I Planning Wealth Management Ltd

  • Micro
  • Active
  • 14 years
  • 8 employees
  • £351,409 (assets)
  • Real address
  • 4 directors
  • 3 owners
  • Family business

Field of Operation

Financial intermediation not elsewhere classified
64999 35289 companies
Activities of insurance agents and brokers
66220 8515 companies

Summary

I Planning Wealth Management Ltd is a private limited company registered in Wales with the registration number 07450322. The company was founded fourteen years ago on November 24, 2010, and registered at SA18 3AF, Ammanford, Carmarthenshire, 6 College Street. The address is probably real as only one company registered at the same address. Its status is active. The company operates in the financial intermediation not elsewhere classified, the activities of insurance agents and brokers industries. Officially, it has three owners or PSCs, four directors, and eight employees.

It's a micro company as it met two conditions of three: turnover less than £632,000, balance sheet total less than £316,000, employees less than 10. The last reported current assets is £351,409.

WARNING:The numbers have been rounded for simplicity and may be inaccurate.Please, refer to the latest financial report for verification.

Owners & PSC

  • 9 years
  • 50%+
  • 9 years
  • 4
  • psc
  • 9 years
  • 1
  • psc

Managers

  • 11 years
  • 1
Compliance officer
Secretary
  • 14 years
  • 3
Financial planner
Mortgage advisor

Last reports

Download the last financial report
Download the last confirmation report
* may contain a full shareholder list

Last news

  1. Micro company accounts made up to 2024-11-30
  2. Confirmation statement made on 2024-11-27 with updates
  3. Confirmation statement made on 2024-09-04 with updates
See all events

FAQ about I Planning Wealth Management Ltd

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