I Planning Wealth Management Ltd

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I Planning Wealth Management Ltd

07450322•Private Limited With Share Capital

6 College Street, Ammanford, Carmarthenshire, SA183AF
WebsiteEmail01269594263

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Incorporated

24/11/2010

Company Age

15 years

Directors

4

Employees

10

SIC Code

66220

Risk

low risk

Company Overview

Registration, classification & business activity

I Planning Wealth Management Ltd (07450322) is a private limited with share capital incorporated on 24/11/2010 (15 years old) and registered in carmarthenshire, SA183AF. The company operates under SIC code 66220 - activities of insurance agents and brokers.

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Private Limited With Share Capital
SIC: 66220
Small
Incorporated 24/11/2010
SA183AF
10 employees

Financial Overview

Total Assets

£470.7K

Liabilities

£268.6K

Net Assets

£202.1K

Est. Turnover

£665.3K

AI Estimated
Unreported
Cash

£0

Key Metrics

10

Employees

4

Directors

7

Shareholders

1

PSCs

Board of Directors

3
A
angharad lloyd jones
director
A
aled wyn
director
H
hywel wyn jones
director

Filed Documents

43
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:09-01-2026
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-11-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-11-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-11-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-11-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:25-02-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:27-11-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:04-09-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:08-02-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-09-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:24-05-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-10-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:02-08-2022
Change Person Director Company With Change Date
Category:Officers
Date:05-07-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:05-07-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:01-11-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:07-05-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:23-11-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:21-08-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-11-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:20-08-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:21-11-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:31-08-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:27-11-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:31-08-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-12-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:01-09-2016
Capital Name Of Class Of Shares
Category:Capital
Date:22-01-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-12-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-08-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:03-12-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-08-2014
Appoint Person Director Company With Name
Category:Officers
Date:07-04-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:10-12-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:31-08-2013
Change Account Reference Date Company Previous Extended
Category:Accounts
Date:27-03-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:20-12-2012
Accounts With Accounts Type Dormant
Category:Accounts
Date:03-07-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:08-12-2011
Appoint Person Secretary Company With Name
Category:Officers
Date:15-11-2011
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:25-10-2011
Appoint Person Director Company With Name
Category:Officers
Date:07-04-2011
Incorporation Company
Category:Incorporation
Date:24-11-2010

Risk Assessment

low risk

International Score

Future Factor

good

Performance Rating

Accounts

Typemicro-entity accounts
Due Date31/08/2027
Filing Date09/01/2026
Latest Accounts30/11/2025

Trading Addresses

6 College Street, Ammanford, Dyfed, SA183AFRegistered
College Street, Ammanford, Dyfed, SA183AB

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Contact

01269594263
admin@i-planning.co.uk
i-planning.co.uk
6 College Street, Ammanford, Carmarthenshire, SA183AF