Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 23 January 2027
- Last conf. stmt
- 9 January 2026
Willcox Wealth Management Ltd
- Incorporated
- 7 February 2019 (7 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Joseph Graham Willcox
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- C/o Redbox Accountancy Limited New Mead BarnWickham HallHadham RoadBishop's StortfordCM23 1JG
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Joseph Graham Willcox
Individual · Notified 7 February 2019
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born February 1991 (35)
Former controllers (1)
2 January 2026
Ceased Katie Elizabeth Westphal — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £163,363
- Cash
- £93,729
- Employees
- 5
- Debt Ratio
- 64%
- Current Ratio
- 3.0x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £298,297 | £365,251 | £436,089 | £336,377 | £355,169 | £225,864 | |
| Current Assets | £152,555 | £140,953 | |||||
| Debtors | £58,826 | £47,833 | |||||
| Cash | £93,729 | £93,120 | £80,936 | £39,683 | £53,044 | £67,568 | £20,197 |
| Creditors (< 1 year) | £50,235 | £72,685 | £44,920 | £21,152 | £58,394 | £137,667 | £170,706 |
| Creditors (> 1 year) | £237,254 | £267,705 | £344,109 | £202,937 | £226,638 | £74,472 | |
| Net Current Assets | £102,320 | £68,268 | £36,016 | £18,531 | (£5,350) | (£70,099) | (£150,509) |
| Net Assets | £163,363 | £165,814 | £127,996 | £151,971 | £123,181 | £81,293 | (£150,509) |
| Shareholder Funds | £151,971 | £123,181 | £81,293 | (£150,509) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 23 July 2026 | Total exemption full accounts | 31 March 2026 | ||
| 2 February 2026 | Confirmation statement with no updates | 9 January 2026 | ||
| 4 January 2026 | Cessation of a person with significant control | |||
| 1 May 2025 | Total exemption full accounts | 31 March 2025 | ||
| 9 January 2025 | Confirmation statement with no updates | 9 January 2025 |
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