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Wills & Trusts Wealth Management Limited

08788309

active
ltd
england wales
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
Financial
40/40
Risk

No risk factors detected.

Details

91/92 High Street, Thame, OX9 3EH
Incorporated 25/11/2013

Previously known as

Wills & Trusts Holdings (Aylesbury) Limited · until 07/01/2020

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 10/03/2026

Due 24/03/2027

On track

Industry

70100
Activities of head offices

Officers

Mr David Stephen Batchelor

director · Since 25/11/2013

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 62

Also on 2 other boards

Mr Clive Raymond Thomas

director · Since 24/01/2022

FINANCE DIRECTOR

BRITISH · ENGLAND · Age 64

Also on 51 other boards

Ms 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

David Stephen Batchelor

director · Since 25/11/2013

British · United Kingdom · Age 62

Clive Raymond Thomas

director · Since 24/01/2022

British · England · Age 64

Rebecca Howard

secretary · Since 01/02/2024

Lian Jade O'Shea

director · Since 01/12/2025

British · England · Age 43

Former

Philip Andrew Plant

director · Resigned 04/04/2018

Dean Gareth Hobbs

director · Resigned 04/04/2018

Paula Mary Hardy

secretary · Resigned 04/04/2018

Philip Andrew Plant

secretary · Resigned 01/02/2024

Stuart Christian Payne

director · Resigned 19/09/2024

Persons with Significant Control

Mr David Stephen Batchelor

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

British · England · Age 62

91/92, High Street, Thame, OX9 3EH

Notified 10/11/2016

David Stephen Batchelor

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

British · United Kingdom · Age 62

91/92, High Street, Thame, OX9 3EH

Notified 10/11/2016

Change History

statusactive
2026-07-19

Active

typeltd
2026-07-19

Private Limited Company

address line191/92 High Street
2026-07-19

91/92 HIGH STREET

post townThame
2026-07-19

THAME