Annual accounts
Total Exemption Full accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
JPB FINANCIAL PLANNING LIMITED
Active- 09703725Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 11 Market Place, Macclesfield, Cheshire SK10 1EB
- Classification (SIC)
- Activities of insurance agents and brokers (66.22 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 25/06/2026View PDF (9 pages)
Total exemption full accounts made up to 2025-12-31
- 19/11/2025View PDF (5 pages)
Confirmation statement made on 2025-11-18 with updates
- 01/09/2025View PDF (1 pages)
Cessation of William Beighton as a person with significant control on 2025-03-21
- 01/09/2025View PDF (1 pages)
Cessation of Philip Huw Jones as a person with significant control on 2025-03-21
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.
Due in 4 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 18/11/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures JPB FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£183.84K2024
101.58%vs 20232023: £91.20K
Total Assets
£393.39K2024
57.80%vs 20232023: £249.29K
Cash in Bank
£392.94K2024
64.16%vs 20232023: £239.37K
Total Liabilities
£209.55K2024
32.55%vs 20232023: £158.09K
Employees
112024
0vs 20232023: 11
Of the 4 measures with an earlier filing to compare against, 4 rose. Cash in bank moved furthest, up 64.16% on 2023. See the full financial analysis for JPB FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through JPB FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +228% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 11 | 0 |
| 2023 | 11 | 0 |
| 2022 | 11 | 0 |
| 2021 | 11 | – |
Reported employee count was unchanged at 11 between 2021 and 2024. 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 | 01/09/2015–21/03/2025 | 0 | |
| Director | 01/09/2015–Present | 2 | |
| Director | 27/07/2015–01/09/2015 | 3 | |
| Director | 01/09/2015–Present | 2 |
Persons with significant control
7Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–21/03/2025 | 0 | |
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 2 | |
| 06/04/2016–21/03/2025 | 2 | |
| 06/04/2016–21/03/2025 | 2 | |
| 06/04/2016–Present | 2 | |
| 21/03/2025–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 19 Since 22/12/2022
- Last 12 months
- 2 -11 vs the year before
- Most recent filing
- 25/06/2026 3 months ago
What changed in the last year
- Accounts filedLatest 25/06/2026
- Confirmation statementLatest 19/11/2025
Filing timeline
- 25/06/2026View PDF (9 pages)
Total exemption full accounts made up to 2025-12-31
- 19/11/2025View PDF (5 pages)
Confirmation statement made on 2025-11-18 with updates
- 01/09/2025View PDF (1 pages)
Cessation of William Beighton as a person with significant control on 2025-03-21
- 01/09/2025View PDF (1 pages)
Cessation of Philip Huw Jones as a person with significant control on 2025-03-21
- 01/09/2025View PDF (2 pages)
Notification of Pw Merlin Limited as a person with significant control on 2025-03-21
- 29/04/2025View PDF (2 pages)
Change of share class name or designation
- 29/04/2025View PDF (2 pages)
Resolutions
- 03/04/2025View PDF (2 pages)
Director's details changed for Mr William Beighton on 2025-04-02
- 03/04/2025View PDF (2 pages)
Change of details for Mr William Beighton as a person with significant control on 2025-04-02
- 02/04/2025View PDF (2 pages)
Change of details for Mr Philip Huw Jones as a person with significant control on 2025-04-02
- 02/04/2025View PDF (2 pages)
Director's details changed for Mr Philip Huw Jones on 2025-04-02
- 25/03/2025View PDF (1 pages)
Cessation of Lee Pimblott as a person with significant control on 2025-03-21
Showing 12 of 19 filings
See when the next accounts and confirmation statement are due
Similar companies
79 UK companies are similar to JPB FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of insurance agents and brokers) 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
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04092316
- Incorporated
- 18/10/2000
- Employees
- 14
LIME RISK AGENCY LIMITED
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- Company no.
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- Incorporated
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- Employees
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AIKYA INVESTMENT MANAGEMENT LIMITED
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- Activity
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ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD.
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- Activity
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- Company no.
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LORD CLARKE LIMITED
ActiveWebster's Farm Lutterworth Road, Swinford, Lutterworth LE17 6AU
- Activity
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About JPB FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
JPB FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 11 Market Place, Macclesfield, Cheshire SK10 1EB. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 11 years 1 month.
The register currently records it as active. Its 2024 accounts report net assets of £183.84K and 11 employees.
JPB FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does JPB FINANCIAL PLANNING LIMITED do?
Companies House records JPB FINANCIAL PLANNING LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is JPB FINANCIAL PLANNING LIMITED still active?
JPB FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 27/07/2015.
What are JPB FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £183.84K, total assets of £393.39K, cash in bank of £392.94K and total liabilities of £209.55K.
When did JPB FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 25/06/2026: Total exemption full accounts made up to 2025-12-31, 3 months ago.
When are JPB FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs JPB FINANCIAL PLANNING LIMITED?
Companies House lists 4 officers (2 currently in post) and 7 people with significant control (4 current).