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I PLANNING WEALTH MANAGEMENT LTD Active

Financial Services


Contact information


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Financial statements of I PLANNING WEALTH MANAGEMENT LTD

According to I PLANNING WEALTH MANAGEMENT LTD latest financial report submitted on 2025-11-30, the company has a Total-Assets of £470,713.00, Working-Capital of £180,233.00 while the Total-Liabilities is £232,491.00. Compared with the previous year, the company reported a Total-Assets increase of 8.51%, which is an equivalent of -40051. At the same time, the Working-Capital went up by 24.04%, or by -43335.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 180233

Total Liabilities

I PLANNING WEALTH MANAGEMENT LTD Business Credit Report

A Business Credit Report for I PLANNING WEALTH MANAGEMENT LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for I PLANNING WEALTH MANAGEMENT LTD, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

I PLANNING WEALTH MANAGEMENT LTD

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

I PLANNING WEALTH MANAGEMENT LTD Directors and key executives

I PLANNING WEALTH MANAGEMENT LTD currently employs 10 people. Compared with the previous year, the company has reported a staff increase of 25%, which is an equivalent of 2 employees.
In order to view contact information, including emails and phone numbers for all the employees working at I PLANNING WEALTH MANAGEMENT LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

10

125%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Kelly Waters Mortgage Advisor
-
- GB
Angharad Jones Company Secretary
********@i-planning.co.uk
- GB
Aled Wyn Director
***@i-planning.co.uk
- GB
Hywel Jones Director
***@i-planning.co.uk
- GB
Angharad Jones Director
********@i-planning.co.uk
- GB

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I PLANNING WEALTH MANAGEMENT LTD Ownership and Group Structure


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I PLANNING WEALTH MANAGEMENT LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at I PLANNING WEALTH MANAGEMENT LTD. One of of major shareholders of I PLANNING WEALTH MANAGEMENT LTD is IPLANNING HOLDINGS LTD, which owns 82 ORDINARY A shares, with a total value of 82 GBP and ANGHARAD JONES, which owns 4 ORDINARY A shares, with a total value of 4 GBP and HYWEL WYN JONES, which owns 4 ORDINARY A shares, with a total value of 4 GBP and IPLANNING HOLDINGS LTD, which owns 2 ORDINARY C shares, with a total value of 2 GBP and EMYR OWAIN JONES, which owns 1 ORDINARY D shares, with a total value of 1 GBP.


Name Quantity Share Type Value
IPLANNING HOLDINGS LTD
82 ORDINARY A 82 GBP
ANGHARAD JONES
4 ORDINARY A 4 GBP
HYWEL WYN JONES
4 ORDINARY A 4 GBP
IPLANNING HOLDINGS LTD
2 ORDINARY C 2 GBP
EMYR OWAIN JONES
1 ORDINARY D 1 GBP

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I PLANNING WEALTH MANAGEMENT LTD competitors:

Top 5 similar companies of I PLANNING WEALTH MANAGEMENT LTD are TECHNOLOGIES NEW ENERGY PLC, MURRAY INTERNATIONAL TRUST PLC, NORTHERN VENTURE TRUST PLC, AUGMENTUM FINTECH PLC, VAULT VENTURES PLC. View and export all the competitor list of I PLANNING WEALTH MANAGEMENT LTD by upgrading your account here.


TECHNOLOGIES NEW ENERGY PLC


Revenue
362,141.0
Age
5 years
Employees
3
Industry
View Real Estate Investment Trusts
Website
View Not available

MURRAY INTERNATIONAL TRUST PLC


Revenue
82,592,000.0
Age
119 years
Employees
10
Industry
View Real Estate Investment Trusts
Website
View https://www.murray-intl.co.*************************

NORTHERN VENTURE TRUST PLC


Revenue
-966,000.0
Age
31 years
Employees
1-10
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/i**********************

AUGMENTUM FINTECH PLC


Revenue
-9,507,000.0
Age
9 years
Employees
16
Industry
View Real Estate Investment Trusts
Website
View https://www.a************

VAULT VENTURES PLC


Revenue
-
Age
8 years
Employees
4
Industry
View Real Estate Investment Trusts
Website
View Not available

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I PLANNING WEALTH MANAGEMENT LTD news & activities:


Employees

I PLANNING WEALTH MANAGEMENT LTD number of employees has increased by 25% compared with previous year and now represents a total number of 10.

uk.globaldatabase.com

2025-11-30

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Frequently Asked Questions regarding I PLANNING WEALTH MANAGEMENT LTD


Where is I PLANNING WEALTH MANAGEMENT LTD registered office?

I PLANNING WEALTH MANAGEMENT LTD is located at 6 College Street, United Kingdom.

How can I contact I PLANNING WEALTH MANAGEMENT LTD?

You can call I PLANNING WEALTH MANAGEMENT LTD at the following number +441269******

What is the website of I PLANNING WEALTH MANAGEMENT LTD?

I PLANNING WEALTH MANAGEMENT LTD website is http://www.i-planning.co.uk/

How many people work at I PLANNING WEALTH MANAGEMENT LTD?

According to the latest account statement, there are currently 10 of employees working for I PLANNING WEALTH MANAGEMENT LTD.

What is the Business Credit Score of I PLANNING WEALTH MANAGEMENT LTD and how reliable is the company?

In order to check the business credit score of I PLANNING WEALTH MANAGEMENT LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does I PLANNING WEALTH MANAGEMENT LTD pay their invoices on time?

By requesting a Business Credit Report for I PLANNING WEALTH MANAGEMENT LTD, you will be able to gain more insights about the I PLANNING WEALTH MANAGEMENT LTD payment trends.

Who is the Ultimate Parent of the I PLANNING WEALTH MANAGEMENT LTD?

Information about the ultimate beneficial ownership IPLANNING HO********** of I PLANNING WEALTH MANAGEMENT LTD is available when you order a business credit report.

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