Matrix Wealth Planning Limited in Congerstone, CV13 6LY

Description

Data updated on: 01-11-2023

2012 marks the establishment of Matrix Wealth Planning Limited, a firm registered at Well Cottage, Bosworth Road in Congerstone. This means it's been twelve years Matrix Wealth Planning has existed on the local market, as it was started on Friday 3rd February 2012. The company's reg. no. is 07936102 and the area code is CV13 6LY. The enterprise's registered with SIC code 82990 - Other business support service activities not elsewhere classified. Its most recent filed accounts documents cover the period up to Friday 31st March 2023 and the most recent annual confirmation statement was filed on Friday 3rd February 2023.

The directors currently chosen by the business are: Barry G. selected to lead the company in 2012 in February and Caroline G. selected to lead the company on Friday 3rd February 2012.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency

Balance Sheet
Current Assets	10 093	25 225	59 212	88 009	149 922	222 014	236 213	225 062	269 159	398 721	321 746
Net Assets Liabilities		70 981			127 467	188 349	212 867	217 410	258 398	373 407	399 286
Cash Bank In Hand	7 967	21 351	25 465	76 979
Debtors	2 000	3 750	33 747	11 030
Intangible Fixed Assets	81 000	72 000	63 000	54 000
Net Assets Liabilities Including Pension Asset Liability	195	14 404	25 539	70 982
Tangible Fixed Assets	930	2 566	2 257	2 525

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	95	14 304	25 439	70 882

Other Financial Data
Average Number Employees During Period							5	5	4	5	6
Creditors		73 553			71 350	72 852	54 071	61 568	66 846	88 758	44 053
Fixed Assets	81 930	74 566	65 257	56 525	48 895	39 187	30 725	89 435	77 602	71 880	121 712
Net Current Assets Liabilities	-81 735	-39 718	-39 718	14 457	78 572	149 162	182 142	163 494	202 566	309 963	277 693
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal									253
Total Assets Less Current Liabilities		70 981			127 467	188 349	212 867	252 929	280 168	381 843	399 405
Capital Employed	195	14 404	25 539	70 982
Creditors Due Within One Year	91 828	85 387	98 930	73 552
Intangible Fixed Assets Additions	90 000
Intangible Fixed Assets Aggregate Amortisation Impairment	9 000	18 000	27 000	36 000
Intangible Fixed Assets Amortisation Charged In Period	9 000	9 000	9 000	9 000
Intangible Fixed Assets Cost Or Valuation	90 000	90 000	90 000	90 000
Number Shares Allotted	100	100	100	100
Number Shares Allotted Increase Decrease During Period	100
Par Value Share	1	1	1	1
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions	1 240	2 491	443	1 110
Tangible Fixed Assets Cost Or Valuation	1 240	3 731	4 174	5 284
Tangible Fixed Assets Depreciation	310	1 165	1 917	2 759
Tangible Fixed Assets Depreciation Charged In Period	310	855	752	842
Value Shares Allotted Increase Decrease During Period	100

Company staff

Barry G.

Role: Director

Appointed: 03 February 2012

Latest update: 17 April 2024

Caroline G.

Role: Director

Appointed: 03 February 2012

Latest update: 17 April 2024

People with significant control

The companies that control this firm include: Matrix Wealth Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Warwickshire at Bosworth Road, Congerstone, CV13 6LY and was registered as a PSC under the registration number 14962827.

Matrix Wealth Limited

Address: Well Cottage Bosworth Road, Congerstone, Warwickshire, CV13 6LY, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Country registered England

Place registered England & Wales

Registration number 14962827

Notified on 29 September 2023

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Barry G.

Notified on 6 April 2016

Ceased on 29 September 2023

Nature of control:

1/2 or less of shares

Caroline G.

Notified on 6 April 2016

Ceased on 29 September 2023

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	17 February 2024
Confirmation statement last made up date	03 February 2023

Annual Accounts 31 May 2013
Start Date For Period Covered By Report	2012-04-06
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	31 May 2013
Annual Accounts
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	31 March 2014
Annual Accounts 10 December 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	10 December 2015
Annual Accounts 15 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	15 December 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	2018-03-31
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	31 March 2023
Annual Accounts 29 July 2014
Date Approval Accounts	29 July 2014

Matrix Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Barry G.

Caroline G.

Ryan G.

People with significant control

Matrix Wealth Limited

Barry G.

Caroline G.

Accounts Documents

Company filings

Filing category

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