Wealth Doctor Financial Planning Ltd
- Company number
- 08972423
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 2 Apr 2014
- Nature of business
- Financial intermediation not elsewhere classified
Registered office
Previous names
- IAM Financial Planning Ltd (until 2 Jun 2024)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Grant Robert Pendleton | Ownership Of Shares 75 To 100 Percent | 6 Apr 2016 | 6 Apr 2021 |
| Dr Joshua Lewis | Ownership Of Shares 25 To 50 Percent | 22 Mar 2021 |
Accounts
| Year ended | Net assets | Employees |
|---|---|---|
| 31 Mar 2025 | £9,393 | 2 |
| 31 Mar 2024 | -£533 | 3 |
| 31 Mar 2023 | £7,841 | 2 |
| 31 Mar 2022 | £19,713 | 2 |
| 30 Apr 2021 | -£425 | 2 |
| 30 Apr 2020 | £36,254 | 1 |
| 30 Apr 2019 | £8,480 | - |
| 30 Apr 2018 | - | - |
| 30 Apr 2017 | - | - |
| 30 Apr 2016 | - | - |
| 30 Apr 2015 | - | - |
Connections
Companies at the same address
- JL Financial Planning Ltd (11680893)
- JL Wealth Management Ltd (11680602)
- Tellus Financial Planning Ltd (11658211)