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Wealth Matters Limited

03862593

active
ltd
england wales
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

727 Capability Green, Luton, Beds, LU1 3LU
Incorporated 21/10/1999

Previously known as

The Mortgage Professionals Ltd · until 08/08/2007

Compliance

Last accounts

31/03/2026

total exemption full

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 06/09/2025

Due 20/09/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Julian David Francis Gilbert Bsc

director · Since 22/10/1999

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 58

Also on 4 other boards

Mrs Ekaterina T Gilbert

director · Since 25/11/2006

NONE

BRITISH · ENGLAND · Age 47

Also on 1 other board

Julian David Francis Gilbert

director · Since 22/10/1999

British · England · Age 58

Ekaterina T Gilbert

director · Since 25/11/2016

British · England · Age 47

Former

Form 10 Directors Fd Ltd

corporate nominee director · Resigned 21/10/1999

Form 10 Secretaries Fd Ltd

corporate nominee secretary · Resigned 21/10/1999

Malcolm Dennis Gilbert

secretary · Resigned 16/09/2001

Andrew Biggar

secretary · Resigned 13/08/2002

Peter Ross Cox

secretary · Resigned 31/03/2004

Andrew Shepherd

secretary · Resigned 25/09/2006

Paul Anthony Cleworth

director · Resigned 27/05/2016

Paul Anthony Cleworth

secretary · Resigned 27/05/2016

Bruce Nash

director · Resigned 04/12/2024

Persons with Significant Control

Mr Julian David Francis Gilbert

75–100% shares
75–100% votes
Appoint directors

British · England · Age 58

727 Capability Green, Beds, LU1 3LU

Notified 06/04/2016

Charges1 outstanding

charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 29/06/2007Registered 04/07/2007

Change History

statusactive
2026-07-18

Active

typeltd
2026-07-18

Private Limited Company

address line1727 Capability Green
2026-07-18

727 CAPABILITY GREEN

post townBeds
2026-07-18

BEDS

CompanyRankvs 25+ SIC 64999 peers
80

Financial strength99th percentile among SIC peers · 25/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 8.49× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength25/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2026

Net Worth

£6.7M

Balance sheet strength

Cash

£470k

Cash in the bank

Net Current Assets

£6.2M

Working capital

Current Assets

£7.0M

Current Liabilities

£829k

Fixed Assets

£617k

Debtors

£6.6M

21avg. employees+21

Tax at Year End

Corp tax£518k

Balance Sheet

Intangible assets£612k
Assets less current liabilities£6.8M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20268.49+£1.2M
20257.71+£0
20257.71+£425k
202410.18+£350k
202324.36

Derived from filed accounts. Not audited figures.