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I Planning Wealth Management Ltd
I Planning Wealth Management Ltd is an active company incorporated on 24 November 2010 with the registered office located in Ammanford, Dyfed. I Planning Wealth Management Ltd was registered 14 years ago.
Watch Company
Status
Active
Active since
13 years ago
Company No
07450322
Private limited company
Age
14 years
Incorporated
24 November 2010
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
27 November 2024
(9 months ago)
Next confirmation dated
27 November 2025
Due by
11 December 2025
(3 months remaining)
Last change occurred
9 months ago
Accounts
Submitted
For period
1 Dec
⟶
30 Nov 2024
(1 year)
Accounts type is
Micro Entity
Next accounts for period
30 November 2025
Due by
31 August 2026
(11 months remaining)
Learn more about I Planning Wealth Management Ltd
Contact
Address
6 College Street
Ammanford
Carmarthenshire
SA18 3AF
Same address since
incorporation
Companies in SA18 3AF
Telephone
08432898242
Email
Available in Endole App
Website
I-planning.co.uk
See All Contacts
People
Officers
4
Shareholders
5
Controllers (PSC)
3
Mrs Angharad Lloyd Jones
Director • Secretary • PSC • Mortgage Advisor • British • Lives in Wales • Born in May 1957
Mr Aled Wyn
Director • PSC • Compliance Officer • Welsh • Lives in Wales • Born in Nov 1983
Hywel Wyn Jones
Director • Financial Planner • British • Lives in Wales • Born in Jun 1955
Mr Hywel Wyn Jones
PSC • Welsh • Lives in Wales • Born in Jun 1955
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Pedalion Ltd
Hywel Wyn Jones is a mutual person.
Active
Crossco Associates Limited
Hywel Wyn Jones is a mutual person.
Active
Independent Financial Advisors Limited
Hywel Wyn Jones is a mutual person.
Dissolved
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Nov 2024
For period
30 Nov
⟶
30 Nov 2024
Traded for
12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
8
Same as previous period
Total Assets
£420.71K
Increased by £22.76K (+6%)
Total Liabilities
-£218.5K
Increased by £14.24K (+7%)
Net Assets
£202.2K
Increased by £8.52K (+4%)
Debt Ratio (%)
52%
Increased by 0.61% (+1%)
See 10 Year Full Financials
Latest Activity
Micro Accounts Submitted
6 Months Ago on 25 Feb 2025
Confirmation Submitted
9 Months Ago on 27 Nov 2024
Confirmation Submitted
1 Year Ago on 4 Sep 2024
Micro Accounts Submitted
1 Year 7 Months Ago on 8 Feb 2024
Confirmation Submitted
2 Years Ago on 6 Sep 2023
Micro Accounts Submitted
2 Years 3 Months Ago on 24 May 2023
Confirmation Submitted
2 Years 10 Months Ago on 21 Oct 2022
Micro Accounts Submitted
3 Years Ago on 2 Aug 2022
Mr Hywel Wyn Jones Details Changed
3 Years Ago on 5 Jul 2022
Mrs Angharad Lloyd Jones (PSC) Details Changed
4 Years Ago on 1 Jul 2021
Get Alerts
Get Credit Report
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See All Credit Score & Limits
Documents
Micro company accounts made up to 30 November 2024
Submitted on 25 Feb 2025
Confirmation statement made on 27 November 2024 with updates
Submitted on 27 Nov 2024
Confirmation statement made on 4 September 2024 with updates
Submitted on 4 Sep 2024
Micro company accounts made up to 30 November 2023
Submitted on 8 Feb 2024
Confirmation statement made on 6 September 2023 with no updates
Submitted on 6 Sep 2023
Micro company accounts made up to 30 November 2022
Submitted on 24 May 2023
Confirmation statement made on 14 September 2022 with no updates
Submitted on 21 Oct 2022
Micro company accounts made up to 30 November 2021
Submitted on 2 Aug 2022
Change of details for Mrs Angharad Lloyd Jones as a person with significant control on 1 July 2021
Submitted on 5 Jul 2022
Director's details changed for Mr Hywel Wyn Jones on 5 July 2022
Submitted on 5 Jul 2022
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Repayment History
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