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Wills & Trusts Independent Financial Planning Limited

03546798

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

91/92 HIGH STREET, THAME, OX9 3EH
Incorporated 16/04/1998

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 16/04/2026

Due 30/04/2027

On track

Industry

65300
65300

Officers

Mr David Stephen Batchelor

director · Since 16/04/1998

IFA

BRITISH · ENGLAND · Age 62

Also on 1 other board

Mr Clive Raymond Thomas

director · Since 24/01/2022

FINANCE DIRECTOR

BRITISH · ENGLAND · Age 64

Also on 51 other boards

Miss Rebecca Howard

secretary · Since 01/02/2024

Miss Lian Jade O'Shea

director · Since 01/12/2025

BRITISH · ENGLAND · Age 43

Also on 5 other boards

Persons with Significant Control

Wills & Trusts Wealth Management Limited

75–100% shares
75–100% votes
Appoint directors

91-92, High Street, Thame, OX9 3EU

Reg: 08788309 · Companies House · Limited By Shares

Notified 06/04/2016

Charges1 outstanding

Charge
outstanding

BARCLAYS SECURITY TRUSTEE LIMITED

Created 10/07/2018Registered 13/07/2018
Charge
satisfied

THINCATS LOAN SYNDICATES LIMITED

Created 30/09/2014Registered 30/09/2014Satisfied 19/04/2018

CompanyRankvs 104+ SIC 65300 peers
68

Financial strength95th percentile among SIC peers · 24/25
Employees77th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.2× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees12/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

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

3avg. employees

Tax at Year End(2021)

Corp tax£18k

Balance Sheet

Assets less current liabilities£925k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20241.20+£181k
20231.19-£428k
20221.37-£194k
20211.58+£195k
20201.35-£81k
20194.79

Derived from filed accounts. Not audited figures.