MM WEALTH LTD — The Accounts

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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2026-10-18 (in 5mo)

Last made up 2025-10-04

Watchouts

None on the register

Cash

£1M

-20.5% lowest in 6 filed years

Net assets

£3M

+52.5% vs 2024

Employees

0% vs 2024

Profit before tax

£3M

+6% vs 2024

Name history

Renamed 6 times since incorporation

MM WEALTH LTD 2016-10-21 → present
MONEY MATTERS WEALTH MANAGEMENT LIMITED 2011-01-25 → 2016-10-21
MONEY MATTERS (CAMBRIDGE) LIMITED 2004-02-17 → 2011-01-25
MIKE MALSTER & COMPANY LTD 1997-06-17 → 2004-02-17
CKL FINANCIAL PLANNING LIMITED 1990-11-19 → 1997-06-17
CKL COMPUTER SERVICES LIMITED 1979-12-31 → 1990-11-19
FADCOURT LIMITED 1979-10-15 → 1979-12-31

Net assets

10-year trend · vs Industrials median

MM WEALTH LTD·Industrials median · n=6236

Accounts

10-year trend · latest reflected 2024-12-31

Metric	2020-01-31	2020-02-01	2021-01-31	2021-02-01	2022-01-31	2022-02-01	2023-01-31	2023-02-01	2024-01-31	2024-12-31
Turnover	£5,490,977	—	£5,592,174	—	£6,506,468	—	£6,335,345	—	£6,051,184	£5,937,150
Operating profit	£2,021,028	—	£2,440,471	—	£2,960,182	—	£2,478,359	—	£2,385,225	£2,558,664
Profit before tax	£2,009,658	—	£2,442,799	—	£2,958,138	—	£2,475,596	—	£2,430,930	£2,577,624
Net profit	£1,617,742	—	£1,979,503	—	£2,393,240	—	£2,005,120	—	£1,858,830	£1,925,616
Cash	£2,195,958	—	£2,659,016	—	£3,831,340	—	£5,224,903	—	£1,498,662	£1,191,945
Total assets less current liabilities	£2,281,143	—	£2,699,705	—	£3,708,076	—	£5,184,615	—	£2,221,621	£3,392,486
Net assets	£2,180,076	—	£2,607,886	—	£3,518,635	—	£5,013,352	—	£2,123,531	£3,239,044
Equity	£2,180,076	£2,180,076	£2,607,886	£2,607,886	£3,518,635	£3,518,635	£5,013,352	£5,013,352	£2,123,531	£3,239,044
Average employees	25	—	27	—	25	—	26	—	23	23
Wages	£1,176,451	—	£1,322,397	—	£1,532,554	—	£1,843,551	—	£1,788,087	£1,597,783

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio	2020-01-31	2020-02-01	2021-01-31	2021-02-01	2022-01-31	2022-02-01	2023-01-31	2023-02-01	2024-01-31	2024-12-31
Operating margin	36.8%	—	43.6%	—	45.5%	—	39.1%	—	39.4%	43.1%
Net margin	29.5%	—	35.4%	—	36.8%	—	31.6%	—	30.7%	32.4%
Return on capital employed	88.6%	—	90.4%	—	79.8%	—	47.8%	—	107.4%	75.4%
Interest cover	139.58x	—	—	—	1331.02x	—	412.58x	—	480.80x	592.15x

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

People

7 active · 12 resigned

Name	Role	Appointed	Born	Nationality
HESLOP, Christina Stephanie	Secretary	2023-01-31	—	—
ATKINSON, Adrian Francis John	Director	2008-03-28	May 1968	British
BASRA, Rajwinder Singh	Director	2012-10-29	Mar 1977	British
FULLER, Marc	Director	2018-02-01	Jul 1983	British
HESLOP, Christina Stephanie	Director	2023-01-31	Apr 1982	British
JONES, David Anthony	Director	2003-12-03	Apr 1953	British
PALFREYMAN, Ian Charles	Director	2023-01-31	Apr 1967	British

Show 12 resigned officers

Name	Role	Appointed	Resigned
HARDING, Paul Ernest	Secretary	—	1997-05-15
HASSALL, Mark James	Secretary	2004-01-30	2011-01-27
JONES, David Anthony	Secretary	2011-01-27	2023-01-31
MALSTER, Elaine Katherine	Secretary	1997-05-15	2004-01-30
BROWN, Adrian Richard	Director	2012-06-08	2023-01-31
CLIFTON, Stephen John	Director	2003-12-03	2012-12-17
HARDING, Paul Ernest	Director	—	1997-05-15
HASSALL, Mark James	Director	2003-12-03	2011-04-28
KINSMAN, Griffith James	Director	—	1997-05-15
LINGARD, Charles Stuart	Director	—	1997-05-15
MALSTER, Michael Christian	Director	—	2004-07-29
WILLIAMSON, David Jonathan	Director	—	1995-05-12

Ownership

Persons with significant control

Name	Kind	Nature of control	Notified	Status
Mm Wealth Group Holdings Ltd	Corporate entity	Shares 75–100%, Voting 75–100%, Appoints directors	2023-07-13	Active
Mm Wealth (Group) Ltd	Corporate entity	Shares 75–100%, Voting 75–100%	2016-10-04	Ceased 2023-07-13

Filing timeline

Last 20 of 191 total filings

Date	Type	Category	Description
2025-10-17	CS01	confirmation-statement	Confirmation statement with no updates	PDF
2025-05-13	CH01	officers	Change person director company with change date	PDF
2025-05-01	AA	accounts	Accounts with accounts type full	PDF
2024-10-23	AD03	address	Move registers to sail company with new address	PDF
2024-10-23	AD02	address	Change sail address company with new address	PDF
2024-10-22	CS01	confirmation-statement	Confirmation statement with no updates	PDF
2024-10-14	CH01	officers	Change person director company with change date	PDF
2024-10-14	CH01	officers	Change person director company with change date	PDF
2024-08-16	AA01	accounts	Change account reference date company current shortened	PDF
2024-06-20	AA	accounts	Accounts with accounts type full	PDF
2023-10-13	CS01	confirmation-statement	Confirmation statement with updates	PDF
2023-10-13	CH01	officers	Change person director company with change date	PDF
2023-10-13	CH01	officers	Change person director company with change date	PDF
2023-07-17	PSC07	persons-with-significant-control	Cessation of a person with significant control	PDF
2023-07-17	PSC02	persons-with-significant-control	Notification of a person with significant control	PDF
2023-06-28	AA	accounts	Accounts with accounts type full	PDF
2023-03-22	AP03	officers	Appoint person secretary company with name date	PDF
2023-03-22	TM02	officers	Termination secretary company with name termination date	PDF
2023-02-08	AP01	officers	Appoint person director company with name date	PDF
2023-02-08	AP01	officers	Appoint person director company with name date	PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings: 3
Capital events: 0
Officers appointed: 0
Officers resigned: 0

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

FY2024 → FY2024 · period ending 2024-12-31 vs 2024-01-31

Turnover

-1.9%

£6,051,184 £5,937,150
Cash

-20.5%

£1,498,662 £1,191,945

lowest in 6 filed years
Net assets

+52.5%

£2,123,531 £3,239,044
Employees

0%

23 23
Operating profit

+7.3%

£2,385,225 £2,558,664
Profit before tax

+6%

£2,430,930 £2,577,624
Wages

-10.6%

£1,788,087 £1,597,783

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers

Official Companies House page