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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 4
  • 1
    Morrish, Paul Stephen
    Management Consultant born in December 1965
    Individual (56 offsprings)
    Officer
    icon of calendar 2020-01-28 ~ dissolved
    OF - Director → CIF 0
  • 2
    Puddephatt, Susan Marie
    Chief Risk Officer born in October 1962
    Individual (40 offsprings)
    Officer
    icon of calendar 2020-01-15 ~ dissolved
    OF - Director → CIF 0
  • 3
    SUCCESSION WEALTH HOLDINGS LIMITED - 2012-07-27
    icon of addressDrake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, Devon, England
    Active Corporate (8 parents, 53 offsprings)
    Person with significant control
    icon of calendar 2019-10-24 ~ dissolved
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 4
    MICHCO 183 LIMITED - 2000-02-18
    icon of addressWoodwater House, Pynes Hill, Exeter, Devon, England
    Active Corporate (14 parents, 330 offsprings)
    Equity (Company account)
    2 GBP2023-12-31
    Officer
    icon of calendar 2019-10-24 ~ dissolved
    OF - Secretary → CIF 0
Ceased 16
  • 1
    Travis, Michael Roebuck
    Financial Adviser born in April 1946
    Individual
    Officer
    icon of calendar 2001-01-01 ~ 2017-04-30
    OF - Director → CIF 0
  • 2
    Rentell, Howard Neil
    Compliance Director born in August 1971
    Individual
    Officer
    icon of calendar 2014-05-06 ~ 2020-02-11
    OF - Director → CIF 0
  • 3
    Manasseh, Maurice
    Financial Adviser born in January 1943
    Individual
    Officer
    icon of calendar ~ 2019-10-24
    OF - Director → CIF 0
    Mr Maurice Manasseh
    Born in January 1943
    Individual
    Person with significant control
    icon of calendar 2016-04-06 ~ 2019-10-24
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 4
    Patterson, Thomas Barry
    Financial Consultant born in October 1939
    Individual
    Officer
    icon of calendar ~ 2001-12-31
    OF - Director → CIF 0
  • 5
    Atkinson, George Robert
    Financial Consultant born in July 1946
    Individual (1 offspring)
    Officer
    icon of calendar ~ 2008-08-01
    OF - Director → CIF 0
  • 6
    Nunn, Kenneth Edward
    Financial Consultant born in August 1921
    Individual
    Officer
    icon of calendar 1992-03-23 ~ 2001-12-31
    OF - Director → CIF 0
  • 7
    Hanson, Barbara Jean
    Administration Manager born in October 1943
    Individual
    Officer
    icon of calendar 1998-06-01 ~ 2011-03-31
    OF - Director → CIF 0
  • 8
    Robinson, Peter James
    Certified Accountant born in April 1927
    Individual
    Officer
    icon of calendar ~ 2000-12-31
    OF - Director → CIF 0
    Robinson, Peter James
    Individual
    Officer
    icon of calendar ~ 1993-01-15
    OF - Secretary → CIF 0
    icon of calendar 1998-01-14 ~ 1998-05-18
    OF - Secretary → CIF 0
  • 9
    Royce, Adam John
    Compliance Director born in September 1973
    Individual (14 offsprings)
    Officer
    icon of calendar 2011-03-14 ~ 2014-04-30
    OF - Director → CIF 0
  • 10
    Pearson, David
    Compliance Officer born in September 1943
    Individual
    Officer
    icon of calendar 1998-06-01 ~ 2010-01-14
    OF - Director → CIF 0
  • 11
    Gunner, Alan Douglas
    Chartered Accountant born in September 1951
    Individual (7 offsprings)
    Officer
    icon of calendar ~ 1992-05-31
    OF - Director → CIF 0
  • 12
    Smithson, Keith David
    Financial Director born in March 1972
    Individual
    Officer
    icon of calendar 2001-01-01 ~ 2019-10-24
    OF - Director → CIF 0
  • 13
    Mabbutt, Raymond William
    Financial Consultant born in March 1936
    Individual
    Officer
    icon of calendar ~ 1994-04-07
    OF - Director → CIF 0
  • 14
    Freeman, Neil Leslie
    Individual
    Officer
    icon of calendar 1993-01-15 ~ 1998-01-14
    OF - Secretary → CIF 0
  • 15
    Smithson, Jo-anne Cathryn
    Company Secretary & Company Di born in December 1965
    Individual
    Officer
    icon of calendar 2007-07-18 ~ 2020-07-31
    OF - Director → CIF 0
    Smithson, Jo-anne Cathryn
    Individual
    Officer
    icon of calendar 1998-05-18 ~ 2019-10-24
    OF - Secretary → CIF 0
  • 16
    Boothman, Derek Arnold
    Company Director born in June 1932
    Individual
    Officer
    icon of calendar ~ 1992-08-18
    OF - Director → CIF 0
parent relation
Company in focus

INVESTORS PLANNING ASSOCIATES LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Please be reminded the displayed account data is older than 4 years hence might not reflect current company status.
