WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED

91/92 HIGH STREET, THAME, OXFORDSHIRE, OX9 3EH

Company Number: 03546798
Incorporation date: 16-Apr-1998
Status: Active
Entity type: Private Limited Company

SIC codes:
65300 Pension funding





SUMMARY

This company is 26 years old and is currently active. It is controlled by Wills & Trusts Wealth Management Limited. No P&L financials are available but there is Balance Sheet data. The company has positive equity (net assets) of GBP 1.1 million which has decreased from the previous year's figure of GBP 1.3 million. Although the P&L is not published, we can infer from the Balance Sheet that net profit (less dividends) was GBP -194.4 thousand in the last reported period. The company has 3 active officers (directors or partners) who are or were officers of 48 other companies, 9 (18.8%) of which have since been dissolved or are proposed for strike off. The company has no public disputes filed on the Business Disputes Register. There are no court cases involving the company that we are aware of.


FINANCIALS (BETA)

Next accounts due: 30-Sep-2024
Accounts Filed: TOTAL EXEMPTION FULL (31-Dec-2022)


P&L Financials:
Year end Currency Revenue Operating profit Interest Received Interest Paid Tax Net Profit GBP
No P&L data available


Balance Sheet Financials:
Year end Currency Cash Current Assets Current Liabilities Debt Share Capital Premium Reserve Retained Earnings Net Assets
31-Dec-2022 GBP 11,606 4,367,695 3,188,049 249,679 100 1,112,943 1,113,043
31-Dec-2021 GBP 180,733 3,758,427 2,373,584 321,474 100 1,307,329 1,307,429
31-Dec-2020 GBP 1,926,467 5,497,940 4,085,789 318,650 100 1,112,448 1,112,548
31-Dec-2019 GBP 339,062 1,745,045 364,283 184,370 100 1,193,333 1,193,433
31-Dec-2018 GBP 628,225 1,594,363 307,553 233,389 100 1,100,182 1,100,282
31-Dec-2016 GBP 473,065 1,215,494 300,713 100 907,236 907,336
31-Dec-2015 GBP 376,912 1,194,794 673,102 23,425 100 520,488 520,588

VALUATION EVENTS (BETA)

Year end Currency % Equity Sum raised Pre-Money Valuation* Post-Money Valuation* Enterprise Value**
Insufficient available data for calculating valuations.

DISPUTES

No disputes filed on www.disputesregister.org

COMPANY SECRETARY


Status Name Appointed on Resigned on Occupation Nationality All apointments
(active/resigned)
Resigned Philip Andrew PLANT 18 Dec 2008 01 Feb 2024 Accounts Manager British 3 - 7
Resigned Helen Claire BATCHELOR 16 Apr 1998 18 Dec 2008 0 - 5

DIRECTORS


Status Name Appointed on Resigned on Occupation Nationality All appointments
(active/resigned)
Dissolved companies
(rate)
Active Clive Raymond THOMAS 24 Jan 2022 Finance Director British 23 - 1810 (24.4%)
Active Stuart Christian PAYNE 27 Nov 2019 Coo British 10 - 11 (9.1%)
Active David Stephen BATCHELOR 16 Apr 1998 Ifa British 9 - 63 (20.0%)
Resigned ON LINE REGISTRARS LIMITED 16 Apr 1998 17 Apr 1998 0 - 561224 (39.9%)
Resigned ON LINE FORMATIONS LIMITED 16 Apr 1998 17 Apr 1998 0 - 551216 (39.2%)
Number of active directors: 3
Average tenure of active directors: 10.8 years
Average tenure of resigned directors: 0.0 years
Average active director Dissolution Rate: 17.8%

