Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 12 April 2027
- Last conf. stmt
- 29 March 2026
Financial Planning (Wells) Limited
- Incorporated
- 24 April 1986 (40 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Owned by
- Robert O'Malley-White
- Accounts type
- Micro entity
- Region
- South West
- Address
- 10 Jocelyn DriveWellsBA5 2EW
Officers 3 active
Officer details are public data from the Companies House register.
O'Malley-White, Lynne Joy
Secretary · Appointed 18 July 2017
Director · Appointed 18 July 2017
British
Born October 1949 (77)
Director
British
Born December 1945 (80)
Officer history (5 former)
18 July 2017
Appointed O'Malley-White, Lynne Joy as Secretary
18 July 2017
31 August 2007
Resigned Clark, Linda as Secretary
28 February 2005
Appointed Clark, Linda as Secretary
28 February 2005
23 March 2000
23 March 2000
Resigned West, Anne Josephine as Secretary
20 June 1998
Resigned Beaumont-Thomas, Janet as Secretary
28 February 1998
Appointed West, Anne Josephine as Secretary
1 February 1995
Resigned White, Abygail Eve as Secretary
20 June 1994
Appointed White, Abygail Eve as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 30 June 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
British
Born December 1945 (80)
Financials
Balance sheet as at 31 March 2026 · micro entity accounts
- Net Assets
- £9,590
- Employees
- 2
- Debt Ratio
- 55%
- Current Ratio
- 2.0x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £418 | £522 | £653 | £816 | £1,020 | £1,274 | £1,593 |
| Current Assets | £20,749 | £18,159 | £23,881 | £24,749 | £13,811 | £31,318 | £16,149 |
| Creditors (< 1 year) | £10,332 | £11,226 | £14,039 | £11,750 | £12,460 | £26,679 | £15,428 |
| Net Current Assets | £10,417 | £6,933 | £9,842 | £1,351 | £4,639 | £806 | |
| Net Assets | £9,590 | £6,365 | £9,522 | £1,068 | £4,430 | £1,103 | |
| Shareholder Funds | £9,590 | £6,365 | £9,522 | £12,842 | £1,068 | £4,430 | £1,103 |
Filings
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