Wilcox Financial Planning Ltd
Registered name: WILCOX FINANCIAL PLANNING LTD
Part of Cbpe Capital LLP groupWilcox Financial Planning Ltd does not publish its revenue or profit. Its accounts to 30 Nov 2025 show net assets of £288k and 2 employees.
Wilcox Financial Planning Ltd did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 30 Nov 2025 showed net assets of £288k and 2 employees. The company is classified under “activities of insurance agents and brokers” and is based in Bristol; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Bristol, South West
- Age
- 11 yrs · since 2014
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Wilcox Financial Planning Ltd’s accounts for the year to 30 Nov 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 2
- Net assets
- £288k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 30 Nov 2022 | 30 Nov 2023 | 30 Nov 2024 | 30 Nov 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | No P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | — | — |
| Profit (best available) | — | — | — | — |
| Employees (average) | 2 | 2 | 2 | 2 |
| Ratios | ||||
| Profit margin | — | — | — | — |
| Growth (year on year) | ||||
| Headcount growth | — | 0% | 0% | 0% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £115k | £61.8k | £92.9k | £196k |
| Net assets | £144k | £157k | £200k | £288k |
| Fixed assets | £43.8k | £106k | £122k | £136k |
| Current assets | £122k | £69.6k | £101k | £204k |
| Debtors | £7.8k | £7.8k | £7.8k | £7.8k |
| Source | Accounts · bulk data Feb 2024 | Accounts · bulk data Feb 2024 | FullAccounts · bulk data May 2025 | FullAccounts · bulk data Jan 2026 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▲44%
- Now £288k
- Cash at bank
- ▲111%
- Now £196k
- Headcount
- 0%
- Now 2
- Deferred income
- —
- Now —
- Fixed assets
- ▲11%
- Now £136k
Group structure
Ownership chain
- Cbpe Capital LLPultimate parent50–75%
- Wilcox Financial Planning Ltdthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (29)
- Apollo 2024 Topco LimitedRev. £1.2bn · Profit −£11.2m
- Veincentre Group LtdRev. £21.1m · Profit −£8.7m
- AI Topco LimitedFigures not disclosed
- Banyard Independent Advice Services LtdFigures not disclosed
- Blatchford Central Services LimitedFigures not disclosed
- Bridge Topco UK LimitedFigures not disclosed
- Cairn Nexus LimitedFigures not disclosed
- Cbpe Capital IX Founders LPFigures not disclosed
- Cbpe Holdings LimitedFigures not disclosed
- Cbpe Nominees LimitedFigures not disclosed
- Clifton Asset Management LimitedFigures not disclosed
- Clifton Wealth Partnership (Ipswich) LtdFigures not disclosed
- Cutting & Carter LimitedFigures not disclosed
- Dukes Independent Financial Advisers LtdFigures not disclosed
- Evolution Finco LimitedFigures not disclosed
- Evolution Midco LimitedFigures not disclosed
- JRW Financial Management LtdFigures not disclosed
- Lifestyle Pensions and Investments LtdFigures not disclosed
- Project Orion Topco LimitedFigures not disclosed
- Project Thor Topco LimitedRev. — · Profit −£1.6m
- Ralph Finco LimitedRev. — · Profit −£1.2m
- Six Q Financial Planning LimitedFigures not disclosed
- Swift Topco LimitedFigures not disclosed
- Tetraprism Topco LimitedRev. — · Profit £16.1k
- Trowbridge Topco LimitedFigures not disclosed
- Unity Topco LimitedFigures not disclosed
- Veincentre Bidco LtdFigures not disclosed
- Veincentre Holdings LtdFigures not disclosed
- Veincentre Midco LtdFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from FullAccounts for the year to 30 Nov 2025, from the Companies House accounts bulk data published Jan 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.