DIRECTOR APPOINTMENTS IN OTHER COMPANIES

Name
 
GLOUCESTERSHIRE EVERYMAN THEATRE COMPANY LIMITED (00650220) - Active
GLOUCESTERSHIRE EVERYMAN THEATRE CATERING COMPANY LIMITED (02705166) - Active
NEW OLYMPUS THEATRE SERVICES LIMITED (02978635) - Dissolved
BRUNSDON FINANCIAL SERVICES LIMITED (03434005) - Active
INTELLIGENT INVESTMENT SERVICES LIMITED (03523204) - Active
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED (03546798) - Active
TEACHING SERVICES (SW) LTD. (03594011) - Active - Proposal to Strike off
TRIBAL RESOURCING LIMITED (03765435) - Active - Proposal to Strike off
INTERIM BUSINESS MANAGEMENT LIMITED (03938578) - Active
THE FINANCIAL COACH LIMITED (04140476) - Dissolved
EAST ROAD PCT & COURIER LIMITED (04143737) - Dissolved
LB EDUCATION SERVICES LTD (04888231) - Active
WILLS & TRUSTS INDEPENDENT ESTATE PLANNING LIMITED (05177299) - Active
WILLS & TRUSTS INDEPENDENT INVESTMENT PLANNING LIMITED (05177302) - Dissolved
CREW PROPERTY DEVELOPMENTS LIMITED (06477148) - Active
WATERTIGHT SOLUTIONS UK LIMITED (06542761) - Active
THTDFM LIMITED (06569261) - Active
SOLIDUS INDEPENDENT ESTATE PLANNING LTD (06793271) - Active
CONNOLLY COMMUNICATIONS LIMITED (06851976) - Active
NEXXAR UK LIMITED (06912434) - Dissolved
W AND T PROPERTY PORTFOLIO LTD (07098112) - Active
OSBORNE THOMAS LIMITED (07592132) - Active
WTS CAVITY DRAIN LTD (07931756) - Active
COLVIN BATCHELOR HOLDINGS LTD (07935018) - Dissolved
INVESTMENT AUDIT LTD (08330198) - Active
PENSION AUDIT LTD (08330206) - Active
ISA AUDIT LTD (08330247) - Active
AMIHO TECHNOLOGY LTD (08398544) - Active
WILLS & TRUSTS WEALTH MANAGEMENT LIMITED (08788309) - Active
SESSILE INTERIM MANAGEMENT SOLUTIONS LIMITED (09489215) - Dissolved
BRUNSDON FINANCIAL SERVICES HOLDINGS LIMITED (10066488) - Active
HLT SERVICES LIMITED (10315510) - Active
IFA BDN LIMITED (10427668) - Active
TRUST DFM LIMITED (10569496) - Active
QUARTET ON STAGE LTD (11020652) - Active
CHELTENHAM THEATRE INVESTMENTS LIMITED (11056211) - Active
TEACHERHUB LIMITED (11250688) - Dissolved
LB EDUCATION GROUP LIMITED (11470041) - Active
SESSILE INTERIM MANAGEMENT SOLUTIONS LIMITED (11679284) - Active
SOUTH WEST SPORTS EDUCATION LTD (12003001) - Active
GLOUCESTERSHIRE EVERYMAN THEATRE TOURING COMPANY LTD (12127982) - Active
WILLS & TRUSTS LEGAL LIMITED (12275796) - Active
WILLS & TRUSTS ACCOUNTING LIMITED (12275916) - Active
CAST IRON FINANCIAL SERVICES LIMITED (12792368) - Active
B MORTGAGE SERVICES LIMITED (12905172) - Active
7 INVESTORS LIMITED (13436463) - Active
BRUNSDON ESTATE PLANNING LIMITED (14202577) - Active
HABITUS CONSTRUCTION DESIGN & BUILD LTD (14270161) - Active
NH EDUCATION HOLDINGS LTD (15221991) - Active

SHAREHOLDERS (BETA)

No shareholder data available

SHAREHOLDINGS (BETA)

no shareholding data

CONTROLLED COMPANIES / CONTROLLING ENTITIES



Controlling entities above

WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED

Controlled companies below

LATE PAYMENTS REPORT


This company has not filed any late payment reports possibly because it is not considered \'Large\'.

COURT CASES


No Court Cases found

PATENTS


No Patents found

COMPETITORS

(Based on Sic code: 65300 Pension funding)

