Mainplan Financial Limited
Registered name: MAINPLAN FINANCIAL LIMITED
Part of Wealth Services Holdco Limited groupMainplan Financial Limited does not publish its revenue or profit. Its accounts to 28 Feb 2025 show net assets of £8.8k.
Mainplan Financial Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 28 Feb 2025 showed net assets of £8.8k and 0 employees. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in Winchester; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Winchester, South East
- Age
- 5 yrs · since 2021
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Mainplan Financial Limited’s accounts for the year to 28 Feb 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 0
- Net assets
- £8.8k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 28 Feb 2023 | 29 Feb 2024 | 28 Feb 2025 |
|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L |
| Profit & loss | |||
| Revenue (turnover) | — | — | — |
| Profit (best available) | — | — | — |
| Employees (average) | 0 | 0 | 0 |
| Ratios | |||
| Profit margin | — | — | — |
| Balance sheet — indirect signals, not revenue | |||
| Cash at bank | £57.3k | £89.2k | £21.6k |
| Net assets | £45.3k | £64.8k | £8.8k |
| Current assets | £65.3k | £107k | £22k |
| Debtors | £8k | £6.3k | £332 |
| Source | FullAccounts · bulk data Sep 2024 | FullAccounts · bulk data Sep 2024 | FullAccounts · bulk data Jul 2025 |
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
- ▼86%
- Now £8.8k
- Cash at bank
- ▼76%
- Now £21.6k
- Headcount
- —
- Now 0
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Wealth Services Holdco Limitedultimate parent75–100%
- Lync Wealth Holdco Limited75–100%
- Lync Wealth Management Limited75–100%
- LWM Ar Holdco Limited75–100%
- LWM Ar Limited75–100%
- Mainplan Financial Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (6)
- Aqua Sulis Financial Management LimitedFigures not disclosed
- Birch Financial Solutions LimitedFigures not disclosed
- Charles Porter & Company LimitedFigures not disclosed
- Fraser Price Financial Services LtdFigures not disclosed
- Parker Castle LimitedFigures not disclosed
- Taylored Advice Group LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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- Staff
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Sources
Latest figures from FullAccounts for the year to 28 Feb 2025, from the Companies House accounts bulk data published Jul 2025. 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.