# Wealth Doctor Financial Planning Ltd

## Details

- **Company number:** [08972423](https://find-and-update.company-information.service.gov.uk/company/08972423)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 2 Apr 2014
- **Registered office:** 2 UNION ROAD EAST, ABERGAVENNY, NP7 5UW
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## 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 | - |






## Companies at the same address

- [JL Financial Planning Ltd](/company/11680893) (11680893)
- [JL Wealth Management Ltd](/company/11680602) (11680602)
- [Tellus Financial Planning Ltd](/company/11658211) (11658211)