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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Jump to: Company in focus, Offsprings
Parent entities and officers 10
  • 1
    Payne, Stuart Christian
    Coo born in September 1970
    Individual (13 offsprings)
    Officer
    2019-11-27 ~ 2024-09-19
    OF - Director → CIF 0
  • 2
    Thomas, Clive Raymond
    Born in February 1962
    Individual (46 offsprings)
    Officer
    2022-01-24 ~ now
    OF - Director → CIF 0
  • 3
    O'shea, Lian Jade
    Born in April 1983
    Individual (7 offsprings)
    Officer
    2025-12-01 ~ now
    OF - Director → CIF 0
  • 4
    Batchelor, David Stephen
    Born in October 1963
    Individual (23 offsprings)
    Officer
    1998-04-16 ~ now
    OF - Director → CIF 0
  • 5
    Howard, Rebecca
    Individual (5 offsprings)
    Officer
    2024-02-01 ~ now
    OF - Secretary → CIF 0
  • 6
    Batchelor, Helen Claire
    Office Manager
    Individual (5 offsprings)
    Officer
    1998-04-16 ~ 2008-12-18
    OF - Secretary → CIF 0
  • 7
    Plant, Philip Andrew
    Accounts Manager
    Individual (20 offsprings)
    Officer
    2008-12-18 ~ 2024-02-01
    OF - Secretary → CIF 0
  • 8
    ON LINE REGISTRARS LIMITED
    03290388
    3 Crystal House, New Bedford Road, Luton
    Active Corporate (3 parents, 716 offsprings)
    Officer
    1998-04-16 ~ 1998-04-17
    OF - Nominee Secretary → CIF 0
  • 9
    ONLINE COMPANY FORMATIONS LIMITED
    3 Crystal House, New Bedford Road, Luton
    Liquidation Corporate (3 parents, 498 offsprings)
    Officer
    1998-04-16 ~ 1998-04-17
    OF - Nominee Director → CIF 0
  • 10
    WILLS & TRUSTS WEALTH MANAGEMENT LIMITED
    - now 08788309
    WILLS & TRUSTS HOLDINGS (AYLESBURY) LIMITED - 2020-01-07 08788309
    91-92, High Street, Thame, Oxon, England
    Active Corporate (8 parents, 6 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
parent relation
Company in focus

WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED

Period: 1998-04-16 ~ now
Company number: 03546798
Registered name
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED - now
Standard Industrial Classification
65300 - Pension Funding
Brief company account
Property, Plant & Equipment
95,218 GBP2024-12-31
124,949 GBP2023-12-31
Debtors
5,015,405 GBP2024-12-31
3,972,420 GBP2023-12-31
Cash at bank and in hand
39,318 GBP2024-12-31
20,750 GBP2023-12-31
Current Assets
5,054,723 GBP2024-12-31
3,993,170 GBP2023-12-31
Net Current Assets/Liabilities
829,630 GBP2024-12-31
650,945 GBP2023-12-31
Total Assets Less Current Liabilities
924,848 GBP2024-12-31
775,894 GBP2023-12-31
Creditors
Amounts falling due after one year
-53,280 GBP2024-12-31
-71,551 GBP2023-12-31
Net Assets/Liabilities
866,454 GBP2024-12-31
685,368 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Retained earnings (accumulated losses)
866,354 GBP2024-12-31
685,268 GBP2023-12-31
Equity
866,454 GBP2024-12-31
685,368 GBP2023-12-31
Average Number of Employees
32024-01-01 ~ 2024-12-31
32023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
157,309 GBP2024-12-31
155,690 GBP2023-12-31
Vehicles
176,502 GBP2024-12-31
176,502 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
333,811 GBP2024-12-31
332,192 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
113,271 GBP2024-12-31
98,981 GBP2023-12-31
Vehicles
125,322 GBP2024-12-31
108,262 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
238,593 GBP2024-12-31
207,243 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
14,290 GBP2024-01-01 ~ 2024-12-31
Vehicles
17,060 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
31,350 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Plant and equipment
44,038 GBP2024-12-31
56,709 GBP2023-12-31
Vehicles
51,180 GBP2024-12-31
68,240 GBP2023-12-31
Trade Debtors/Trade Receivables
5,171 GBP2024-12-31
2,073 GBP2023-12-31
Amounts owed by group undertakings and participating interests
4,873,930 GBP2024-12-31
3,769,453 GBP2023-12-31
Other Debtors
136,304 GBP2024-12-31
200,894 GBP2023-12-31
Bank Overdrafts
Amounts falling due within one year
118,685 GBP2023-12-31
Finance Lease Liabilities - Total Present Value
Amounts falling due within one year
18,271 GBP2024-12-31
18,271 GBP2023-12-31
Trade Creditors/Trade Payables
Amounts falling due within one year
24,334 GBP2024-12-31
9,655 GBP2023-12-31
Amounts owed to group undertakings and participating interests
Amounts falling due within one year
4,129,231 GBP2024-12-31
3,148,028 GBP2023-12-31
Taxation/Social Security Payable
Amounts falling due within one year
37,638 GBP2024-12-31
20,711 GBP2023-12-31
Other Creditors
Amounts falling due within one year
15,619 GBP2024-12-31
26,875 GBP2023-12-31
Finance Lease Liabilities - Total Present Value
Amounts falling due after one year
53,280 GBP2024-12-31
71,551 GBP2023-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
All periods
34,782 GBP2024-12-31
42,953 GBP2023-12-31
Related profiles found in government register
  • WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED
    Info
    Registered number 03546798
    91/92 High Street, Thame, Oxfordshire OX9 3EH
    PRIVATE LIMITED COMPANY incorporated on 1998-04-16 (28 years). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-04-16
    CIF 0
  • WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LTD
    S
    Registered number 03546798
    91 - 92, High St, Thame, Oxon, England, OX9 3EH
    CIF 1
  • WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED
    S
    Registered number 03546798
    91-92, High Street, Thame, Oxon, England, OX9 3EH
    Limited By Shares in Companies House, England And Wales
    CIF 2
  • WILLS AND TRUSTS INDEPENDENT FINANCIAL PLANNING LTD
    S
    Registered number 03546798
    91-92, High Street, Thame, England, OX9 3EH
    Limited Company in England & Wales, England
    CIF 3
child relation
Offspring entities and appointments 2
  • 1
    W & T PROBATE SERVICES LLP
    OC402957
    91 - 92 High St, Thame, Oxon, England
    Dissolved Corporate (2 parents)
    Person with significant control
    2016-11-17 ~ dissolved
    CIF 2 - Ownership of voting rights - More than 25% but not more than 50% → OE
    CIF 2 - Right to surplus assets - More than 25% but not more than 50% → OE
    Officer
    2015-11-18 ~ dissolved
    CIF 1 - LLP Designated Member → ME
  • 2
    W AND T PROPERTY PORTFOLIO LTD
    07098112
    91 - 92, High Street, Thame, Oxfordshire
    Active Corporate (5 parents)
    Person with significant control
    2016-04-06 ~ 2021-06-30
    CIF 3 - Ownership of voting rights - 75% or more → OE
    CIF 3 - Right to appoint or remove directors → OE
    CIF 3 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.