Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 8 April 2027
- Last conf. stmt
- 25 March 2026
Jerroms Financial Planning Ltd
- Incorporated
- 25 March 2003 (23 years)
- Previously known as
- Planning Together Limited (until 17 October 2019)Mortgages Together Limited (until 17 February 2017)Employment Practices Liability Limited (until 12 June 2003)
- Industry
- Other business support service activities n.e.c. (82990)
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Lumaneri House Blythe GateBlythe Valley ParkSolihullB90 8AD
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 16 June 2014
British
Born September 1959 (67)
Director · Appointed 3 November 2011
British
Born August 1963 (63)
Director · Appointed 3 November 2011
British
Born January 1970 (56)
Director · Appointed 3 November 2011
British
Born January 1976 (50)
Officer history (9 former)
1 May 2023
29 March 2019
3 October 2014
3 October 2014
Resigned Pugh, Claudia as Secretary
16 June 2014
19 December 2013
Resigned Copperthwaite, Amanda as Director
10 June 2013
Resigned Pugh, Claudia as Director
3 November 2011
3 November 2011
3 November 2011
3 November 2011
3 November 2011
1 July 2011
Appointed Copperthwaite, Amanda as Director
27 May 2010
3 December 2003
Appointed Pugh, Claudia as Director
12 November 2003
25 March 2003
25 March 2003
25 March 2003
25 March 2003
Appointed Pugh, Claudia as Secretary
25 March 2003
25 March 2003
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 21 November 2023
Owns 50–75% of shares
Holds 50–75% of voting rights
Private Limited Company
Reg. no. 14535481
Corporate entity · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Private Company Limited By Shares
Reg. no. 5933654
Former controllers (1)
21 November 2023
Financials
Figures from 2023 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £118,636
- Cash
- £230,232
- Employees
- 6
- Debt Ratio
- 51%
- Current Ratio
- 1.9x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £5,136 | £11,561 | £14,096 | £16,177 | £19,864 |
| Current Assets | £238,154 | £215,359 | £124,396 | £128,149 | £172,637 |
| Debtors | £7,922 | £8,203 | £9,396 | £33,757 | £97,524 |
| Cash | £230,232 | £207,156 | £115,000 | £94,392 | £75,113 |
| Creditors (< 1 year) | £123,627 | £69,968 | £55,047 | £44,275 | £96,198 |
| Net Current Assets | £114,527 | £145,391 | £69,349 | £83,874 | £76,439 |
| Net Assets | £118,636 | £154,942 | £80,767 | £96,977 | £92,529 |
| Shareholder Funds | £118,636 | £154,942 | £80,767 | £96,977 | £92,529 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 September 2026 | Memorandum and Articles of Association | |||
| 15 September 2026 | Change of share class name or designation | |||
| 15 September 2026 | Particulars of variation of rights attached to shares | |||
| 15 September 2026 | Resolutions | |||
| 9 September 2026 | Statement of capital following an allotment of shares |
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