Ltd Facts The UK company register, as filed

Register entry · No. 03546798

WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED

Active Private Limited Company Incorporated 16 Apr 1998

Checks

1 to look at 9 clear · 4 can't tell yet

  • Look
    Charges

    1 outstanding: a lender holds security over its assets and is paid first if it fails.

    Companies House register
The other 13 checks
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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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    Filing history (form AA01)
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    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 2026.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 30 Apr 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 4 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    3 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 £866,454.

    Accounts to 31 Dec 2024 · See it
  • Clear
    Trading history

    Incorporated 16 Apr 1998 (28 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 12 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    91/92 HIGH STREET, THAME, OXFORDSHIRE, OX9 3EH

    As filed with Companies House.

  2. Nature of business

  3. Accounts

    Next due
    31 Dec 2026
    Last made up to
    31 Dec 2024
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    30 Apr 2027
    Last made up to
    16 Apr 2026

  5. Charges

    Outstanding
    1
    All time
    2

  6. Names

    1. WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Dec 2024 not published not published £39,318 £866,454 3
31 Dec 2023 not published not published £20,750 £685,368 3
31 Dec 2022 not published not published £11,606 £1,113,043 3
31 Dec 2021 not published not published £180,733 £1,307,429 3
31 Dec 2020 not published not published £1,926,467 £1,112,548 2
31 Dec 2019 not published not published £339,062 £1,193,433 2

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

Public contracts

No contracts found on Find a Tender under this company number.

Matching is by Companies House number only, so contracts filed without the number are not shown.

Contains public sector information licensed under the Open Government Licence v3.0. Source: Find a Tender award notices. JSON

People

Officers All 9, with past →

NameRoleAppointedResignedBornNationality · lives in
David Stephen Batchelor Ifa Director 16 Apr 1998 — October 1963 British · England
Clive Raymond Thomas Finance Director Director 24 Jan 2022 — February 1962 British · England
Lian Jade O'Shea Director 1 Dec 2025 — April 1983 British · England
Rebecca Howard Secretary 1 Feb 2024 — —

Owners and controllers All 1, with past →

NameControlNotifiedCeasedBornNationality · lives in
Wills & Trusts Wealth Management Limited company · 08788309 · England And Wales Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent; Right to appoint and remove directors 6 Apr 2016 — —

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 WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED still trading?

The register shows WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED as active.

What does WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED do?

It files the industry code 65300 (Pension funding).

When was WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED set up?

It was incorporated on 16 April 1998.

When are WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED's accounts due?

Next accounts are due by 31 December 2026. The last accounts were made up to 31 December 2024.

When is WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED's next confirmation statement due?

By 30 April 2027.

Who runs WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED?

WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED has 3 current directors and 1 other current officer. They're listed under People on this page.

Similar companies

Same industry code (65110), active, set up around the same time. More in this industry →

  1. 03679003 SHEPPARD DAVIES ASSET MANAGEMENT LTD Active Private Limited Company Inc. 4 Dec 1998 65110 · Life insurance
  2. 03680204 VA TECH (UK) PENSION SCHEME TRUSTEE LIMITED Active PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital) Inc. 2 Dec 1998 65300 · Pension funding
  3. 03669946 PENSIONS EXPLAINED LIMITED Active Private Limited Company Inc. 18 Nov 1998 65300 · Pension funding
  4. 03664745 CLEDDAU FINANCIAL SERVICES LIMITED Active Private Limited Company Inc. 10 Nov 1998 65110 · Life insurance
  5. 03663219 TOTAL FINANCE U.K. LIMITED Active Private Limited Company Inc. 6 Nov 1998 65110 · Life insurance

The file

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