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Companies/08788309

Wills & Trusts Wealth Management Limited

Activities of head offices · Thame

ActiveUnited KingdomIncorporated 2013Private Limited Company
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 0 ceased
DB
Mrs David Stephen BatchelorIndividual
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2016-11-10 · No cessation recorded

Source record 164991059

People behind the business

Current appointments and the wider business interests of each person.

Appointments

4 current · 5 historical
LO
Lian Jade O'SheaCurrent director
Appointed 2025-12-01
+5 others
RH
Rebecca HowardCurrent secretary
Appointed 2024-02-01 · 2 yrs
+3 others
CT
Clive ThomasCurrent director
Appointed 2022-01-24 · 4 yrs · Finance Director
+43 others
DB
David BatchelorCurrent director
Appointed 2013-11-25 · 12 yrs · Financial Adviser
+13 others
Show 5 historical appointments
SP
Stuart PayneResigned director
Resigned 2019-11-27 · 4 yrs · Coo
PP
Philip PlantResigned secretary
Resigned 2018-04-04 · 5 yrs
PH
Paula HardyResigned secretary
Resigned 2017-09-01
DH
Dean HobbsResigned director
Resigned 2017-09-01 · Financial Planner
PP
Philip PlantResigned director
Resigned 2017-09-01 · Accounts Manager

Board profile

People with appointments
4
Directors assessed
3
Median age
62
Under 35
0
65 and over
0
Disqualified match
None active