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Company No. 04710626 · Incorporated 25 Mar 2003

Jerroms Financial Planning Ltd

Registered name: JERROMS FINANCIAL PLANNING LTD

Part of Tosca Penta Accountants Limited Partnership group

Jerroms Financial Planning Ltd does not publish its revenue or profit. Its accounts to 30 Jun 2023 show net assets of £119k and 6 employees.

Jerroms Financial Planning Ltd did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 30 Jun 2023 showed net assets of £119k and 6 employees. The company is classified under “other business support service activities” and is based in Solihull; we hold 2 years of its filed accounts.

Balance sheet onlySection N · Administrative and support servicesSIC 82990Other business support service activities n.e.c.
Status
Active
Location
Solihull, West Midlands
Age
23 yrs · since 2003
Type
Private Limited Company

Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.

Latest accounts · year to 30 Jun 2023

Key figures

Small team

Revenue not disclosed

Jerroms Financial Planning Ltd’s accounts for the year to 30 Jun 2023 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.

We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.

Employees
6
Net assets
£119k

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

2 filed years

Financial history

Multi-year financials, oldest to newest
Year to30 Jun 202230 Jun 2023
DisclosureNo P&LNo P&L
Profit & loss
Revenue (turnover)——
Profit (best available)——
Employees (average)66
Ratios
Profit margin——
Growth (year on year)
Headcount growth—0%
Balance sheet — indirect signals, not revenue
Cash at bank£207k£230k
Net assets£155k£119k
Fixed assets£11.6k£5.1k
Current assets£215k£238k
Debtors£8.2k£7.9k
SourceFullAccounts · bulk data Mar 2024FullAccounts · bulk data Mar 2024
Indirect — not revenue

Balance-sheet signals

Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.

Net assets
▼23%
Now £119k
Cash at bank
▲11%
Now £230k
Headcount
0%
Now 6
Deferred income
—
Now —
Fixed assets
▼56%
Now £5.1k
Corporate ownership

Group structure

Ownership chain

  1. Tosca Penta Accountants Limited Partnershipultimate parent75–100%
  2. Sumer Group Holdings Limited75–100%
  3. Sumer Group Midco Limited75–100%
  4. Sumer Group Midco 2 Limited75–100%
  5. Sumer Group Bidco Limited50–75%
  6. Jerroms Business Solutions Holdings Limited50–75%
  7. Jerroms Financial Planning Ltdthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (4)

Minority corporate shareholders

From the Persons with Significant Control register (corporate controllers only).

Same industry, similar size

Similar profitable businesses

Industry benchmarks →

Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 30 Jun 2023, from the Companies House accounts bulk data published Mar 2024. Spotted an error? Request a correction.

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.