# Wilcox Financial Planning Ltd

## Details

- **Company number:** [09325230](https://find-and-update.company-information.service.gov.uk/company/09325230)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 24 Nov 2014
- **Registered office:** THE PAVILIONS EDEN PARK, HAM GREEN, BRISTOL, BS20 0DD
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers, [66290](/sic/66290) Other activities auxiliary to insurance and pension funding
- **Corporate group:** [S-O Mid Corp Limited](/group/82731) (403 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CARTY, Anthony Valentine | director | 31 Jul 2026 |  |
| GREENAWAY, Neil | director | 31 Jul 2026 |  |
| CHAMBERS, Thomas Edward | secretary | 31 Jul 2026 |  |
| WILCOX, Gerwyn Huw | director | 24 Nov 2014 | 31 Jul 2026 |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Cbpe Capital Llp | ownership-of-shares-50-to-75-percent, voting-rights-75-to-100-percent | 31 Jul 2026 |  |
| Cbpe Capital X Gp Llp | ownership-of-shares-50-to-75-percent | 31 Jul 2026 |  |
| 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 |



## 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 | - |



## Owned by

Wilcox Financial Planning Ltd → [Cbpe Capital LLP](/company/OC305899)




## Directors' other companies

- [CARTY, Anthony Valentine](/person/6183953) - director at [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622)
- [CARTY, Anthony Valentine](/person/6183953) - director at [Clifton Wealth Partnership Ltd](/company/07487477)
- [CARTY, Anthony Valentine](/person/6183953) - director at [Banyard Independent Advice Services Ltd](/company/10423069)
- [CARTY, Anthony Valentine](/person/6183953) - director at [Eden Park Investment Management Ltd](/company/10953727)
- [CARTY, Anthony Valentine](/person/6183953) - director at [Clifton Asset Management Limited](/company/07206291)
- [GREENAWAY, Neil](/person/5435892) - director at [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622)
- [GREENAWAY, Neil](/person/5435892) - director at [Capel Court Limited](/company/02686967)
- [GREENAWAY, Neil](/person/5435892) - director at [Clifton Wealth Partnership Ltd](/company/07487477)
- [GREENAWAY, Neil](/person/5435892) - director at [Banyard Independent Advice Services Ltd](/company/10423069)
- [GREENAWAY, Neil](/person/5435892) - director at [Capel Court Holdings Limited](/company/01953728)



## Companies at the same address

- [Alternative Business Funding Limited](/company/09044377) (09044377)
- [Banyard Independent Advice Services Ltd](/company/10423069) (10423069)
- [Capel Court Holdings Limited](/company/01953728) (01953728)
- [Capel Court Limited](/company/02686967) (02686967)
- [Clifton Asset Management Limited](/company/07206291) (07206291)
- [Clifton Compliance Services Ltd](/company/06529425) (06529425)
- [Clifton Connects Limited](/company/12819869) (12819869)
- [Clifton Consulting Ltd](/company/07207668) (07207668)
- [Clifton Wealth Partnership (Ipswich) Ltd](/company/02700622) (02700622)
- [Clifton Wealth Partnership Portishead Limited](/company/10878208) (10878208)