ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Willcox Financial Limited

Willcox Financial Limited is an active company incorporated on 1 March 2001 with the registered office located in Tenby, Dyfed. Willcox Financial Limited was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04170932
Private limited company
Age
24 years
Incorporated 1 March 2001
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 March 2025 (8 months ago)
Next confirmation dated 1 March 2026
Due by 15 March 2026 (4 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
Address
The Pinnacle, 25 Sageston Fields
Sageston
Tenby
Dyfed
SA70 8TQ
Same address for the past 11 years
Telephone
01646650160
Email
Available in Endole App
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Director • Secretary • British • Lives in Wales • Born in Jul 1966 • Independant Financial Adviser
Director • British • Lives in Wales • Born in Feb 1972
Mr Robert Gregory Willcox
PSC • British • Lives in Wales • Born in Jul 1966
Mrs Jill Elizabeth Willcox
PSC • British • Lives in Wales • Born in Feb 1972
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Freedom Equity Release Limited
Robert Gregory Willcox and are mutual people.
Active
Brands
Willcox Financial Ltd
Willcox Financial Ltd is a wealth management firm that offers financial advice and planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£146.85K
Increased by £59.2K (+68%)
Total Liabilities
-£75.48K
Increased by £21.23K (+39%)
Net Assets
£71.37K
Increased by £37.97K (+114%)
Debt Ratio (%)
51%
Decreased by 10.49% (-17%)
Latest Activity
Micro Accounts Submitted
4 Months Ago on 26 Jun 2025
Confirmation Submitted
7 Months Ago on 27 Mar 2025
Micro Accounts Submitted
1 Year 3 Months Ago on 5 Aug 2024
Confirmation Submitted
1 Year 7 Months Ago on 21 Mar 2024
Micro Accounts Submitted
2 Years 3 Months Ago on 19 Jul 2023
Confirmation Submitted
2 Years 8 Months Ago on 13 Mar 2023
Micro Accounts Submitted
3 Years Ago on 22 Aug 2022
Confirmation Submitted
3 Years Ago on 15 Mar 2022
Micro Accounts Submitted
4 Years Ago on 26 Jul 2021
Confirmation Submitted
4 Years Ago on 12 Apr 2021
Get Credit Report
Discover Willcox Financial Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Micro company accounts made up to 31 March 2025
Submitted on 26 Jun 2025
Confirmation statement made on 1 March 2025 with no updates
Submitted on 27 Mar 2025
Micro company accounts made up to 31 March 2024
Submitted on 5 Aug 2024
Confirmation statement made on 1 March 2024 with no updates
Submitted on 21 Mar 2024
Micro company accounts made up to 31 March 2023
Submitted on 19 Jul 2023
Confirmation statement made on 1 March 2023 with no updates
Submitted on 13 Mar 2023
Micro company accounts made up to 31 March 2022
Submitted on 22 Aug 2022
Confirmation statement made on 1 March 2022 with no updates
Submitted on 15 Mar 2022
Micro company accounts made up to 31 March 2021
Submitted on 26 Jul 2021
Confirmation statement made on 1 March 2021 with no updates
Submitted on 12 Apr 2021
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year