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Wealth Matters Financial Planning LLP

Wealth Matters Financial Planning LLP is an active company incorporated on 6 September 2012 with the registered office located in Luton, Bedfordshire. Wealth Matters Financial Planning LLP was registered 13 years ago.
Status
Active
Active since incorporation
Company No
OC378220
Limited liability partnership
Age
13 years
Incorporated 6 September 2012
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Due Soon
Dated 6 September 2024 (1 year ago)
Next confirmation dated 6 September 2025
Due by 20 September 2025 (12 days remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Sep31 Mar 2024 (7 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
727 Capability Green
Luton
Beds
LU1 3LU
Same address since incorporation
Telephone
01582720511
Email
Available in Endole App
People
Officers
5
Shareholders
-
Controllers (PSC)
2
British • Lives in England • Born in Feb 1968
Lives in UK • Born in Apr 1979
Lives in England • Born in Mar 1993
British • Lives in UK • Born in May 1971
British • Lives in England • Born in Feb 1969
Shareholders, PSCs & Group Structure
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Mutual Companies
Wealth Matters Limited
Julian David Francis Gilbert is a mutual person.
Active
Lifetime Financial Consulting Ltd
Julian David Francis Gilbert is a mutual person.
Active
Wealth Matters Trusts Limited
Julian David Francis Gilbert is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Aug31 Mar 2024
Traded for 7 months
Cash in Bank
£101.58K
Decreased by £188.67K (-65%)
Turnover
Unreported
Same as previous period
Employees
18
Same as previous period
Total Assets
£1.05M
Decreased by £226.04K (-18%)
Total Liabilities
-£788.18K
Increased by £60.38K (+8%)
Net Assets
£263.26K
Decreased by £286.41K (-52%)
Debt Ratio (%)
75%
Increased by 17.99% (+32%)
Latest Activity
Full Accounts Submitted
6 Months Ago on 12 Feb 2025
Accounting Period Shortened
9 Months Ago on 15 Nov 2024
Miss Katherine Pautard Appointed
11 Months Ago on 30 Sep 2024
Confirmation Submitted
11 Months Ago on 20 Sep 2024
Full Accounts Submitted
1 Year 3 Months Ago on 3 Jun 2024
Esther Maria Penny Walker Resigned
1 Year 7 Months Ago on 19 Jan 2024
Ekaterina Gilbert Details Changed
1 Year 11 Months Ago on 1 Oct 2023
Confirmation Submitted
2 Years Ago on 7 Sep 2023
Full Accounts Submitted
2 Years 5 Months Ago on 14 Mar 2023
New Charge Registered
2 Years 6 Months Ago on 27 Feb 2023
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Documents
Total exemption full accounts made up to 31 March 2024
Submitted on 12 Feb 2025
Appointment of Miss Katherine Pautard as a member on 30 September 2024
Submitted on 27 Jan 2025
Previous accounting period shortened from 31 August 2024 to 31 March 2024
Submitted on 15 Nov 2024
Confirmation statement made on 6 September 2024 with no updates
Submitted on 20 Sep 2024
Member's details changed for Ekaterina Gilbert on 1 October 2023
Submitted on 3 Sep 2024
Total exemption full accounts made up to 31 August 2023
Submitted on 3 Jun 2024
Termination of appointment of Esther Maria Penny Walker as a member on 19 January 2024
Submitted on 7 Feb 2024
Confirmation statement made on 6 September 2023 with no updates
Submitted on 7 Sep 2023
Total exemption full accounts made up to 31 August 2022
Submitted on 14 Mar 2023
Registration of charge OC3782200001, created on 27 February 2023
Submitted on 1 Mar 2023
Repayment History
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