IAM FINANCIAL PLANNING LTD

12 CLYTHA PARK ROAD, C/O BDHC CHARTERED ACCOUNTANTS, NEWPORT  NP20 4PB
  • Active
  • Private Limited Company
  • Company No. 08972423
  • Last Updated: 01 Mar 2024

Company Profile

IAM FINANCIAL PLANNING LTD was incorporated on Wednesday, April 2, 2014 as a Private Limited Company with registered address in NEWPORT. IAM FINANCIAL PLANNING LTD has the status: Active and it's listed in the following category: Financial intermediation not elsewhere classified. This Private Limited Company has been operating for 10 years 5 months and 18 days.

Name IAM FINANCIAL PLANNING LTD
Company number 08972423
Company type Private Limited Company
Incorporation date 02 Apr 2014
Status Active
Industry (SIC 2007)

Address

Registered Address 12 CLYTHA PARK ROAD
C/O BDHC CHARTERED ACCOUNTANTS
NEWPORT
NP20 4PB
Country Of Origin WALES

Map based on PostCode

Ownership Information

Individuals and organizations with significant control over the business either by owning at least 25% shares or by virtue of significant influence over the business.

Name Nature of Control
Dr Joshua Lewis Nationality: British Dates: Monday, March 22, 2021 - present
ownership of shares 25 to 50 percent
Mr Grant Robert Pendleton Nationality: British Dates: Wednesday, April 6, 2016 - Tuesday, April 6, 2021
ownership of shares 75 to 100 percent

Accounts and Confirmation

Type of accounts MICRO ENTITY
End of financial Year 31 March
Next annual accounts due 31 December 2024, (101 days left)
Latest accounts 31 March 2023
Next confirmation statement due 03 May 2017
Last confirmation statement dated 05 April 2016

Mortgages

Total of Mortgages 1
Mortgages Outstanding 1
Mortgages Partially Satisfied 0
Mortgages Satisfied/Paid 0

Previous Names

Name Change Date
IAM FINANCIAL PLANNING LTD 02 Apr 2014