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JPB Financial Planning Limited

JPB Financial Planning Limited is an active company incorporated on 27 July 2015 with the registered office located in Macclesfield, Cheshire. JPB Financial Planning Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09703725
Private limited company
Age
10 years
Incorporated 27 July 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 18 November 2024 (9 months ago)
Next confirmation dated 18 November 2025
Due by 2 December 2025 (2 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
11 Market Place
Macclesfield
Cheshire
SK10 1EB
England
Same address for the past 9 years
Telephone
01625613940
Email
Unreported
People
Officers
3
Shareholders
3
Controllers (PSC)
1
Director • British • Lives in UK • Born in Apr 1980
Director • British • Lives in England • Born in Jan 1964
Director • British • Lives in England • Born in Jun 1980
PW Merlin Limited
PSC
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Mutual Companies
No mutual companies found
Brands
JPB Financial Planning
JPB Financial Planning is an independent financial advisory firm based in Macclesfield, Cheshire.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£392.94K
Increased by £153.57K (+64%)
Turnover
Unreported
Same as previous period
Employees
11
Same as previous period
Total Assets
£393.39K
Increased by £144.1K (+58%)
Total Liabilities
-£209.55K
Increased by £51.46K (+33%)
Net Assets
£183.84K
Increased by £92.64K (+102%)
Debt Ratio (%)
53%
Decreased by 10.15% (-16%)
Latest Activity
Mr William Beighton (PSC) Details Changed
5 Months Ago on 2 Apr 2025
Mr William Beighton Details Changed
5 Months Ago on 2 Apr 2025
Mr Philip Huw Jones (PSC) Details Changed
5 Months Ago on 2 Apr 2025
Mr Philip Huw Jones Details Changed
5 Months Ago on 2 Apr 2025
Philip Huw Jones (PSC) Resigned
5 Months Ago on 21 Mar 2025
William Beighton (PSC) Resigned
5 Months Ago on 21 Mar 2025
Pw Merlin Limited (PSC) Appointed
5 Months Ago on 21 Mar 2025
Lee Pimblott Resigned
5 Months Ago on 21 Mar 2025
Lee Pimblott (PSC) Resigned
5 Months Ago on 21 Mar 2025
Full Accounts Submitted
5 Months Ago on 19 Mar 2025
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Documents
Cessation of Philip Huw Jones as a person with significant control on 21 March 2025
Submitted on 1 Sep 2025
Notification of Pw Merlin Limited as a person with significant control on 21 March 2025
Submitted on 1 Sep 2025
Cessation of William Beighton as a person with significant control on 21 March 2025
Submitted on 1 Sep 2025
Change of share class name or designation
Submitted on 29 Apr 2025
Resolutions
Submitted on 29 Apr 2025
Change of details for Mr William Beighton as a person with significant control on 2 April 2025
Submitted on 3 Apr 2025
Director's details changed for Mr William Beighton on 2 April 2025
Submitted on 3 Apr 2025
Director's details changed for Mr Philip Huw Jones on 2 April 2025
Submitted on 2 Apr 2025
Change of details for Mr Philip Huw Jones as a person with significant control on 2 April 2025
Submitted on 2 Apr 2025
Termination of appointment of Lee Pimblott as a director on 21 March 2025
Submitted on 25 Mar 2025
Repayment History
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