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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.

Parent entities and officers
Active 2
  • 1
    O'malley-white, Lynne Joy
    Born in October 1949
    Individual (4 offsprings)
    Officer
    icon of calendar 2016-09-14 ~ now
    OF - Director → CIF 0
    O'malley-white, Lynne Joy
    Individual (4 offsprings)
    Officer
    icon of calendar 2016-09-30 ~ now
    OF - Secretary → CIF 0
  • 2
    O'malley-white, Robert
    Business Finance Consultant born in December 1945
    Individual (5 offsprings)
    Officer
    icon of calendar 2014-01-31 ~ now
    OF - Director → CIF 0
    Mr Robert O'malley-white
    Born in December 1945
    Individual (5 offsprings)
    Person with significant control
    icon of calendar 2016-06-30 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
parent relation
Company in focus

MORTGAGE & FINANCIAL PLANNING (WELLS) LTD

Previous name
MORTGAGE & FINANCIAL PLANNING INTRODUCERS LIMITED - 2014-05-19
Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Fixed Assets
3,302 GBP2025-03-31
3,490 GBP2024-03-31
Current Assets
25,710 GBP2025-03-31
25,573 GBP2024-03-31
Creditors
Current
-13,686 GBP2025-03-31
-17,304 GBP2024-03-31
Net Current Assets/Liabilities
12,024 GBP2025-03-31
8,443 GBP2024-03-31
Total Assets Less Current Liabilities
15,326 GBP2025-03-31
11,933 GBP2024-03-31
Accrued Liabilities/Deferred Income
-6,469 GBP2025-03-31
-5,499 GBP2024-03-31
Net Assets/Liabilities
8,857 GBP2025-03-31
6,434 GBP2024-03-31
Equity
8,857 GBP2025-03-31
6,434 GBP2024-03-31
Average Number of Employees
22024-04-01 ~ 2025-03-31
22023-04-01 ~ 2024-03-31

  • MORTGAGE & FINANCIAL PLANNING (WELLS) LTD
    Info
    MORTGAGE & FINANCIAL PLANNING INTRODUCERS LIMITED - 2014-05-19
    Registered number 08871455
    icon of address10 Jocelyn Drive, Wells BA5 2EW
    Private Limited Company incorporated on 2014-01-31 (11 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2025-01-31
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 16 October 2025 and licensed under the Open Government Licence v3.0.