Par Value of Share
Class 1 ordinary share
02019-01-01 ~ 2019-10-23
Property, Plant & Equipment
39,333 GBP2019-10-23
58,311 GBP2018-12-31
Debtors
455,046 GBP2019-10-23
474,289 GBP2018-12-31
Cash at bank and in hand
621,638 GBP2019-10-23
437,265 GBP2018-12-31
Current Assets
1,076,684 GBP2019-10-23
911,554 GBP2018-12-31
Creditors
Current
618,793 GBP2019-10-23
446,467 GBP2018-12-31
Net Current Assets/Liabilities
457,891 GBP2019-10-23
465,087 GBP2018-12-31
Total Assets Less Current Liabilities
497,224 GBP2019-10-23
523,398 GBP2018-12-31
Net Assets/Liabilities
434,747 GBP2019-10-23
443,007 GBP2018-12-31
Equity
Called up share capital
170,000 GBP2019-10-23
174,000 GBP2018-12-31
Capital redemption reserve
5,000 GBP2019-10-23
1,000 GBP2018-12-31
Retained earnings (accumulated losses)
259,747 GBP2019-10-23
268,007 GBP2018-12-31
Equity
434,747 GBP2019-10-23
443,007 GBP2018-12-31
Average Number of Employees
352019-01-01 ~ 2019-10-23
312018-01-01 ~ 2018-12-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
21,763 GBP2019-10-23
21,763 GBP2018-12-31
Furniture and fittings
19,624 GBP2019-10-23
20,073 GBP2018-12-31
Computers
133,271 GBP2019-10-23
130,113 GBP2018-12-31
Property, Plant & Equipment - Gross Cost
174,658 GBP2019-10-23
171,949 GBP2018-12-31
Property, Plant & Equipment - Disposals
Furniture and fittings
-449 GBP2019-01-01 ~ 2019-10-23
Property, Plant & Equipment - Disposals
-449 GBP2019-01-01 ~ 2019-10-23
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
19,739 GBP2019-10-23
17,898 GBP2018-12-31
Furniture and fittings
16,454 GBP2019-10-23
14,150 GBP2018-12-31
Computers
99,132 GBP2019-10-23
81,590 GBP2018-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
135,325 GBP2019-10-23
113,638 GBP2018-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
1,841 GBP2019-01-01 ~ 2019-10-23
Furniture and fittings
2,697 GBP2019-01-01 ~ 2019-10-23
Computers
17,542 GBP2019-01-01 ~ 2019-10-23
Property, Plant & Equipment - Increase From Depreciation Charge for Year
22,080 GBP2019-01-01 ~ 2019-10-23
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Furniture and fittings
-393 GBP2019-01-01 ~ 2019-10-23
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-393 GBP2019-01-01 ~ 2019-10-23
Property, Plant & Equipment
Improvements to leasehold property
2,024 GBP2019-10-23
3,865 GBP2018-12-31
Furniture and fittings
3,170 GBP2019-10-23
5,923 GBP2018-12-31
Computers
34,139 GBP2019-10-23
48,523 GBP2018-12-31
Trade Debtors/Trade Receivables
Current
6,000 GBP2019-10-23
6,000 GBP2018-12-31
Other Debtors
Current
27,250 GBP2019-10-23
27,250 GBP2018-12-31
Prepayments/Accrued Income
Current
311,902 GBP2019-10-23
346,000 GBP2018-12-31
Prepayments
Current
68,011 GBP2019-10-23
54,039 GBP2018-12-31
Debtors
Current, Amounts falling due within one year
455,046 GBP2019-10-23
474,289 GBP2018-12-31
Trade Creditors/Trade Payables
Current
465,074 GBP2019-10-23
332,521 GBP2018-12-31
Corporation Tax Payable
Current
12,570 GBP2019-10-23
621 GBP2018-12-31
Other Taxation & Social Security Payable
Current
92,541 GBP2019-10-23
32,530 GBP2018-12-31
Other Creditors
Current
26,052 GBP2019-10-23
14,438 GBP2018-12-31
Accrued Liabilities
Current
19,822 GBP2019-10-23
64,887 GBP2018-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
57,141 GBP2019-10-23
62,953 GBP2018-12-31
Between one and five year
72,681 GBP2019-10-23
115,537 GBP2018-12-31
All periods
129,822 GBP2019-10-23
178,490 GBP2018-12-31
Amounts set aside to cover potential liabilities or losses
Deferred taxation
6,105 GBP2019-10-23
9,100 GBP2018-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
1,700,000 shares2019-10-23
Profit/Loss
Retained earnings (accumulated losses)
38,550 GBP2019-01-01 ~ 2019-10-23
Profit/Loss
38,550 GBP2019-01-01 ~ 2019-10-23
  • INVESTORS PLANNING ASSOCIATES LIMITED
    Info
    Registered number 00992112
    icon of address2nd Floor Stratus House Emperor Way, Exeter Business Park, Exeter EX1 3QS
    PRIVATE LIMITED COMPANY incorporated on 1970-10-19 and dissolved on 2025-06-11 (54 years 7 months). The company status is Dissolved.
    The last date of confirmation statement was made at 2023-01-20
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.