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Wilcox Financial Planning Ltd BRIDGEND

Wilcox Financial Planning started in year 2014 as Private Limited Company with registration number 09325230. The Wilcox Financial Planning company has been functioning successfully for 10 years now and its status is active. The firm's office is based in Bridgend at 9 Court Road. Postal code: CF31 1BE.

The firm has one director. Gerwyn W., appointed on 24 November 2014. There are currently no secretaries appointed. As of 6 May 2024, our data shows no information about any ex officers on these positions.

Wilcox Financial Planning Ltd Address / Contact

Office Address 9 Court Road
Town Bridgend
Post code CF31 1BE
Country of origin United Kingdom

Company Information / Profile

Registration Number 09325230
Date of Incorporation Mon, 24th Nov 2014
Industry Activities of insurance agents and brokers
Industry Other activities auxiliary to insurance and pension funding
End of financial Year 30th November
Company age 10 years old
Account next due date Sat, 31st Aug 2024 (117 days left)
Account last made up date Wed, 30th Nov 2022
Next confirmation statement due date Thu, 28th Dec 2023 (2023-12-28)
Last confirmation statement dated Wed, 14th Dec 2022

Company staff

Gerwyn W.

Position: Director

Appointed: 24 November 2014

People with significant control

The register of persons with significant control that own or control the company is made up of 1 name. As BizStats discovered, there is Gerwyn W. The abovementioned PSC and has 75,01-100% shares.

Gerwyn W.

Notified on 30 April 2016
Nature of control: 75,01-100% shares

Annual reports financial information

Profit & Loss
Accounts Information Date 2015-11-302016-11-302017-11-302018-11-302019-11-302020-11-302021-11-302022-11-302023-11-30
Net Worth4 33410 892       
Balance Sheet
Cash Bank In Hand24 24238 940       
Cash Bank On Hand 38 94166 38878 61561 55069 68174 624114 53961 804
Current Assets32 07046 76874 21686 44394 756104 309128 618122 37169 636
Debtors7 8287 8287 8287 8287 8288 5327 8327 8327 832
Net Assets Liabilities 10 89233 99352 11080 698    
Net Assets Liabilities Including Pension Asset Liability4 33410 892       
Property Plant Equipment 1 2861 0052 9502 3101 8481 4791 183946
Tangible Fixed Assets1 6201 286       
Other Debtors     700   
Reserves/Capital
Called Up Share Capital11       
Profit Loss Account Reserve4 33310 891       
Shareholder Funds4 33410 892       
Other
Accumulated Depreciation Impairment Property Plant Equipment 7371 0181 4942 1342 5962 9653 2613 498
Average Number Employees During Period  2222222
Creditors 23 89523 89523 89516 36815 21218 15621 84518 471
Creditors Due After One Year23 89523 895       
Creditors Due Within One Year29 35613 267       
Current Asset Investments    25 37826 09646 162  
Increase From Depreciation Charge For Year Property Plant Equipment  281476640462369296237
Net Current Assets Liabilities2 71433 50156 88373 05578 38889 097110 462100 52651 165
Number Shares Allotted11       
Other Creditors  23 89523 8951 0213 6503 3803 6453 515
Other Current Asset Investments Balance Sheet Subtotal    25 37826 09646 162  
Other Taxation Social Security Payable  13 56212 36715 34711 56214 77618 20014 955
Par Value Share11       
Property Plant Equipment Gross Cost 2 0232 0234 4444 4444 4444 4444 444 
Share Capital Allotted Called Up Paid11       
Tangible Fixed Assets Additions2 023        
Tangible Fixed Assets Cost Or Valuation2 023        
Tangible Fixed Assets Depreciation403737       
Tangible Fixed Assets Depreciation Charged In Period403334       
Total Additions Including From Business Combinations Property Plant Equipment   2 421     
Total Assets Less Current Liabilities28 22934 78757 88876 00580 69890 945111 941144 355156 958
Trade Debtors Trade Receivables  7 8287 8287 8287 8327 8327 8327 832
Fixed Assets      1 47943 829105 793
Investments Fixed Assets       42 646104 847
Other Investments Other Than Loans       42 646104 847
Trade Creditors Trade Payables        1

Company filings

Filing category
Accounts Annual return Capital Confirmation statement Incorporation
Total exemption full accounts data made up to 30th November 2023
filed on: 28th, February 2024 		Free Download (9 pages)

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