Company Registration No. 11812117 (England and Wales)
Willcox Wealth Management Ltd
Unaudited accounts
for the year ended 31 March 2026
Willcox Wealth Management Ltd
Unaudited accounts
Contents
Willcox Wealth Management Ltd
Company Information
for the year ended 31 March 2026
Company Number
11812117 (England and Wales)
Registered Office
C/O REDBOX ACCOUNTANCY LIMITED
New Mead Barn, Wickham Hall
BISHOP'S STORTFORD
HERTFORDSHIRE
CM23 1JG
ENGLAND
Accountants
Redbox Accountancy Limited
New Mead Barn
Wickham Hall, Hadham Road
Bishop's Stortford
Hertfordshire
CM23 1JG
Willcox Wealth Management Ltd
Statement of financial position
as at 31 March 2026
Intangible assets
276,068
352,055
Tangible assets
22,229
13,196
Cash at bank and in hand
93,729
93,120
Creditors: amounts falling due within one year
(50,235)
(72,695)
Net current assets
102,320
68,258
Total assets less current liabilities
400,617
433,509
Creditors: amounts falling due after more than one year
(237,254)
(267,705)
Net assets
163,363
165,804
Called up share capital
2
2
Profit and loss account
163,361
165,802
Shareholders' funds
163,363
165,804
For the year ending 31 March 2026 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with the provisions of FRS 102 Section 1A - Small Entities. The profit and loss account has not been delivered to the Registrar of Companies.
The financial statements were approved by the Board and authorised for issue on 22 July 2026 and were signed on its behalf by
Joseph Willcox
Director
Company Registration No. 11812117
Willcox Wealth Management Ltd
Notes to the Accounts
for the year ended 31 March 2026
Willcox Wealth Management Ltd is a private company, limited by shares, registered in England and Wales, registration number 11812117. The registered office is C/O REDBOX ACCOUNTANCY LIMITED, New Mead Barn, Wickham Hall, BISHOP'S STORTFORD, HERTFORDSHIRE, CM23 1JG, ENGLAND.
2
Compliance with accounting standards
The accounts have been prepared in accordance with the provisions of FRS 102 Section 1A Small Entities. There were no material departures from that standard.
The principal accounting policies adopted in the preparation of the financial statements are set out below and have remained unchanged from the previous year, and also have been consistently applied within the same accounts.
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
Intangible fixed assets (including purchased goodwill and patents) are included at cost. These are being amortised on a straight line basis over 10 years.
The company operates a defined contribution scheme for the benefit of its employees. Contributions payable are recognised in the profit and loss account when due.
Turnover is measured at the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. Turnover from the sale of goods is recognised when goods have been delivered to customers such that risks and rewards of ownership have transferred to them. Turnover from the rendering of services is recognised by reference to the stage of completion of the contract. The stage of completion of a contract is measured by comparing the costs incurred for work performed to date to the total estimated contract costs.
Tangible fixed assets and depreciation
Tangible assets are included at cost less depreciation and impairment. Depreciation has been provided at the following rates in order to write off the assets over their estimated useful lives:
Motor vehicles
25% on reducing balance basis
Willcox Wealth Management Ltd
Notes to the Accounts
for the year ended 31 March 2026
4
Intangible fixed assets
Other
Charge for the year
55,796
5
Tangible fixed assets
Motor vehicles
Amounts falling due within one year
Accrued income and prepayments
43,150
32,157
Other debtors
15,676
15,676
Willcox Wealth Management Ltd
Notes to the Accounts
for the year ended 31 March 2026
7
Creditors: amounts falling due within one year
2026
2025
Taxes and social security
42,091
62,524
Other creditors
7,956
9,735
Loans from directors
188
436
8
Creditors: amounts falling due after more than one year
2026
2025
Bank loans
237,254
267,705
9
Average number of employees
During the year the average number of employees was 5 (2025: 4).