# Jerroms Financial Planning Ltd

## Details

- **Company number:** [04710626](https://find-and-update.company-information.service.gov.uk/company/04710626)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 25 Mar 2003
- **Registered office:** LUMANERI HOUSE BLYTHE GATE, BLYTHE VALLEY PARK, SOLIHULL, B90 8AD
- **Nature of business:** [82990](/sic/82990) Other business support service activities n.e.c.
- **Corporate group:** [GMV Nominees Ltd](/group/4) (48216 companies)


## Previous names

- Employment Practices Liability Limited (until 12 Jun 2003)
- Mortgages Together Limited (until 17 Feb 2017)
- Planning Together Limited (until 17 Oct 2019)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| JPCORS LIMITED | corporate-nominee-secretary | 25 Mar 2003 | 25 Mar 2003 |
| JPCORD LIMITED | corporate-nominee-director | 25 Mar 2003 | 25 Mar 2003 |
| JEFFERY, Mark | director | 12 Nov 2003 | 27 May 2010 |
| PUGH, Claudia | director | 3 Dec 2003 | 10 Jun 2013 |
| COPPERTHWAITE, Amanda | director | 1 Jul 2011 | 19 Dec 2013 |
| PUGH, John Trevor | director | 25 Mar 2003 | 3 Oct 2014 |
| PUGH, Claudia | secretary | 25 Mar 2003 | 3 Oct 2014 |
| HOLLOWAY, Geoffrey Donald | director | 3 Nov 2011 | 29 Mar 2019 |
| CURRIE, Neill | director | 3 Nov 2011 | 1 May 2023 |
| SYMES, Gordon Kevin | director | 16 Jun 2014 |  |
| EDEN, Mark James | director | 3 Nov 2011 |  |
| MARKOU, Lucas Constantinos | director | 3 Nov 2011 |  |
| HORTON, Richard Alan | director | 3 Nov 2011 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Gordon Kevin Symes | ownership-of-shares-50-to-75-percent | 6 Apr 2016 | 21 Nov 2023 |
| Jerroms Business Solutions Holdings Limited | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent | 21 Nov 2023 |  |
| Jerroms Solutions Limited | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2023 | £118,636 | £230,232 | 6 |
| 30 Jun 2022 | £154,942 | £207,156 | 5 |
| 30 Jun 2021 | £80,767 | £115,000 | 4 |
| 30 Jun 2020 | £96,977 | £94,392 | 8 |
| 30 Jun 2019 | £92,529 | £75,113 | - |
| 31 Mar 2018 | £73,755 | £113,106 | - |
| 31 Mar 2017 | £43,373 | £66,596 | 7 |
| 31 Mar 2015 | - | £20,760 | - |
| 31 Mar 2014 | - | £21,431 | - |



## Owned by

Jerroms Financial Planning Ltd → [Jerroms Business Solutions Holdings Limited](/company/14535481) → [Sumer Group Bidco Limited](/company/14257156) → [Sumer Group Midco 2 Limited](/company/14594664) → [Sumer Group Midco Limited](/company/14257081) → [Sumer Group Holdings Limited](/company/14256975)




## Directors' other companies

- [EDEN, Mark James](/person/5536722) - director at [Jerroms Business Solutions Limited](/company/08923059)
- [EDEN, Mark James](/person/5536722) - director at [Jerroms Mortgage & Finance Ltd](/company/11459888)
- [EDEN, Mark James](/person/5536722) - director at [Jerroms Solutions Limited](/company/05933654)
- [EDEN, Mark James](/person/5536722) - director at [Jerroms Gcn Limited](/company/08433008)
- [EDEN, Mark James](/person/5536722) - director at [Jerrom Secretarial Services Limited](/company/04873135)
- [EDEN, Mark James](/person/5536722) - director at [GCN Accounting Services Limited](/company/04237974)
- [EDEN, Mark James](/person/5536722) - director at [E-Tick Limited](/company/09398498)
- [HORTON, Richard Alan](/person/5535914) - director at [Jerroms Business Solutions Holdings Limited](/company/14535481)
- [HORTON, Richard Alan](/person/5535914) - director at [GCN (Auditing) Limited](/company/06562390)
- [HORTON, Richard Alan](/person/5535914) - director at [Jerroms Holdings Limited](/company/11856653)



## Companies at the same address

- [Jerroms Mortgage & Finance Ltd](/company/11459888) (11459888)
- [Jerroms Specialist Tax Services Ltd](/company/13890378) (13890378)