WILLS & TRUSTS WEALTH MANAGEMENT LIMITED
Active - Accounts Filed
General Information
NAME
WILLS & TRUSTS WEALTH MANAGEMENT LIMITED
COMPANY NUMBER
08788309
COMPANY TYPE
Private limited with Share Capital
BUSINESS ACTIVITY (SIC)
70100 -
Activities of head offices
INCORPORATION DATE
25/11/2013
(10 years and 11 months old)
WEBSITE
willsandtrustswealth.com
CONFIRMATION STATEMENT MADE UP TO
11/01/2024
ACCOUNTS MADE UP TO
31/12/2022
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PREVIOUS NAMES
25/11/2013
07/01/2020
WILLS & TRUSTS HOLDINGS (AYLESBURY) LIMITED
OXFORDSHIRE
OX9 3EH
91/92 High Street
Thame
Oxfordshire
OX9 3EH
Credit Risk Overview
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CREDIT RISK
N/APurchase to view all Since 01/01/1970 |
CREDIT LIMIT
£0 GBPSince 01/01/1970 |
COUNTY COURT JUDGEMENTS
1In Judgement £0Total Requested 1Satisfied £0Total paid |
Documents
| Date Filed | Description | Download | Group |
|---|---|---|---|
| Company does not have any documents. | |||
Group Structure Overview
| Company Name | Status | Report |
|---|---|---|
| WILLS & TRUSTS WEALTH MANAGEMENT LIMITED | Active - Accounts Filed | View Report |
| INTELLIGENT INVESTMENT SERVICES LIMITED | Active - Accounts Filed | View Report |
Timeline Overview
| Date | Event |
|---|---|
| 23/09/2024 | Stuart Christian Payne (919584298) has left the board |
| 23/04/2024 | New Confirmation Statement filed |
| 11/03/2024 | Philip Andrew Plant (924517786) has left the board |
Credit Risk Overview
Want to learn more about WILLS & TRUSTS WEALTH MANAGEMENT LIMITED?
Purchase the company report or an
Annual Subscription
to view this information.
CREDIT RISK
N/APurchase to view all Since 01/01/1970 |
CREDIT LIMIT
£0 GBPSince 01/01/1970 |
COUNTY COURT JUDGEMENTS
1In Judgement £0Total Requested 1Satisfied £0Total paid |
Credit Health History
Want to learn more about WILLS & TRUSTS WEALTH MANAGEMENT LIMITED?
Purchase the company report or an
Annual Subscription
to view this information.
Want to learn more about WILLS & TRUSTS WEALTH MANAGEMENT LIMITED?
Purchase the company report or an
Annual Subscription
to view this information.
| Date | Court | Case No. | Amount | Status | Date Paid |
|---|---|---|---|---|---|
| 01/01/1970 | SAMPLE, PURCHASE TO VIEW | SAMPLE00 | £ N/A | Satisfied | N/A |
| 01/01/1970 | SAMPLE, PURCHASE TO VIEW | SAMPLE00 | £ N/A | In Judgement | N/A |
Accounts
Shareholders
Directors & Secretaries
| Personal Information | Status | Position | Appointments | Report |
|---|---|---|---|---|
|
25/11/2013 - Present (10 years and 11 months) Born in Oct 1963 (age: 61) |
Active | Director |
Current: 4 Past: 1 |
View Report |
|
24/01/2022 - Present (2 years and 9 months) Born in Feb 1962 (age: 62) |
Active | Director |
Current: 23 Past: 57 |
View Report |
|
01/02/2024 - Present (9 months) Born in N/A |
Active | Secretary |
Current: 1 Past: 0 |
View Report |
|
01/09/2017 - 04/04/2018 (7 months) Born in N/A |
Resigned | Secretary |
Current: 0 Past: 1 |
View Report |
|
01/09/2017 - Present (7 years and 2 months) Born in Jun 1960 |
Resigned | Director |
Current: 4 Past: 7 |
View Report |
Documents
| Date Filed | Description | Download | Group |
|---|---|---|---|
