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Willcox Financial Limited

04170932

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

THE PINNACLE, 25 SAGESTON FIELDS, TENBY, SA70 8TQ
Incorporated 01/03/2001

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

20/08/2026

On track

Confirmation statement

Last: 01/03/2026

Due 15/03/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Robert Gregory Willcox

director · Since 01/03/2001

PROFESSIONAL WEALTH PLANNER

BRITISH · WALES · Age 59

Also on 1 other board

Mrs Jill Elizabeth Willcox

director · Since 22/02/2002

COMPANY DIRECTOR

BRITISH · WALES · Age 54

Also on 1 other board

Indigo Corporate Secretary Limited

secretary · Since 21/11/2025

Also on 186 other boards

Persons with Significant Control

Lwm Ar Holdco Limited

75–100% votes
Appoint directors

1, Angel Court, London, EC2R 7HJ

Reg: 15996088 · Companies House · Limited By Shares

Notified 21/11/2025

Former PSCs

Mrs Jill Elizabeth Willcox

Ceased 21/11/2025

Mr Robert Gregory Willcox

Ceased 21/11/2025

Charges0 outstanding

charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 18/02/2009Registered 20/02/2009Satisfied 17/11/2025
charge
satisfied

HSBC BANK PLC

Created 14/04/2001Registered 26/04/2001Satisfied 01/05/2009

CompanyRankvs 361+ SIC 66190 peers
82

Financial strength77th percentile among SIC peers · 19/25
Employees87th percentile among SIC peers · 13/15
LiquidityCurrent ratio 2.36× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength19/25 pts

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

Employees13/15 pts

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

Liquidity20/20 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.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£71k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£63k

Working capital

Current Assets

£109k

Current Liabilities

£46k

Fixed Assets

£38k

4avg. employees

Balance Sheet

Assets less current liabilities£101k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.36+£38k
20241.75-£2k
20231.90+£23k
20221.81-£10k
20212.20+£14k
20200.88-£5k
20191.02

Derived from filed accounts. Not audited figures.