Filing status
- Accounts due
- 31 May 2028
- Last accounts
- 31 August 2026
- Conf. stmt due
- 4 December 2026
- Last conf. stmt
- 20 November 2025
Planit Wealth Limited
- Incorporated
- 21 November 2023 (2 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Micro entity
- Region
- South East
- Address
- The Bull Yard75 High StreetAshfordTN24 8SN
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 26 October 2026
British
Born May 1986 (40)
Director · Appointed 26 October 2026
British
Born June 1986 (40)
Officer history (1 former)
26 October 2026
26 October 2026
26 October 2026
Resigned Spiers, Lisa as Director
21 November 2023
Appointed Spiers, Lisa as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 26 October 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 12348752
Former controllers (1)
26 October 2026
Ceased Lisa Spiers — Owns 75–100% of shares
Group structure 15 companies
Ownership group derived from the Companies House PSC register
A.J. Wealth Management Limited Owns 75–100% of shares
Campton (Financial Services) Limited Owns 75–100% of shares
Clear Sense Financial Planning Limited Owns 75–100% of shares
HR Independent Financial Services Limited Owns 75–100% of shares
Jasan Holdings Ltd Owns 75–100% of shares
Allied F S Holdings Ltd Owns 75–100% of shares
Allied Financial Services Limited Owns 75–100% of shares
Jellings Dalton Group Limited Owns 75–100% of shares
Jellings Dalton Investments Limited Has significant influence or control (as a firm)
Mackenzie Financial Planning Limited Owns 75–100% of shares
Millcroft Wealth Management Limited Owns 75–100% of shares
Padstone Financial Management Limited Owns 75–100% of shares
Planit Wealth Limited This company Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 August 2026, are filed but not read yet. See them on Companies House
- Employees
- 2
- Current Ratio
- 3.1x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | |
|---|---|---|
| Fixed Assets | £2,125 | £2,538 |
| Current Assets | £110,255 | £39,325 |
| Creditors (< 1 year) | £35,798 | £34,477 |
| Net Current Assets | £74,577 | £4,848 |
| Shareholder Funds | £74,702 | £5,386 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 November 2026 | Termination of appointment of a director | |||
| 3 November 2026 | Appointment of a director | |||
| 3 November 2026 | Appointment of a director | |||
| 3 November 2026 | Registered office address changed | |||
| 3 November 2026 | Notification of a person with significant control |
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