WEALTHPLAN LTD
Active Company number 11780977
WEALTHPLAN LTD (company number 11780977) is a private limited company incorporated on 22 January 2019. Its status on the Companies House register is Active. Its registered office is in Chorley, PR7 2SY. Its nature of business (SIC 2007) is activities auxiliary to financial intermediation n.e.c. (66190). Its latest accounts we hold, for the period ending 31 March 2025, report net liabilities of £1,128.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on WEALTHPLAN LTD (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score: with the reasons behind the score
- Red flags: and what changed in the last 12 months
- Key figures: the accounts to 31 Mar 2025 against the year before
- Filing deadlines: accounts due 30 Dec 2026; confirmation statement due 16 Jun 2027
- Financials ledger: 6 years of filed accounts held (2020–2025)
- Who runs and owns it: 1 PSC
- Charges: none on the register
- Filing history and methodology: with sources and a disclaimer
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Company details
- Company number
- 11780977
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 22 January 2019
- Country of origin
- United Kingdom
- Registered office
- 23 MARKET STREET
CHORLEY
PR7 2SY
ENGLAND
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 30 March
- Accounts category
- TOTAL EXEMPTION FULL
- Accounts last made up to
- 31 March 2025
- Next accounts due
- 30 December 2026
- Confirmation statement last made up to
- 2 June 2026
- Next confirmation statement due
- 16 June 2027
Financial summary
| Period ending | 31 March 2025 | 31 March 2024 | 31 March 2023 | 31 March 2022 | 31 March 2021 | 31 March 2020 |
|---|---|---|---|---|---|---|
| Profit after tax | Not filed | — | −£240 | −£240 | −£150 | −£138 |
| Total assets | £2 | £2 | — | — | — | — |
| Cash at bank | £2 | £2 | £2 | £2 | £7 | £7 |
| Current liabilities | £0 | £0 | — | — | — | — |
| Net current assets | £2 | £2 | — | — | — | — |
| Total liabilities | £1,130 | £910 | — | — | — | — |
| Net liabilities | £1,128 | £908 | £668 | £428 | £188 | £38 |
| Employees | 1 | 1 | 1 | 1 | 1 | 1 |
Not filed: the accounts do not give the figure. —: no figure read from the filing.
- Year to 31 March 2025: profit after tax not filed. Small companies may file filleted or abbreviated accounts without the profit and loss account, and this filing has none.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (4 including ceased)
- Corporate controllers
- Cheetham Jackson Ltd
Previous names
- WILFORD SMITH FINANCIAL LTD (changed 15 January 2026)
- WILFORD SMITH WEALTH MANAGEMENT LIMITED (changed 16 March 2024)
Questions about WEALTHPLAN LTD
Is WEALTHPLAN LTD active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was WEALTHPLAN LTD incorporated?
WEALTHPLAN LTD was incorporated on 22 January 2019, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is WEALTHPLAN LTD registered?
Its registered office is in Chorley, PR7 2SY. (Companies House register, as at 29 September 2026.)
Who controls WEALTHPLAN LTD?
The register lists 1 current person with significant control (4 including those who have ceased). Corporate controllers named on the register: Cheetham Jackson Ltd. The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/11780977/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are WEALTHPLAN LTD's next accounts due?
The register shows the next accounts as due by 30 December 2026. Its latest accounts on the register were made up to 31 March 2025. (Companies House register, as at 29 September 2026.)
Does WEALTHPLAN LTD file dormant accounts?
Not in its latest accounts. The register gives their category as “Total exemption accounts”, made up to 31 March 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Is WEALTHPLAN LTD on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 9 October 2026. A name screen is not legal clearance.
Related companies
More activities auxiliary to financial intermediation n.e.c. companies
- ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
- COMPUTERSHARE INVESTOR SERVICES PLC
- D. E. SHAW & CO. (U.K.), LTD.
- CINVEN HOLDINGS LIMITED
- COHORT CAPITAL LTD
- OPTIO GROUP LIMITED
- LEO INTERMEDIATECO LIMITED
- ACTIVTRADES PLC
Industry overview: 7,583 active companies in SIC 66190
Other active companies registered at PR7 2SY
Related guides
About CompanyStack
CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.
Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.
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Use this data
Official register entry: WEALTHPLAN LTD on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/11780977 — see the API documentation and pricing.