I Planning Wealth Management Ltd
07450322
Healthy
No risk factors detected.
Details
Compliance
Last accounts
30/11/2025
micro entity
Next accounts due
31/08/2027
Confirmation statement
Last: 20/11/2025
Due 04/12/2026
Industry
Officers
director · Since 24/11/2010
MORTGAGE ADVISOR
WELSH · GB-WLS · Age 69
Also on 1 other board
director · Since 06/04/2011
FINANCIAL PLANNER
BRITISH · WALES · Age 71
Also on 3 other boards
secretary · Since 15/11/2011
Persons with Significant Control
Mr Aled Wyn
Welsh · Wales · Age 42
6, College Street, Ammanford, SA18 3AF
Notified 06/04/2016
Iplanning Holdings Ltd
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 peers81
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.78 | -£91 |
| 2024 | 1.71 | +£9k |
| 2023 | 1.80 | +£8k |
| 2022 | 1.65 | +£31k |
| 2021 | 1.82 | +£39k |
| 2020 | 2.12 | +£52k |
| 2019 | 2.08 | -£84k |
| 2018 | 3.14 | — |
Derived from filed accounts. Not audited figures.