£163k
−1%vs Mar 2025Active11812117Private limited companyBishop'S Stortford
WILLCOX WEALTH MANAGEMENT LTD
Significant control: Joseph Graham Willcox (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
WILLCOX WEALTH MANAGEMENT LTD is an active private limited company (company number 11812117) incorporated on 7 February 2019, registered in Bishop'S Stortford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2026, showing net assets of £163k and cash of £94k, with 5 employees on average. Net assets fell 1% on the prior period (£166k).
Peer position · net assets
By net assets it sits in the top quarter of 638 comparable companies in Essex (median £8,016, upper quartile £62k).
02
Ownership and control
- Mr Joseph Graham Willcox
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mrs Katie Elizabeth Westphal
- owns 25–50% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 7 February 20197 yrs ago
- Next accounts due
- 31 December 2027in 433 days
- Confirmation statement due
- 21 February 2027in 120 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£94k
+1%vs Mar 2025Not reported
5
+25%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £163k | £94k | £59k | £50k | — | — | 5 |
| 31 March 2025 | £166k | £93k | £48k | £73k | — | — | 4 |
Current ratio3.04Current assets ÷ creditors within one year
Cash per employee£19kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £163,363 at 31 March 2026
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.04
- Cash at bank of £50,000 or moreCash £93,729
- Incorporated five or more years agoIncorporated 7 February 2019
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 433 days
- Confirmation statement duein 120 days
- Accounts period endNet assets £163k · small accounts
- Accounts period endNet assets £166k · small accounts
- Incorporated
08
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- LIFE PLANNING LTDBrentwood · inc. Feb 2019
- NEUTRAL CAPITAL FINANCE PLCBasildon · inc. Feb 2019
All companies incorporated on 7 February 2019 · in Feb 2019.
09
Reminders for WILLCOX WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.