Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 14 February 2027
- Last conf. stmt
- 31 January 2026
Mortgage & Financial Planning (Wells) Ltd
- Incorporated
- 31 January 2014 (12 years)
- Previously known as
- Mortgage & Financial Planning Introducers Limited (until 19 May 2014)This list may be incomplete. See all names on Companies House
- 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 30 September 2016
Director · Appointed 14 September 2016
British
Born October 1949 (77)
Director · Appointed 31 January 2014
British
Born December 1945 (80)
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
- £17,136
- Employees
- 2
- Debt Ratio
- 58%
- Current Ratio
- 2.6x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £3,122 | £3,302 | £3,490 | £3,687 | £3,377 | £3,791 | £4,224 |
| Current Assets | £38,119 | £25,710 | £25,573 | £26,363 | £27,611 | £42,609 | £23,811 |
| Creditors (< 1 year) | £14,627 | £13,686 | £17,304 | £22,879 | £29,102 | £43,526 | £26,431 |
| Net Current Assets | £23,552 | £12,024 | £8,443 | (£1,068) | (£527) | (£1,627) | |
| Net Assets | £17,136 | £8,857 | £6,434 | £1,006 | £1,991 | £1,224 | |
| Shareholder Funds | £17,136 | £8,857 | £6,434 | £5,753 | £1,006 | £1,991 | £1,224 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 29 July 2026 | Micro company accounts | 31 March 2026 | ||
| 2 February 2026 | Confirmation statement with no updates | 31 January 2026 | ||
| 26 June 2025 | Micro company accounts | 31 March 2025 | ||
| 13 May 2025 | Change of details for a person with significant control | |||
| 12 May 2025 | Registered office address changed |
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