IWP Financial Planning Limited
IWP Financial Planning Limited is an active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04138186
Private limited company
Age
24 years
Incorporated 10 January 2001
Size
Unreported
Confirmation
Submitted
Dated 10 January 2025 (9 months ago)
Next confirmation dated 10 January 2026
Due by 24 January 2026 (3 months remaining)
Last change occurred 8 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Alexander John Dominic Easton, Christopher Richard Birch, and 2 more are mutual people.
Active
Alexander John Dominic Easton, Christopher Richard Birch, and 3 more are mutual people.
Active
Alexander John Dominic Easton, Christopher Richard Birch, and 2 more are mutual people.
Active
Alexander John Dominic Easton, Christopher Richard Birch, and 2 more are mutual people.
Active
Helen Michele Thornton, Alexander John Dominic Easton, and 2 more are mutual people.
Active
Helen Michele Thornton, Alexander John Dominic Easton, and 2 more are mutual people.
Active
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
Brands
Alexander Grace is a firm providing independent financial advice to individual and corporate clients.
Clairville York is an independent financial advisory firm based in Sutton, England, providing financial planning advice to a diverse clientele.
Edinburgh Wealth Management (EWM) is an independent financial advisory firm that provides whole of market advice tailored to clients’ needs.
Murdoch Asset Management has been managing assets since 1991.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£1.21M
Increased by £431K (+55%)
Turnover
£13.28M
Increased by £9.6M (+261%)
Employees
115
Increased by 81 (+238%)
Total Assets
£38.97M
Increased by £21.74M (+126%)
Total Liabilities
-£11.37M
Increased by £3.96M (+53%)
Net Assets
£27.6M
Increased by £17.78M (+181%)
Debt Ratio (%)
29%
Decreased by 13.86% (-32%)
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Repayment History
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