CMS Wealth Ltd
Reference number: 586862
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire, OX17 3AY, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When cmswealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01869 345588 is
- Who else gives the postcode OX17 3AY
Other names (3)
If you were contacted under any of these names, it is this firm.
- CMS Invest Trading name: A name it trades under now.
- Wrap Investments Wealth Management Limited Former name: A name it was registered under before.
- Wrap Investment Wealth Management Limited Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Arranging (bringing about) deals in investments
- Debt-counselling
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08087381 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 May 2012 (14 years old)
- Registered office
- Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire, OX17 3AY, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Tammy Louise Bloxham | Director | Aug 1978 | 1 Oct 2018 | 15 other companies |
| Julie Joan Wigg | Director | Feb 1967 | 1 Oct 2018 | 7 other companies |
| David Keith Marler | Director | May 1967 | 31 Mar 2025 | 9 other companies |
| Ryan Adam Carter | Director | Apr 1992 | 31 Mar 2025 | 6 other companies |
| Scarlett Ami Marler | Director | Nov 1995 | 8 Jun 2026 | 1 other company |
Other companies run by these 5 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 18
- closed down
- 7
- are FCA-registered
- 2
In the full report: all 18 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
- The 14 companies these 5 directors run together
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£808k
+53% from £527k
Cash at bank
£326k
−49% from £639k
Employees (average)
35
Same as 35
Owed within a year
£625k
+44% from £435k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 08087381. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
CMS Wealth’s history from the FCA register and Companies House, newest first.
2020
9 November 2020
- Changed its registered name from "Wrap Investments Wealth Management Limited"
FCA register
2018
1 October 2018
- Board replaced: both directors left and 4 new directors took over
- Chase Financial Holdings Ltd took control (75–100% of shares)
- John Michael Bausor stopped being a part-owner
- Nicholas David Marston stopped being the majority owner
Companies House
2016
6 April 2016
- John Michael Bausor became a part-owner (25–50% of shares)
- Nicholas David Marston became the majority owner (50–75% of shares)
Companies House
2015
11 September 2015
- Changed its registered name from "Wrap Investment Wealth Management Limited"
FCA register
2013
2 April 2013
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2012
29 May 2012
- Incorporated at Companies House
Companies House
In the full report: all 27 events
- All 27 events in its history (11 shown here)
- Every director appointment and resignation: 13
Firms connected to CMS Wealth
Other FCA-listed firms that share a director, phone number or address with CMS Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- past link
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
- 1 past link through former directors
Firms like CMS Wealth
Other firms of the same type (financial adviser), nearest first.
In the Oxford (OX) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on CMS Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 18 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 27 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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How long has CMS Wealth been in business?
What do CMS Wealth’s latest accounts show?
Does CMS Wealth use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk