£6,121
−88%vs Jun 2024Active13480411Private limited companySutton Coldfield
MASTERPLAN WEALTH HOLDINGS LTD
Significant control: John Alexander Draper (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does Masterplan Wealth Holdings Ltd sell?
Registered activity: Activities of financial services holding companies (SIC 64205). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
MASTERPLAN WEALTH HOLDINGS LTD is an active private limited company (company number 13480411) incorporated on 28 June 2021, registered in Sutton Coldfield. Its registered activity is activities of financial services holding companies (SIC 64205). Latest micro accounts cover the period ending 30 June 2025, showing net assets of £6,121, with 3 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 88% on the prior period (£51k).
Peer position · net assets
By net assets it sits in the upper half of 123 comparable companies in Birmingham (median £100, upper quartile £17k).
02
Ownership and control
- Mr John Alexander Draper
- 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
- 28 June 20215 yrs ago
- Next accounts due
- 30 March 2027in 156 days
- Confirmation statement due
- 12 July 2027in 260 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64205
- Activities of financial services holding companies
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
3
vs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £6,121 | — | — | £75k | — | −£6,271 | 3 |
| 30 June 2024 | £51k | — | — | £38k | — | −£5,137 | 0 |
Current ratio0.48Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £6,121 at 30 June 2025
- Net assets down 25% or more on the prior period-88.0% vs prior period
- Current assets below creditors within one yearCurrent ratio 0.48
- Incorporated five or more years agoIncorporated 28 June 2021
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
- Confirmation statement duein 260 days
- Next accounts duein 156 days
- Accounts period endNet assets £6,121 · micro accounts
- Accounts period endNet assets £51k · micro accounts
- Incorporated
08
Similar companies in Birmingham
- ATLANTIC HOUSE HOLDINGS LIMITEDBirmingham · inc. Jul 2021
- GREENTREE WEALTH MANAGEMENT LIMITEDKidderminster · inc. Jul 2021
- CHARTWELLS ACCOUNTANTS HOLDINGS LIMITEDHalesowen · inc. Jul 2021
- GROSVENOR HEALTH AND SOCIAL CARE LIMITEDWolverhampton · inc. Jul 2021
- SILLOH HOLDINGS LIMITEDBirmingham · inc. Jul 2021
- SCP TOPCO LIMITEDBirmingham · inc. Apr 2021
All companies incorporated on 28 June 2021 · in Jun 2021.
09
Reminders for MASTERPLAN WEALTH HOLDINGS LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.