£202k
No changevs Nov 2024Active07450322Private limited companyAmmanford
I PLANNING WEALTH MANAGEMENT LTD
Significant control: Aled Wyn (significant control), Iplanning Holdings Ltd (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
I PLANNING WEALTH MANAGEMENT LTD is an active private limited company (company number 07450322) incorporated on 24 November 2010, registered in Ammanford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 30 November 2025, showing net assets of £202k, with 10 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets were unchanged on the prior period.
Peer position · net assets
By net assets it sits in the top quarter of 122 comparable companies in Swansea (median £12k, upper quartile £102k).
02
Ownership and control
- Mr Aled Wyn
- has significant influence or control
- Iplanning Holdings Ltd
- owns 75–100% of shares
- Mr Hywel Wyn Jones
- has significant influence or control
- Mrs Angharad Lloyd Jones
- owns 50–75% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 24 November 201015 yrs ago
- Next accounts due
- 30 August 2027in 306 days
- Confirmation statement due
- 8 December 2026in 41 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- SIC 66220
- Activities of insurance agents and brokers
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
10
+25%vs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £202k | — | — | £232k | — | — | 10 |
| 30 November 2024 | £202k | — | — | £205k | — | — | 8 |
Current ratio1.78Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £202,113 at 30 November 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.78
- Incorporated five or more years agoIncorporated 24 November 2010
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 306 days
- Confirmation statement duein 41 days
- Accounts period endNet assets £202k · micro accounts
- Accounts period endNet assets £202k · micro accounts
- Incorporated
08
Similar companies in Swansea
- ARIAN FINANCIAL PLANNING LTDLlanelli · inc. Mar 2011
- WESTERN WELSH FINANCIAL SERVICES (PEMBROKESHIRE) LIMITEDHaverfordwest · inc. Mar 2011
- WESTERN WELSH FINANCIAL SERVICES (CARMARTHENSHIRE) LIMITEDCarmarthen · inc. Mar 2011
- BEST PRICE FINANCIAL SERVICES LTDPort Talbot · inc. Apr 2011
- ADRIAN COX ASSET MANAGEMENT LTDClarbeston Road · inc. Jun 2010
- SASHA GRANT FINANCIAL SERVICES LTDLlanelli · inc. Apr 2010
All companies incorporated on 24 November 2010 · in Nov 2010.
09
Reminders for I PLANNING WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.