Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 20 September 2027
- Last conf. stmt
- 6 September 2026
Wealth Matters Financial Planning LLP
- Incorporated
- 6 September 2012 (14 years)
- Previously known as
- Saving Matters LLP (until 1 October 2016)This list may be incomplete. See all names on Companies House
- Industry
- None Supplied (None Supplied)
- Owned by
- Julian David Francis GilbertEkaterina Gilbert
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- 727 Capability GreenLutonLU1 3LU
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Julian David Francis Gilbert
Individual · Notified 6 April 2016
Holds 25–50% of voting rights
Right to 25–50% of surplus assets
British
Born February 1968 (58)
Ekaterina Gilbert
Individual · Notified 6 April 2016
Holds 25–50% of voting rights
Right to 25–50% of surplus assets
British
Born April 1979 (47)
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Profit
- £1,004,240
Trend
Employees
Balance sheet detail
| 2026 | 2025 | 2024 | |
|---|---|---|---|
| Fixed Assets | £779,769 | ||
| Current Assets | £271,667 | ||
| Cash | £101,576 | ||
| Creditors (< 1 year) | £517,223 | ||
| Creditors (> 1 year) | £270,954 | ||
| Net Current Assets | (£245,556) | ||
| Net Assets | £263,259 | ||
| Shareholder Funds | £263,259 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 August 2026 | Satisfaction of a charge in full | |||
| 3 July 2026 | Total exemption full accounts | 31 March 2026 | ||
| 27 March 2026 | Total exemption full accounts | 31 March 2025 | ||
| 9 October 2025 | Confirmation statement with no updates | 6 September 2025 | ||
| 12 February 2025 | Total exemption full accounts | 31 March 2024 |
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