Wilcox Financial Planning Ltd

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General information

Name:

Wilcox Financial Planning Limited

Office Address:

9 Court Road CF31 1BE Bridgend

Number: 09325230

Incorporation date: 2014-11-24

End of financial year: 30 November

Category: Private Limited Company

Status: Active

Description

Data updated on:

This Wilcox Financial Planning Ltd firm has been offering its services for at least 10 years, having started in 2014. Registered with number 09325230, Wilcox Financial Planning is a Private Limited Company with office in 9 Court Road, Bridgend CF31 1BE. The company's declared SIC number is 66220 and has the NACE code: Activities of insurance agents and brokers. Wilcox Financial Planning Limited reported its account information for the financial year up to November 30, 2022. The most recent annual confirmation statement was released on December 14, 2022.

Having five job advert since Sun, 22nd Feb 2015, the enterprise has been relatively active on the employment market. On Mon, 1st Aug 2016, it was searching for new employees for a Ifa Administrator post in Talbot Green, and on Sun, 22nd Feb 2015, for the vacant post of a Financial Services Administrator in Talbot Green.

Gerwyn W. is the company's individual managing director, who was chosen to lead the company in 2014 in November.

Gerwyn W. is the individual who controls this firm, owns over 3/4 of company shares.

Financial data based on annual reports

Company staff

Gerwyn W.

Role: Director

Appointed: 24 November 2014

Latest update: 29 December 2023

People with significant control

Gerwyn W.
Notified on 30 April 2016
Nature of control:
over 3/4 of shares

Accounts Documents

Account next due date 31 August 2024
Account last made up date 30 November 2022
Confirmation statement next due date 28 December 2023
Confirmation statement last made up date 14 December 2022
Annual Accounts 17 December 2015
Start Date For Period Covered By Report 25 November 2014
End Date For Period Covered By Report 30 November 2015
Date Approval Accounts 17 December 2015
Annual Accounts 9th January 2017
Start Date For Period Covered By Report 01 December 2015
End Date For Period Covered By Report 30 November 2016
Date Approval Accounts 9th January 2017
Annual Accounts
Start Date For Period Covered By Report 01 December 2016
End Date For Period Covered By Report 30 November 2017
Annual Accounts
Start Date For Period Covered By Report 01 December 2017
End Date For Period Covered By Report 30 November 2018
Annual Accounts
Start Date For Period Covered By Report 01 December 2018
End Date For Period Covered By Report 30 November 2019
Annual Accounts
Start Date For Period Covered By Report 01 December 2019
End Date For Period Covered By Report 30 November 2020
Annual Accounts
Start Date For Period Covered By Report 01 December 2020
End Date For Period Covered By Report 30 November 2021
Annual Accounts
Start Date For Period Covered By Report 01 December 2021
End Date For Period Covered By Report 30 November 2022
Annual Accounts
Start Date For Period Covered By Report 01 December 2022
End Date For Period Covered By Report 30 November 2023

Jobs and Vacancies at Wilcox Financial Planning Limited

Ifa Administrator in Talbot Green, posted on Monday 1st August 2016
Region / City Talbot Green
Salary From £15000.00 to £17000.00 per year
Job type permanent
Expiration date Monday 12th September 2016
 
Ifa Administrator in Talbot Green, posted on Tuesday 22nd December 2015
Region / City Talbot Green
Salary From £15000.00 to £17000.00 per year
Job type permanent
Expiration date Wednesday 3rd February 2016
 
Ifa Administrator in Talbot Green, posted on Monday 21st December 2015
Region / City Talbot Green
Salary From £15000.00 to £17000.00 per year
Job type permanent
Expiration date Tuesday 2nd February 2016
 
Financial Services Administrator in Talbot Green, posted on Wednesday 25th February 2015
Region / City Talbot Green
Salary From £14000.00 to £16000.00 per year
Job type permanent
Expiration date Thursday 9th April 2015
 
Financial Services Administrator in Talbot Green, posted on Sunday 22nd February 2015
Region / City Talbot Green
Salary From £14000.00 to £16000.00 per year
Job type permanent
Expiration date Monday 6th April 2015
 

Company filings

Filing category

Hide filing type
Accounts Annual return Capital Confirmation statement Incorporation
Free Download
Total exemption full accounts data made up to 30th November 2023 (AA)
filed on: 28th, February 2024
accounts
Free Download Download filing (9 pages)

Additional Information

Accountant/Auditor,
2016

Name:

Curtis Bowden & Thomas Limited

Address:

101 Dunraven Street

Post code:

CF40 1AR

City / Town:

Tonypandy

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Services (by SIC Code)

  • 66220 : Activities of insurance agents and brokers
  • 66290 : Other activities auxiliary to insurance and pension funding
9
Company Age

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