Wilcox Financial Planning Ltd
09325230
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
30/11/2025
total exemption full
Next accounts due
31/08/2027
Confirmation statement
Last: 09/04/2026
Due 23/04/2027
Industry
Officers
director · Since 24/11/2014
FINANCIAL ADVISER
BRITISH · WALES · Age 56
Also on 2 other boards
Persons with Significant Control
Mr Gerwyn Huw Wilcox
British · Wales · Age 56
9, Court Road, Bridgend, CF31 1BE
Notified 30/04/2016
Mrs Teresa Wilcox
British · Wales · Age 63
9, Court Road, Bridgend, CF31 1BE
Notified 10/04/2026
Change History
Active
Private Limited Company
9 COURT ROAD
BRIDGEND
CompanyRankvs 2534+ SIC 66220 peers60
Show leaderboard
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.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 30/11/2025
Net Worth
£5
Balance sheet strength
Cash
£196k
Cash in the bank
Net Current Assets
£152k
Working capital
Current Assets
£204k
Current Liabilities
£52k
Fixed Assets
£136k
Debtors
£8k
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2025 | 3.90 |
| 2024 | 4.35 |
| 2023 | 3.77 |
Derived from filed accounts. Not audited figures.