Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 12 December 2026
- Last conf. stmt
- 28 November 2025
Intelligent Wealth Planning Ltd
- Incorporated
- 3 July 2014 (12 years)
- Previously known as
- JLD Financial Services Limited (until 29 November 2017)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190) Financial management (70221)
- Directors
- Owned by
- Lawrence Dean
- Accounts type
- Micro entity
- Region
- Greater London
- Address
- Engine HouseVeridion WayErithDA18 4AL
Officers 1 active
Officer details are public data from the Companies House register.
British
Born September 1984 (42)
Officer history (1 former)
1 January 2016
Resigned Dean, Jemma as Secretary
3 July 2014
3 July 2014
Appointed Dean, Jemma as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 8 July 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Right to appoint and remove directors (as a firm)
British
Born September 1984 (42)
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
- Net Assets
- (£27,813)
- Employees
- 1
- Debt Ratio
- 208%
- Current Ratio
- 0.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £7,358 | £9,810 | £12,988 | £12,066 | £15,266 | £9,496 | (£11,475) |
| Current Assets | £18,322 | £31,493 | £14,016 | £102,209 | £115,459 | £101,720 | (£43,816) |
| Creditors (< 1 year) | £52,418 | £34,224 | £7,175 | £5,918 | £30,789 | £53,685 | £9,229 |
| Creditors (> 1 year) | £0 | £50,000 | £39,865 | ||||
| Net Current Assets | (£34,096) | (£2,731) | £6,841 | £96,291 | £84,670 | £48,035 | (£34,587) |
| Net Assets | (£27,813) | £7,079 | £18,629 | £66,626 | £37,177 | £5,531 | (£5,197) |
| Shareholder Funds | (£27,813) | £7,079 | £18,629 | £66,626 | £37,177 | £5,531 | (£5,197) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 March 2026 | Micro company accounts | 31 March 2025 | ||
| 3 January 2026 | Confirmation statement with no updates | 28 November 2025 | ||
| 31 December 2024 | Micro company accounts | 31 March 2024 | ||
| 29 December 2024 | Confirmation statement with no updates | 28 November 2024 | ||
| 21 December 2023 | Confirmation statement with updates | 28 November 2023 |
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