Annual accounts
Full accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED
Active- 00913711Copy
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Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 1a Tower Square, Wellington Street, Leeds LS1 4DL
- Classification (SIC)
- Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007)
- Accounts type
- Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 02/06/2026View PDF (2 pages)
Appointment of Mr John Barry William Francis as a director on 2026-05-31
- 29/01/2026View PDF (1 pages)
Termination of appointment of John Barry William Francis as a director on 2025-12-18
- 23/12/2025View PDF (2 pages)
Appointment of Mr John Barry William Francis as a director on 2025-12-18
- 18/12/2025View PDF (1 pages)
Termination of appointment of Caroline Michelle Hawkesley as a director on 2025-12-04
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
Due in 5 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 15/09/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED filed. Okredo holds filed accounts data for 2021–2023; the year-by-year record is on the financials page.
Net Assets
£1.75M2023
11.13%vs 20222022: £1.58M
Total Assets
£2.18M2023
-23.71%vs 20222022: £2.86M
Cash in Bank
£892.59K2023
-42.72%vs 20222022: £1.56M
Total Liabilities
£424.39K2023
-66.78%vs 20222022: £1.28M
Employees
132023
+3vs 20222022: 10
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Total liabilities moved furthest, down 66.78% on 2022. See the full financial analysis for WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED.
The full financial record
Four ways through WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +14.8% a year (CAGR)Three-year trend, 2021–2023Every measure end to end across 2021, 2022 and 2023, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2023.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 3 yearsEvery figure by yearAll 5 measures Okredo tracks across 3 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2023.
| Year | Employees | Change |
|---|---|---|
| 2023 | 13 | +3 |
| 2022 | 10 | +2 |
| 2021 | 8 | – |
Reported employee count increased from 8 in 2021 to 13 in 2023. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
17Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/01/2014–04/04/2017 | 58 | |
| Director | 04/04/2019–21/04/2023 | 14 | |
| Director | 01/04/1994–30/04/2020 | 7 | |
| Director | 07/05/2019–25/10/2019 | 54 | |
| Director | 01/04/2004–30/04/2018 | 15 | |
| Director | 01/04/2010–31/03/2024 | 13 | |
| Director | 01/04/2013–21/04/2023 | 10 | |
| Director | 04/03/2025–Present | 43 | |
| Director | 04/04/2019–21/04/2023 | 10 | |
| Director | 21/04/2023–03/02/2025 | 65 | |
| Director | 31/05/2026–Present | 17 | |
| Director | 18/12/2025–18/12/2025 | 17 | |
| Director | 01/04/2001–21/05/2009 | 4 | |
| Director | 01/02/2020–21/04/2023 | 11 | |
| Director | 21/04/2023–07/11/2025 | 36 | |
| Director | 21/04/2023–04/12/2025 | 0 | |
| Secretary | 30/04/2020–21/04/2023 | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 1 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 27 Since 16/12/2022
- Last 12 months
- 7 +4 vs the year before
- Most recent filing
- 02/06/2026 3 months ago
What changed in the last year
- Officer changes (5)Latest 02/06/2026
- Accounts filedLatest 07/10/2025
- Confirmation statementLatest 29/09/2025
Filing timeline
- 02/06/2026View PDF (2 pages)
Appointment of Mr John Barry William Francis as a director on 2026-05-31
- 29/01/2026View PDF (1 pages)
Termination of appointment of John Barry William Francis as a director on 2025-12-18
- 23/12/2025View PDF (2 pages)
Appointment of Mr John Barry William Francis as a director on 2025-12-18
- 18/12/2025View PDF (1 pages)
Termination of appointment of Caroline Michelle Hawkesley as a director on 2025-12-04
- 14/11/2025View PDF (1 pages)
Termination of appointment of Charlotte Emily Thomas as a director on 2025-11-07
- 07/10/2025View PDF (24 pages)
Full accounts made up to 2024-12-31
- 29/09/2025View PDF (3 pages)
Confirmation statement made on 2025-09-15 with no updates
- 23/09/2025View PDF (2 pages)
Director's details changed for Mr Thomas Francis Wood on 2025-07-16
- 04/10/2024View PDF (24 pages)
Full accounts made up to 2023-12-31
- 27/09/2024View PDF (3 pages)
Confirmation statement made on 2024-09-15 with no updates
- 24/05/2024View PDF (1 pages)
Termination of appointment of Jeremy James Thomas Woodley as a director on 2024-03-31
- 22/12/2023View PDF (24 pages)
Full accounts made up to 2023-03-31
Showing 12 of 27 filings
See when the next accounts and confirmation statement are due
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About WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED
A short description of the company, written from its Companies House record.
WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED is a private limited company registered in the United Kingdom, based in 1a Tower Square, Wellington Street, Leeds LS1 4DL. Companies House classifies its business as Other activities auxiliary to insurance and pension funding. It has been on the register for 59 years 1 month.
The register currently records it as active. Its 2023 accounts report net assets of £1.75M and 13 employees.
WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED do?
Companies House records WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED under one registered business activity: Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
Is WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED still active?
WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED is recorded as active on the Companies House register, and has been on it since 22/08/1967.
What are WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2023 and report net assets of £1.75M, total assets of £2.18M, cash in bank of £892.59K and total liabilities of £424.39K.
When did WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED last file with Companies House?
The most recent document on the record is dated 02/06/2026: Appointment of Mr John Barry William Francis as a director on 2026-05-31, 3 months ago.
When are WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED?
Companies House lists 17 officers (2 currently in post) and 1 person with significant control.