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Cms Wealth Ltd

08087381

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

COURTYARD OFFICE 3, AYNHO, OX17 3AY
Incorporated 29/05/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Tammy Louise Bloxham

director · Since 01/10/2018

DIRECTOR

BRITISH · ENGLAND · Age 47

Also on 11 other boards

Mrs Julie Joan Wigg

director · Since 01/10/2018

DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 4 other boards

Mr Ryan Adam Carter

director · Since 31/03/2025

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 34

Also on 5 other boards

Mr David Keith Marler

director · Since 31/03/2025

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 5 other boards

Persons with Significant Control

Chase Financial Holdings Ltd

75–100% shares
75–100% votes
Appoint directors

Prospect House, Baynards Green, Bicester, OX27 7SG

Reg: 06068582 · Companies House · Ltd

Notified 01/10/2018

Former PSCs

Mr John Michael Bausor

Ceased 01/10/2018

Mr Nicholas David Marston

Ceased 01/10/2018

Charges0 outstanding

Charge
satisfied

CLYDESDALE BANK PLC

Created 31/03/2022Registered 01/04/2022Satisfied 07/03/2023

CompanyRankvs 1685+ SIC 64999 peers
84

Financial strength94th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.69× · 16/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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1685Cms Wealth Ltd
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity14/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/08/2025

Net Worth

£808k

Balance sheet strength

Cash

£326k

Cash in the bank

Net Current Assets

£434k

Working capital

Current Assets

£1.1M

Current Liabilities

£625k

Fixed Assets

£375k

Debtors

£45k

35avg. employees

Tax at Year End

Corp tax£219k

Balance Sheet

Intangible assets£350k
Assets less current liabilities£808k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.69+£281k
20241.87+£141k
20231.77+£11k
20221.66+£59k
20211.56—

Derived from filed accounts. Not audited figures.