PLANNED WEALTH LIMITED
Company number 14497494 · 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
£321,875
Balance sheet as at 2025-03-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2022-11-21
- Employees
- 7 (2025 accounts · was 8 in 2024)
- Registered office
- 21 High Street, Harrow, England, HA1 3HT
- Postcode
- HA1 3HT
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2025-11-20
- Next due by
- 2026-12-04
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current
Group structure
Controlled by ICC WEALTH MANAGEMENT LTD — since 2022-11-21
Controlled by PLANNED WEALTH MANAGEMENT LIMITED — since 2022-11-21
From persons-with-significant-control filings on the public register.
Contact details
- Website
- planned-wealth.co.uk
We combine the institutional strength of St. James’s Place with the personal service of a boutique led Practice. We strive to deliver exceptional client outcomes by listening to you, understanding ...
Among its peers
Top 25%
by shareholders' funds, of 452 similar companies in HA
Among the biggest employers among its local peers (7 staff).
Trading since 2022.
Competitors Harrow
This company ranks 53 among financial intermediation not elsewhere classified in Harrow.
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.