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Wills & Trusts Wealth Management Limited

Wills & Trusts Wealth Management Limited is an active company incorporated on 25 November 2013 with the registered office located in Thame, Oxfordshire. Wills & Trusts Wealth Management Limited was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08788309
Private limited company
Age
12 years
Incorporated 25 November 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 11 January 2025 (1 year 1 month ago)
Next confirmation dated 11 January 2026
Was due on 25 January 2026 (18 days ago)
Last change occurred 1 year ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Was due on 31 December 2025 (1 month ago)
Learn more about Wills & Trusts Wealth Management Limited
Contact
Address
91/92 High Street
Thame
Oxfordshire
OX9 3EH
England
Same address for the past 4 years
Telephone
01844 212907
Email
Unreported
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People
Officers
4
Shareholders
43
Controllers (PSC)
1
David Stephen Batchelor
Director • PSC • Financial Adviser • Lives in UK • Born in Oct 1963 • British
Lian Jade O'Shea
Director • British • Lives in England • Born in Apr 1983
Clive Raymond Thomas
Director • Finance Director • British • Lives in England • Born in Feb 1962
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Shareholders, PSCs & Group Structure
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Mutual Companies
Intelligent Investment Services Limited
Clive Raymond Thomas and Lian Jade O'Shea are mutual people.
Active
Wills & Trusts Independent Financial Planning Limited
Clive Raymond Thomas and Lian Jade O'Shea are mutual people.
Active
Wills & Trusts Independent Estate Planning Limited
Clive Raymond Thomas and Lian Jade O'Shea are mutual people.
Active
W&T TP LLP
David Stephen Batchelor and Lian Jade O'Shea are mutual people.
Active
Gloucestershire Everyman Theatre Company Limited
Clive Raymond Thomas is a mutual person.
Active
Interim Business Management Limited
Clive Raymond Thomas is a mutual person.
Active
LB Education Services Ltd
Clive Raymond Thomas is a mutual person.
Active
W And T Property Portfolio Ltd
Clive Raymond Thomas is a mutual person.
Active
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Brands
Wills & Trusts Wealth Management
Wills & Trusts is a Chartered firm of financial planners and legal advisers, specialising in wealth management services.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2022)
Period Ended
31 Dec 2022
For period 31 Dec ⟶ 31 Dec 2022
Traded for 12 months
Cash in Bank
£1.04M
Increased by £227.6K (+28%)
Turnover
Unreported
Same as previous period
Employees
67
Increased by 4 (+6%)
Total Assets
£2.32M
Decreased by £875.39K (-27%)
Total Liabilities
-£4.7M
Increased by £615.34K (+15%)
Net Assets
-£2.38M
Decreased by £1.49M (+167%)
Debt Ratio (%)
203%
Increased by 74.91% (+59%)
See 10 Year Full Financials
Latest Activity
Miss Lian Jade O'shea Appointed
2 Months Ago on 1 Dec 2025
Own Shares Purchased
1 Year Ago on 22 Jan 2025
Shares Cancelled
1 Year Ago on 20 Jan 2025
Confirmation Submitted
1 Year Ago on 16 Jan 2025
Full Accounts Submitted
1 Year 2 Months Ago on 11 Dec 2024
Mr David Stephen Batchelor Details Changed
1 Year 4 Months Ago on 30 Sep 2024
Stuart Christian Payne Resigned
1 Year 4 Months Ago on 19 Sep 2024
Confirmation Submitted
1 Year 10 Months Ago on 17 Apr 2024
Ms Rebecca Howard Appointed
2 Years Ago on 1 Feb 2024
Philip Andrew Plant Resigned
2 Years Ago on 1 Feb 2024
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Documents
Appointment of Miss Lian Jade O'shea as a director on 1 December 2025
Submitted on 5 Dec 2025
Purchase of own shares.
Submitted on 22 Jan 2025
Cancellation of shares. Statement of capital on 11 September 2024
Submitted on 20 Jan 2025
Resolutions
Submitted on 20 Jan 2025
Statement of capital following an allotment of shares on 11 September 2024
Submitted on 17 Jan 2025
Confirmation statement made on 11 January 2025 with updates
Submitted on 16 Jan 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 11 Dec 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 11 January 2024 with updates
Submitted on 17 Apr 2024
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Repayment History
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