The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.
Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.
Parent entities and officers
Active
5
- 1
Gilbert, Ekaterina
Born in April 1979Individual (3 offsprings)Officer
2012-10-26 ~ nowOF - LLP Designated Member → CIF 0Mrs Ekaterina T Gilbert
Born in April 1979Individual (3 offsprings)Person with significant control 2016-04-06 ~ nowPE - Right to surplus assets - More than 25% but not more than 50% as a member of a firm → CIF 0PE - Right to appoint or remove members → CIF 0PE - Right to surplus assets - More than 25% but not more than 50% → CIF 0PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0 - 2
Nash, Suzannah
Born in May 1971Individual (2 offsprings)Officer 2017-08-01 ~ nowOF - LLP Member → CIF 0 - 3
Nash, Bruce
Born in February 1969Individual (2 offsprings)Officer 2017-08-01 ~ nowOF - LLP Member → CIF 0 - 4
Gilbert, Julian David Francis
Born in February 1968Individual (5 offsprings)Officer 2012-09-06 ~ nowOF - LLP Designated Member → CIF 0Mr Julian David Francis Gilbert
Born in February 1968Individual (5 offsprings)Person with significant control 2016-04-06 ~ nowPE - Right to surplus assets - More than 25% but not more than 50% as a member of a firm → CIF 0PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0PE - Right to surplus assets - More than 25% but not more than 50% → CIF 0PE - Right to appoint or remove members → CIF 0 - 5
Pautard, Katherine
Born in March 1993Individual (1 offspring)Officer 2024-09-30 ~ nowOF - LLP Member → CIF 0
Ceased
5
- 1
Scott, Joanne Louise
Born in June 1972IndividualOfficer 2018-01-01 ~ 2021-02-08OF - LLP Member → CIF 0 - 2
Cleworth, Alison
Born in June 1977Individual (3 offsprings)Officer 2012-10-26 ~ 2016-05-27OF - LLP Member → CIF 0 - 3
Walker, Esther Maria Penny
Born in January 1972IndividualOfficer 2018-01-01 ~ 2024-01-19OF - LLP Member → CIF 0 - 4
Cleworth, Paul Anthony
Born in September 1976Individual (4 offsprings)Officer 2012-09-06 ~ 2016-05-27OF - LLP Designated Member → CIF 0 - 5
727, Capability Green, Luton, BedfordshireDissolved Corporate (2 parents)Officer2012-10-26 ~ 2015-06-30PE - LLP Designated Member → CIF 0
Company in focus
WEALTH MATTERS FINANCIAL PLANNING LLP
Previous name
SAVING MATTERS LLP - 2016-10-01
Standard Industrial Classification
None Supplied - None Supplied
Brief company account
Average Number of Employees
182023-04-01 ~ 2024-03-31
182022-09-01 ~ 2023-08-31
Intangible Assets
634,092 GBP2024-03-31
465,673 GBP2023-08-31
Property, Plant & Equipment
145,677 GBP2024-03-31
169,365 GBP2023-08-31
Fixed Assets
779,769 GBP2024-03-31
635,038 GBP2023-08-31
Debtors
Current
170,091 GBP2024-03-31
352,190 GBP2023-08-31
Cash at bank and in hand
101,576 GBP2024-03-31
290,245 GBP2023-08-31
Current Assets
271,667 GBP2024-03-31
642,435 GBP2023-08-31
Net Current Assets/Liabilities
-245,556 GBP2024-03-31
243,719 GBP2023-08-31
Total Assets Less Current Liabilities
534,213 GBP2024-03-31
878,757 GBP2023-08-31
Creditors
Non-current, Amounts falling due after one year
-329,084 GBP2023-08-31
Net Assets/Liabilities
263,259 GBP2024-03-31
549,673 GBP2023-08-31
Equity
263,259 GBP2024-03-31
549,673 GBP2023-08-31
Property, Plant & Equipment - Depreciation rate used
Motor vehicles
252023-04-01 ~ 2024-03-31
Furniture and fittings
252023-04-01 ~ 2024-03-31
Intangible Assets - Gross Cost
Goodwill
917,347 GBP2024-03-31
669,018 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
283,255 GBP2024-03-31
203,345 GBP2023-08-31
Intangible Assets
Goodwill
634,092 GBP2024-03-31
465,673 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
Motor vehicles
210,837 GBP2024-03-31
210,837 GBP2023-08-31
Furniture and fittings
160,669 GBP2024-03-31
159,485 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
371,506 GBP2024-03-31
370,322 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
Motor vehicles
103,385 GBP2023-08-31
Furniture and fittings
97,572 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
200,957 GBP2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings, Owned/Freehold
9,202 GBP2023-04-01 ~ 2024-03-31
Owned/Freehold
24,872 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Motor vehicles
119,055 GBP2024-03-31
Furniture and fittings
106,774 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
225,829 GBP2024-03-31
Property, Plant & Equipment
Motor vehicles
91,782 GBP2024-03-31
107,452 GBP2023-08-31
Furniture and fittings
53,895 GBP2024-03-31
61,913 GBP2023-08-31
Trade Debtors/Trade Receivables
Current
17,373 GBP2023-08-31
Other Debtors
Current
25,720 GBP2024-03-31
25,720 GBP2023-08-31
Prepayments/Accrued Income
Current
144,371 GBP2024-03-31
309,097 GBP2023-08-31
Cash and Cash Equivalents
101,576 GBP2024-03-31
290,245 GBP2023-08-31
Bank Borrowings
Current
90,677 GBP2024-03-31
89,853 GBP2023-08-31
Trade Creditors/Trade Payables
Current
31,625 GBP2024-03-31
1,936 GBP2023-08-31
Taxation/Social Security Payable
Current
21,381 GBP2023-08-31
Finance Lease Liabilities - Total Present Value
Current
20,504 GBP2024-03-31
19,837 GBP2023-08-31
Other Creditors
Current
358,641 GBP2024-03-31
243,775 GBP2023-08-31
Accrued Liabilities/Deferred Income
Current
15,776 GBP2024-03-31
21,934 GBP2023-08-31
Creditors
Current
517,223 GBP2024-03-31
398,716 GBP2023-08-31
Bank Borrowings
Non-current
269,192 GBP2024-03-31
315,220 GBP2023-08-31
Finance Lease Liabilities - Total Present Value
Non-current
1,762 GBP2024-03-31
13,864 GBP2023-08-31
Creditors
Non-current
270,954 GBP2024-03-31
329,084 GBP2023-08-31
Bank Borrowings
Non-current, Between one and two years
90,677 GBP2024-03-31
Between two and five year, Non-current
178,515 GBP2024-03-31
225,367 GBP2023-08-31
Total Borrowings
359,869 GBP2024-03-31
405,073 GBP2023-08-31
Minimum gross finance lease payments owing
23,012 GBP2024-03-31
35,403 GBP2023-08-31
WEALTH MATTERS FINANCIAL PLANNING LLP
InfoSAVING MATTERS LLP - 2016-10-01Registered number OC378220727 Capability Green, Luton, Beds LU1 3LULIMITED LIABILITY PARTNERSHIP incorporated on 2012-09-06 (13 years 4 months). The company status is Active.The last date of confirmation statement was made at 2024-09-06CIF 0
Offspring entities and appointments
Active
0
- Not found in our database.
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Contains public sector information retrieved at 12 November 2025 and
licensed under the Open Government Licence v3.0.