# Masterplan Wealth Holdings (Masterplan Wealth Holdings Ltd)

Private limited company registered in Sutton Coldfield, classed under “Activities of financial services holding companies”.

- Company number: 13480411
- Status: Active
- Type: Private limited company
- Incorporated: 28 June 2021
- Registered office: Unit 8, Trinity Place, Midland Drive, Sutton Coldfield, B72 1TX
- Location: Sutton Coldfield
- Activity: Activities of financial services holding companies

## Latest filed profit

Profit after tax in the year to 30 June 2025: **loss of £6.27k**, from its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## 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 on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/masterplan-wealth-holdings-13480411

### 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 on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/masterplan-wealth-holdings-13480411

### 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.

---

Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/masterplan-wealth-holdings-13480411
