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CBF Wealth Management Limited
CBF Wealth Management Limited is an active company incorporated on 13 June 2016 with the registered office located in London, Greater London. CBF Wealth Management Limited was registered 9 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
10229399
Private limited company
Age
9 years
Incorporated
13 June 2016
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
28 July 2025
(1 month ago)
Next confirmation dated
28 July 2026
Due by
11 August 2026
(11 months remaining)
Last change occurred
5 years ago
Accounts
Submitted
For period
1 Aug
⟶
31 Jul 2024
(1 year)
Accounts type is
Small
Next accounts for period
31 March 2025
Due by
31 December 2025
(3 months remaining)
Learn more about CBF Wealth Management Limited
Contact
Address
Wigmore Yard
42 Wigmore Street
London
W1U 2RY
United Kingdom
Address changed on
12 May 2025
(3 months ago)
Previous address was
10 Crown Place London EC2A 4FT United Kingdom
Companies in W1U 2RY
Telephone
02074264140
Email
Unreported
Website
Closebrothersam.com
See All Contacts
People
Officers
4
Shareholders
2
Controllers (PSC)
1
Catherine Jane Parry
Director • Chief Financial Officer • British • Lives in UK • Born in Nov 1976
Andrew Rees Thomas
Director • British • Lives in England • Born in Aug 1978
John Edmeads
Director • British • Lives in UK • Born in Nov 1982
Mrs Jessica Abigail May Lewis
Secretary
Trinitybridge Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Trinitybridge Fund Management Limited
Catherine Jane Parry, John Edmeads, and 1 more are mutual people.
Active
Eos Wealth Management Limited
Catherine Jane Parry, John Edmeads, and 1 more are mutual people.
Active
CFSL Management Limited
Catherine Jane Parry, John Edmeads, and 1 more are mutual people.
Active
Cavanagh Financial Management Limited
Catherine Jane Parry, John Edmeads, and 1 more are mutual people.
Active
Trinitybridge Limited
Catherine Jane Parry and Andrew Rees Thomas are mutual people.
Active
Cbam Investments Limited
Catherine Jane Parry and Andrew Rees Thomas are mutual people.
Active
Close Portfolio Management Limited
Catherine Jane Parry and Andrew Rees Thomas are mutual people.
Active
Trinitybridge Holdings Limited
Catherine Jane Parry and Andrew Rees Thomas are mutual people.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Jul 2024
For period
31 Jul
⟶
31 Jul 2024
Traded for
12 months
Cash in Bank
£1K
Decreased by £109.36K (-99%)
Turnover
Unreported
Decreased by £4.52K (-100%)
Employees
Unreported
Same as previous period
Total Assets
£264.85K
Decreased by £82.5K (-24%)
Total Liabilities
£0
Decreased by £84.96K (-100%)
Net Assets
£264.85K
Increased by £2.46K (+1%)
Debt Ratio (%)
0%
Decreased by 24.46% (-100%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
1 Month Ago on 28 Jul 2025
Mr Andrew Rees Thomas Appointed
2 Months Ago on 10 Jun 2025
Registered Address Changed
3 Months Ago on 12 May 2025
Trinitybridge Limited (PSC) Details Changed
4 Months Ago on 25 Apr 2025
Close Asset Management Limited (PSC) Details Changed
4 Months Ago on 10 Apr 2025
Accounting Period Shortened
5 Months Ago on 17 Mar 2025
Small Accounts Submitted
9 Months Ago on 5 Dec 2024
Confirmation Submitted
1 Year 1 Month Ago on 26 Jul 2024
Small Accounts Submitted
1 Year 4 Months Ago on 23 Apr 2024
Iain Paul Wallace Resigned
1 Year 4 Months Ago on 17 Apr 2024
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Get Credit Report
Discover CBF Wealth Management Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Confirmation statement made on 28 July 2025 with no updates
Submitted on 28 Jul 2025
Appointment of Mr Andrew Rees Thomas as a director on 10 June 2025
Submitted on 12 Jun 2025
Registered office address changed from 10 Crown Place London EC2A 4FT United Kingdom to Wigmore Yard 42 Wigmore Street London W1U 2RY on 12 May 2025
Submitted on 12 May 2025
Change of details for Trinitybridge Limited as a person with significant control on 25 April 2025
Submitted on 25 Apr 2025
Change of details for Close Asset Management Limited as a person with significant control on 10 April 2025
Submitted on 11 Apr 2025
Current accounting period shortened from 31 July 2025 to 31 March 2025
Submitted on 17 Mar 2025
Accounts for a small company made up to 31 July 2024
Submitted on 5 Dec 2024
Confirmation statement made on 26 July 2024 with no updates
Submitted on 26 Jul 2024
Accounts for a small company made up to 31 July 2023
Submitted on 23 Apr 2024
Termination of appointment of Iain Paul Wallace as a director on 17 April 2024
Submitted on 18 Apr 2024
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Repayment History
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See All Charges & CCJs