Website & contact details
- Website
Willcox Financial Limited
- Incorporated
- 1 March 2001 (25 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Controlled by
- Accounts type
- Micro entity
- Region
- Wales
- Address
- The Pinnacle25 Sageston FieldsSagestonTenbySA70 8TQ
Filing status
- Accounts due
- 20 August 2027
- Last accounts
- 20 November 2025
- Conf. stmt due
- 15 March 2027
- Last conf. stmt
- 1 March 2026
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
Corporate Secretary · Appointed 21 November 2025
Director · Appointed 22 February 2002
Also at Freedom Equity Release Limited (proposed for strike-off)
British
Born February 1972 (54)
Director · Appointed 1 March 2001
Also at Freedom Equity Release Limited (proposed for strike-off)
British
Born July 1966 (60)
Officer history (4 former)
21 November 2025
21 November 2025
24 October 2002
24 October 2002
22 February 2002
1 March 2001
1 March 2001
1 March 2001
1 March 2001
1 March 2001
1 March 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 21 November 2025
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 15996088
Former controllers (2)
21 November 2025
21 November 2025
Financials
Figures from 2025 accounts. Newer accounts, made up to 20 November 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £71,373
- Employees
- 4
- Debt Ratio
- 51%
- Current Ratio
- 2.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £38,099 | £3,388 | £3,588 | £3,300 | £15,165 | £18,674 |
| Current Assets | £108,754 | £84,264 | £90,903 | £54,573 | £59,298 | £30,903 |
| Creditors (< 1 year) | £46,063 | £48,016 | £47,721 | £30,184 | £27,012 | £35,145 |
| Creditors (> 1 year) | £29,417 | £6,233 | £11,331 | £15,716 | £25,000 | £6,052 |
| Net Current Assets | £62,691 | £36,248 | £43,182 | £24,389 | £32,286 | (£4,242) |
| Net Assets | £71,373 | £33,403 | £35,439 | £11,973 | £22,451 | £8,380 |
| Shareholder Funds | £71,373 | £33,403 | £35,439 | £11,973 | £22,451 | £8,380 |
What Willcox Financial say about themselves
“Welcome to Willcox Financial Wealth Management specialists offering independent financial advice to individuals and corporate clients focusing on Investment planning, Retirement planning, Inheritance tax advice, Group Pensions and Employee Benefits.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 August 2026 | Micro company accounts | 20 November 2025 | ||
| 4 March 2026 | Confirmation statement with no updates | 1 March 2026 | ||
| 17 December 2025 | Termination of appointment of a secretary | |||
| 17 December 2025 | Appointment of a secretary | |||
| 17 December 2025 | Notification of a person with significant control |
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