H-J WEALTH PLANNING LIMITED
Company number 07501365 · Monitor this company
Executive summary
H-J Wealth Planning Limited has built a profitable, cash-generative wealth advisory business with shareholders' funds growing from £3,276 to £421,185 over eight years—demonstrating a validated, relationship-driven model. However, the £512,575 cash position sitting largely undeployed, combined with recent director changes and only six employees, signals a business at an inflection point: the founders must decide whether to reinvest for scale, pursue a strategic exit, or risk gradual erosion as larger competitors invest more aggressively in technology and talent.
Shareholders' funds
£421,185
Balance sheet as at 2025-03-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2011-01-21
- Employees
- 6 (2025 accounts · was 5 in 2024)
- Registered office
- Thirlmere 11 Ashley Court, Barnt Green, Birmingham, England, B45 8XB
- Postcode
- B45 8XB
- Capital
- 2 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-01-21
- Next due by
- 2027-02-04
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 2 current · 2 resigned
Data protection registration
Registered with the ICO as a data protection fee payer — Z2577483 (Tier 1), registered since 2011.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- hjwealthplanning.co.uk
H-J Wealth Planning Ltd was founded with customer service being at the forefront of everything we do. Our promise is to offer an expert advice service of distinct quality, integrity and excellence.
Previous registered addresses 3
| Address | Changed on |
|---|---|
| 185 HIGH STREET, HARBORNE, BIRMINGHAM, B17 9QG, ENGLAND | 2018-01-05 |
| 135 HITHER GREEN LANE, ABBEY PARK, BORDESLEY, REDDITCH, WORCESTERSHIRE, B98 9AZ | 2015-08-04 |
| 24 GROSVENOR ROAD, HARBONE, BIRMINGHAM, B17 9AN, UNITED KINGDOM | 2014-01-10 |
Among its peers
Top 10%
by shareholders' funds, of 105 similar companies in B
Among the biggest employers among its local peers (6 staff).
Among the oldest 25% of its local peers, trading since 2011.
Competitors Birmingham
This company ranks 8 among activities auxiliary to financial intermediation not elsewhere classified in Birmingham.
The class of 2011
23%
of the 753 companies in this sector incorporated in 2011 are still active today; 73% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.