IC WEALTH FINANCIAL PLANNING LTD

Company number 08071069 ·

Active

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Shareholders' funds

£170,266

Balance sheet as at 2025-05-31

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Overview

Company type
Private Limited Company
Incorporated
2012-05-16
Employees
4 (2025 accounts)
Registered office
Georgia House, Augusta Place, Leamington Spa, England, CV32 5EL
Postcode
CV32 5EL
Capital
1 GBP
Accounts category
Total Exemption Full

Accounts

Last made up to
2025-05-31
Next due by
2027-02-28
Financial year end
31 May

Confirmation statement

Last statement dated
2025-09-28
Next due by
2026-10-12
View filing history →

Nature of business (SIC)

  • 66220 Activities of insurance agents and brokers

Officers 1 current · 1 resigned

Appointed 2020-09-28

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA105447 (Tier 1), registered since 2015.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
icwealth.co.uk
Phone
01926422020, 01926422050

IC Wealth, independent financial advisers (IFA) based in Leamington Spa, Warwickshire, specialising in Insurance, Pensions, Mortgages, Life cover and, Investments & Savings.

Previous registered addresses 4

AddressChanged on
1 PEGASUS HOUSE PEGASUS COURT, TACHBROOK PARK, WARWICK, WARWICKSHIRE, CV34 6LW, ENGLAND2021-02-08
29 WATERLOO PLACE, WARWICK STREET, LEAMINGTON SPA, WARWICKSHIRE, CV32 5LA2016-10-19
29 WARWICK STREET, LEAMINGTON SPA, WARWICKSHIRE, CV32 5LA2013-06-03
246 NARBOROUGH ROAD, LEICESTER, LE3 2AP, ENGLAND2012-09-05

Among its peers

No.19 of the largest activities of insurance agents and brokers companies in Coventry →

Competitors Coventry

This company ranks 19 among activities of insurance agents and brokers in Coventry.

Full league table →

The class of 2012

37%

of the 534 companies in this sector incorporated in 2012 are still active today; 62% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

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.