WEALTHPLAN LTD

11780977
Active Chorley

Activities auxiliary to financial intermediation n.e.c.

1 employees website.com
Activities auxiliary to financial intermediation n.e.c.
W

WEALTHPLAN LTD

11780977

Activities auxiliary to financial intermediation n.e.c.

Founded 22 Jan 2019 Active Chorley, England 1 employees website.com
Activities auxiliary to financial intermediation n.e.c.

Previous Company Names

WILFORD SMITH FINANCIAL LTD 16 Mar 2024 — 15 Jan 2026
WILFORD SMITH WEALTH MANAGEMENT LIMITED 22 Jan 2019 — 16 Mar 2024
Accounts Submitted 31 Mar 2026 Next due 31 Mar 2026 3 months overdue
Confirmation Submitted 5 Jun 2026 Next due 16 Jun 2027 11 months remaining
Net assets £-1K £220 2024 year on year
Total assets £2 £0 2024 year on year
Total Liabilities £1K £220 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

23 Market Street Chorley PR7 2SY England

Full company profile for WEALTHPLAN LTD (11780977), an active company based in Chorley, England. Incorporated 22 Jan 2019. Activities auxiliary to financial intermediation n.e.c.. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Apr → 31 Mar 2025
Type total-exemption-full
Next accounts 31 Mar 2025
Due by 31 Mar 2026 3 months overdue

Net Assets, Total Assets & Total Liabilities (2019–2024)

Cash in Bank

£2.00

Net Assets

-£1.13k

Decreased by £220.00 (-24%)

Total Liabilities

£1.13k

Increased by £220.00 (+24%)

Turnover

N/A

Employees

1

Debt Ratio

56500%

Increased by 11000 (+24%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
31 Mar Year End
2024
31 Mar Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 900 Shares £900 Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
23 Apr 2026900£900£1

Officers

Officers

1 active 2 resigned
Status
Jones, Nicola JanetDirectorBritishEngland495 Feb 2026Active

Shareholders

Shareholders (5)

Cheetham Jackson Limited
51.0%
510
Melissa Louise Bell
19.6%
196

Persons with Significant Control

Persons with Significant Control (4)

4 Active 2 Ceased

Your Y Ltd

United Kingdom

Active
Notified 15 Feb 2024
Nature of Control
  • Ownership Of Shares 25 To 50 Percent,voting Rights 25 To 50 Percent,right To Appoint And Remove Directors

Rd Bains Ltd

United Kingdom

Active
Notified 15 Feb 2024
Nature of Control
  • Ownership Of Shares 25 To 50 Percent,voting Rights 25 To 50 Percent,right To Appoint And Remove Directors
Active
Notified 22 Jan 2019
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Cheetham Jackson Ltd

Unknown

Active
Notified 19 Mar 2026
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Your Y Ltd

Ceased 19 Mar 2026

Ceased

Rd Bains Ltd

Ceased 19 Mar 2026

Ceased

Group Structure

Group Structure

CJ WORKPLACE LTD united kingdom
RD BAINS LTD united kingdom
WEALTHPLAN LTD Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
5 Jun 2026Confirmation StatementConfirmation statement made on 2 Jun 2026 with updates
4 Jun 2026CapitalAllotment of shares (GBP 1,000) on 23 Apr 2026
9 Apr 2026Confirmation StatementConfirmation statement made on 20 Mar 2026 with updates
31 Mar 2026AccountsAnnual accounts made up to 31 Mar 2025
30 Mar 2026AccountsAnnual accounts made up to 31 Mar 2025
5 Jun 2026 Confirmation Statement

Confirmation statement made on 2 Jun 2026 with updates

4 Jun 2026 Capital

Allotment of shares (GBP 1,000) on 23 Apr 2026

9 Apr 2026 Confirmation Statement

Confirmation statement made on 20 Mar 2026 with updates

31 Mar 2026 Accounts

Annual accounts made up to 31 Mar 2025

30 Mar 2026 Accounts

Annual accounts made up to 31 Mar 2025

Recent Activity

Latest Activity

Confirmation statement made on 2 Jun 2026 with updates

2 weeks ago on 5 Jun 2026

Allotment of shares (GBP 1,000) on 23 Apr 2026

3 weeks ago on 4 Jun 2026

Confirmation statement made on 20 Mar 2026 with updates

2 months ago on 9 Apr 2026

Annual accounts made up to 31 Mar 2025

2 months ago on 31 Mar 2026

Annual accounts made up to 31 Mar 2025

2 months ago on 30 Mar 2026