Wells & Co. Financial Planning LLP

General information

Name:

Wells & Company. Financial Planning Llp

Office Address:

Southgate Chambers 37-39 Southgate Street SO23 9EH Winchester

Number: OC412531

Incorporation date: 2016-06-27

End of financial year: 31 December

Category: Limited Liability Partnership

Status: Active

Description

Data updated on:

Wells & . Financial Planning LLP has been operating in this business for at least eight years. Started under company registration number OC412531, the company is classified as a Limited Liability Partnership. You may visit the main office of the company during business times at the following address: Southgate Chambers 37-39 Southgate Street, SO23 9EH Winchester. Although currently it is operating under the name of Wells & Co. Financial Planning LLP, it had the name changed. It was known as Wells Wealth Management. Llp until 9th May 2019, at which point the name was changed to Wells & Company Wealth Management Llp. The final switch came on 1st July 2022. Wells & Company. Financial Planning Llp filed its account information for the financial period up to 2022-12-31. The latest annual confirmation statement was released on 2023-06-26.

Executives who control the firm include: Olivia W. has substantial control or influence over the company. Barry W. has substantial control or influence over the company.

  • Previous company's names
  • Wells & Co. Financial Planning LLP 2022-07-01
  • Wells & Company Wealth Management Llp 2019-05-09
  • Wells Wealth Management. Llp 2016-06-27

Financial data based on annual reports

Company staff

Scarlet W.

Role: LLP Member

Appointed: 17 April 2019

Latest update: 12 April 2024

Barry W.

Role: LLP Designated Member

Appointed: 27 June 2016

Latest update: 12 April 2024

Olivia W.

Role: LLP Designated Member

Appointed: 27 June 2016

Latest update: 12 April 2024

People with significant control

Olivia W.
Notified on 1 January 2021
Nature of control:
substantial control or influence
Barry W.
Notified on 26 June 2017
Nature of control:
substantial control or influence

Accounts Documents

Account next due date 30 September 2024
Account last made up date 31 December 2022
Confirmation statement next due date 10 July 2024
Confirmation statement last made up date 26 June 2023
Annual Accounts
Start Date For Period Covered By Report 01 January 2018
End Date For Period Covered By Report 31 December 2018
Annual Accounts
Start Date For Period Covered By Report 01 January 2019
End Date For Period Covered By Report 31 December 2019
Annual Accounts
Start Date For Period Covered By Report 01 January 2020
End Date For Period Covered By Report 31 December 2020
Annual Accounts
Start Date For Period Covered By Report 01 January 2021
End Date For Period Covered By Report 31 December 2021
Annual Accounts
Start Date For Period Covered By Report 01 January 2022
End Date For Period Covered By Report 31 December 2022

Company filings

Filing category

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Accounts Address Change of name Confirmation statement Incorporation Mortgage Officers
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Total exemption full accounts data made up to 2022-12-31 (AA)
filed on: 29th, September 2023
accounts
Free Download Download filing (8 pages)

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