# Willcox Financial Limited

## Details

- **Company number:** [04170932](https://find-and-update.company-information.service.gov.uk/company/04170932)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 1 Mar 2001
- **Registered office:** THE PINNACLE, 25 SAGESTON FIELDS, SAGESTON, TENBY, SA70 8TQ
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [Wealth Services Holdco Limited](/group/2984) (43 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Robert Gregory Willcox | ownership-of-shares-50-to-75-percent | 1 Mar 2017 | 21 Nov 2025 |
| Mrs Jill Elizabeth Willcox | ownership-of-shares-25-to-50-percent | 1 Mar 2017 | 21 Nov 2025 |
| Lwm Ar Holdco Limited | voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 21 Nov 2025 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 20 Nov 2025 | £43,666 | - | 4 |
| 31 Mar 2025 | £71,373 | - | 4 |
| 31 Mar 2024 | £33,403 | - | 4 |
| 31 Mar 2023 | £35,439 | - | 4 |
| 31 Mar 2022 | £11,973 | - | 4 |
| 31 Mar 2021 | £22,451 | - | 3 |
| 31 Mar 2020 | £8,380 | - | 3 |
| 31 Mar 2019 | £13,726 | - | 2 |
| 31 Mar 2018 | - | - | 2 |
| 31 Mar 2017 | - | - | - |
| 31 Mar 2016 | £12,409 | £2,500 | - |
| 31 Mar 2015 | £3,432 | £2,000 | - |
| 31 Mar 2014 | £678 | £1,980 | - |
| 31 Mar 2013 | £34 | - | - |



## Owned by

Willcox Financial Limited → [LWM Ar Holdco Limited](/company/15996088) → [Lync Wealth Management Limited](/company/15980456) → [Lync Wealth Holdco Limited](/company/15980785) → [Wealth Services Holdco Limited](/company/15859918)