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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 (1 month ago)
Next confirmation dated 15 September 2026
Due by 29 September 2026 (11 months remaining)
Last change occurred 2 years 1 month ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
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Contact Update Details
Address
1a Tower Square
Wellington Street
Leeds
LS1 4DL
England
Address changed on 26 Apr 2023 (2 years 6 months ago)
Previous address was Crescent House Crescent Road Worthing West Sussex BN11 1RN
Telephone
01903231545
Email
Available in Endole App
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Thomas Francis Wood
Director • Director • Chief Executive Officer • British • Lives in England • Born in Apr 1972
Charlotte Emily Thomas
Director • British • Lives in England • Born in Dec 1972
Neil Anthony Moles
Director • British • Lives in England • Born in Nov 1979
Ms Caroline Michelle Hawkesley
Director • British • Lives in England • Born in Apr 1976
Wilfred T. Fry Limited
PSC
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Shareholders, PSCs & Group Structure
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Progeny Wealth Limited
Neil Anthony Moles, , and 1 more are mutual people.
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Gibbs Denley Pension Trustees Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
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Fiscal Engineers Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
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Lewis Brownlee Financial Services Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
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Chartered Wealth Management Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Gibbs Denley Investment Management Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
CWM Investment Management Limited
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 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%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
23 Days Ago on 7 Oct 2025
Confirmation Submitted
1 Month Ago on 29 Sep 2025
Mr Thomas Francis Wood Details Changed
3 Months Ago on 16 Jul 2025
Mr Thomas Francis Wood Appointed
8 Months Ago on 4 Mar 2025
Neil Anthony Moles Resigned
8 Months Ago on 3 Feb 2025
Full Accounts Submitted
1 Year Ago on 4 Oct 2024
Confirmation Submitted
1 Year 1 Month Ago on 27 Sep 2024
Jeremy James Thomas Woodley Resigned
1 Year 7 Months Ago on 31 Mar 2024
Full Accounts Submitted
1 Year 10 Months Ago on 22 Dec 2023
Confirmation Submitted
2 Years 1 Month Ago on 15 Sep 2023
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Documents
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
Termination of appointment of Jeremy James Thomas Woodley as a director on 31 March 2024
Submitted on 24 May 2024
Full accounts made up to 31 March 2023
Submitted on 22 Dec 2023
Confirmation statement made on 15 September 2023 with updates
Submitted on 15 Sep 2023
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Repayment History
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