# MATLOCK WEALTH MANAGEMENT LIMITED (08363349)

> 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.

- Status: Active
- Incorporated: 2013-01-16
- Registered office: Sunderland, SR5 2AQ
- SIC 66290: Other activities auxiliary to insurance and pension funding
- Next accounts due: 2028-02-29
- Confirmation statement due: 2027-01-30
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-05-31 | £256k | £117k | — | £80k | — | — | 2 |
| 2025-05-31 | £314k | £89k | £40k | — | — | — | 2 |
| 2024-05-31 | £313k | £26k | £41k | — | — | — | 2 |

current ratio 1.98; net assets trend volatile; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £256,038 at 31 May 2026
- Current assets at least 1.5× creditors within one year: Current ratio 1.98
- Cash at bank of £50,000 or more: Cash £117,078
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 16 January 2013

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mrs Michelle Matlock — owns 25–50% of shares, since 2016-04-06
- Mr Darren Mark Matlock — owns 25–50% of shares, since 2016-04-06

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/08363349
HTML: https://firmoscan.com/company/08363349-matlock-wealth-management-limited