# PLANNED WEALTH LIMITED (14497494)

> 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).

- Status: Active
- Incorporated: 2022-11-21
- Registered office: Harrow, HA1 3HT
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2026-12-31
- Confirmation statement due: 2026-12-05
- Accounts type: MICRO ENTITY

By net assets it sits in the top quarter of 1,892 comparable companies in Greater London (median £7,424, upper quartile £72k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £322k | — | — | — | — | — | 7 |
| 2024-03-31 | £118k | — | — | — | — | — | 8 |

size band micro.

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

- Net assets above zero: Net 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 ago: Incorporated 21 November 2022

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

## Persons with significant control

- Planned Wealth Management Ltd (corporate-entity) — owns 25–50% of shares, since 2022-11-21
- Icc Wealth Management Ltd (corporate-entity) — owns 25–50% of shares, since 2022-11-21

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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/14497494
HTML: https://firmoscan.com/company/14497494-planned-wealth-limited