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 11 years ago.
Status
Active
Active since incorporation
Company No
08788309
Private limited company
Age
11 years
Incorporated 25 November 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 11 January 2025 (7 months ago)
Next confirmation dated 11 January 2026
Due by 25 January 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Due Soon
For period 1 Jan ⟶ 31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Clive Raymond Thomas is a mutual person.
Active
Clive Raymond Thomas is a mutual person.
Active
Brands
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%)
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Repayment History
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