Annual accounts
Micro Entity accounts
31/08/2027Filing deadline
Made up to 30/11/2025Due 31/08/2027
- Next accounts made up to
- 30/11/2026
- Last accounts made up to
- 30/11/2025
I PLANNING WEALTH MANAGEMENT LTD
Active- 07450322Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 6 College Street, Ammanford, Carmarthenshire SA18 3AF
- Classification (2 SIC codes)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)Activities of insurance agents and brokers (66.22 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 09/01/2026View PDF (3 pages)
Micro company accounts made up to 2025-11-30
- 20/11/2025View PDF (1 pages)
Cessation of Angharad Lloyd Jones as a person with significant control on 2025-11-14
- 20/11/2025View PDF (1 pages)
Cessation of Hywel Wyn Jones as a person with significant control on 2025-11-14
- 20/11/2025View PDF (5 pages)
Confirmation statement made on 2025-11-20 with updates
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 20/11/2026
- Last statement dated
- 30/11/2025
Financial performance
The latest figures I PLANNING WEALTH MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£202.11K2025
-0.05%vs 20242024: £202.20K
Total Assets
£470.71K2025
11.89%vs 20242024: £420.71K
Total Liabilities
£268.60K2025
22.93%vs 20242024: £218.50K
Employees
102025
+2vs 20242024: 8
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Total liabilities moved furthest, up 22.93% on 2024. See the full financial analysis for I PLANNING WEALTH MANAGEMENT LTD.
The full financial record
Four ways through I PLANNING WEALTH MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +2.2% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 10 | +2 |
| 2024 | 8 | 0 |
| 2023 | 8 | +1 |
| 2022 | 7 | 0 |
| 2021 | 7 | – |
Reported employee count increased from 7 in 2021 to 10 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 06/04/2014–Present | 7 | |
| Director | 06/04/2011–Present | 8 | |
| Director | 24/11/2010–Present | 2 | |
| Secretary | 15/11/2011–Present | 0 |
Persons with significant control
6Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 7 | |
| 06/04/2016–14/11/2025 | 8 | |
| 06/04/2016–Present | 8 | |
| 06/04/2016–14/11/2025 | 2 | |
| 06/04/2016–Present | 2 | |
| 14/11/2025–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 12 Since 21/10/2022
- Last 12 months
- 5 +3 vs the year before
- Most recent filing
- 09/01/2026 8 months ago
What changed in the last year
- Accounts filedLatest 09/01/2026
- Officer changes (3)Latest 20/11/2025
- Confirmation statementLatest 20/11/2025
Filing timeline
- 09/01/2026View PDF (3 pages)
Micro company accounts made up to 2025-11-30
- 20/11/2025View PDF (1 pages)
Cessation of Angharad Lloyd Jones as a person with significant control on 2025-11-14
- 20/11/2025View PDF (1 pages)
Cessation of Hywel Wyn Jones as a person with significant control on 2025-11-14
- 20/11/2025View PDF (5 pages)
Confirmation statement made on 2025-11-20 with updates
- 20/11/2025View PDF (2 pages)
Notification of Iplanning Holdings Ltd as a person with significant control on 2025-11-14
- 25/02/2025View PDF (3 pages)
Micro company accounts made up to 2024-11-30
- 27/11/2024View PDF (4 pages)
Confirmation statement made on 2024-11-27 with updates
- 04/09/2024View PDF (3 pages)
Confirmation statement made on 2024-09-04 with updates
- 08/02/2024View PDF (3 pages)
Micro company accounts made up to 2023-11-30
- 06/09/2023View PDF (3 pages)
Confirmation statement made on 2023-09-06 with no updates
- 24/05/2023View PDF (3 pages)
Micro company accounts made up to 2022-11-30
- 21/10/2022View PDF (3 pages)
Confirmation statement made on 2022-09-14 with no updates
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to I PLANNING WEALTH MANAGEMENT LTD, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13310592
- Incorporated
- 03/04/2021
- Employees
- 8
KIND WEALTH LIMITED
Active39 Foregate Street, Worcester WR1 1DJ
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08431437
- Incorporated
- 06/03/2013
- Employees
- 8
GVO MONTI LIMITED
ActiveMalverleys Fullers Lane, East End, Newbury RG20 0AA
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 10403880
- Incorporated
- 30/09/2016
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SOUND FINANCIAL PLANNING LIMITED
Active16 Heronsgate Trading Estate, Paycocke Road, Basildon, Essex SS14 3EU
- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- 26/04/2000
- Employees
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3 W EQUITY LTD
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- Activity
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- Company no.
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About I PLANNING WEALTH MANAGEMENT LTD
A short description of the company, written from its Companies House record.
I PLANNING WEALTH MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in 6 College Street, Ammanford, Carmarthenshire SA18 3AF. Companies House classifies its business as Financial intermediation not elsewhere classified, one of 2 SIC classifications on its record. It has been on the register for 15 years 10 months.
The register currently records it as active. Its 2025 accounts report net assets of £202.11K and 10 employees.
I PLANNING WEALTH MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does I PLANNING WEALTH MANAGEMENT LTD do?
Companies House records I PLANNING WEALTH MANAGEMENT LTD under 2 registered business activities: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007) and Activities of insurance agents and brokers (66.22 - SIC 2007).
Is I PLANNING WEALTH MANAGEMENT LTD still active?
I PLANNING WEALTH MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 24/11/2010.
What are I PLANNING WEALTH MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £202.11K, total assets of £470.71K and total liabilities of £268.60K.
When did I PLANNING WEALTH MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 09/01/2026: Micro company accounts made up to 2025-11-30, 8 months ago.
When are I PLANNING WEALTH MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 31/08/2027.
Who runs I PLANNING WEALTH MANAGEMENT LTD?
Companies House lists 4 officers and 6 people with significant control (4 current).