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Wills & Trusts Independent Financial Planning Limited

Wills & Trusts Independent Financial Planning Limited is an active company incorporated on 16 April 1998 with the registered office located in Thame, Oxfordshire. Wills & Trusts Independent Financial Planning Limited was registered 27 years ago.
Status
Active
Active since incorporation
Company No
03546798
Private limited company
Age
27 years
Incorporated 16 April 1998
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 16 April 2025 (6 months ago)
Next confirmation dated 16 April 2026
Due by 30 April 2026 (6 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Due by 31 December 2025 (2 months remaining)
Address
91/92 High Street
Thame
Oxfordshire
OX9 3EH
Same address for the past 13 years
Telephone
01844212907
Email
Available in Endole App
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • Coo • British • Lives in UK • Born in Sep 1970
Director • Ifa • British • Lives in England • Born in Oct 1963
Director • Finance Director • British • Lives in England • Born in Feb 1962
Wills & Trusts Wealth Management Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Intelligent Investment Services Limited
David Stephen Batchelor, Stuart Christian Payne, and 1 more are mutual people.
Active
Wills & Trusts Independent Estate Planning Limited
David Stephen Batchelor, Stuart Christian Payne, and 1 more are mutual people.
Active
W And T Property Portfolio Ltd
David Stephen Batchelor, Stuart Christian Payne, and 1 more are mutual people.
Active
Wills & Trusts Wealth Management Limited
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Ifa BDN Limited
David Stephen Batchelor and Stuart Christian Payne are mutual people.
Active
Wills & Trusts Legal Limited
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Wills & Trusts Accounting Limited
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Gloucestershire Everyman Theatre Company Limited
Clive Raymond Thomas is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£20.75K
Increased by £9.14K (+79%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£4.12M
Decreased by £461.26K (-10%)
Total Liabilities
-£3.43M
Decreased by £33.59K (-1%)
Net Assets
£685.37K
Decreased by £427.68K (-38%)
Debt Ratio (%)
83%
Increased by 7.66% (+10%)
Latest Activity
Confirmation Submitted
6 Months Ago on 16 Apr 2025
Full Accounts Submitted
11 Months Ago on 21 Nov 2024
Mr David Stephen Batchelor Details Changed
1 Year Ago on 30 Sep 2024
Stuart Christian Payne Resigned
1 Year 1 Month Ago on 19 Sep 2024
Confirmation Submitted
1 Year 6 Months Ago on 25 Apr 2024
Philip Andrew Plant Resigned
1 Year 8 Months Ago on 1 Feb 2024
Miss Rebecca Howard Appointed
1 Year 8 Months Ago on 1 Feb 2024
Full Accounts Submitted
2 Years Ago on 28 Sep 2023
Confirmation Submitted
2 Years 4 Months Ago on 13 Jun 2023
Full Accounts Submitted
3 Years Ago on 5 Sep 2022
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Documents
Confirmation statement made on 16 April 2025 with no updates
Submitted on 16 Apr 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 21 Nov 2024
Director's details changed for Mr David Stephen Batchelor on 30 September 2024
Submitted on 30 Sep 2024
Termination of appointment of Stuart Christian Payne as a director on 19 September 2024
Submitted on 19 Sep 2024
Confirmation statement made on 16 April 2024 with no updates
Submitted on 25 Apr 2024
Appointment of Miss Rebecca Howard as a secretary on 1 February 2024
Submitted on 27 Feb 2024
Termination of appointment of Philip Andrew Plant as a secretary on 1 February 2024
Submitted on 27 Feb 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 28 Sep 2023
Confirmation statement made on 16 April 2023 with no updates
Submitted on 13 Jun 2023
Total exemption full accounts made up to 31 December 2021
Submitted on 5 Sep 2022
Repayment History
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