Menna Overview
Here’s a quick overview of WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED 👀 — a Thame, Oxfordshire based business that started in 1998.
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED
- Company statusactive
- Company No03546798
- Age28 years 3 months Incorporated 16 April 1998
- Officers4
Address
91/92 High Street, Thame, Oxfordshire, OX9 3EH
WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED is an active company incorporated on 16 April 1998 and based in Thame, Oxfordshire. The company was registered 28 years ago.
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- CCJs0
Company Type
Private limited with Share Capital
Jurisdiction
england & wales
Nature of business (SIC)
65300 Pension funding
Accounts
Available to 31 December 2024. Next accounts due by 30 September 2025
See filing history on Companies House
Latest Activity
Confirmation Statement With No Updates
1 Month Ago on 01 Jun 2026
Annual Return Company With Made Up Date Full List Shareholders
1 Month Ago on 01 Jun 2026
Annual Return Company With Made Up Date Full List Shareholders
2 Months Ago on 30 May 2026
Annual Return Company With Made Up Date Full List Shareholders
2 Months Ago on 30 May 2026
Annual Return Company With Made Up Date Full List Shareholders
2 Months Ago on 30 May 2026
Accounts With Accounts Type Total Exemption Full
7 Months Ago on 31 Dec 2025
Appoint Person Director Company With Name Date
7 Months Ago on 05 Dec 2025
Confirmation Statement With No Updates
1 Year Ago on 16 Apr 2025
Accounts With Accounts Type Total Exemption Full
1 Year Ago on 21 Nov 2024
Change Person Director Company With Change Date
1 Year Ago on 30 Sep 2024
Termination Director Company With Name Termination Date
1 Year Ago on 19 Sep 2024
Confirmation Statement With No Updates
2 Years Ago on 25 Apr 2024
Termination Secretary Company With Name Termination Date
2 Years Ago on 27 Feb 2024
Appoint Person Secretary Company With Name Date
2 Years Ago on 27 Feb 2024
Accounts With Accounts Type Total Exemption Full
2 Years Ago on 28 Sep 2023
Confirmation Statement With No Updates
3 Years Ago on 13 Jun 2023
Accounts With Accounts Type Total Exemption Full
3 Years Ago on 05 Sep 2022
Confirmation Statement With No Updates
4 Years Ago on 09 May 2022
Appoint Person Director Company With Name Date
4 Years Ago on 14 Feb 2022
Change Person Secretary Company With Change Date
4 Years Ago on 01 Nov 2021
Accounts With Accounts Type Total Exemption Full
4 Years Ago on 07 Sep 2021
Change To A Person With Significant Control
5 Years Ago on 15 Jun 2021
Confirmation Statement With No Updates
5 Years Ago on 04 May 2021
Accounts With Accounts Type Total Exemption Full
5 Years Ago on 01 Sep 2020
Confirmation Statement With Updates
6 Years Ago on 16 Apr 2020
People
Officers4
Significant control (PSC)1
Officers
| Name | Role | Date of Birth | Appointed |
|---|---|---|---|
| HOWARD, Rebecca | secretary | 01 Feb 2024 | |
| BATCHELOR, David Stephen | director | Oct 1963 | 16 Apr 1998 |
| O'SHEA, Lian Jade | director | Apr 1983 | 01 Dec 2025 |
| THOMAS, Clive Raymond | director | Feb 1962 | 24 Jan 2022 |
PSC (Persons with Significant control)
| Name | Date of Birth | Appointed |
|---|---|---|
| Wills & Trusts Wealth Management Limited | 06 Apr 2016 |
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Here’s a quick overview of WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED 👀 — a Thame, Oxfordshire based business that started in 1998.