WILCOX FINANCIAL PLANNING LTD

Active United Kingdom

Activities of insurance agents and brokers

2 employees website.com
Financial services Activities of insurance agents and brokersOther activities auxiliary to insurance and pension funding
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WILCOX FINANCIAL PLANNING LTD

Activities of insurance agents and brokers

Founded 24 Nov 2014 Active United Kingdom 2 employees website.com
Financial services Activities of insurance agents and brokersOther activities auxiliary to insurance and pension funding
Accounts Submitted 6 Jan 2026 Next due 31 Aug 2027 15 months remaining
Confirmation Submitted 23 Apr 2026 Next due 23 Apr 2027 11 months remaining
Net assets £288K £88K 2025 year on year
Total assets £341K £117K 2025 year on year
Total Liabilities £52K £29K 2025 year on year
Charges None No charges registered

Contact & Details

Contact

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for WILCOX FINANCIAL PLANNING LTD (09325230), an active financial services company based in United Kingdom. Incorporated 24 Nov 2014. Activities of insurance agents and brokers. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Dec → 30 Nov 2025
Type total-exemption-full
Next accounts 30 Nov 2026
Due by 31 Aug 2027 15 months remaining

Net Assets, Total Assets & Total Liabilities (2015–2025)

Cash in Bank

£196.32k

Increased by £103.40k (+111%)

Net Assets

£288.16k

Increased by £88.21k (+44%)

Total Liabilities

£52.39k

Increased by £29.24k (+126%)

Turnover

N/A

Employees

2

Debt Ratio

15%

Increased by 5 (+50%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
30 Nov Year End
2024
30 Nov Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 4 Shares £4 Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
18 Mar 20204£4£4

Officers

Officers

1 active
Status
Wilcox, Gerwyn HuwDirectorBritishWales5624 Nov 2014Active

Shareholders

Shareholders (2)

Gerwyn Huw Wilcox
60.0%
3
Teresa Wilcox
40.0%
2

Persons with Significant Control

Persons with Significant Control (4)

4 Active

Gerwyn Huw Wilcox

British

Active
Notified 30 Apr 2016
Residence Wales
DOB December 1969
Nature of Control
  • Ownership Of Shares 75 To 100 Percent

Mr Gerwyn Huw Wilcox

British

Active
Notified 30 Apr 2016
Residence Wales
DOB December 1969
Nature of Control
  • Ownership Of Shares 75 To 100 Percent

Mrs Teresa Wilcox

British

Active
Notified 10 Apr 2026
Residence Wales
DOB September 1962
Nature of Control
  • Ownership Of Shares 25 To 50 Percent
  • Voting Rights 25 To 50 Percent

Mrs Teresa Wilcox

British

Active
Notified 10 Apr 2026
Residence Wales
DOB September 1962
Nature of Control
  • Ownership Of Shares 25 To 50 Percent
  • Voting Rights 25 To 50 Percent

Group Structure

Group Structure

No group structure identified

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
23 Apr 2026Confirmation StatementConfirmation statement made on 9 Apr 2026 with no updates
20 Apr 2026Persons With Significant ControlTeresa Wilcox notified as a person with significant control
6 Jan 2026AccountsAnnual accounts made up to 30 Nov 2025
30 May 2025AccountsAnnual accounts made up to 30 Nov 2024
9 Apr 2025Confirmation StatementConfirmation statement made on 9 Apr 2025 with updates
23 Apr 2026 Confirmation Statement

Confirmation statement made on 9 Apr 2026 with no updates

20 Apr 2026 Persons With Significant Control

Teresa Wilcox notified as a person with significant control

6 Jan 2026 Accounts

Annual accounts made up to 30 Nov 2025

30 May 2025 Accounts

Annual accounts made up to 30 Nov 2024

9 Apr 2025 Confirmation Statement

Confirmation statement made on 9 Apr 2025 with updates

Recent Activity

Latest Activity

Confirmation statement made on 9 Apr 2026 with no updates

1 months ago on 23 Apr 2026

Teresa Wilcox notified as a person with significant control

1 months ago on 20 Apr 2026

Annual accounts made up to 30 Nov 2025

4 months ago on 6 Jan 2026

Annual accounts made up to 30 Nov 2024

12 months ago on 30 May 2025

Confirmation statement made on 9 Apr 2025 with updates

1 years ago on 9 Apr 2025