JO POTTS FINANCIAL PLANNING LIMITED
Company number 11963735 · Monitor this company
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Shareholders' funds
£145,554
Balance sheet as at 2025-03-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2019-04-25
- Employees
- 3 (2025 accounts)
- Registered office
- 46 Lower Ferry Lane, Callow End, Worcester, Worcestershire, England, WR2 4UN
- Postcode
- WR2 4UN
- Capital
- 100 GBP
- Accounts category
- Unaudited Abridged
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-04-24
- Next due by
- 2027-05-08
Nature of business (SIC)
- 70221 Financial management
Officers 2 current
Data protection registration
Registered with the ICO as a data protection fee payer — ZA530943 (Tier 1), registered since 2019.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
Jo Potts Financial Planning Ltd realise that we all have individual needs and objectives so it is vitally important that we seek advice and solutions that are tailored specifically for us. ...
Among its peers
Top 25%
by shareholders' funds, of 70 similar companies in WR
Among the biggest employers among its local peers (3 staff).
Trading since 2019.
No.11 of the largest financial management companies in Worcester →
Competitors Worcester
This company ranks 11 among financial management in Worcester.
The class of 2019
29%
of the 3,102 companies in this sector incorporated in 2019 are still active today; 67% have since been dissolved.
A fact about the year, not a forecast for this company.