Joh Financial Planning Limited
Registered name: JOH FINANCIAL PLANNING LIMITED
Part of Wealth Services Holdco Limited groupJoh Financial Planning Limited does not publish its revenue or profit. Its accounts to 30 Apr 2024 show net assets of -£28.8k and 1 employee.
Joh Financial Planning Limited 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 Apr 2024 showed net assets of −£28.8k and 1 employee. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in Wirral; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Wirral, North West
- Age
- 12 yrs · since 2014
- 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.
Key figures
Revenue not disclosed
Joh Financial Planning Limited’s accounts for the year to 30 Apr 2024 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
- 1
- Net assets
- −£28.8k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 30 Apr 2022 | 30 Apr 2023 | 30 Apr 2024 |
|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L |
| Profit & loss | |||
| Revenue (turnover) | — | — | — |
| Profit (best available) | — | — | — |
| Employees (average) | 1 | 1 | 1 |
| Ratios | |||
| Profit margin | — | — | — |
| Growth (year on year) | |||
| Headcount growth | — | 0% | 0% |
| Balance sheet — indirect signals, not revenue | |||
| Net assets | −£22.6k | −£37.5k | −£28.8k |
| Fixed assets | £10.2k | £8.2k | £5.6k |
| Current assets | £17.4k | £522 | £10.1k |
| Source | Accounts · bulk data Jan 2024 | Accounts · bulk data Jan 2024 | FullAccounts · bulk data Jan 2025 |
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
- —
- Now −£28.8k
- Cash at bank
- —
- Now —
- Headcount
- 0%
- Now 1
- Deferred income
- —
- Now —
- Fixed assets
- ▼32%
- Now £5.6k
Group structure
Ownership chain
- Wealth Services Holdco Limitedultimate parent75–100%
- Lync Wealth Holdco Limited75–100%
- Lync Wealth Management Limited75–100%
- LWM Ar Holdco Limited75–100%
- Trafalgar Wealth Ltd75–100%
- Warriner Capital Limited75–100%
- Joh Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from FullAccounts for the year to 30 Apr 2024, from the Companies House accounts bulk data published Jan 2025. 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.