Wealth Matters Financial Planning LLP
Registered name: WEALTH MATTERS FINANCIAL PLANNING LLP
Wealth Matters Financial Planning LLP made £2.9m revenue and £1m profit in the year to 31 Mar 2026. read from filing text
Wealth Matters Financial Planning LLP’s revenue grew 12% to £2.9m in the year to 31 Mar 2026, with £1m profit and 21 employees. The company is based in Luton; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Luton, East of England
- Age
- 14 yrs · since 2012
- Type
- Limited Liability Partnership
Partnership. Profit is shown before the partners' own pay, so margins aren't comparable with a limited company. It is excluded from our opportunity lists.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2024 | 31 Mar 2025 | 31 Mar 2026 |
|---|---|---|---|
| Disclosure | No P&L | Full P&Lread from filing text | Full P&Lread from filing text |
| Profit & loss | |||
| Revenue (turnover) | — | £2.6m | £2.9m |
| Operating profit | — | £1.2m | £1m |
| Profit after tax | — | £1.2m | £1m |
| Profit (best available) | — | £1.2m | £1m |
| Employees (average) | 18 | 20 | 21 |
| Ratios | |||
| Profit margin | — | 44.1% | 34.2% |
| Revenue per employee | — | £131k | £140k |
| Profit per employee | — | £57.7k | £47.8k |
| Growth (year on year) | |||
| Revenue growth | — | — | ▲12.4% |
| Profit growth | — | — | ▼13% |
| Headcount growth | — | ▲11.1% | ▲5% |
| Balance sheet — indirect signals, not revenue | |||
| Cash at bank | £102k | — | — |
| Net assets | £263k | — | — |
| Fixed assets | £780k | — | — |
| Current assets | £272k | — | — |
| Debtors | £170k | — | — |
| Deferred income | £15.8k | — | — |
| Source | FullAccounts · bulk data Feb 2025 | FullAccounts · bulk data Mar 2026 | FullAccounts · bulk data Jul 2026 |
How the business works
- Profit margin
- 34.2%
- Profit ÷ revenue.
- Gross margin
- —
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £140k
- Revenue ÷ average employees.
- Profit per employee
- £47.8k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- —
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- —
- Money owed by customers. Low = customers pay quickly.
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- —
- Now —
- Cash at bank
- —
- Now —
- Headcount
- ▲5%
- Now 21
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Sources
Latest figures from FullAccounts for the year to 31 Mar 2026 (profit £1m), from the Companies House accounts bulk data published Jul 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.