£322k
+173%vs Mar 2024Active14497494Private limited companyHarrow
PLANNED WEALTH LIMITED
Significant control: Planned Wealth Management Ltd (25–50%), Icc Wealth Management Ltd (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
PLANNED WEALTH LIMITED is an active private limited company (company number 14497494) incorporated on 21 November 2022, registered in Harrow. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 March 2025, showing net assets of £322k, with 7 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 173% on the prior period (£118k).
Peer position · net assets
By net assets it sits in the top quarter of 1,892 comparable companies in Greater London (median £7,424, upper quartile £72k).
02
Ownership and control
- Planned Wealth Management Ltd
- owns 25–50% of shares
- Icc Wealth Management Ltd
- owns 25–50% 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
- 21 November 20223 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 5 December 2026in 40 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
7
−12%vs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £322k | — | — | — | — | — | 7 |
| 31 March 2024 | £118k | — | — | — | — | — | 8 |
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 £321,875 at 31 March 2025
- Net assets up 10% or more on the prior period+173.2% vs prior period
- Incorporated two to five years agoIncorporated 21 November 2022
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 66 days
- Confirmation statement duein 40 days
- Accounts period endNet assets £322k · micro accounts
- Accounts period endNet assets £118k · micro accounts
- Incorporated
08
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All companies incorporated on 21 November 2022 · in Nov 2022.
09
Reminders for PLANNED WEALTH LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.