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Wilfred T. Fry (Personal Financial Planning) Limited

Wilfred T. Fry (Personal Financial Planning) Limited is an active company incorporated on 22 August 1967 with the registered office located in Leeds, West Yorkshire. Wilfred T. Fry (Personal Financial Planning) Limited was registered 58 years ago.
Status
Active
Active since incorporation
Company No
00913711
Private limited company
Age
58 years
Incorporated 22 August 1967
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 15 September 2025 (3 months ago)
Next confirmation dated 15 September 2026
Due by 29 September 2026 (8 months remaining)
Last change occurred 2 years 3 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Contact
Address
1a Tower Square
Wellington Street
Leeds
LS1 4DL
England
Address changed on 26 Apr 2023 (2 years 8 months ago)
Previous address was Crescent House Crescent Road Worthing West Sussex BN11 1RN
Telephone
01903231545
Email
Available in Endole App
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Nov 1980
Director • Chief Executive Officer • British • Lives in England • Born in Apr 1972
Wilfred T. Fry Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Gibbs Denley Financial Services Limited
John Barry William Francis and Thomas Francis Wood are mutual people.
Active
Progeny Wealth Limited
John Barry William Francis and Thomas Francis Wood are mutual people.
Active
Gibbs Denley Pension Trustees Limited
John Barry William Francis and Thomas Francis Wood are mutual people.
Active
Fiscal Engineers Limited
John Barry William Francis and Thomas Francis Wood are mutual people.
Active
Carbon Financial Partners Limited
Thomas Francis Wood and John Barry William Francis are mutual people.
Active
Centrepoint Soho
Thomas Francis Wood is a mutual person.
Active
Lewis Brownlee Financial Services Limited
Thomas Francis Wood is a mutual person.
Active
Chartered Wealth Management Limited
Thomas Francis Wood is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£386K
Decreased by £405K (-51%)
Turnover
£6.61M
Decreased by £3.51M (-35%)
Employees
16
Same as previous period
Total Assets
£9.13M
Increased by £3.84M (+73%)
Total Liabilities
-£5.91M
Increased by £2.5M (+73%)
Net Assets
£3.23M
Increased by £1.34M (+71%)
Debt Ratio (%)
65%
Increased by 0.3% (0%)
Latest Activity
Mr John Barry William Francis Appointed
18 Days Ago on 18 Dec 2025
Caroline Michelle Hawkesley Resigned
1 Month Ago on 4 Dec 2025
Charlotte Emily Thomas Resigned
1 Month Ago on 7 Nov 2025
Full Accounts Submitted
3 Months Ago on 7 Oct 2025
Confirmation Submitted
3 Months Ago on 29 Sep 2025
Mr Thomas Francis Wood Details Changed
5 Months Ago on 16 Jul 2025
Mr Thomas Francis Wood Appointed
10 Months Ago on 4 Mar 2025
Neil Anthony Moles Resigned
11 Months Ago on 3 Feb 2025
Full Accounts Submitted
1 Year 3 Months Ago on 4 Oct 2024
Confirmation Submitted
1 Year 3 Months Ago on 27 Sep 2024
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Documents
Appointment of Mr John Barry William Francis as a director on 18 December 2025
Submitted on 23 Dec 2025
Termination of appointment of Caroline Michelle Hawkesley as a director on 4 December 2025
Submitted on 18 Dec 2025
Termination of appointment of Charlotte Emily Thomas as a director on 7 November 2025
Submitted on 14 Nov 2025
Full accounts made up to 31 December 2024
Submitted on 7 Oct 2025
Confirmation statement made on 15 September 2025 with no updates
Submitted on 29 Sep 2025
Director's details changed for Mr Thomas Francis Wood on 16 July 2025
Submitted on 23 Sep 2025
Appointment of Mr Thomas Francis Wood as a director on 4 March 2025
Submitted on 4 Mar 2025
Termination of appointment of Neil Anthony Moles as a director on 3 February 2025
Submitted on 4 Mar 2025
Full accounts made up to 31 December 2023
Submitted on 4 Oct 2024
Confirmation statement made on 15 September 2024 with no updates
Submitted on 27 Sep 2024
Repayment History
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