# Jo Potts Financial Planning (Jo Potts Financial Planning Limited) Private limited company registered in Worcester, classed under “Financial management”. - Company number: 11963735 - Status: Active - Type: Private limited company - Incorporated: 25 April 2019 - Registered office: 46 Lower Ferry Lane, Callow End, Worcester, Worcestershire, WR2 4UN - Location: Worcester, Worcestershire - Activity: Financial management ## Latest filed profit No profit figure in its latest filed accounts. Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers. ## Questions people ask ### What does Jo Potts Financial Planning do? Private limited company registered in Worcester, classed under “Financial management”. ### How much turnover does Jo Potts Financial Planning make? Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/jo-potts-financial-planning-11963735 ### Is Jo Potts Financial Planning profitable? Jo Potts Financial Planning's profit isn't public: small companies may file without a profit and loss account. ### How many people work at Jo Potts Financial Planning? Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/jo-potts-financial-planning-11963735 ### Who runs and owns Jo Potts Financial Planning? Its directors are David Marcus Potts, Joanna Potts. Its owners are shown to subscribers. ### Where is Jo Potts Financial Planning based? Its registered office is 46 Lower Ferry Lane, Callow End, Worcester, Worcestershire, WR2 4UN, in Worcester, Worcestershire. ### When was Jo Potts Financial Planning founded? Jo Potts Financial Planning Limited was incorporated on 25 April 2019. ### Is Jo Potts Financial Planning still trading? The register lists Jo Potts Financial Planning Limited as active. ## Timeline Recent filings and changes at Companies House. - 2026-05-17: Change of details for Mr David Marcus Potts as a person with significant control on 17 May 2026 - 2025-11-12: Unaudited abridged accounts made up to 31 March 2025 - 2025-04-04: Change of details for Mrs Joanna Potts as a person with significant control on 31 July 2023 - 2025-04-03: Notification of David Marcus Potts as a person with significant control on 31 July 2023 - 2025-03-04: Director's details changed for Mr David Marcus Potts on 27 February 2025 - 2025-03-04: Change of details for Mrs Joanna Potts as a person with significant control on 27 February 2025 - 2025-03-04: Director's details changed for Mrs Joanna Potts on 27 February 2025 - 2025-03-04: Registered office address changed from 3rd Floor 86 - 90 Paul Street London EC2A 4NE England to 46 Lower Ferry Lane Callow End Worcester Worcestershire WR2 4UN on 4 March 2025 - 2025-02-20: Registered office address changed from C/O Cooper Parry Sky View, Argosy Road East Midlands Airport Derby Derbyshire DE74 2SA England to 3rd Floor 86 - 90 Paul Street London EC2… - 2024-12-04: Total exemption full accounts made up to 31 March 2024 - 2024-05-15: Change of details for Mrs Joanna Potts as a person with significant control on 15 May 2024 - 2024-05-15: Director's details changed for Mr David Marcus Potts on 15 May 2024 - 2024-05-15: Director's details changed for Mrs Joanna Potts on 15 May 2024 - 2024-05-15: Registered office address changed from First Floor Saggar House Princes Drive Worcester Worcestershire WR1 2PG England to C/O Cooper Parry Sky View, Argosy Road East Midlands Ai… - 2024-01-04: Appointment of Mr David Marcus Potts as a director on 31 July 2023 - 2023-12-20: Total exemption full accounts made up to 31 March 2023 - 2022-12-21: Total exemption full accounts made up to 31 March 2022 - 2022-05-04: Change of details for Mrs Joanna Potts as a person with significant control on 24 April 2021 - 2022-05-04: Director's details changed for Mrs Joanna Potts on 24 April 2021 - 2022-05-04: Registered office address changed from Suite 1a Shire Business Park Wainwright Road Worcester Worcestershire WR4 9FA England to First Floor Saggar House Princes Drive Worcester … - 2022-03-09: Total exemption full accounts made up to 31 March 2021 - 2021-03-29: Total exemption full accounts made up to 31 March 2020 - 2021-02-26: Previous accounting period shortened from 30 April 2020 to 31 March 2020 - 2019-04-25: Incorporation --- Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/jo-potts-financial-planning-11963735