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 1
  • Wilcox, Gerwyn Huw
    Financial Adviser born in December 1969
    Individual (1 offspring)
    Officer
    2014-11-24 ~ now
    OF - Director → CIF 0
    Mr Gerwyn Huw Wilcox
    Born in December 1969
    Individual (1 offspring)
    Person with significant control
    2016-04-30 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

WILCOX FINANCIAL PLANNING LTD

Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
66290 - Other Activities Auxiliary To Insurance And Pension Funding
Brief company account
Property, Plant & Equipment
946 GBP2023-11-30
1,183 GBP2022-11-30
Fixed Assets - Investments
104,847 GBP2023-11-30
42,646 GBP2022-11-30
Fixed Assets
105,793 GBP2023-11-30
43,829 GBP2022-11-30
Debtors
7,832 GBP2023-11-30
7,832 GBP2022-11-30
Cash at bank and in hand
61,804 GBP2023-11-30
114,539 GBP2022-11-30
Current Assets
69,636 GBP2023-11-30
122,371 GBP2022-11-30
Creditors
Current
18,471 GBP2023-11-30
21,845 GBP2022-11-30
Net Current Assets/Liabilities
51,165 GBP2023-11-30
100,526 GBP2022-11-30
Total Assets Less Current Liabilities
156,958 GBP2023-11-30
144,355 GBP2022-11-30
Equity
Called up share capital
5 GBP2023-11-30
5 GBP2022-11-30
Retained earnings (accumulated losses)
157,709 GBP2023-11-30
147,180 GBP2022-11-30
Equity
156,958 GBP2023-11-30
144,355 GBP2022-11-30
Average Number of Employees
22022-12-01 ~ 2023-11-30
22021-12-01 ~ 2022-11-30
Property, Plant & Equipment - Gross Cost
Plant and equipment
4,444 GBP2022-11-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
3,498 GBP2023-11-30
3,261 GBP2022-11-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
237 GBP2022-12-01 ~ 2023-11-30
Property, Plant & Equipment
Plant and equipment
946 GBP2023-11-30
1,183 GBP2022-11-30
Other Investments Other Than Loans
Cost valuation
104,847 GBP2023-11-30
42,646 GBP2022-11-30
Additions to investments
62,201 GBP2023-11-30
Other Investments Other Than Loans
104,847 GBP2023-11-30
42,646 GBP2022-11-30
Trade Debtors/Trade Receivables
Amounts falling due within one year, Current
7,832 GBP2023-11-30
7,832 GBP2022-11-30
Trade Creditors/Trade Payables
Current
1 GBP2023-11-30
Other Taxation & Social Security Payable
Current
14,955 GBP2023-11-30
18,200 GBP2022-11-30
Other Creditors
Current
3,515 GBP2023-11-30
3,645 GBP2022-11-30

  • WILCOX FINANCIAL PLANNING LTD
    Info
    Registered number 09325230
    9 Court Road, Bridgend CF31 1BE
    Private Limited Company incorporated on 2014-11-24 (10 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-09
    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 24 April 2025 and licensed under the Open Government Licence v3.0.