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Independent Wealth Planners UK Limited

Independent Wealth Planners UK Limited is an active company incorporated on 20 November 2018 with the registered office located in Birmingham, West Midlands. Independent Wealth Planners UK Limited was registered 6 years ago.
Status
Active
Active since incorporation
Company No
11687785
Private limited company
Age
6 years
Incorporated 20 November 2018
Size
Medium
Turnover is under £54M
Under 250 employees
Confirmation
Submitted
Dated 6 May 2025 (4 months ago)
Next confirmation dated 6 May 2026
Due by 20 May 2026 (8 months remaining)
Last change occurred 2 years 3 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Group
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
One Eleven
Edmund Street
Birmingham
B3 2HJ
United Kingdom
Address changed on 10 Dec 2024 (9 months ago)
Previous address was Office 1.03 - 1.04 Floor One 7 Stratford Place London W1C 1AY England
Telephone
020 31488810
Email
Unreported
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British
Director • British • Lives in England • Born in Jan 1976
Director • British • Lives in England • Born in Oct 1974
Director • British • Lives in England • Born in May 1976
Shareholders, PSCs & Group Structure
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Mutual Companies
Murdoch Asset Management Limited
Christopher Richard Birch, , and 1 more are mutual people.
Active
IWP Financial Planning Limited
Christopher Richard Birch, Robert Charles Allen, and 2 more are mutual people.
Active
Rixon Matthews Appleyard (Financial Services) Limited
Robert Charles Allen, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Clairville York Ltd
Christopher Richard Birch, Robert Charles Allen, and 1 more are mutual people.
Active
Omnium Capital Limited
Christopher Richard Birch, Robert Charles Allen, and 1 more are mutual people.
Active
Professional Wealth Management Limited
Robert Charles Allen, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Hunter Hammond Daniel Associates Limited
Christopher Richard Birch, Robert Charles Allen, and 1 more are mutual people.
Active
AGL Wealth Management Limited
Robert Charles Allen, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£2.56M
Decreased by £3M (-54%)
Turnover
£21M
Decreased by £676K (-3%)
Employees
200
Increased by 10 (+5%)
Total Assets
£116.99M
Decreased by £1.85M (-2%)
Total Liabilities
-£67.81M
Increased by £8.58M (+14%)
Net Assets
£49.19M
Decreased by £10.43M (-18%)
Debt Ratio (%)
58%
Increased by 8.12% (+16%)
Latest Activity
Confirmation Submitted
3 Months Ago on 14 May 2025
Robert Charles Allen Resigned
4 Months Ago on 30 Apr 2025
Group Accounts Submitted
5 Months Ago on 8 Apr 2025
Registered Address Changed
9 Months Ago on 10 Dec 2024
Mr Robert Charles Allen Details Changed
1 Year 2 Months Ago on 27 Jun 2024
Confirmation Submitted
1 Year 3 Months Ago on 15 May 2024
Group Accounts Submitted
1 Year 4 Months Ago on 22 Apr 2024
Jonathan Booth Resigned
1 Year 6 Months Ago on 22 Feb 2024
Robert David King Resigned
1 Year 6 Months Ago on 22 Feb 2024
Neil Alan Padget Resigned
1 Year 6 Months Ago on 22 Feb 2024
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Documents
Confirmation statement made on 6 May 2025 with no updates
Submitted on 14 May 2025
Termination of appointment of Robert Charles Allen as a director on 30 April 2025
Submitted on 13 May 2025
Group of companies' accounts made up to 31 March 2024
Submitted on 8 Apr 2025
Part of the property or undertaking has been released and no longer forms part of charge 116877850002
Submitted on 13 Jan 2025
Part of the property or undertaking has been released and no longer forms part of charge 116877850004
Submitted on 13 Jan 2025
Part of the property or undertaking has been released and no longer forms part of charge 116877850003
Submitted on 13 Jan 2025
Part of the property or undertaking has been released and no longer forms part of charge 116877850001
Submitted on 13 Jan 2025
Registered office address changed from Office 1.03 - 1.04 Floor One 7 Stratford Place London W1C 1AY England to One Eleven Edmund Street Birmingham B3 2HJ on 10 December 2024
Submitted on 10 Dec 2024
Part of the property or undertaking has been released and no longer forms part of charge 116877850004
Submitted on 22 Jul 2024
Part of the property or undertaking has been released and no longer forms part of charge 116877850001
Submitted on 22 Jul 2024
Repayment History
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