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Masterplan Wealth Holdings Ltd

13480411

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

UNIT 8, TRINITY PLACE, SUTTON COLDFIELD, B72 1TX
Incorporated 28/06/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64205
Activities of financial services holding companies

Officers

Mr John Alexander Draper

director · Since 28/06/2021

DIRECTOR

BRITISH · ENGLAND · Age 56

Mr Stephen Anthony Young

director · Since 19/04/2023

FINANCIAL ADVISER

ENGLISH · ENGLAND · Age 59

Also on 6 other boards

Mr Joseph Elliot Young

director · Since 22/12/2025

BRITISH · UNITED KINGDOM · Age 30

Also on 2 other boards

Persons with Significant Control

Mr John Alexander Draper

25–50% shares

British · England · Age 56

31, Coleshill Street, Sutton Coldfield, B72 1SD

Notified 28/06/2021

CompanyRankvs 2609+ SIC 64205 peers
41

Financial strength59th percentile among SIC peers · 15/25
Employees29th percentile among SIC peers · 4/15
LiquidityCurrent ratio 0.48× · 2/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength15/25 pts

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

Employees4/15 pts

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

Liquidity2/20 pts

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

Longevity5/15 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.

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

Key FinancialsYear ending 30/06/2025

Net Worth

£6k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£39k

Working capital

Current Assets

£37k

Current Liabilities

£75k

Fixed Assets

£45k

Profit After Tax

-£6k

0avg. employees

Balance Sheet

Depreciation£6k
Assets less current liabilities£6k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20250.48+£0
20250.48-£45k
20241.01-£5k
20230.97-£7k
20220.17

Derived from filed accounts. Not audited figures.