Ltd Facts The UK company register, as filed

Register entry · No. 02013469

FINANCIAL PLANNING (WELLS) LIMITED

Active Private Limited Company Incorporated 24 Apr 1986

Checks

No warning signs 10 clear · 4 can't tell yet

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    Insolvency

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    Filing history
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    Strike-off notices

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    Filing history (The Gazette notices) · What this means
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    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 12 Apr 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 3 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    2 current directors.

    Officers on the register · See it
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £9,590.

    Accounts to 31 Mar 2026 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 24 Apr 1986 (40 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 3 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    10 JOCELYN DRIVE, WELLS, ENGLAND, BA5 2EW

    As filed with Companies House.

  2. Nature of business

    • 66220 Activities of insurance agents and brokers

  3. Accounts

    Next due
    31 Dec 2027
    Last made up to
    31 Mar 2026
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    12 Apr 2027
    Last made up to
    29 Mar 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. FINANCIAL PLANNING (WELLS) LIMITED current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Mar 2026 not published not published — £9,590 2
31 Mar 2025 not published not published — £6,365 2
31 Mar 2024 not published not published — £9,522 2
31 Mar 2023 not published not published — £12,842 2
31 Mar 2022 not published not published — £1,068 2
31 Mar 2021 not published not published — £4,430 2

* From the following year's accounts (prior-year figures).

People

Officers All 8, with past →

NameRoleAppointedResignedBornNationality · lives in
Robert O'Malley-White Director — — December 1945 British · United Kingdom
Lynne Joy O'Malley-White Company Secretary/Director Director 18 Jul 2017 — October 1949 British · England
Lynne Joy O'Malley-White Secretary 18 Jul 2017 — —

Owners and controllers All 1, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Robert O'Malley-White Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent 30 Jun 2016 — December 1945 British · United Kingdom

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is FINANCIAL PLANNING (WELLS) LIMITED still trading?

The register shows FINANCIAL PLANNING (WELLS) LIMITED as active.

What does FINANCIAL PLANNING (WELLS) LIMITED do?

It files the industry code 66220 (Activities of insurance agents and brokers).

When was FINANCIAL PLANNING (WELLS) LIMITED set up?

It was incorporated on 24 April 1986.

When are FINANCIAL PLANNING (WELLS) LIMITED's accounts due?

Next accounts are due by 31 December 2027. The last accounts were made up to 31 March 2026.

When is FINANCIAL PLANNING (WELLS) LIMITED's next confirmation statement due?

By 12 April 2027.

Who runs FINANCIAL PLANNING (WELLS) LIMITED?

FINANCIAL PLANNING (WELLS) LIMITED has 2 current directors and 1 other current officer. They're listed under People on this page.

Similar companies

Same industry code (66190), active, set up around the same time. More in this industry →

  1. 02074485 TACKLEWILD LIMITED Active Private Limited Company Inc. 17 Nov 1986 66190 · Activities auxiliary to financial intermediation n.e.c.
  2. 02040321 THE PROFESSIONAL CONNECTION LIMITED Active Private Limited Company Inc. 23 Jul 1986 66220 · Activities of insurance agents and brokers
  3. NI019666 SPM DAWSON WHYTE (LIFE & PENSIONS) LIMITED Active Private Limited Company Inc. 18 Jul 1986 66220 · Activities of insurance agents and brokers
  4. 02036609 GORDON FINANCIAL SOLUTIONS LIMITED Active Private Limited Company Inc. 14 Jul 1986 66220 · Activities of insurance agents and brokers
  5. 02034497 UNITED INSURANCE BROKERS LIMITED Active Private Limited Company Inc. 7 Jul 1986 66220 · Activities of insurance agents and brokers

The file

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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House