CompanyTrack
J

JERROMS FINANCIAL PLANNING LTD

Active Solihull

Other business support service activities n.e.c.

6 employees Website
Financial services Other business support service activities n.e.c.
J

JERROMS FINANCIAL PLANNING LTD

Other business support service activities n.e.c.

Founded 25 Mar 2003 Active Solihull, United Kingdom 6 employees jerromsfp.co.uk
Financial services Other business support service activities n.e.c.
Accounts Submitted 8 Jul 2025
Confirmation Statement Submitted 29 Mar 2025
Net assets £278.83K £160.20K 2024 year on year
Total assets £384.98K £141.69K 2024 year on year
Total Liabilities £106.14K £18.51K 2024 year on year
Charges None No charges registered

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Contact & Details

Registered Address

Lumaneri House Blythe Gate Blythe Valley Park Solihull West Midlands B90 8AD United Kingdom

Office (Solihull)

Lumaneri House, Birmingham B90 8AH

Telephone

0121 693 5000

Credit Report

Discover JERROMS FINANCIAL PLANNING LTD's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2013–2024)

Cash in Bank

£254.50k

Increased by £24.27k (+11%)

Net Assets

£278.83k

Increased by £160.20k (+135%)

Total Liabilities

£106.14k

Decreased by £18.51k (-15%)

Turnover

N/A

Employees

6

Debt Ratio

28%

Decreased by 23 (-45%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

2 Allotments 300 Shares £300 Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
7 Feb 202020£20£1
21 May 2015280£280£1

Officers

Officers

4 active 9 resigned
Status
Gordon Kevin SymesDirectorBritishEngland6616 Jun 2014Active
Lucas Constantinos MarkouDirectorBritishEngland503 Nov 2011Active
Mark James EdenDirectorBritishUnited Kingdom623 Nov 2011Active
Richard Alan HortonDirectorBritishEngland563 Nov 2011Active

Shareholders

Shareholders (6)

Jerroms Business Solutions Holdings Limited
61.9%
2495 Apr 2024
Jerroms Solutions Limited
38.1%
1535 Apr 2024
Julie Rackham
0.0%
05 Apr 2024

Persons with Significant Control

Persons with Significant Control (2)

2 Active 1 Ceased

Jerroms Business Solutions Holdings Limited

United Kingdom

Active
Notified 21 Nov 2023
Nature of Control
  • Ownership Of Shares 50 To 75 Percent
  • Voting Rights 50 To 75 Percent

Jerroms Solutions Limited

United Kingdom

Active
Notified 6 Apr 2016
Nature of Control
  • Ownership Of Shares 25 To 50 Percent
  • Voting Rights 25 To 50 Percent

Gordon Kevin Symes

Ceased 21 Nov 2023

Ceased

Group Structure

Group Structure

JERROMS BUSINESS SOLUTIONS HOLDINGS LIMITED united kingdom shares 50 to 75 percent, voting rights 50 to 75 percent, appoint/remove directors
JERROMS SOLUTIONS LIMITED united kingdom shares 50 to 75 percent, voting rights 50 to 75 percent
SUMER GROUP BIDCO LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
JERROMS HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
SUMER GROUP MIDCO 2 LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUMER GROUP MIDCO LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUMER GROUP HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
TOSCA PENTA ACCOUNTANTS LIMITED PARTNERSHIP united kingdom significant influence or control
PENTA CAPITAL LLP united kingdom voting rights 25 to 50 percent limited liability partnership
PENTA TPA LLP united kingdom voting rights 25 to 50 percent limited liability partnership, right to share surplus assets 25 to 50 percent limited liability partnership
TOSCA PENTA HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PENTA FOUNDER 2 LIMITED united kingdom shares 75 to 100 percent
PENTA TPA GP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PENTA GP HOLDINGS LIMITED united kingdom shares 75 to 100 percent
OLD OAK HOLDINGS LIMITED united kingdom
JERROMS FINANCIAL PLANNING LTD Current Company

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
8 Jul 2025AccountsAnnual accounts made up to 2024-06-30View(8 pages)
8 Jul 2025OtherAudit exemption statement of guarantee by parent company for period ending 30/06/24View(3 pages)
8 Jul 2025AccountsAnnual accounts filedView(45 pages)
8 Jul 2025OtherNotice of agreement to exemption from audit of accounts for period ending 30/06/24View(1 page)
29 Mar 2025Confirmation StatementConfirmation statement made on 2025-03-25 with no updatesView(3 pages)
8 Jul 2025 Accounts

Annual accounts made up to 2024-06-30

8 Jul 2025 Other

Audit exemption statement of guarantee by parent company for period ending 30/06/24

8 Jul 2025 Accounts

Annual accounts filed

8 Jul 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 30/06/24

29 Mar 2025 Confirmation Statement

Confirmation statement made on 2025-03-25 with no updates

Recent Activity

Latest Activity

Annual accounts made up to 2024-06-30

7 months ago on 8 Jul 2025

Audit exemption statement of guarantee by parent company for period ending 30/06/24

7 months ago on 8 Jul 2025

Annual accounts filed

7 months ago on 8 Jul 2025

Notice of agreement to exemption from audit of accounts for period ending 30/06/24

7 months ago on 8 Jul 2025

Confirmation statement made on 2025-03-25 with no updates

10 months ago on 29 Mar 2025