Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 29 September 2027
- Last conf. stmt
- 15 September 2026
Wilfred T. Fry (Personal Financial Planning) Limited
- Incorporated
- 22 August 1967 (59 years)
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- Yorkshire
- Address
- 1A Tower SquareWellington StreetLeedsLS1 4DL
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 31 May 2026
British
Born November 1980
Director · Appointed 4 March 2025
Also at Balmoral Asset Management Limited (proposed for strike-off), Progeny Wealth Limited, Gibbs Denley Investment Management Limited (proposed for strike-off) · more companies
British
Born April 1972 (54)
Officer history (21 former)
31 May 2026
18 December 2025
18 December 2025
4 December 2025
Resigned Hawkesley, Caroline Michelle as Director
7 November 2025
4 March 2025
3 February 2025
31 March 2024
21 April 2023
21 April 2023
Appointed Hawkesley, Caroline Michelle as Director
21 April 2023
21 April 2023
Resigned Maine, Jeremy David as Secretary
21 April 2023
21 April 2023
21 April 2023
21 April 2023
30 April 2020
Appointed Maine, Jeremy David as Secretary
30 April 2020
30 April 2020
1 February 2020
25 October 2019
7 May 2019
4 April 2019
4 April 2019
30 April 2018
4 April 2017
1 January 2014
1 April 2013
30 March 2012
1 April 2010
21 May 2009
6 June 2008
1 April 2004
31 March 2003
1 April 2001
9 January 1998
1 April 1994
31 March 1994
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 212927
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £892,594
- down £665,704 (43%)
- Profit Before Tax
- £233,213
- down £44,171 (16%)
- Employees
- 13
- up 3 (30%)
- Current Ratio
- 5.1x
- Return on Equity
- 10%
Trend
Shareholder Funds
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|
| Current Assets | £2,179,022 | £2,856,243 | £3,223,923 | £2,124,771 |
| Debtors | £1,286,428 | £1,297,945 | £1,938,772 | £1,531,209 |
| Cash | £892,594 | £1,558,298 | £1,285,151 | £593,562 |
| Creditors (< 1 year) | £424,388 | £1,277,339 | £1,892,455 | £839,873 |
| Net Current Assets | £1,754,634 | £1,578,904 | £1,331,468 | £1,284,898 |
| Shareholder Funds | £1,754,634 | £1,578,904 | £1,331,468 | £1,284,898 |
| Turnover | £12,711,237 | £10,538,907 | £10,190,712 | |
| Admin Expenses | £11,624,450 | £12,603,722 | £10,343,022 | £10,181,850 |
| Staff Costs | £1,278,844 | £983,779 | £844,012 | £632,080 |
| Operating Profit | £138,518 | £195,885 | £8,862 | |
| Profit Before Tax | £233,213 | £277,384 | £95,006 | £9,248 |
| Tax | £57,483 | £29,948 | £48,436 | £2,819 |
| Profit for Period | £175,730 | £247,436 | £46,570 | £6,429 |
Filings 162
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 September 2026 | Confirmation statement with no updates | 15 September 2026 | ||
| 2 June 2026 | Appointment of a director | |||
| 31 May 2026 | Other filing | |||
| 31 May 2026 | Other filing | |||
| 31 May 2026 | Accounts filing |
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