# IC WEALTH FINANCIAL PLANNING LTD (08071069)

> IC WEALTH FINANCIAL PLANNING LTD is an active private limited company (company number 08071069) incorporated on 16 May 2012, registered in Leamington Spa. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest small accounts cover the period ending 31 May 2025, showing net assets of £170k and cash of £178k, with 4 employees on average. Net assets fell 1% on the prior period (£172k).

- Status: Active
- Incorporated: 2012-05-16
- Registered office: Leamington Spa, CV32 5EL
- SIC 66220: Activities of insurance agents and brokers
- Next accounts due: 2027-02-28
- Confirmation statement due: 2027-05-30
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 59 comparable companies in Coventry (median £18k, upper quartile £138k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-05-31 | £170k | £178k | £40k | — | — | — | 4 |
| 2024-05-31 | £172k | £185k | £45k | — | — | — | 4 |

size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £170,266 at 31 May 2025
- Cash at bank of £50,000 or more: Cash £178,200
- Incorporated five or more years ago: Incorporated 16 May 2012

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mrs Ravinder Kaur Aujla — owns 75–100% of shares, since 2020-09-28

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/08071069
HTML: https://firmoscan.com/company/08071069-ic-wealth-financial-planning-ltd