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I Planning Wealth Management Ltd

07450322

active
Private Limited Company
wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

6 COLLEGE STREET, AMMANFORD, SA18 3AF
Incorporated 24/11/2010

Compliance

Last accounts

30/11/2025

micro entity

Next accounts due

31/08/2027

On track

Confirmation statement

Last: 20/11/2025

Due 04/12/2026

On track

Industry

64999
Other financial service activities
66220
Activities of insurance agents and brokers

Officers

Angharad Lloyd Jones

director · Since 24/11/2010

MORTGAGE ADVISOR

WELSH · GB-WLS · Age 69

Also on 1 other board

Mr Hywel Wyn Jones

director · Since 06/04/2011

FINANCIAL PLANNER

BRITISH · WALES · Age 71

Also on 3 other boards

Mrs Angharad Lloyd Jones

secretary · Since 15/11/2011

Mr Aled Wyn

director · Since 06/04/2014

COMPLIANCE OFFICER

WELSH · WALES · Age 42

Persons with Significant Control

Mr Aled Wyn

Significant control

Welsh · Wales · Age 42

6, College Street, Ammanford, SA18 3AF

Notified 06/04/2016

Iplanning Holdings Ltd

75–100% shares

6 College Street, 6 College Street, Ammanford, SA18 3AF

Reg: 16749506 · Uk · Limited Company

Notified 14/11/2025

Former PSCs

Mrs Angharad Lloyd Jones

Ceased 14/11/2025

Mr Hywel Wyn Jones

Ceased 14/11/2025

CompanyRankvs 2462+ SIC 64999 peers
81

Financial strength85th percentile among SIC peers · 21/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.78× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength21/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/11/2025

Net Worth

£202k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£180k

Working capital

Current Assets

£413k

Current Liabilities

£232k

Fixed Assets

£58k

10avg. employees+2

Balance Sheet

Assets less current liabilities£238k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.78-£91
20241.71+£9k
20231.80+£8k
20221.65+£31k
20211.82+£39k
20202.12+£52k
20192.08-£84k
20183.14

Derived from filed accounts. Not audited figures.