Company Registered Address Company Number YE Date Revenue GBP Net Profit GBP Other SIC codes
UNIVERSITIES SUPERANNUATION SCHEME LIMITED ROYAL LIVER BUILDING, LIVERPOOL, L3 1PY 01167127 2018-03-31 127,472,000 0
SHELL PENSION RESERVE COMPANY (UK) LIMITED SHELL CENTRE, LONDON, SE1 7NA 08901312 2017-12-31 71,937,000 88,244,000
CAPITA EMPLOYEE BENEFITS LIMITED 65 GRESHAM STREET, LONDON, ENGLAND, EC2V 7NQ 02260524 2017-12-31 87,109,259 4,280,494 66190-Activities auxiliary to financial intermediation not elsewhere classified
66290-Other activities auxiliary to insurance and pension funding
ROTHESAY PENSIONS MANAGEMENT LIMITED THE POST BUILDING, 100 MUSEUM STREET, LONDON, UNITED KINGDOM, WC1A 1PB 06195160 2018-12-31 67,725,000 -111,000
CHALFONT INVESTMENT CONSULTANTS LIMITED 4-6 STATION ROAD, GERRARDS CROSS, BUCKINGHAMSHIRE, SL9 8EL 02936477 2017-12-31 2,337,425 0 66110-Administration of financial markets
BARNETT WADDINGHAM ACTUARIES AND CONSULTANTS LIMITED 2 LONDON WALL PLACE, LONDON, ENGLAND, EC2Y 5AU 06498431 2018-05-31 2,046,581 190,719
CGFM LTD EX8 2SG, EXMOUTH BUSINESS CENTRE, 14, HARTLEY ROAD, EXMOUTH, DEVON, ENGLAND, EX8 2SG 05839583 2018-06-30 618,340 0
RIVINGTON WEALTH MANAGEMENT LIMITED THE SPIRES, 99 BRANDRETH DRIVE, PARBOLD, LANCASHIRE, ENGLAND, WN8 7HD 06554164 2018-04-30 135,218 0
PLATINUM FINANCIAL PLANNING & IFA LIMITED 2-4 STONELEIGH PARK ROAD, EPSOM, SURREY, ENGLAND, KT19 0QT 09378518 2018-03-31 131,428 0
D&W ALLEN LTD 19 SAVOY ROAD, BRISTOL, ENGLAND, BS4 3SX 09064963 2018-06-30 38,333 0
MAXIM PENSIONS LIMITED LOVEJOYS, FRILSHAM, THATCHAM, BERKSHIRE, ENGLAND, RG18 9XQ 08937155 2018-03-31 35,534 0
THE PENSION SCHOOL LTD. 3 CORBICUM, LONDON, E11 1AW 06366655 2018-09-30 31,750 0
SUSAN SALKELD & COMPANY LIMITED 9 ROWANTREE ROAD, WINCHMORE HILL, LONDON, N21 3ED 06207655 2018-03-31 30,430 0 94120-Activities of professional membership organizations
PROCALCS LIMITED 19 WARREN DRIVE, WALLASEY, CH45 0JN 07327545 2018-08-31 28,505 0
GOODWOOD ESTATE (PENSIONS) LIMITED GOODWOOD HOUSE, GOODWOOD, CHICHESTER, ENGLAND, PO18 0PX 00679188 2018-03-31 0 0
PEUGEOT ADVANCED PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042696 2018-04-05 0 0
PEUGEOT CIF TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042714 2018-04-05 0 0
PEUGEOT PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042699 2018-04-05 0 0
PSA GROUP UK PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042693 2017-12-31 0 0
ROBINS & DAY PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042694 2018-04-05 0 0
EMPF PROPERTIES LIMITED ELIM INTERNATIONAL CENTRE, DE WALDEN ROAD, WEST MALVERN, WORCESTERSHIRE, WR14 4DF 06405422 2018-12-31 0 0 70100-Activities of head offices
BRITEL FUND TRUSTEES LIMITED ONE AMERICA SQUARE, 17 CROSSWALL, LONDON, ENGLAND, EC3N 2LB 01687153 0000-00-00 0 0
M.R.C. PENSION TRUST LIMITED 2ND FLOOR DAVID PHILLIPS BUILDING, POLARIS HOUSE NORTH STAR AVENUE, SWINDON, WILTSHIRE, SN2 1FL 01218492 0000-00-00 0 0

LIQUIDATION RISK (BETA)



This company is Active. Statistically, Active companies have a low probability of being liquidated within a year.
Here are our probability predictions:
Basis Liquidation within 3 months Liquidation within 6 months Liquidation within 12 months Prediction confidence
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED 0.7% 3.6% 7.1% Medium
Other companies Active in the same sector 0.5% 1.0% 2.6% Medium
Age 0.3% 1.3% 2.4% Medium
Company Type 0.7% 3.7% 7.4% Medium
Accounts category 0.5% 2.1% 4.2% Medium
Accounting Month 0.6% 2.4% 5.5% Medium
Sic code count 0.7% 3.5% 7.0% Medium
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