# J.M. Wealth Planning Limited

## Details

- **Company number:** [10431173](https://find-and-update.company-information.service.gov.uk/company/10431173)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 17 Oct 2016
- **Registered office:** 7 LONDON ROAD, NEATH, SA11 1HB
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Paul Roy Morris | significant-influence-or-control | 17 Oct 2016 |  |
| Mrs Susan Mary Jones | significant-influence-or-control | 17 Oct 2016 |  |
| Mr Stephen Hubbuck | significant-influence-or-control | 17 Oct 2016 | 29 Aug 2018 |
| Mrs Jennifer Joy Melly | significant-influence-or-control | 17 Oct 2016 | 29 Aug 2018 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | £36,203 | £84,129 | 3 |
| 31 Dec 2024 | £20,713 | £72,610 | 4 |
| 31 Dec 2023 | £29,079 | £84,032 | 3 |
| 31 Dec 2022 | £36,518 | £65,455 | 4 |
| 31 Dec 2021 | £40,109 | £82,077 | 4 |
| 31 Dec 2020 | £2,013 | £72,463 | 4 |
| 31 Dec 2019 | £175 | £20,065 | 4 |
| 31 Dec 2018 | £7,274 | £64,963 | 4 |
| 31 Dec 2017 | - | £41,596 | 4 |






## Companies at the same address

- [Sjpm LLP](/company/OC423430) (OC423430)



