WEALTH LTD
A short description of the company, written from its Companies House record.
CMS WEALTH LTD is a private limited company registered in the United Kingdom, based in Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire OX17 3AY. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 14 years 3 months.
The register currently records it as active. Its 2025 accounts report net assets of £808.42K and 35 employees.
CMS WEALTH LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CMS WEALTH LTD do?
Companies House records CMS WEALTH LTD under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is CMS WEALTH LTD still active?
CMS WEALTH LTD is recorded as active on the Companies House register, and has been on it since 29/05/2012.
What are CMS WEALTH LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £808.42K, total assets of £1.46M, cash in bank of £325.98K and total liabilities of £624.52K.
When did CMS WEALTH LTD last file with Companies House?
The most recent document on the record is dated 08/06/2026: Appointment of Mrs Scarlett Ami Marler as a director on 2026-06-08, 3 months ago.
When are CMS WEALTH LTD's next filings due?
On the current registry record, accounts are due by 31/05/2027.
Who runs CMS WEALTH LTD?
Companies House lists 6 officers (5 currently in post) and 2 people with significant control (0 current).