Filing status
- Accounts due
- 30 April 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 23 April 2027
- Last conf. stmt
- 9 April 2026
Wilcox Financial Planning Ltd
- Incorporated
- 24 November 2014 (11 years)
- Industry
- Activities of insurance agents and brokers (66220) Other activities auxiliary to insurance and pension funding (66290)
- Accounts type
- Total exemption full
- Region
- South West
- Address
- The Pavilions Eden ParkHam GreenBristolBS20 0DD
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Limited Liability Partnership
Reg. no. Oc429862
Corporate entity · Notified 31 July 2026
Owns 50–75% of shares
Holds 75–100% of voting rights
Limited Liability Partnership
Reg. no. Oc305899
Former controllers (2)
31 July 2026
Ceased Teresa Wilcox — Owns 25–50% of shares
31 July 2026
Ceased Gerwyn Huw Wilcox — Owns 50–75% of shares
Group structure 60 shown
Ownership group derived from the Companies House PSC register
AI Topco Limited Holds 50–75% of voting rights
AI Holdco Limited Owns 75–100% of shares
AI Midco Limited Owns 75–100% of shares
Apollo 2024 Topco Limited Holds 50–75% of voting rights
Apollo 2024 Midco Limited Owns 75–100% of shares
Apollo 2024 Holdco Limited Owns 75–100% of shares
Banyard Independent Advice Services Ltd Holds 75–100% of voting rights
Blatchford Central Services Limited Holds 75–100% of voting rights (as a firm)
Blatchford Products Holdings Limited Owns 75–100% of shares
Blatchford Products Limited Owns 75–100% of shares
Chas. A. Blatchford & Sons Holdings Limited Owns 75–100% of shares
Blatchford Limited Owns 75–100% of shares
Bridge Topco UK Limited Owns 75–100% of shares (as a firm)
Bridge Holdco UK Limited Owns 75–100% of shares
Bridge Midco Limited Owns 75–100% of shares
Cairn Nexus Limited Holds 75–100% of voting rights
Cairn Independent Limited Owns 75–100% of shares
Cbpe Capital IX Founders LP Holds 75–100% of voting rights
Cbpe Capital Viii GP LP Has significant influence or control
Cbpe Capital Viii Special Investors LP Has significant influence or control
Cbpe Capital X Founders LP Has significant influence or control
Cbpe Holdings Limited Owns 75–100% of shares (as a firm)
Cbpe Capital IX GP LLP Holds 25–50% of voting rights
Etl Midco Limited Owns 75–100% of shares
Evolution Finco Limited Owns 75–100% of shares (as a firm)
Evolution Midco Limited Owns 75–100% of shares (as a firm)
Cbpe Capital X GP LLP Holds 25–50% of voting rights
Charlie Topco Limited Has significant influence or control
Cutting & Carter Limited Owns 50–75% of shares
Dukes Independent Financial Advisers Ltd Owns 50–75% of shares
HF Topco Limited Owns 25–50% of shares
JRW Financial Management Ltd Owns 50–75% of shares
Lifestyle Pensions and Investments Ltd Owns 50–75% of shares
Project Orion Topco Limited Owns 25–50% of shares
Project Thor Topco Limited Owns 50–75% of shares
Ralph Finco Limited Owns 75–100% of shares
Cbpe GP Limited Owns 75–100% of shares
Cbpe Limited Owns 75–100% of shares
Cbpe Nominees Limited Owns 75–100% of shares (as a firm)
Atlas 2026 Topco Limited Owns 25–50% of shares
Cbpe XI Founders LP Has significant influence or control
Clifton Asset Management Limited Holds 75–100% of voting rights
Capel Court Holdings Limited Owns 75–100% of shares
Clifton Compliance Services Ltd Owns 75–100% of shares
Clifton Connects Limited Owns 75–100% of shares
Clifton Consulting Ltd Owns 75–100% of shares
Clifton Wealth Partnership (Aberdeen) Limited Owns 75–100% of shares
Clifton Wealth Partnership (Stroud) Ltd Owns 75–100% of shares
Clifton Wealth Partnership Ltd Owns 75–100% of shares
Clifton Wealth Partnership Portishead Limited Owns 75–100% of shares
Eden Park Investment Management Ltd Owns 75–100% of shares
London Private Wealth Limited Owns 75–100% of shares
Morgan Lloyd Administration Limited Owns 75–100% of shares
Clifton Wealth Partnership (Ipswich) Ltd Holds 75–100% of voting rights
Wilcox Financial Planning Ltd This company Holds 75–100% of voting rights
Financials
Balance sheet as at 30 November 2025 · total exemption full accounts
- Cash
- £196,318
- Employees
- 2
- Current Ratio
- 3.9x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £136,404 | £122,351 | £105,793 | £43,829 | £1,479 | £1,848 |
| Current Assets | £204,150 | £100,751 | £69,636 | £122,371 | £128,618 | £104,309 |
| Debtors | £7,832 | £7,832 | £7,832 | £7,832 | £7,832 | £8,532 |
| Cash | £196,318 | £92,919 | £61,804 | £114,539 | £74,624 | £69,681 |
| Creditors (< 1 year) | £52,394 | £23,150 | £18,471 | £21,845 | £18,156 | £15,212 |
| Net Current Assets | £151,756 | £77,601 | £51,165 | £100,526 | £110,462 | £89,097 |
| Shareholder Funds | £288,160 | £199,952 | £156,958 | £144,355 | £111,941 | £90,945 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 August 2026 | Appointment of a director | |||
| 5 August 2026 | Termination of appointment of a director | |||
| 5 August 2026 | Registered office address changed | |||
| 5 August 2026 | Appointment of a secretary | |||
| 5 August 2026 | Appointment of a director |
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