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Activities of financial services holding companies · Sutton Coldfield
Masterplan Wealth Holdings
Masterplan Wealth Holdings Ltd
Private limited company registered in Sutton Coldfield, classed under “Activities of financial services holding companies”.
Headline figures
FY to Jun 2025 · Company only
Turnover
For subscribers
Profit after tax
−£6.27k
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Profit after tax | −£6.27k | |||
| Turnover | ||||
| Net assets | ||||
| Cash | ||||
| Employees |
Every figure for all 4 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Return on equityProfit after tax as a share of net assets | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
5 balance-sheet lines and 3 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Masterplan Wealth Holdings do?
Private limited company registered in Sutton Coldfield, classed under “Activities of financial services holding companies”.
›How much turnover does Masterplan Wealth Holdings make?
Answered in the full report
›Is Masterplan Wealth Holdings profitable?
No: it made a loss after tax of £6.27k in the year to 30 June 2025, its latest filed accounts.
›How many people work at Masterplan Wealth Holdings?
Answered in the full report
›Where is Masterplan Wealth Holdings based?
Its registered office is Unit 8, Trinity Place, Midland Drive, Sutton Coldfield, B72 1TX, in Sutton Coldfield.
›When was Masterplan Wealth Holdings founded?
Masterplan Wealth Holdings Ltd was incorporated on 28 June 2021.
›Is Masterplan Wealth Holdings still trading?
The register lists Masterplan Wealth Holdings Ltd as active.