WILCOX FINANCIAL PLANNING LTD
Company number 09325230 · Monitor this company
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Shareholders' funds
£288,160
Balance sheet as at 2025-11-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2014-11-24
- Employees
- 2 (2025 accounts)
- Registered office
- The Pavilions Eden Park, Ham Green, Bristol, United Kingdom, BS20 0DD
- Postcode
- BS20 0DD
- Capital
- 5 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-11-30
- Next due by
- 2027-04-30
- Financial year end
- 31 July
Confirmation statement
- Last statement dated
- 2026-04-09
- Next due by
- 2027-04-23
Nature of business (SIC)
- 66220 Activities of insurance agents and brokers
- 66290 Other activities auxiliary to insurance and pension funding
Officers 1 current · 3 resigned
Group structure
Controlled by CBPE CAPITAL LLP — since 2026-07-31
Controlled by CBPE CAPITAL X GP LLP — since 2026-07-31
From persons-with-significant-control filings on the public register.
Among its peers
Top 25%
by shareholders' funds, of 78 similar companies in BS
Trading since 2014.
No.12 of the largest activities of insurance agents and brokers companies in Bristol →
Competitors Bristol
This company ranks 12 among activities of insurance agents and brokers in Bristol.
The class of 2014
45%
of the 531 companies in this sector incorporated in 2014 are still active today; 51% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.