MATRIX WEALTH PLANNING LIMITED Financials
- Company number
- 07936102CopyCopy
- Registered office
- Well Cottage, Bosworth Road, Congerstone, Warwickshire CV13 6LY
- Incorporated
- 03/02/2012
Company snapshot
- Status
- Active
- Employees
- 2 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
No changevs 20242024: £200.00
Total Assets
No changevs 20242024: £200.00
Total Liabilities
No changevs 20242024: £0.00
Employees
-4vs 20242024: 6
In 2025, MATRIX WEALTH PLANNING LIMITED reported net assets of £200.00. The same filing shows total assets of £200.00 and total liabilities of £0.00. Reported headcount was 2 in 2025. Employees fell from 6 in 2024 to 2 in 2025 (-4). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
No changefrom £200.00 in 2024Year-on-year change
Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures MATRIX WEALTH PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
-99.9%vs 2023-97.8% a year compound (CAGR)
Total Assets
-100%vs 2023-97.9% a year compound (CAGR)
Total Liabilities
-100%vs 2023Employees
-66.7%vs 2023-4Biggest decrease
Total Liabilities-100%
£44.17K in 2023 to £0.00 in 2025
Every indicator Okredo holds for MATRIX WEALTH PLANNING LIMITED fell between 2023 and 2025. The steepest fall came in total liabilities, pointing to lighter outstanding obligations, with net assets, total assets and employee numbers falling alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from MATRIX WEALTH PLANNING LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 100.00%2025
- Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for MATRIX WEALTH PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 258.40K | 373.41K | 399.29K | 200.00 | 200.00 |
| Total Assets£ | 346.76K | 470.60K | 443.46K | 200.00 | 200.00 |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 88.36K | 97.19K | 44.17K | 0.00 | 0.00 |
| Employees | 4 | 5 | 6 | 6 | 2 |
MATRIX WEALTH PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Yes. Okredo holds filed figures for MATRIX WEALTH PLANNING LIMITED covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
MATRIX WEALTH PLANNING LIMITED reported net assets of £200.00 for 2025. That compares with £200.00 in 2024.
MATRIX WEALTH PLANNING LIMITED reported total assets of £200.00 for 2025. That compares with £200.00 in 2024.
MATRIX WEALTH PLANNING LIMITED reported total liabilities of £0.00 for 2025. That compares with £0.00 in 2024.
MATRIX WEALTH PLANNING LIMITED reported 2 employees in 2025, compared with 6 in 2024.
Between 2023 and 2025, MATRIX WEALTH PLANNING LIMITED's net assets fell by 99.9%, total assets fell by 100%, total liabilities fell by 100% and employee numbers fell by 66.7%. Net assets contracted at 97.8% a year across the two years to 2025, from £399.29K to £200.00. Reported headcount went from 6 in 2023 to 2 in 2025 (-4).
Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.