£50k
−22%vs Apr 2024Active13281099Private limited companySouth Hykeham, Lincoln
JC WEALTH PLANNING LTD
Significant control: Susan Christopher (25–50%), Jeremy Andrew Christopher (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Jc Wealth Planning Ltd: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Jc Wealth 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.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
JC WEALTH PLANNING LTD is an active private limited company (company number 13281099) incorporated on 21 March 2021, registered in South Hykeham, Lincoln. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 5 April 2025, showing net assets of £50k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 22% on the prior period (£64k).
Peer position · net assets
By net assets it sits in the upper half of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mrs Susan Christopher
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Jeremy Andrew Christopher
- owns 50–75% of shares
- holds 50–75% 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
- 21 March 20215 yrs ago
- Next accounts due
- 5 January 2027in 72 days
- Confirmation statement due
- 4 April 2027in 161 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
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Apr 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 5 April 2025 | £50k | — | — | £43k | — | — | 2 |
| 5 April 2024 | £64k | — | — | £17k | — | — | 2 |
Current ratio2.27Current 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 £50,233 at 5 April 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.27
- Incorporated five or more years agoIncorporated 21 March 2021
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
- Confirmation statement duein 161 days
- Next accounts duein 72 days
- Accounts period endNet assets £50k · micro accounts
- Accounts period endNet assets £64k · micro accounts
- Incorporated
08
Similar companies in the UK
- PAUL JOHNSON HOLDINGS LTDSelby · inc. Mar 2021
- FIVE TALENTS FINANCIAL PLANNING LIMITEDBournemouth · inc. Mar 2021
- CBSA BUSINESS SERVICES LTDCheltenham · inc. Mar 2021
- CAPLAN & CAPLAN FINANCIAL SERVICES LIMITEDBournemouth · inc. Mar 2021
- MDC FINANCIAL MANAGEMENT LIMITEDWrexham · inc. Mar 2021
- THOROUGHGOOD ADVISORS LTDSpennymoor · inc. Mar 2021
All companies incorporated on 21 March 2021 · in Mar 2021.
09
Reminders for JC WEALTH PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.