Filing status
- Accounts due
- 30 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 16 June 2027
- Last conf. stmt
- 2 June 2026
Wealthplan Ltd
- Incorporated
- 22 January 2019 (7 years)
- Previously known as
- Wilford Smith Financial Ltd (until 15 January 2026)Wilford Smith Wealth Management Limited (until 16 March 2024)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- 23 Market StreetChorleyPR7 2SY
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 5 February 2026
British
Born May 1972 (54)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 19 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 07071622
Former controllers (3)
19 March 2026
Ceased Your Y Ltd — Owns 25–50% of shares
19 March 2026
Ceased RD Bains Ltd — Owns 25–50% of shares
15 February 2024
Ceased Big Dog Investments Limited — Owns 75–100% of shares
Group structure 10 companies
Ownership group derived from the Companies House PSC register
Cheetham Jackson Holdings Limited Owns 50–75% of shares (as a trust)
Cheetham Jackson Ltd Owns 75–100% of shares
CJ Wealth 1 Limited Owns 75–100% of shares
CJ Wealth 2 Limited Owns 75–100% of shares
CJ Workplace Ltd Owns 75–100% of shares
Plan My Wealth Limited Owns 75–100% of shares
The Best Money Group Ltd Owns 75–100% of shares
Wealthplan Ltd This company Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- (£1,128)
- Cash
- £2
- Employees
- 1
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Current Assets | £2 | £2 | ||||
| Cash | £2 | £2 | £2 | £7 | £7 | |
| Creditors (> 1 year) | £1,130 | £910 | £670 | £430 | £195 | £45 |
| Net Current Assets | £2 | £2 | ||||
| Net Assets | (£1,128) | (£908) | (£428) | (£188) | (£38) | |
| Shareholder Funds | (£428) | (£188) | (£38) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 June 2026 | Confirmation statement with updates | 2 June 2026 | ||
| 4 June 2026 | Statement of capital following an allotment of shares | |||
| 9 April 2026 | Confirmation statement with updates | 20 March 2026 | ||
| 31 March 2026 | Total exemption full accounts | 31 March 2025 | ||
| 30 March 2026 | Current accounting period shortened |
Some other companies at this address
Other companies in this industry
By trade and location
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →