# JOH Financial Planning Limited

## Details

- **Company number:** [09012121](https://find-and-update.company-information.service.gov.uk/company/09012121)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 25 Apr 2014
- **Registered office:** 13 KINGSWAY, HESWALL, WIRRAL, CH60 3SN
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding
- **Corporate group:** [Wealth Services Holdco Limited](/group/2984) (43 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| KAY, Richard James | director | 21 Nov 2024 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr John David O'Hara | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 | 21 Nov 2024 |
| Warriner Capital Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 21 Nov 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Apr 2024 | - | - | 1 |
| 30 Apr 2023 | - | - | 1 |
| 30 Apr 2022 | -£22,619 | - | 1 |
| 30 Apr 2021 | -£26,921 | - | 1 |
| 30 Apr 2020 | £6,194 | - | 1 |
| 30 Apr 2019 | -£9,998 | - | 1 |
| 30 Apr 2018 | -£1,717 | - | - |
| 30 Apr 2017 | £13,094 | - | - |
| 30 Apr 2016 | - | £1,478 | - |
| 30 Apr 2015 | - | £571 | - |



## Owned by

JOH Financial Planning Limited → [Warriner Capital Limited](/company/10208125) → [Trafalgar Wealth Ltd](/company/12501062) → [LWM Ar Holdco Limited](/company/15996088) → [Lync Wealth Management Limited](/company/15980456) → [Lync Wealth Holdco Limited](/company/15980785)




## Directors' other companies

- [KAY, Richard James](/person/6248834) - director at [Warriner Capital Limited](/company/10208125)