Annual accounts
Total Exemption 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
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED
Active- 03546798Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 91/92 High Street, Thame, Oxfordshire OX9 3EH
- Classification (SIC)
- Pension funding (65.30 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 01/06/2026View PDF (3 pages)
Confirmation statement made on 2026-04-16 with no updates
- 30/05/2026View PDF (14 pages)
Annual return made up to 2014-04-16 with full list of shareholders
- 30/05/2026View PDF (13 pages)
Annual return made up to 2013-04-16 with full list of shareholders
- 30/05/2026View PDF (13 pages)
Annual return made up to 2015-04-16 with full list of shareholders
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
- 16/04/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£866.45K2024
26.42%vs 20232023: £685.37K
Total Assets
£5.15M2024
21.37%vs 20232023: £4.24M
Cash in Bank
£39.32K2024
89.48%vs 20232023: £20.75K
Total Liabilities
£4.28M2024
24.78%vs 20232023: £3.43M
Employees
32024
0vs 20232023: 3
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 21.37% on 2023. See the full financial analysis for WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -11.8% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.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 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count was unchanged at 3 between 2021 and 2024. 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
9Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 24/01/2022–Present | 45 | |
| Nominee Secretary | 16/04/1998–17/04/1998 | 569 | |
| Director | 16/04/1998–Present | 32 | |
| Director | 27/11/2019–19/09/2024 | 14 | |
| Nominee Director | 16/04/1998–17/04/1998 | 555 | |
| Secretary | 18/12/2008–01/02/2024 | 5 | |
| Secretary | 16/04/1998–18/12/2008 | 2 | |
| Secretary | 01/02/2024–Present | 0 | |
| Director | 01/12/2025–Present | 7 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 7 Since 29/04/2013
- Last 12 months
- 4
- Most recent filing
- 01/06/2026 3 months ago
What changed in the last year
- Confirmation statementLatest 01/06/2026
Filing timeline
- 01/06/2026View PDF (3 pages)
Confirmation statement made on 2026-04-16 with no updates
- 30/05/2026View PDF (14 pages)
Annual return made up to 2014-04-16 with full list of shareholders
- 30/05/2026View PDF (13 pages)
Annual return made up to 2013-04-16 with full list of shareholders
- 30/05/2026View PDF (13 pages)
Annual return made up to 2015-04-16 with full list of shareholders
- 07/05/2015View PDF (5 pages)
Annual return made up to 2015-04-16 with full list of shareholders
- 06/05/2014View PDF (5 pages)
Annual return made up to 2014-04-16 with full list of shareholders
- 29/04/2013View PDF (5 pages)
Annual return made up to 2013-04-16 with full list of shareholders
See when the next accounts and confirmation statement are due
Similar companies
83 UK companies are similar to WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Pension funding) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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LOW INSURANCE BROKERS LIMITED
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About WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 91/92 High Street, Thame, Oxfordshire OX9 3EH. Companies House classifies its business as Pension funding. It has been on the register for 28 years 5 months.
The register currently records it as active. Its 2024 accounts report net assets of £866.45K and 3 employees.
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED do?
Companies House records WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED under one registered business activity: Pension funding (65.30 - SIC 2007).
Is WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED still active?
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 16/04/1998.
What are WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £866.45K, total assets of £5.15M, cash in bank of £39.32K and total liabilities of £4.28M.
When did WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 01/06/2026: Confirmation statement made on 2026-04-16 with no updates, 3 months ago.
When are WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED?
Companies House lists 9 officers (4 currently in post) and 0 people with significant control.