Authorisation being cancelled
This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
No website on the FCA register
-
Phone number
Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
-
Address
Clifton Wealth Partnership Ltd, The Pavilions, 69-71 Macrae Road, Pill, Bristol, North Somerset, BS20 0DD, United Kingdom
In the full report: 2 background checks
- What kind of line 01275 813700 is, and the 13 other firms that give it
- Who else gives the postcode BS20 0DD
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 09325230 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 24 November 2014 (11 years old)
- Registered office
- The Pavilions Eden Park, Ham Green, Bristol, BS20 0DD, United Kingdom
- Nature of business
-
- Activities of insurance agents and brokers (SIC 66220)
- Other activities auxiliary to insurance and pension funding (SIC 66290)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Anthony Valentine Carty | Director | Jul 1967 | 31 Jul 2026 | 22 other companies |
| Neil Greenaway | Director | Nov 1970 | 31 Jul 2026 | 22 other companies |
| Thomas Edward Chambers | Secretary | Not published | 31 Jul 2026 | – |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 32
- closed down
- 3
- went insolvent
- 4
In the full report: all 32 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The 4 that went into liquidation or administration
- The 9 on the FCA register, including one no longer authorised
- The 12 companies these 2 directors run together
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£288k
+44% from £200k
Cash at bank
£196k
+111% from £92.9k
Employees (average)
2
Same as 2
Owed within a year
£52.4k
+126% from £23.1k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 09325230. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Wilcox Financial Planning’s history from the FCA register and Companies House, newest first.
2026
31 July 2026
- Board replaced: its only director left and 2 new directors took over
- Cbpe Capital LLP took control (50–75% of shares)
- Cbpe Capital X GP LLP became the majority owner (50–75% of shares)
- Gerwyn Huw Wilcox stopped being the majority owner
- Teresa Wilcox stopped being a part-owner
Companies House
10 April 2026
- Teresa Wilcox became a part-owner (25–50% of shares)
Companies House
2016
30 April 2016
- Gerwyn Huw Wilcox became the majority owner (50–75% of shares)
Companies House
2015
8 June 2015
- Regulated by the FCA from this date
- Applied to cancel its FCA authorisation
FCA register
2014
24 November 2014
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (10 shown here)
- Every director appointment and resignation: 4
Firms connected to Wilcox Financial Planning
Other FCA-listed firms that share a director, phone number or address with Wilcox Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 12
- share a director
- 9
- share its phone number
- 11
In the full report: all 12 connected firms, named
- How each is linked: shared directors (9), the same phone number (11), the same postcode (9)
- Who links each one: the named directors, with dates
Firms like Wilcox Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Bristol
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Wilcox Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 32 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 16 events in its history
- 12 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Wilcox Financial Planning Ltd FCA authorised?
What is Wilcox Financial Planning’s phone number?
Is Wilcox Financial Planning a scam or clone?
Is my money safe with Wilcox Financial Planning?
Who owns Wilcox Financial Planning?
Who runs Wilcox Financial Planning?
How long has Wilcox Financial Planning been in business?
What do Wilcox Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk