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WEALTH MATTERS LIMITED Active

Financial Services


Contact information


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Financial statements of WEALTH MATTERS LIMITED

According to WEALTH MATTERS LIMITED latest financial report submitted on 2024-03-31, the company has a Cash of £124,425.00, Working-Capital of £5M. Compared with the previous year, the company reported a Cash decrease of -20.46%, which is an equivalent of 25454. At the same time, the Working-Capital went up by 92.04%, or by -4716917.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    -

  • Consolidated A/cs

    N

  • Working Capital

    £ 5.1 million

EBITDA

WEALTH MATTERS LIMITED Business Credit Report

A Business Credit Report for WEALTH MATTERS LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for WEALTH MATTERS LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

WEALTH MATTERS LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

WEALTH MATTERS LIMITED Directors and key executives

WEALTH MATTERS LIMITED currently employs 20 people. Compared with the previous year, the company has reported a staff increase of 5%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at WEALTH MATTERS LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

20

105%

1y growth

106%

2y growth

Management Level


67

Middle

17

Operational

Employee Job Title Email Phone Country
Debbie Pacey Client Relations Manager
******@wealth-matters.co.uk
+447450****** GB
Julian Gilbert Director
**************@wealth-matters.co.uk
- GB
Julian Gilbert Managing Director And Founder Wealth Matters
******@wealth-matters.co.uk
+447977****** GB
Carmen Ba Head of Paraplanning
******@wealth-matters.co.uk
- GB
Esther Dippfs Paraplanner At Wealth Matters
******@wealth-matters.co.uk
- GB

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WEALTH MATTERS LIMITED Ownership and Group Structure

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WEALTH MATTERS LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 2 people with significant control at WEALTH MATTERS LIMITED. One of of major shareholders of WEALTH MATTERS LIMITED is JULIAN GILBERT, which owns 130 ORDINARY A shares, with a total value of 130 None and EKATERINA GILBERT, which owns 10 ORDINARY C shares, with a total value of 10 None.


Name Quantity Share Type Value
JULIAN GILBERT
130 ORDINARY A 130 GBP
EKATERINA GILBERT
10 ORDINARY C 10 GBP

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WEALTH MATTERS LIMITED competitors:

Top 5 similar companies of WEALTH MATTERS LIMITED are MORGAN STANLEY UK GROUP, DWS INVESTMENTS UK LIMITED, SAUNDERSON HOUSE LIMITED, RENAISSANCE CAPITAL LIMITED, SCHRODER VENTURES INVESTMENT ADVISERS LIMITED. View and export all the competitor list of WEALTH MATTERS LIMITED by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
154,415,991.0
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

DWS INVESTMENTS UK LIMITED


Revenue
230,177,000.0
Age
21 years
Employees
104
Industry
View Finance & Insurance
Website
View https://banke************

SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

RENAISSANCE CAPITAL LIMITED


Revenue
6.0
Age
30 years
Employees
64
Industry
View Banks
Website
View https://re*********

SCHRODER VENTURES INVESTMENT ADVISERS LIMITED


Revenue
8,175.0
Age
37 years
Employees
64
Industry
View Banks
Website
View Not available

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WEALTH MATTERS LIMITED news & activities:


Employees

WEALTH MATTERS LIMITED number of employees has increased by 5% compared with previous year and now represents a total number of 20.

uk.globaldatabase.com

2024-03-31

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Frequently Asked Questions regarding WEALTH MATTERS LIMITED


Where is WEALTH MATTERS LIMITED registered office?

WEALTH MATTERS LIMITED is located at 727 Capability Green, United Kingdom.

How can I contact WEALTH MATTERS LIMITED?

You can call WEALTH MATTERS LIMITED at the following number +441132******

What is the website of WEALTH MATTERS LIMITED?

WEALTH MATTERS LIMITED website is https://wealth-matters.co.uk/

How many people work at WEALTH MATTERS LIMITED?

According to the latest account statement, there are currently 20 of employees working for WEALTH MATTERS LIMITED.

What is the Business Credit Score of WEALTH MATTERS LIMITED and how reliable is the company?

In order to check the business credit score of WEALTH MATTERS LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does WEALTH MATTERS LIMITED pay their invoices on time?

By requesting a Business Credit Report for WEALTH MATTERS LIMITED, you will be able to gain more insights about the WEALTH MATTERS LIMITED payment trends.

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