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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
    Westphal, Katie Elizabeth
    Born in February 1993
    Individual (1 offspring)
    Officer
    2023-03-01 ~ now
    OF - Director → CIF 0
  • 2
    Willcox, Joseph Graham
    Born in February 1991
    Individual (1 offspring)
    Officer
    2019-02-07 ~ now
    OF - Director → CIF 0
    Mr Joseph Graham Willcox
    Born in February 1991
    Individual (1 offspring)
    Person with significant control
    2019-02-07 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
Ceased 1
  • Mrs Katie Elizabeth Westphal
    Born in February 1993
    Individual (1 offspring)
    Person with significant control
    2023-03-01 ~ 2026-01-02
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
parent relation
Company in focus

WILLCOX WEALTH MANAGEMENT LTD

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
352,055 GBP2025-03-31
418,494 GBP2024-03-31
Property, Plant & Equipment
13,196 GBP2025-03-31
17,595 GBP2024-03-31
Fixed Assets
365,251 GBP2025-03-31
436,089 GBP2024-03-31
Debtors
47,833 GBP2025-03-31
Cash at bank and in hand
93,120 GBP2025-03-31
80,936 GBP2024-03-31
Current Assets
140,953 GBP2025-03-31
80,936 GBP2024-03-31
Net Current Assets/Liabilities
68,268 GBP2025-03-31
36,016 GBP2024-03-31
Total Assets Less Current Liabilities
433,519 GBP2025-03-31
472,105 GBP2024-03-31
Creditors
Amounts falling due after one year
-267,705 GBP2025-03-31
-344,109 GBP2024-03-31
Net Assets/Liabilities
165,814 GBP2025-03-31
127,996 GBP2024-03-31
Intangible Assets - Gross Cost
Other than goodwill
578,146 GBP2025-03-31
586,770 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Other than goodwill
226,091 GBP2025-03-31
168,276 GBP2024-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Other than goodwill
57,815 GBP2024-04-01 ~ 2025-03-31
Intangible Assets
Other than goodwill
352,055 GBP2025-03-31
418,494 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Motor vehicles
31,279 GBP2025-03-31
31,279 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Motor vehicles
18,083 GBP2025-03-31
13,684 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Motor vehicles
4,399 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Motor vehicles
13,196 GBP2025-03-31
17,595 GBP2024-03-31
Prepayments/Accrued Income
Amounts falling due within one year
32,157 GBP2025-03-31
Other Debtors
Amounts falling due within one year
15,676 GBP2025-03-31
Debtors
Amounts falling due within one year
47,833 GBP2025-03-31
Taxation/Social Security Payable
Amounts falling due within one year
62,525 GBP2025-03-31
39,726 GBP2024-03-31
Other Creditors
Amounts falling due within one year
9,724 GBP2025-03-31
1,965 GBP2024-03-31
Loans received from directors
Amounts falling due within one year
436 GBP2025-03-31
191 GBP2024-03-31
Accrued Liabilities
Amounts falling due within one year
96 GBP2024-03-31
Bank Borrowings
Amounts falling due after one year
267,705 GBP2025-03-31
344,109 GBP2024-03-31
Average Number of Employees
42024-04-01 ~ 2025-03-31
32023-04-01 ~ 2024-03-31

  • WILLCOX WEALTH MANAGEMENT LTD
    Info
    Registered number 11812117
    C/o Redbox Accountancy Limited New Mead Barn, Wickham Hall, Hadham Road, Bishop's Stortford, Herts CM23 1JG
    PRIVATE LIMITED COMPANY incorporated on 2019-02-07 (7 years). The company status is Active.
    The last date of confirmation statement was made at 2025-01-09
    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 9 February 2026 and licensed under the Open Government Licence v3.0.