IC Wealth Financial Planning Ltd

Active08071069 Private limited company
Incorporated
16 May 2012 (14 years)
Industry
Activities of insurance agents and brokers (66220)
Directors
Ravinder Kaur Aujla
Owned by
Ravinder Kaur Aujla
Accounts type
Total exemption full
Region
West Midlands
Address
Georgia House
Augusta Place
Leamington Spa
CV32 5EL

Filing status

Accounts due
28 February 2027
Last accounts
31 May 2025
Conf. stmt due
12 October 2027
Last conf. stmt
28 September 2026

Officers 1 active

Officer details are public data from the Companies House register.

Aujla, Ravinder Kaur
Director · Appointed 28 September 2020
British
Born July 1967 (59)
Officer history (1 former)
28 September 2020
Appointed Aujla, Ravinder Kaur as Director
28 September 2020
Resigned Ram, Arun Kumar as Director
16 May 2012
Appointed Ram, Arun Kumar as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Ravinder Kaur Aujla
Individual · Notified 28 September 2020
Owns 75–100% of shares
British
Born July 1967 (59)
Former controllers (1)
28 September 2020
Ceased Arun Kumar Ram — Owns 75–100% of shares

Financials

Balance sheet as at 31 May 2025 · total exemption full accounts

Net Assets
£170,266
Cash
£178,200
Employees
4
Debt Ratio
22%
Current Ratio
5.0x

Trend

Net Assets
£0 £50k £100k £150k £200k 2020 2021 2022 2023 2024 2025 £18,627 £25,286 £62,255 £136,972 £172,024 £170,266
Balance sheet detail
202520242023202220212020
Fixed Assets£447£667
Current Assets£218,151£229,505£204,291£117,975£54,825£36,738
Debtors£39,951£44,887£40,579£34,607£25,650£21,847
Cash£178,200£184,618£163,712£83,368£29,175£14,891
Creditors (< 1 year)£43,332£53,035£62,319£50,720£24,539£13,111
Creditors (> 1 year)£5,000£5,000£5,000£5,000£5,000£5,000
Net Current Assets£174,819£176,470£141,972£67,255£30,286£23,627
Net Assets£170,266£172,024£136,972£62,255£25,286£18,627
Shareholder Funds£170,266£172,024£136,972£62,255£25,286£18,627

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
27 February 2026Total exemption full accounts31 May 2025
6 November 2025Confirmation statement with no updates28 September 2025
24 October 2024Confirmation statement with no updates28 September 2024
11 October 2024Total exemption full accounts31 May 2024
18 October 2023Registered office address changed
Show all recent filings

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