| Company does not have any documents. | |||
Group Structure Overview
| Company Name | Status | Report |
|---|---|---|
| WILLS & TRUSTS WEALTH MANAGEMENT LIMITED | Active - Accounts Filed | View Report |
| INTELLIGENT INVESTMENT SERVICES LIMITED | Active - Accounts Filed | View Report |
| WILLS & TRUSTS ACCOUNTING LIMITED | Active - Accounts Filed | View Report |
| WILLS & TRUSTS INDEPENDENT ESTATE PLANNING LIMITED | Active - Accounts Filed | View Report |
| WILLS & TRUSTS INDEPENDENT ESTATE PLANNING LIMITED | Active - Accounts Filed | View Report |
| WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED | Active - Accounts Filed | View Report |
Timeline Overview
| Date | Event |
|---|---|
| 23/09/2024 | Stuart Christian Payne (919584298) has left the board |
| 23/04/2024 | New Confirmation Statement filed |
| 11/03/2024 | Philip Andrew Plant (924517786) has left the board |
| 11/03/2024 | New Company Secretary Rebecca Howard (932027017) Appointed |
| 21/10/2023 | New Accounts filed |
| 03/07/2023 | New Confirmation Statement filed |
| 05/11/2022 | New Confirmation Statement filed |
| 18/09/2022 | New Accounts filed |
| 24/07/2022 | New Confirmation Statement filed |
| 14/02/2022 | New Board Member Clive Raymond Thomas (910906235) Appointed |
| 01/10/2021 | New Confirmation Statement filed |
| 23/09/2021 | New Accounts filed |
| 23/09/2021 | New Accounts filed |
| 23/09/2021 | New Accounts filed |
| 24/05/2021 | Change in Reg. Office |
| 19/04/2021 | New Confirmation Statement filed |
| 08/12/2020 | New Accounts filed |
| 08/12/2020 | New Confirmation Statement filed |
| 04/12/2020 | New Accounts filed |
| 04/12/2020 | New Confirmation Statement filed |
| 12/05/2020 | New Confirmation Statement filed |
| 12/12/2019 | New Board Member Stuart Christian Payne (919584298) Appointed |
| 29/11/2019 | New Confirmation Statement filed |
| 11/10/2019 | Change in Reg. Office |
| 20/06/2019 | New Accounts filed |
| 11/01/2019 | New Confirmation Statement filed |
| 04/10/2018 | New Accounts filed |
| 28/07/2018 | New Confirmation Statement filed |
| 16/05/2018 | New Confirmation Statement filed |
| 13/04/2018 | New Company Secretary Philip Andrew Plant (924517786) Appointed |
| 13/04/2018 | Paula Mary Hardy (923742296) has left the board |
| 13/04/2018 | Philip Andrew Plant (912160160) has left the board |
| 13/04/2018 | Dean Gareth Hobbs (918343593) has left the board |
| 06/02/2018 | New Confirmation Statement filed |
| 04/10/2017 | New Accounts filed |
| 07/09/2017 | New Board Member Dean Gareth Hobbs (918343593) Appointed |
| 07/09/2017 | New Board Member Philip Andrew Plant (912160160) Appointed |
| 07/09/2017 | New Company Secretary Paula Mary Hardy (923742296) Appointed |
| 02/06/2017 | Change in Reg. Office |
| 30/11/2016 | New Annual Return filed |
| 05/10/2016 | New Accounts filed |
| 29/11/2015 | New Annual Return filed |
| 02/09/2015 | New Accounts filed |
| 29/11/2014 | New Annual Return filed |
| 28/10/2014 | Change in Reg. Office |
| 19/01/1970 | New Confirmation Statement filed |
| 19/01/1970 | New Accounts filed |
| 19/01/1970 | New Confirmation Statement filed |
| 19/01/1970 | New Accounts filed |
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