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Activities of insurance agents and brokers · Bristol
Wilcox Financial Planning
Wilcox Financial Planning Ltd
Private limited company registered in Bristol, classed under “Activities of insurance agents and brokers” and 1 other activity.
Headline figures
FY to Nov 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
7 balance-sheet lines and 3 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.
Questions people ask
›What does Wilcox Financial Planning do?
Private limited company registered in Bristol, classed under “Activities of insurance agents and brokers” and 1 other activity.
›How much turnover does Wilcox Financial Planning make?
Answered in the full report
›Is Wilcox Financial Planning profitable?
Wilcox Financial Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Wilcox Financial Planning?
Answered in the full report
›Where is Wilcox Financial Planning based?
Its registered office is The Pavilions Eden Park, Ham Green, Bristol, BS20 0DD, in Bristol.
›When was Wilcox Financial Planning founded?
Wilcox Financial Planning Ltd was incorporated on 24 November 2014.
›Is Wilcox Financial Planning still trading?
The register lists Wilcox Financial Planning Ltd as active.