Masterplan Financial Ltd
Masterplan Financial Ltd is an active company incorporated on 6 May 2015 with the registered office located in Sutton Coldfield, West Midlands. Masterplan Financial Ltd was registered 10 years ago.
Status
Active
Active since 8 years ago
Company No
09576712
Private limited company
Age
10 years
Incorporated 6 May 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 20 November 2024 (9 months ago)
Next confirmation dated 20 November 2025
Due by 4 December 2025 (2 months remaining)
Last change occurred 9 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Masterplan Wealth is a firm of Independent Financial Planners and Advisors based in Sutton Coldfield, providing financial advice to clients across the country.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£222.95K
Decreased by £26.11K (-10%)
Total Liabilities
-£146.1K
Decreased by £28.2K (-16%)
Net Assets
£76.85K
Increased by £2.09K (+3%)
Debt Ratio (%)
66%
Decreased by 4.45% (-6%)
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Repayment History
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