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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 (10 months ago)
Next confirmation dated 1 March 2026
Due by 15 March 2026 (1 month 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 20 November 2025
Due by 20 August 2026 (7 months remaining)
Contact
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
4
Shareholders
2
Controllers (PSC)
1
Secretary • Secretary
Director • British • Lives in Wales • Born in Feb 1972
Director • Professional Wealth Planner • British
LWM Ar Holdco Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Freedom Equity Release Limited
Jill Elizabeth Willcox and Robert Gregory Willcox are mutual people.
Active
Sanderson Design Group Plc
Indigo Corporate Secretary Limited is a mutual person.
Active
Portmeirion Group Public Limited Company
Indigo Corporate Secretary Limited is a mutual person.
Active
Park Retail Limited
Indigo Corporate Secretary Limited is a mutual person.
Active
Portmeirion Group UK Limited
Indigo Corporate Secretary Limited is a mutual person.
Active
Agency Administration Limited
Indigo Corporate Secretary Limited is a mutual person.
Active
Shepherd Building Group Limited
Indigo Corporate Secretary Limited is a mutual person.
Active
The Perfect Hamper Co. Limited
Indigo Corporate Secretary Limited is a mutual person.
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
Jill Elizabeth Willcox (PSC) Resigned
1 Month Ago on 21 Nov 2025
Lwm Ar Holdco Limited (PSC) Appointed
1 Month Ago on 21 Nov 2025
Indigo Corporate Secretary Limited Appointed
1 Month Ago on 21 Nov 2025
Robert Gregory Willcox Resigned
1 Month Ago on 21 Nov 2025
Robert Gregory Willcox (PSC) Resigned
1 Month Ago on 21 Nov 2025
Accounting Period Shortened
1 Month Ago on 21 Nov 2025
Charge Satisfied
1 Month Ago on 17 Nov 2025
Micro Accounts Submitted
6 Months Ago on 26 Jun 2025
Confirmation Submitted
9 Months Ago on 27 Mar 2025
Micro Accounts Submitted
1 Year 5 Months Ago on 5 Aug 2024
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Documents
Cessation of Jill Elizabeth Willcox as a person with significant control on 21 November 2025
Submitted on 17 Dec 2025
Notification of Lwm Ar Holdco Limited as a person with significant control on 21 November 2025
Submitted on 17 Dec 2025
Appointment of Indigo Corporate Secretary Limited as a secretary on 21 November 2025
Submitted on 17 Dec 2025
Termination of appointment of Robert Gregory Willcox as a secretary on 21 November 2025
Submitted on 17 Dec 2025
Cessation of Robert Gregory Willcox as a person with significant control on 21 November 2025
Submitted on 17 Dec 2025
Previous accounting period shortened from 31 March 2026 to 20 November 2025
Submitted on 21 Nov 2025
Satisfaction of charge 2 in full
Submitted on 17 Nov 2025
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
Repayment History
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