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J.M. Wealth Planning Limited

J.M. Wealth Planning Limited is an active company incorporated on 17 October 2016 with the registered office located in Neath, West Glamorgan. J.M. Wealth Planning Limited was registered 9 years ago.
Status
Active
Active since incorporation
Company No
10431173
Private limited company
Age
9 years
Incorporated 17 October 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 October 2024 (1 year ago)
Next confirmation dated 16 October 2025
Was due on 30 October 2025 (6 days ago)
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 (10 months remaining)
Address
7 London Road
Neath
SA11 1HB
Wales
Same address for the past 7 years
Telephone
01639 203203
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • British • Lives in UK • Born in Jan 1969
Director • British • Lives in UK • Born in Jun 1965
Mr Paul Roy Morris
PSC • British • Lives in UK • Born in Jan 1969
Mrs Susan Mary Jones
PSC • British • Lives in UK • Born in Jun 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
SJPM LLP
Susan Mary Jones is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£72.61K
Decreased by £11.42K (-14%)
Turnover
Unreported
Same as previous period
Employees
3
Decreased by 1 (-25%)
Total Assets
£129.67K
Decreased by £29.55K (-19%)
Total Liabilities
-£108.96K
Decreased by £21.19K (-16%)
Net Assets
£20.71K
Decreased by £8.37K (-29%)
Debt Ratio (%)
84%
Increased by 2.29% (+3%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 29 Sep 2025
Mrs Susan Mary Jones Details Changed
11 Months Ago on 19 Nov 2024
Mr Paul Roy Morris Details Changed
11 Months Ago on 19 Nov 2024
Confirmation Submitted
1 Year Ago on 4 Nov 2024
Full Accounts Submitted
1 Year 1 Month Ago on 27 Sep 2024
Confirmation Submitted
2 Years Ago on 31 Oct 2023
Full Accounts Submitted
2 Years 1 Month Ago on 28 Sep 2023
Mr Paul Roy Morris Details Changed
2 Years 2 Months Ago on 9 Aug 2023
Mrs Susan Mary Jones Details Changed
2 Years 2 Months Ago on 9 Aug 2023
Confirmation Submitted
2 Years 11 Months Ago on 17 Nov 2022
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 29 Sep 2025
Director's details changed for Mrs Susan Mary Jones on 19 November 2024
Submitted on 20 Nov 2024
Director's details changed for Mr Paul Roy Morris on 19 November 2024
Submitted on 19 Nov 2024
Confirmation statement made on 16 October 2024 with no updates
Submitted on 4 Nov 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 27 Sep 2024
Confirmation statement made on 16 October 2023 with no updates
Submitted on 31 Oct 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 28 Sep 2023
Director's details changed for Mrs Susan Mary Jones on 9 August 2023
Submitted on 9 Aug 2023
Director's details changed for Mr Paul Roy Morris on 9 August 2023
Submitted on 9 Aug 2023
Confirmation statement made on 16 October 2022 with no updates
Submitted on 17 Nov 2022
Repayment History
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