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 9 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 7 November 2025 (1 month ago)
Next confirmation dated 7 November 2026
Due by 21 November 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 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 (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 1 (-17%)
Total Assets
£133.74K
Decreased by £89.21K (-40%)
Total Liabilities
-£62.64K
Decreased by £83.47K (-57%)
Net Assets
£71.1K
Decreased by £5.74K (-7%)
Debt Ratio (%)
47%
Decreased by 18.7% (-29%)
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Repayment History
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