Active11680893Private limited companyAbergavenny

JL FINANCIAL PLANNING LTD

Significant control: Joshua Lewis (75–100%)

Companies HouseCompanies House

From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does Jl Financial Planning Ltd sell?

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

Generated from filed data · no estimates

JL FINANCIAL PLANNING LTD is an active private limited company (company number 11680893) incorporated on 16 November 2018, registered in Abergavenny. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Accounts are on file at Companies House (dormant) but not yet parsed into this record.

There are 362 companies in financial intermediation not elsewhere classified in Cardiff with filed accounts; the median reports net assets of £7,206 and is 11 years old.

02

Ownership and control

1 active
  • Dr Joshua Lewis
    Individual · since 16 November 2018
    • owns 75–100% of shares
    • holds 75–100% of voting rights
    • can appoint or remove directors

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
16 November 20187 yrs ago
First accounts due
16 August 20202262 days overdue
Confirmation statement due
30 November 2026in 35 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
Accounts type
Dormant
05

Financials

No accounts on record

Accounts exist on the register but their figures are not in this dataset yet.

06

Filing and accounts signals

Facts from the register · no rating
  • Incorporated five or more years agoIncorporated 16 November 2018
  • Accounts past their due dateDue 16 August 2020

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 They are not a rating, a prediction or advice, and may be incomplete or out of date.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

Newest first
  1. Confirmation statement duein 35 days
  2. First accounts due2262 days overdue
  3. Incorporated
08

Similar companies in Cardiff

Same activity (financial intermediation not elsewhere classified), closest in incorporation date
09

Reminders for JL FINANCIAL PLANNING LTD

Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.

Source: Companies House register, snapshot 2026-08-31. Open Government Licence v3.0. View on Companies House. Methodology · About · Markdown.