# Planhappy Investment Management Ltd

## Details

- **Company number:** [09511883](https://find-and-update.company-information.service.gov.uk/company/09511883)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 26 Mar 2015
- **Registered office:** THE PLANNING ROOMS WELLINGTON COURT, PRESTON FARM BUSINESS PARK, STOCKTON-ON-TEES, TS18 3TA
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding, [66300](/sic/66300) Fund management activities


## Previous names

- Joslin Rhodes Estate Planning Limited (until 28 Nov 2018)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Neil Parker | ownership-of-shares-75-to-100-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 Dec 2025 | £1,021,718 | £604,858 | £440,705 | 5 |
| 31 Dec 2024 | £1,761,352 | £395,734 | £340,288 | 13 |
| 31 Dec 2023 | £3,535,166 | £429,927 | £68,959 | 37 |
| 31 Dec 2018 | - | £74,485 | - | - |
| 31 Dec 2017 | - | £84,135 | - | - |
| 31 Dec 2016 | - | £53,124 | - | - |
| 31 Dec 2015 | - | £9,705 | £8,278 | - |






## Companies at the same address

- [Joslin Rhodes Lifestyle Financial Planning Limited](/company/06446109) (06446109)
- [Planhappy Ltd](/company/10676266) (10676266)