Wills & Trusts Independent Financial Planning Limited
03546798
Healthy
- No accounts filed in last 18 months (-5)
- 1 outstanding charge (-2)
Details
Compliance
Last accounts
31/12/2024
total exemption full
Next accounts due
30/09/2026
Confirmation statement
Last: 16/04/2026
Due 30/04/2027
Industry
Officers
director · Since 16/04/1998
IFA
BRITISH · ENGLAND · Age 62
Also on 1 other board
director · Since 24/01/2022
FINANCE DIRECTOR
BRITISH · ENGLAND · Age 64
Also on 51 other boards
secretary · Since 01/02/2024
secretary · Since 01/02/2024
Former
corporate nominee director · Resigned 17/04/1998
corporate nominee secretary · Resigned 17/04/1998
secretary · Resigned 18/12/2008
secretary · Resigned 01/02/2024
director · Resigned 19/09/2024
Persons with Significant Control
Wills & Trusts Wealth Management Limited
91-92, High Street, Thame, OX9 3EU
Reg: 08788309 · Companies House · Limited By Shares
Notified 06/04/2016
Charges1 outstanding
BARCLAYS SECURITY TRUSTEE LIMITED
Change History
Active
Private Limited Company
91/92 HIGH STREET
THAME
CompanyRankvs 100+ SIC 65300 peers68
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Outstanding charges: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/12/2024
Net Worth
£866k
Balance sheet strength
Cash
£39k
Cash in the bank
Net Current Assets
£830k
Working capital
Current Assets
£5.1M
Current Liabilities
£4.2M
Fixed Assets
£95k
Debtors
£5.0M
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 1.20 | +£181k |
| 2023 | 1.19 | — |
Derived from filed accounts. Not audited figures.