# Financial Planning (Wells) (Financial Planning (Wells) Limited) Private limited company registered in Wells, classed under “Activities of insurance agents and brokers”. - Company number: 02013469 - Status: Active - Type: Private limited company - Incorporated: 24 April 1986 - Registered office: 10 Jocelyn Drive, Wells, BA5 2EW - Location: Wells - Activity: Activities of insurance agents and brokers ## Latest filed profit No profit figure in its latest filed accounts. Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers. ## 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 on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/financial-planning-wells-02013469 ### 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 on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/financial-planning-wells-02013469 ### 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. ## Timeline Recent filings and changes at Companies House. - 2026-07-14: Micro company accounts made up to 31 March 2026 - 2025-06-26: Micro company accounts made up to 31 March 2025 - 2025-05-12: Director's details changed for Mr Robert O'malley-White on 29 April 2025 - 2025-05-12: Director's details changed for Mrs Lynne Joy O'malley-White on 29 April 2025 - 2025-05-12: Change of details for Mr Robert O'malley-White as a person with significant control on 29 April 2025 - 2025-05-12: 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 - 2024-07-03: Micro company accounts made up to 31 March 2024 - 2023-06-22: Micro company accounts made up to 31 March 2023 - 2022-06-30: Micro company accounts made up to 31 March 2022 - 2021-05-20: Micro company accounts made up to 31 March 2021 - 2020-06-09: Micro company accounts made up to 31 March 2020 - 2019-10-07: Micro company accounts made up to 31 March 2019 - 2018-05-31: Micro company accounts made up to 31 March 2018 - 2017-07-25: Micro company accounts made up to 31 March 2017 - 2017-07-24: Appointment of Mrs Lynne Joy O'malley-White as a director on 18 July 2017 - 2017-07-24: Appointment of Mrs Lynne Joy O'malley-White as a secretary on 18 July 2017 - 2016-10-25: Total exemption small company accounts made up to 31 March 2016 - 2015-11-05: Total exemption small company accounts made up to 31 March 2015 - 2014-12-28: Total exemption small company accounts made up to 31 March 2014 - 2013-09-02: Total exemption small company accounts made up to 31 March 2013 - 2013-04-11: Director's details changed for Robert Omalley-White on 25 March 2013 - 2012-09-20: Total exemption small company accounts made up to 31 March 2012 - 2011-12-29: Total exemption small company accounts made up to 31 March 2011 - 2010-08-05: Total exemption small company accounts made up to 31 March 2010 - 2010-04-19: Director's details changed for Robert Omalley-White on 29 March 2010 --- Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/financial-planning-wells-02013469