I PLANNING WEALTH MANAGEMENT LTD

I PLANNING WEALTH MANAGEMENT LTD is an active private limited company, incorporated on 24 November 2010. The nature of the business is Activities of insurance agents and brokers. The company's registered office is on College Street, Ammanford. The company's accounts were last made up to 30 November 2023, are next due on 31 August 2025, and fall under the accounts category: Micro Entity. I PLANNING WEALTH MANAGEMENT LTD has no previous names. The company has no mortgage charges, outstanding or otherwise.

Registered Office

Address Line 1	6 COLLEGE STREET
Post Town	AMMANFORD
County	CARMARTHENSHIRE
Postcode	SA18 3AF

Accounts

Accounting Reference Date	30^th November
Accounts Next Due Date	31/08/2025
Accounts Last Made Up Date	30/11/2023
Accounts Category	MICRO ENTITY

Confirmation Statement

Next Due Date	20/09/2024
Last Made Up Date	06/09/2023

Return

Next Due Date	22/12/2016
Last Made Up Date	24/11/2015

Mortgages

Number of Mortgage Charges	0
Number of Outstanding Charges	0
Number of Satisfied Charges	0
Number of Partially Satisfied Charges	0

Nature of Business (SIC Codes)

66220 - Activities of insurance agents and brokers

Company Name History

From incorporation onwards:

I PLANNING WEALTH MANAGEMENT LTD

Directors

(The company's officers)

ANGHARAD LLOYD JONES

(~66 year old Welsh national)

6 COLLEGE STREET, AMMANFORD, CARMARTHENSHIRE, SA18 3AF, WALES

Current Director
Gives occupation as MORTGAGE ADVISOR
Usually resident in GB-WLS

Appointed on 24/11/2010

MR HYWEL WYN JONES

(~68 year old British national)

6 COLLEGE STREET, AMMANFORD, CARMARTHENSHIRE, SA18 3AF, WALES

Current Director
Gives occupation as FINANCIAL PLANNER
Usually resident in WALES

Appointed on 06/04/2011

MR ALED WYN

(~40 year old Welsh national)

6 COLLEGE STREET, AMMANFORD, CARMARTHENSHIRE, SA18 3AF

Current Director
Gives occupation as COMPLIANCE OFFICER
Usually resident in WALES

Appointed on 06/04/2014

MRS ANGHARAD LLOYD JONES

6 COLLEGE STREET, AMMANFORD, CARMARTHENSHIRE, SA18 3AF, WALES

Current Secretary

Appointed on 15/11/2011

Shareholders

(Persons of Significant Control)

Mrs Angharad Lloyd Jones

(~66 year old British national)

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

Owns between 50% and 75% of the shares.

Notified on 06/04/2016

Connections

(Shared officers)

CROSSCO ASSOCIATES LIMITED

MR HYWEL WYN JONES

INDEPENDENT FINANCIAL ADVISORS LIMITED

MR HYWEL WYN JONES

PEDALION LTD

MR HYWEL WYN JONES

Source: Companies House

Licence: Supplied under section 47 and 50 of the Copyright, Designs and Patents Act 1988 and Schedule 1 of the Database Regulations (SI 1997/3032)