Wills & Trusts Wealth Management Limited

Active08788309 Private limited company
Incorporated
25 November 2013 (12 years)
Previously known as
Wills & Trusts Holdings (Aylesbury) Limited (until 7 January 2020)
This list may be incomplete. See all names on Companies House
Industry
Activities of head offices (70100)
Owned by
David Stephen Batchelor
Accounts type
Total exemption full
Region
South East
Address
91/92 High Street
Thame
OX9 3EH

Filing status

Accounts due
31 December 2026
Last accounts
31 December 2024
Conf. stmt due
24 March 2027
Last conf. stmt
10 March 2026

Charges

Total
1
Outstanding
0
Part satisfied
0
Satisfied
1

Officers 4 active

Officer details are public data from the Companies House register.

Director · Appointed 1 December 2025
British
Born April 1983 (43)
Howard, Rebecca
Secretary · Appointed 1 February 2024
Director · Appointed 24 January 2022
British
Born February 1962 (64)
Director · Appointed 25 November 2013
British
Born October 1963 (63)
Officer history (5 former)
1 December 2025
Appointed O'Shea, Lian Jade as Director
19 September 2024
Resigned Payne, Stuart Christian as Director
1 February 2024
Resigned Plant, Philip Andrew as Secretary
1 February 2024
Appointed Howard, Rebecca as Secretary
24 January 2022
Appointed Thomas, Clive Raymond as Director
27 November 2019
Appointed Payne, Stuart Christian as Director
4 April 2018
Resigned Hardy, Paula Mary as Secretary
4 April 2018
Appointed Plant, Philip Andrew as Secretary
4 April 2018
Resigned Hobbs, Dean Gareth as Director
4 April 2018
Resigned Plant, Philip Andrew as Director
1 September 2017
Appointed Hardy, Paula Mary as Secretary
1 September 2017
Appointed Hobbs, Dean Gareth as Director
1 September 2017
Appointed Plant, Philip Andrew as Director
25 November 2013
Appointed Batchelor, David Stephen as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Individual · Notified 10 November 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born October 1963 (63)

Holdings 4

Companies where Wills & Trusts Wealth Management Limited is registered as a person with significant control

Active
Owns 25–50% of shares
Active
Active
Active

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
10 March 2026Confirmation statement with updates10 March 2026
4 March 2026Memorandum and Articles of Association
4 March 2026Resolutions
2 March 2026Total exemption full accounts31 December 2024
23 February 2026Confirmation statement with updates23 January 2026
Show all recent filings

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