Filing status
- Accounts due
- 31 August 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 4 December 2026
- Last conf. stmt
- 20 November 2025
I Planning Wealth Management Ltd
- Incorporated
- 24 November 2010 (15 years)
- Industry
- Financial intermediation not elsewhere classified (64999) Activities of insurance agents and brokers (66220)
- Directors
- Aled WynAngharad Lloyd Jones
- Owned by
- Accounts type
- Micro entity
- Region
- Wales
- Address
- 6 College StreetAmmanfordSA18 3AF
Officers 4 active
Officer details are public data from the Companies House register.
Wyn, Aled
Director · Appointed 6 April 2014
Welsh
Born November 1983
Jones, Angharad Lloyd
Secretary · Appointed 15 November 2011
British
Born June 1955 (71)
Jones, Angharad Lloyd
Director · Appointed 24 November 2010
Welsh
Born May 1957 (69)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 16749506
Aled Wyn
Individual · Notified 6 April 2016
Has significant influence or control
Welsh
Born November 1983
Former controllers (2)
14 November 2025
Ceased Angharad Lloyd Jones — Owns 50–75% of shares
14 November 2025
Group structure 3 companies
Ownership group derived from the Companies House PSC register
I Planning Wealth Management Ltd This company Owns 75–100% of shares
Iplanning Wills and Trusts Ltd Owns 50–75% of shares
Financials
Balance sheet as at 30 November 2025 · micro entity accounts
- Net Assets
- £202,113
- Employees
- 10
- Debt Ratio
- 57%
- Current Ratio
- 1.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £57,989 | £69,299 | £71,325 | £83,253 | £85,399 | £81,009 | £43,016 |
| Current Assets | £412,724 | £351,409 | £326,626 | £347,409 | £352,523 | £343,207 | £305,501 |
| Creditors (< 1 year) | £232,491 | £204,937 | £181,074 | £210,511 | £193,476 | £162,175 | £146,796 |
| Creditors (> 1 year) | £0 | £5,834 | £15,833 | £25,833 | £80,981 | £136,655 | £133,037 |
| Net Current Assets | £180,233 | £146,472 | £145,552 | £136,898 | £159,047 | £181,032 | £158,705 |
| Net Assets | £202,113 | £202,204 | £193,685 | £185,562 | £154,453 | £115,291 | £63,123 |
| Shareholder Funds | £202,113 | £202,204 | £193,685 | £185,562 | £154,453 | £115,291 | £63,123 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 January 2026 | Micro company accounts | 30 November 2025 | ||
| 20 November 2025 | Cessation of a person with significant control | |||
| 20 November 2025 | Cessation of a person with significant control | |||
| 20 November 2025 | Confirmation statement with updates | 20 November 2025 | ||
| 20 November 2025 | Notification of a person with significant control |
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