CFS WEALTH PLANNING LIMITED

Company number 11999497 ·

Active

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Shareholders' funds

£634,496

Balance sheet as at 2025-08-31

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2019-05-16
Employees
6 (2025 accounts · was 7 in 2024)
Registered office
15-17 Osborns Court, Olney, Buckinghamshire, United Kingdom, MK46 4LA
Postcode
MK46 4LA
Capital
330 GBP
Accounts category
Total Exemption Full

Accounts

Last made up to
2025-08-31
Next due by
2027-05-31
Financial year end
31 August

Confirmation statement

Last statement dated
2026-04-16
Next due by
2027-04-30
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 3 current

Appointed 2019-05-16
Appointed 2019-05-16
MR Roy BRAND Director
Appointed 2019-05-16

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA538753 (Tier 2), registered since 2019.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Among its peers

Top 5%

by shareholders' funds, of 206 similar companies in MK

Among the biggest employers among its local peers (6 staff).

Trading since 2019.

No.10 of the largest financial intermediation not elsewhere classified companies in Milton Keynes →

Competitors Milton Keynes

This company ranks 10 among financial intermediation not elsewhere classified in Milton Keynes.

Full league table →

The class of 2019

39%

of the 3,532 companies in this sector incorporated in 2019 are still active today; 55% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.