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Financial intermediation not elsewhere classified · Beverley
PB Wealth Planning
PB Wealth Planning Ltd
Private limited company registered in Beverley, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Sept 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
History
| £ | 2025 |
|---|---|
| Profit after tax | — |
| Turnover | |
| Net assets | |
| Cash | |
| Employees | |
| Retained reserves |
Every figure for the year
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2025 |
|---|---|
| Fixed assets | |
| Current assets | |
| of which debtors | |
| of which cash | |
| Net current assets | |
| Net assets |
6 balance-sheet lines, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does PB Wealth Planning do?
Private limited company registered in Beverley, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does PB Wealth Planning make?
Answered in the full report
›Is PB Wealth Planning profitable?
PB Wealth Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at PB Wealth Planning?
Answered in the full report
›Where is PB Wealth Planning based?
Its registered office is 6 Elm Drive, Cherry Burton, Beverley, HU17 7RJ, in Beverley.
›When was PB Wealth Planning founded?
PB Wealth Planning Ltd was incorporated on 17 September 2024.
›Is PB Wealth Planning still trading?
The register lists PB Wealth Planning Ltd as active.