CWM Holdings Limited
Registered name: CWM HOLDINGS LIMITED
Part of Perspective Financial Group Limited groupCWM Holdings Limited does not publish its revenue or profit. Its accounts to 31 May 2025 show net assets of £268k and 1 employee.
CWM Holdings Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 May 2025 showed net assets of £268k and 1 employee. The company is classified under “activities of financial services holding companies” and is based in Chorley; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Chorley, North West
- Age
- 10 yrs · since 2016
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
CWM Holdings Limited’s accounts for the year to 31 May 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 1
- Net assets
- £268k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 May 2022 | 31 May 2023 | 31 May 2024 | 31 May 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | No P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | — | — |
| Profit (best available) | — | — | — | — |
| Employees (average) | 1 | 1 | 1 | 1 |
| Ratios | ||||
| Profit margin | — | — | — | — |
| Growth (year on year) | ||||
| Headcount growth | — | 0% | 0% | 0% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £201k | £259k | £261k | £270k |
| Net assets | £201k | £259k | £260k | £268k |
| Source | FullAccounts · bulk data Feb 2024 | FullAccounts · bulk data Feb 2024 | FullAccounts · bulk data Jan 2025 | FullAccounts · bulk data Nov 2025 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▲3%
- Now £268k
- Cash at bank
- ▲4%
- Now £270k
- Headcount
- 0%
- Now 1
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Perspective Financial Group Limitedultimate parent75–100%
- PFM Group Limited75–100%
- CWM Holdings Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Subsidiaries (1)
- Crown Wealth Management LimitedFigures not disclosed
Sister companies (101)
- GWM Asset Management LimitedRev. £819k · Profit £241k
- A to Z Financial Planning LimitedFigures not disclosed
- Accord Financial Management LimitedFigures not disclosed
- Airedale PFS LimitedFigures not disclosed
- Anglin Associates LimitedFigures not disclosed
- Avon Financial Advisers LimitedFigures not disclosed
- Ayp Financial Planning LimitedFigures not disclosed
- Beanland Financial Services LimitedFigures not disclosed
- Belper Independent Financial Solutions LimitedFigures not disclosed
- BLM Partnership LimitedFigures not disclosed
- Bowman Financial Planning LimitedFigures not disclosed
- Carlton Smith Asset Protection LimitedFigures not disclosed
- Chambers & Co (Chelmsford) LimitedFigures not disclosed
- Chapter Wealth Management LtdFigures not disclosed
- Charles Reynolds & Associates LimitedFigures not disclosed
- Chiltern Consultancy LimitedFigures not disclosed
- Clarendon Financial Planning LimitedFigures not disclosed
- Clifton Nash LimitedFigures not disclosed
- Cockburn Lucas Independent Financial Consulting LimitedRev. — · Profit £262k
- Constellation Financial Solutions LimitedFigures not disclosed
- Copthorne Financial Services LtdFigures not disclosed
- Edgmoor LimitedFigures not disclosed
- Equilibrium Wealth Management LimitedFigures not disclosed
- Financial Connection Wealth Management LimitedFigures not disclosed
- Foinaven Asset Management LtdFigures not disclosed
- Fortitude Financial Planning LimitedFigures not disclosed
- Friendly Wealth Management LtdFigures not disclosed
- Future Lifestyle LimitedFigures not disclosed
- Galloway Whitfield (Life & Pensions) LimitedFigures not disclosed
- Goldwyns Wealth Management LimitedFigures not disclosed
- Granite Coast LtdFigures not disclosed
- Grosvenor Wealth Management LimitedFigures not disclosed
- Gurwin LtdFigures not disclosed
- Hawley & Wood LimitedFigures not disclosed
- HNH Financial Services Holdings LimitedFigures not disclosed
- Ilpg LtdFigures not disclosed
- Informed Financial Advice LimitedFigures not disclosed
- Inspirational Financial Planning LtdFigures not disclosed
- Investment Principles LimitedFigures not disclosed
- James Esdaile LimitedFigures not disclosed
- JRT Wealth Management LimitedFigures not disclosed
- Keith Mason Wealth Management LimitedFigures not disclosed
- Lloyd O'Sullivan Financial Services LimitedFigures not disclosed
- Mackrill Financial Management LimitedFigures not disclosed
- Marlborough Place LtdFigures not disclosed
- Mat White Financial Services LimitedFigures not disclosed
- McGechie LtdFigures not disclosed
- McGregors Wealth Management LimitedFigures not disclosed
- Millfield Osceola Financial Consultancy LimitedFigures not disclosed
- Novus Wealth Holdings LtdFigures not disclosed
- +51 more
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 May 2025, from the Companies House accounts bulk data published Nov 2025. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.