Wilcox Financial Planning Ltd
- Company number
- 09325230
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 24 Nov 2014
- Nature of business
- Activities of insurance agents and brokers
Other activities auxiliary to insurance and pension funding - Corporate group
- S-O Mid Corp Limited (403 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WILCOX, Gerwyn Huw | Director | 24 Nov 2014 | 31 Jul 2026 |
| CHAMBERS, Thomas Edward | Secretary | 31 Jul 2026 | |
| GREENAWAY, Neil | Director | 31 Jul 2026 | |
| CARTY, Anthony Valentine | Director | 31 Jul 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Teresa Wilcox | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
10 Apr 2026 | 31 Jul 2026 |
| Mr Gerwyn Huw Wilcox | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
30 Apr 2016 | 31 Jul 2026 |
| Cbpe Capital X Gp Llp | Ownership Of Shares 50 To 75 Percent | 31 Jul 2026 | |
| Cbpe Capital Llp | Ownership Of Shares 50 To 75 Percent Voting Rights 75 To 100 Percent |
31 Jul 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Nov 2025 | - | £196,318 | 2 |
| 30 Nov 2024 | - | £92,919 | 2 |
| 30 Nov 2023 | - | £61,804 | 2 |
| 30 Nov 2022 | - | £114,539 | 2 |
| 30 Nov 2021 | - | £74,624 | 2 |
| 30 Nov 2020 | - | £69,681 | 2 |
| 30 Nov 2019 | £80,698 | £61,550 | 2 |
| 30 Nov 2018 | £52,110 | £78,615 | 2 |
| 30 Nov 2017 | £33,993 | £66,388 | 2 |
| 30 Nov 2016 | £10,892 | £38,940 | - |
| 30 Nov 2015 | - | £24,242 | - |
Connections
Owned by
Wilcox Financial Planning Ltd → Cbpe Capital LLP
Directors’ other companies
- CARTY, Anthony Valentine - Director at Clifton Wealth Partnership (Ipswich) Ltd
- CARTY, Anthony Valentine - Director at Clifton Wealth Partnership Ltd
- CARTY, Anthony Valentine - Director at Banyard Independent Advice Services Ltd
- CARTY, Anthony Valentine - Director at Eden Park Investment Management Ltd
- GREENAWAY, Neil - Director at Capel Court Limited
- GREENAWAY, Neil - Director at Clifton Wealth Partnership (Ipswich) Ltd
- GREENAWAY, Neil - Director at Eden Park Investment Management Ltd
- GREENAWAY, Neil - Director at Clifton Wealth Partnership Ltd
- GREENAWAY, Neil - Director at Banyard Independent Advice Services Ltd
- GREENAWAY, Neil - Director at Capel Court Holdings Limited
Companies at the same address
- Alternative Business Funding Limited (09044377)
- Banyard Independent Advice Services Ltd (10423069)
- Capel Court Holdings Limited (01953728)
- Capel Court Limited (02686967)
- Clifton Asset Management Limited (07206291)
- Clifton Compliance Services Ltd (06529425)
- Clifton Connects Limited (12819869)
- Clifton Consulting Ltd (07207668)
- Clifton Wealth Partnership (Ipswich) Ltd (02700622)
- Clifton Wealth Partnership Portishead Limited (10878208)