Williams Financial Planning Limited, Wales

Williams Financial Planning Limited is a private limited company. Located at 30 Chester St, Wrexham, Wales LL13 8TJ, the above-mentioned 37 years old company was incorporated on 1987-04-16 and is categorised as "activities of insurance agents and brokers" (SIC code: 66220).
2 directors can be found in this business: Richard W. (appointed on 17 November 2008), Lee G. (appointed on 17 November 2008). As for the secretaries (1 in total), we can name: Karen W. (appointed on 17 November 2008).
About
Name: Williams Financial Planning Limited
Number: 02123811
Incorporation date: 1987-04-16
End of financial year: 01 March
 
Address: 30 Chester St
Wrexham
Wales
LL13 8TJ
SIC code: 66220 - Activities of insurance agents and brokers
Company staff
People with significant control
Richard W.
6 April 2016
Nature of control: 25-50% voting rights
significiant influence or control
25-50% shares
Lee G.
6 April 2016
Nature of control: 25-50% voting rights
significiant influence or control
25-50% shares
Karen W.
6 April 2016
Nature of control: significiant influence or control
25-50% shares
Barry W.
6 April 2016 - 5 June 2020
Nature of control: 25-50% voting rights
significiant influence or control
25-50% shares
Financial data
Date of Accounts 2011-12-31 2012-12-31 2013-12-31 2014-12-31 2015-12-31 2016-12-31 2017-12-31 2018-12-31 2019-12-31 2020-12-31 2021-12-31 2023-03-01
Current Assets 149,520 147,998 137,548 171,871 153,350 149,487 164,984 138,976 144,791 175,909 227,798 3,270,329
Fixed Assets 6,912 39,901 29,806 21,648 14,013 6,972 19,931 22,036 17,478 29,782 32,216 22,354
Total Assets Less Current Liabilities 124,625 123,730 121,890 120,098 128,659 120,551 138,660 122,166 115,126 157,785 194,425 2,656,700
Intangible Fixed Assets - 33,776 25,332 16,888 8,444 - - - - - - -
Number Shares Allotted - 20,000 20,000 20,000 20,000 - - - - - - -
Shareholder Funds 124,625 108,730 121,890 120,098 128,659 - - - - - - -
Tangible Fixed Assets 6,912 6,125 4,474 4,760 5,569 - - - - - - -

The date for Williams Financial Planning Limited confirmation statement filing is 2023-11-08. The most current one was sent on 2022-10-25. The target date for the next statutory accounts filing is 01 December 2023. Most current accounts filing was submitted for the time up until 31 December 2021.

4 persons of significant control are listed in the Companies House, namely: Richard W. who has 1/2 or less of shares, 1/2 or less of voting rights, has substantial control or influence. Lee G. who has 1/2 or less of shares, 1/2 or less of voting rights, has substantial control or influence. Karen W. who has 1/2 or less of shares, has substantial control or influence.

Company filing
Filter filings by category:
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
Total exemption full company accounts data drawn up to Wed, 1st Mar 2023
filed on: 30th, November 2023 | accounts
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