# I Planning Wealth Management Ltd

## Details

- **Company number:** [07450322](https://find-and-update.company-information.service.gov.uk/company/07450322)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 24 Nov 2010
- **Registered office:** 6 COLLEGE STREET, AMMANFORD, SA18 3AF
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified, [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [Iplanning Holdings Ltd](/group/79158) (2 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Hywel Wyn Jones | significant-influence-or-control | 6 Apr 2016 | 14 Nov 2025 |
| Mrs Angharad Lloyd Jones | ownership-of-shares-50-to-75-percent | 6 Apr 2016 | 14 Nov 2025 |
| Iplanning Holdings Ltd | ownership-of-shares-75-to-100-percent | 14 Nov 2025 |  |
| Mr Aled Wyn | significant-influence-or-control | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Nov 2025 | £202,113 | - | 8 |
| 30 Nov 2024 | £202,204 | - | 8 |
| 30 Nov 2023 | £193,685 | - | 7 |
| 30 Nov 2022 | £185,562 | - | 7 |
| 30 Nov 2021 | £154,453 | - | 7 |
| 30 Nov 2020 | £115,291 | - | 7 |
| 30 Nov 2019 | £63,123 | - | 7 |
| 30 Nov 2018 | £146,996 | - | - |
| 30 Nov 2017 | £198,400 | - | - |
| 30 Nov 2016 | £168,192 | £27,562 | - |
| 30 Nov 2015 | £289,976 | £35,767 | - |
| 30 Nov 2014 | £172,800 | £21,605 | - |
| 30 Nov 2013 | £131,456 | £10,652 | - |
| 30 Nov 2012 | £55,621 | £5,098 | - |



## Owned by

I Planning Wealth Management Ltd → [Iplanning Holdings Ltd](/company/16749506)





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