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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 2
  • 1
    Jones, Susan Mary
    Company Director born in June 1965
    Individual (2 offsprings)
    Officer
    icon of calendar 2016-10-17 ~ now
    OF - Director → CIF 0
    Mrs Susan Mary Jones
    Born in June 1965
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 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
    icon of calendar 2016-10-17 ~ now
    OF - Director → CIF 0
    Mr Paul Roy Morris
    Born in January 1969
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2016-10-17 ~ now
    PE - Has significant influence or controlCIF 0
Ceased 2
  • 1
    Hubbuck, Stephen
    Mortgage Advisor born in July 1992
    Individual (1 offspring)
    Officer
    icon of calendar 2016-10-17 ~ 2018-08-29
    OF - Director → CIF 0
    Mr Stephen Hubbuck
    Born in July 1992
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2016-10-17 ~ 2018-08-29
    PE - Has significant influence or controlCIF 0
  • 2
    Melly, Jennifer Joy
    Solicitor born in December 1958
    Individual (6 offsprings)
    Officer
    icon of calendar 2016-10-17 ~ 2018-08-29
    OF - Director → CIF 0
    Mrs Jennifer Joy Melly
    Born in December 1958
    Individual (6 offsprings)
    Person with significant control
    icon of calendar 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
47,963 GBP2024-12-31
63,951 GBP2023-12-31
Fixed Assets
47,963 GBP2024-12-31
63,951 GBP2023-12-31
Debtors
9,095 GBP2024-12-31
11,239 GBP2023-12-31
Cash at bank and in hand
72,610 GBP2024-12-31
84,032 GBP2023-12-31
Current Assets
81,705 GBP2024-12-31
95,271 GBP2023-12-31
Creditors
Current
40,466 GBP2024-12-31
40,932 GBP2023-12-31
Net Current Assets/Liabilities
41,239 GBP2024-12-31
54,339 GBP2023-12-31
Total Assets Less Current Liabilities
89,202 GBP2024-12-31
118,290 GBP2023-12-31
Net Assets/Liabilities
20,713 GBP2024-12-31
29,079 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Retained earnings (accumulated losses)
20,613 GBP2024-12-31
28,979 GBP2023-12-31
Equity
20,713 GBP2024-12-31
29,079 GBP2023-12-31
Average Number of Employees
32024-01-01 ~ 2024-12-31
42023-01-01 ~ 2023-12-31
Intangible Assets - Gross Cost
Net goodwill
45,032 GBP2023-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
45,032 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
106,360 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
58,397 GBP2024-12-31
42,409 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
15,988 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Plant and equipment
47,963 GBP2024-12-31
63,951 GBP2023-12-31
Trade Debtors/Trade Receivables
Current
9,095 GBP2024-12-31
11,239 GBP2023-12-31
Finance Lease Liabilities - Total Present Value
Current
5,196 GBP2024-12-31
5,196 GBP2023-12-31
Corporation Tax Payable
Current
23,323 GBP2024-12-31
25,362 GBP2023-12-31
Other Taxation & Social Security Payable
Current
36 GBP2023-12-31
Other Creditors
Current
943 GBP2024-12-31
3,531 GBP2023-12-31
Accrued Liabilities
Current
3,397 GBP2024-12-31
2,950 GBP2023-12-31
Finance Lease Liabilities - Total Present Value
Non-current
34,383 GBP2024-12-31
39,573 GBP2023-12-31

  • J.M. WEALTH PLANNING LIMITED
    Info
    Registered number 10431173
    icon of address7 London Road, Neath SA11 1HB
    Private Limited Company incorporated on 2016-10-17 (9 years). 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 16 October 2025 and licensed under the Open Government Licence v3.0.