MM WEALTH LTD
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Cash
£1.2M
-1.5% lowest in 6 filed years
Net assets
£3.5M
+9.1% vs 2024
Employees
24
+4.3% vs 2024
Profit before tax
£3.1M
+19.2% highest in 6 filed years
Net assets
6-year trend · vs Industrials median
Accounts
6-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2021-01-31 | 2022-01-31 | 2023-01-31 | 2024-01-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|---|---|---|
| Turnover | £5,592,174 | £6,506,468 | £6,335,345 | £6,051,184 | £5,937,150 | £6,823,263 | +14.9% | |
| Operating profit | £2,440,471 | £2,960,182 | £2,478,359 | £2,385,225 | £2,558,664 | £3,047,495 | +19.1% | |
| Profit before tax | £2,442,799 | £2,958,138 | £2,475,596 | £2,430,930 | £2,577,624 | £3,071,549 | +19.2% | |
| Net profit | £1,979,503 | £2,393,240 | £2,005,120 | £1,858,830 | £1,925,616 | £2,290,691 | +19% | |
| Cash | £2,659,016 | £3,831,340 | £5,224,903 | £1,498,662 | £1,191,945 | £1,174,437 | -1.5% | |
| Total assets less current liabilities | £2,699,705 | £3,708,076 | £5,184,615 | £2,221,621 | £3,392,486 | £3,633,064 | +7.1% | |
| Net assets | £2,607,886 | £3,518,635 | £5,013,352 | £2,123,531 | £3,239,044 | £3,533,006 | +9.1% | |
| Equity | £2,607,886 | £3,518,635 | £5,013,352 | £2,123,531 | £3,239,044 | £3,533,006 | +9.1% | |
| Average employees | 27 | 25 | 26 | 23 | 23 | 24 | +4.3% | |
| Wages | £1,322,397 | £1,532,554 | £1,843,551 | £1,788,087 | £1,597,783 | £1,706,693 | +6.8% | |
| Directors' remuneration | £334,742 | £351,693 | £636,563 | £531,728 | £467,964 | £536,580 | +14.7% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2021-01-31 | 2022-01-31 | 2023-01-31 | 2024-01-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|---|---|
| Operating margin | 43.6% | 45.5% | 39.1% | 39.4% | 43.1% | 44.7% | |
| Net margin | 35.4% | 36.8% | 31.6% | 30.7% | 32.4% | 33.6% | |
| Return on capital employed | 90.4% | 79.8% | 47.8% | 107.4% | 75.4% | 83.9% | |
| Gearing (liabilities / total assets) | — | — | — | 34.6% | 25.0% | — | |
| Current ratio | — | — | — | 3.01x | 4.48x | 4.04x |
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.
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
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Price Bailey LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
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 192 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-18 | AA | accounts | Accounts with accounts type full | |
| 2025-10-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-13 | CH01 | officers | Change person director company with change date | |
| 2025-05-01 | AA | accounts | Accounts with accounts type full | |
| 2024-10-23 | AD03 | address | Move registers to sail company with new address | |
| 2024-10-23 | AD02 | address | Change sail address company with new address | |
| 2024-10-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-14 | CH01 | officers | Change person director company with change date | |
| 2024-10-14 | CH01 | officers | Change person director company with change date | |
| 2024-08-16 | AA01 | accounts | Change account reference date company current shortened | |
| 2024-06-20 | AA | accounts | Accounts with accounts type full | |
| 2023-10-13 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-10-13 | CH01 | officers | Change person director company with change date | |
| 2023-10-13 | CH01 | officers | Change person director company with change date | |
| 2023-07-17 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-07-17 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-06-28 | AA | accounts | Accounts with accounts type full | |
| 2023-03-22 | AP03 | officers | Appoint person secretary company with name date | |
| 2023-03-22 | TM02 | officers | Termination secretary company with name termination date | |
| 2023-02-08 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.