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Activities of insurance agents and brokers · Wells

Financial Planning (Wells)

Financial Planning (Wells) Limited

ActiveLatest figures: 2026Abridged accountsCompany only40 years on the register

Private limited company registered in Wells, classed under “Activities of insurance agents and brokers”.

Headline figures

FY to Mar 2026 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20222023*202420252026
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2023202420252026
Fixed assets
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

5 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-25

  1. Accounts
    Micro company accounts made up to 31 March 2026
  2. Accounts
    Micro company accounts made up to 31 March 2025
  3. Directors
    Director's details changed for Mr Robert O'malley-White on 29 April 2025
  4. Directors
    Director's details changed for Mrs Lynne Joy O'malley-White on 29 April 2025
  5. Ownership
    Change of details for Mr Robert O'malley-White as a person with significant control on 29 April 2025
  6. Address
    Registered office address changed from One the Centre High Street Gillingham Dorset SP8 4AB to 10 Jocelyn Drive Wells BA5 2EW on 12 May 2025
  7. Accounts
    Micro company accounts made up to 31 March 2024
  8. Accounts
    Micro company accounts made up to 31 March 2023
  9. Accounts
    Micro company accounts made up to 31 March 2022
  10. Accounts
    Micro company accounts made up to 31 March 2021
  11. Accounts
    Micro company accounts made up to 31 March 2020
  12. Accounts
    Micro company accounts made up to 31 March 2019
  13. 24 earlier
    1. Accounts
      Micro company accounts made up to 31 March 2018
    2. Accounts
      Micro company accounts made up to 31 March 2017
    3. Directors
      Appointment of Mrs Lynne Joy O'malley-White as a director on 18 July 2017
    4. Directors
      Appointment of Mrs Lynne Joy O'malley-White as a secretary on 18 July 2017
    5. Accounts
      Total exemption small company accounts made up to 31 March 2016
    6. Accounts
      Total exemption small company accounts made up to 31 March 2015
    7. Accounts
      Total exemption small company accounts made up to 31 March 2014
    8. Accounts
      Total exemption small company accounts made up to 31 March 2013
    9. Directors
      Director's details changed for Robert Omalley-White on 25 March 2013
    10. Accounts
      Total exemption small company accounts made up to 31 March 2012
    11. Accounts
      Total exemption small company accounts made up to 31 March 2011
    12. Accounts
      Total exemption small company accounts made up to 31 March 2010
    13. Directors
      Director's details changed for Robert Omalley-White on 29 March 2010
    14. Accounts
      Total exemption small company accounts made up to 31 March 2009
    15. Accounts
      Total exemption small company accounts made up to 31 March 2008
    16. Directors
      Director's change of particulars / robert omalley-white / 01/01/2008
    17. Accounts
      Total exemption small company accounts made up to 31 March 2007
    18. Directors
      Secretary resigned (and 4 more like it since 12 April 2000)
    19. Accounts
      Full accounts made up to 31 March 2006
    20. Accounts
      Accounts for a small company made up to 31 March 2005
    21. Directors
      New secretary appointed (and 3 more like it since 8 May 1998)
    22. Accounts
      Accounts for a small company made up to 31 March 2004
    23. Accounts
      Accounts for a small company made up to 31 March 2003
    24. Accounts
      Accounts for a small company made up to 31 March 2002

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Financial Planning (Wells) do?

Private limited company registered in Wells, classed under “Activities of insurance agents and brokers”.

›How much turnover does Financial Planning (Wells) make?

Answered in the full report

›Is Financial Planning (Wells) profitable?

Financial Planning (Wells)'s profit isn't public: small companies may file without a profit and loss account.

›How many people work at Financial Planning (Wells)?

Answered in the full report

›Who runs and owns Financial Planning (Wells)?

Its directors are Lynne Joy O'Malley-White, Lynne Joy O'Malley-White, Robert O'Malley-White. Its owners are shown to subscribers.

›Where is Financial Planning (Wells) based?

Its registered office is 10 Jocelyn Drive, Wells, BA5 2EW, in Wells.

›When was Financial Planning (Wells) founded?

Financial Planning (Wells) Limited was incorporated on 24 April 1986.

›Is Financial Planning (Wells) still trading?

The register lists Financial Planning (Wells) Limited as active.

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