I PLANNING WEALTH MANAGEMENT LTD
Company number 07450322 · Monitor this company
Free AI analysis
Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.
Shareholders' funds
£202,113
Balance sheet as at 2025-11-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2010-11-24
- Employees
- 10 (2025 accounts · was 8 in 2024)
- Registered office
- 6 College Street, Ammanford, Carmarthenshire, SA18 3AF
- Postcode
- SA18 3AF
- Capital
- 95 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-11-30
- Next due by
- 2027-08-31
- Financial year end
- 30 November
Confirmation statement
- Last statement dated
- 2025-11-20
- Next due by
- 2026-12-04
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
- 66220 Activities of insurance agents and brokers
Officers 4 current
Group structure
Controlled by IPLANNING HOLDINGS LTD — since 2025-11-14
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA129029 (Tier 1), registered since 2015.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Among its peers
Top 25%
by shareholders' funds, of 133 similar companies in SA
3rd largest employer among its local peers (10 staff).
Among the oldest 25% of its local peers, trading since 2010.
Competitors Swansea
This company ranks 26 among financial intermediation not elsewhere classified in Swansea.
The class of 2010
28%
of the 2,300 companies in this sector incorporated in 2010 are still active today; 69% 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.