PLANIT WEALTH LIMITED

Company number 15297987 ·

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Shareholders' funds

£74,702

Balance sheet as at 2025-08-31

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Overview

Company type
Private Limited Company
Incorporated
2023-11-21
Employees
2 (2025 accounts)
Registered office
2 Crossways Business Centre, Bicester Road, Kingswood, Aylesbury, Bucks, United Kingdom, HP18 0RA
Postcode
HP18 0RA
Accounts category
Micro

Accounts

Last made up to
2025-08-31
Next due by
2027-05-31
Financial year end
31 August

Confirmation statement

Last statement dated
2025-11-20
Next due by
2026-12-04
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 1 current

Lisa SPIERS Director
Appointed 2023-11-21

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Data protection registration

Registered with the ICO as a data protection fee payer — ZB752252 (Tier 1), registered since 2024.

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

Contact details

Website
planitwealth.co.uk
Phone
01494629010

Planit Wealth | Financial advice in Oxfordshire, Buckinghamshire, & Berkshire. Retirement, tax, estate planning, inheritance guidance, financial goal setting. Trust our advisors. Contact for consultation.

At this address

372

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Competitors High Wycombe

This company ranks 41 among financial intermediation not elsewhere classified in High Wycombe.

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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.