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CWM Investment Management Limited
CWM Investment Management Limited is an active company incorporated on 15 November 2016 with the registered office located in Leeds, West Yorkshire. CWM Investment Management Limited was registered 9 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
10478948
Private limited company
Age
9 years
Incorporated
15 November 2016
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
1 November 2025
(1 month ago)
Next confirmation dated
1 November 2026
Due by
15 November 2026
(11 months remaining)
Last change occurred
1 year ago
Accounts
Submitted
For period
1 Apr
⟶
31 Dec 2024
(9 months)
Accounts type is
Full
Next accounts for period
31 December 2025
Due by
30 September 2026
(9 months remaining)
Learn more about CWM Investment Management Limited
Contact
Update Details
Address
1a Tower Square
Wellington Street
Leeds
LS1 4DL
England
Address changed on
4 Jan 2024
(1 year 11 months ago)
Previous address was
The Lightwell 61-63 Brown Street Manchester M2 2JG
Companies in LS1 4DL
Telephone
Unreported
Email
Unreported
Website
Charteredwealthmanagement.co.uk
See All Contacts
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Mark Philip Stanbury
Director • British • Lives in England • Born in Jun 1979
Ian Hooper
Director • British • Lives in England • Born in Mar 1974
Thomas Francis Wood
Director • Chief Executive Officer • British • Lives in England • Born in Apr 1972
The Progeny Group Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Wilfred T. Fry (Personal Financial Planning) Limited
Thomas Francis Wood is a mutual person.
Active
Gibbs Denley Financial Services Limited
Thomas Francis Wood is a mutual person.
Active
Progeny Wealth Limited
Thomas Francis Wood is a mutual person.
Active
Gibbs Denley Pension Trustees Limited
Thomas Francis Wood is a mutual person.
Active
Centrepoint Soho
Thomas Francis Wood is a mutual person.
Active
Fiscal Engineers Limited
Thomas Francis Wood is a mutual person.
Active
Lewis Brownlee Financial Services Limited
Thomas Francis Wood is a mutual person.
Active
Chartered Wealth Management Limited
Thomas Francis Wood is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Dec 2024
For period
31 Mar
⟶
31 Dec 2024
Traded for
9 months
Cash in Bank
£412K
Increased by £120.18K (+41%)
Turnover
£132K
Decreased by £466.38K (-78%)
Employees
4
Decreased by 2 (-33%)
Total Assets
£421K
Increased by £62.81K (+18%)
Total Liabilities
-£79K
Decreased by £20.01K (-20%)
Net Assets
£342K
Increased by £82.82K (+32%)
Debt Ratio (%)
19%
Decreased by 8.88% (-32%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
26 Days Ago on 11 Nov 2025
Full Accounts Submitted
27 Days Ago on 10 Nov 2025
Charlotte Emily Thomas Resigned
1 Month Ago on 14 Oct 2025
Mr Thomas Francis Wood Details Changed
4 Months Ago on 16 Jul 2025
Mr Thomas Francis Wood Appointed
9 Months Ago on 7 Mar 2025
Neil Anthony Moles Resigned
10 Months Ago on 3 Feb 2025
Confirmation Submitted
1 Year Ago on 11 Nov 2024
Accounting Period Shortened
1 Year 2 Months Ago on 4 Oct 2024
Full Accounts Submitted
1 Year 4 Months Ago on 30 Jul 2024
Accounting Period Extended
1 Year 8 Months Ago on 19 Mar 2024
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Get Credit Report
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See All Credit Score & Limits
Documents
Confirmation statement made on 1 November 2025 with no updates
Submitted on 11 Nov 2025
Full accounts made up to 31 December 2024
Submitted on 10 Nov 2025
Termination of appointment of Charlotte Emily Thomas as a director on 14 October 2025
Submitted on 14 Oct 2025
Director's details changed for Mr Thomas Francis Wood on 16 July 2025
Submitted on 23 Sep 2025
Appointment of Mr Thomas Francis Wood as a director on 7 March 2025
Submitted on 10 Mar 2025
Termination of appointment of Neil Anthony Moles as a director on 3 February 2025
Submitted on 10 Mar 2025
Confirmation statement made on 1 November 2024 with updates
Submitted on 11 Nov 2024
Current accounting period shortened from 31 March 2025 to 31 December 2024
Submitted on 4 Oct 2024
Full accounts made up to 31 March 2024
Submitted on 30 Jul 2024
Current accounting period extended from 31 December 2023 to 31 March 2024
Submitted on 19 Mar 2024
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Repayment History
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