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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 8 years ago.
Status
Active
Active since incorporation
Company No
10478948
Private limited company
Age
8 years
Incorporated 15 November 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 1 November 2024 (11 months ago)
Next confirmation dated 1 November 2025
Due by 15 November 2025 (23 days remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2024
Was due on 30 September 2025 (22 days ago)
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Contact Update Details
Address
1a Tower Square
Wellington Street
Leeds
LS1 4DL
England
Address changed on 4 Jan 2024 (1 year 9 months ago)
Previous address was The Lightwell 61-63 Brown Street Manchester M2 2JG
Telephone
Unreported
Email
Unreported
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People
Officers
6
Shareholders
1
Controllers (PSC)
1
Thomas Francis Wood
Director • Director • Chief Executive Officer • British • Lives in England • Born in Apr 1972
Neil Anthony Moles
Director • British • Lives in England • Born in Nov 1979
Mr Mark Philip Stanbury
Director • British • Lives in England • Born in Jun 1979
Mr Ian Hooper
Director • British • Lives in England • Born in Mar 1974
Charlotte Emily Thomas
Director • British • Lives in England • Born in Dec 1972
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Shareholders, PSCs & Group Structure
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Mutual Companies
Wilfred T. Fry (Personal Financial Planning) Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Gibbs Denley Financial Services Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Progeny Wealth Limited
Neil Anthony Moles, , and 1 more are mutual people.
Active
Gibbs Denley Pension Trustees Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Fiscal Engineers Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Lewis Brownlee Financial Services Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Chartered Wealth Management Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Gibbs Denley Investment Management Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£291.82K
Increased by £112.48K (+63%)
Turnover
£598.38K
Increased by £48.13K (+9%)
Employees
6
Same as previous period
Total Assets
£358.19K
Increased by £130.5K (+57%)
Total Liabilities
-£99.01K
Increased by £16.99K (+21%)
Net Assets
£259.18K
Increased by £113.51K (+78%)
Debt Ratio (%)
28%
Decreased by 8.38% (-23%)
See 10 Year Full Financials
Latest Activity
Charlotte Emily Thomas Resigned
8 Days Ago on 14 Oct 2025
Mr Thomas Francis Wood Details Changed
3 Months Ago on 16 Jul 2025
Mr Thomas Francis Wood Appointed
7 Months Ago on 7 Mar 2025
Neil Anthony Moles Resigned
8 Months Ago on 3 Feb 2025
Confirmation Submitted
11 Months Ago on 11 Nov 2024
Accounting Period Shortened
1 Year Ago on 4 Oct 2024
Full Accounts Submitted
1 Year 2 Months Ago on 30 Jul 2024
Accounting Period Extended
1 Year 7 Months Ago on 19 Mar 2024
Caroline Michelle Hawkesley Resigned
1 Year 10 Months Ago on 22 Dec 2023
David Spencer Resigned
1 Year 10 Months Ago on 22 Dec 2023
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Documents
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
Termination of appointment of Steven Anthony Hall as a director on 22 December 2023
Submitted on 31 Jan 2024
Termination of appointment of David Spencer as a director on 22 December 2023
Submitted on 31 Jan 2024
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Repayment History
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