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 2
  • 1
    Jones, Susan Mary
    Company Director born in June 1965
    Individual (2 offsprings)
    Officer
    2016-10-17 ~ now
    OF - director → CIF 0
    Mrs Susan Mary Jones
    Born in June 1965
    Individual (2 offsprings)
    Person with significant control
    2016-10-17 ~ now
    PE - Has significant influence or controlCIF 0
  • 2
    Morris, Paul Roy
    Company Director born in January 1969
    Individual (3 offsprings)
    Officer
    2016-10-17 ~ now
    OF - director → CIF 0
    Mr Paul Roy Morris
    Born in January 1969
    Individual (3 offsprings)
    Person with significant control
    2016-10-17 ~ now
    PE - Has significant influence or controlCIF 0
Ceased 2
  • 1
    Hubbuck, Stephen
    Mortgage Advisor born in July 1992
    Individual
    Officer
    2016-10-17 ~ 2018-08-29
    OF - director → CIF 0
    Mr Stephen Hubbuck
    Born in July 1992
    Individual
    Person with significant control
    2016-10-17 ~ 2018-08-29
    PE - Has significant influence or controlCIF 0
  • 2
    Melly, Jennifer Joy
    Solicitor born in December 1958
    Individual (4 offsprings)
    Officer
    2016-10-17 ~ 2018-08-29
    OF - director → CIF 0
    Mrs Jennifer Joy Melly
    Born in December 1958
    Individual (4 offsprings)
    Person with significant control
    2016-10-17 ~ 2018-08-29
    PE - Has significant influence or controlCIF 0
parent relation
Company in focus

J.M. WEALTH PLANNING LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
63,951 GBP2023-12-31
85,269 GBP2022-12-31
Fixed Assets
63,951 GBP2023-12-31
85,269 GBP2022-12-31
Debtors
11,239 GBP2023-12-31
2,739 GBP2022-12-31
Cash at bank and in hand
84,032 GBP2023-12-31
65,455 GBP2022-12-31
Current Assets
95,271 GBP2023-12-31
68,194 GBP2022-12-31
Creditors
Current
40,932 GBP2023-12-31
18,482 GBP2022-12-31
Net Current Assets/Liabilities
54,339 GBP2023-12-31
49,712 GBP2022-12-31
Total Assets Less Current Liabilities
118,290 GBP2023-12-31
134,981 GBP2022-12-31
Net Assets/Liabilities
29,079 GBP2023-12-31
36,518 GBP2022-12-31
Equity
Called up share capital
100 GBP2023-12-31
100 GBP2022-12-31
Retained earnings (accumulated losses)
28,979 GBP2023-12-31
36,418 GBP2022-12-31
Equity
29,079 GBP2023-12-31
36,518 GBP2022-12-31
Average Number of Employees
42023-01-01 ~ 2023-12-31
32022-01-01 ~ 2022-12-31
Intangible Assets - Gross Cost
Net goodwill
45,032 GBP2022-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
45,032 GBP2022-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
106,360 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
42,409 GBP2023-12-31
21,091 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
21,318 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Plant and equipment
63,951 GBP2023-12-31
85,269 GBP2022-12-31
Trade Debtors/Trade Receivables
Current
11,239 GBP2023-12-31
2,739 GBP2022-12-31
Finance Lease Liabilities - Total Present Value
Current
5,196 GBP2023-12-31
5,196 GBP2022-12-31
Corporation Tax Payable
Current
25,362 GBP2023-12-31
4,155 GBP2022-12-31
Other Taxation & Social Security Payable
Current
36 GBP2023-12-31
Other Creditors
Current
3,531 GBP2023-12-31
5,530 GBP2022-12-31
Accrued Liabilities
Current
2,950 GBP2023-12-31
2,744 GBP2022-12-31
Finance Lease Liabilities - Total Present Value
Non-current
39,573 GBP2023-12-31
44,762 GBP2022-12-31

  • J.M. WEALTH PLANNING LIMITED
    Info
    Registered number 10431173
    7 London Road, Neath SA11 1HB
    Private Limited Company incorporated on 2016-10-17 (8 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2024-10-16
    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 24 April 2025 and licensed under the Open Government Licence v3.0.