£256k
−19%vs May 2025Active08363349Private limited companySunderland
MATLOCK WEALTH MANAGEMENT LIMITED
Significant control: Michelle Matlock (25–50%), Darren Mark Matlock (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
MATLOCK WEALTH MANAGEMENT LIMITED is an active private limited company (company number 08363349) incorporated on 16 January 2013, registered in Sunderland. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 May 2026, showing net assets of £256k and cash of £117k, with 2 employees on average. Net assets fell 19% on the prior period (£314k). Across the last 3 periods on record the net-asset trend is volatile.
Peer position · net assets
By net assets it sits in the top quarter of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).
02
Ownership and control
- Mrs Michelle Matlock
- owns 25–50% of shares
- Mr Darren Mark Matlock
- owns 25–50% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 16 January 201313 yrs ago
- Next accounts due
- 29 February 2028in 491 days
- Confirmation statement due
- 30 January 2027in 96 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£117k
+32%vs May 2025Not reported
2
No changevs May 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 May 2026 | £256k | £117k | — | £80k | — | — | 2 |
| 31 May 2025 | £314k | £89k | £40k | — | — | — | 2 |
| 31 May 2024 | £313k | £26k | £41k | — | — | — | 2 |
Current ratio1.98Current assets ÷ creditors within one year
Cash per employee£59kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £256,038 at 31 May 2026
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.98
- Cash at bank of £50,000 or moreCash £117,078
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 16 January 2013
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 491 days
- Confirmation statement duein 96 days
- Accounts period endNet assets £256k · small accounts
- Accounts period endNet assets £314k · small accounts
- Accounts period endNet assets £313k · small accounts
- Incorporated
08
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All companies incorporated on 16 January 2013 · in Jan 2013.
09
Reminders for MATLOCK WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.