M&G WEALTH INVESTMENTS LLP
Get an alert when M&G WEALTH INVESTMENTS LLP files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Cash
£1.9M
-8.2% lowest in 3 filed years
Net assets
£1.9M
-8.3% lowest in 3 filed years
Employees
2
0% vs 2024
Profit before tax
-£1.2M
Period ending 2025-12-31
Net assets
3-year trend · vs Unclassified median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £539,049 | £1,331,201 | £1,619,648 | +21.7% | |
| Operating profit | -£1,438,961 | -£1,678,861 | -£1,239,354 | +26.2% | |
| Profit before tax | — | — | -£1,168,642 | — | |
| Net profit | -£1,419,389 | -£1,557,348 | -£1,168,642 | +25% | |
| Cash | £3,613,750 | £2,024,227 | £1,858,479 | -8.2% | |
| Total assets less current liabilities | £3,580,818 | £2,023,470 | £1,854,828 | -8.3% | |
| Net assets | £3,580,818 | £2,023,470 | £1,854,828 | -8.3% | |
| Equity | £3,580,818 | £2,023,470 | £1,854,828 | -8.3% | |
| Average employees | 2 | 2 | 2 | 0% | |
| Wages | — | — | — | — | |
| Members' remuneration | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | — | -126.1% | -76.5% | |
| Net margin | — | -117.0% | -72.2% | |
| Return on capital employed | -40.2% | -83.0% | -66.8% | |
| Gearing (liabilities / total assets) | — | — | 13.8% | |
| Current ratio | 18.51x | 8.88x | 7.22x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Name history
Renamed 2 times since incorporation
- M&G WEALTH INVESTMENTS LLP 2022-09-06 → present
- TCF FUND MANAGERS LLP 2009-10-29 → 2022-09-06
- RUTHERGLEN CAPITAL LLP 2003-09-08 → 2009-10-29
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Designated Members have a reasonable expectation that the LLP has adequate resources to continue in operational existence for at least 12 months from the date of approval of the financial statements. Accordingly, they continue to adopt a going concern basis in preparing the annual report and financial statements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 9 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| M&G WEALTH SOLUTIONS LIMITED | Corporate LLP Designated Member | 2022-02-28 | — | — |
| PRU LIMITED | Corporate LLP Designated Member | 2022-02-28 | — | — |
Show 9 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| KENNY, John Damien | LLP Designated Member | 2003-09-08 | 2012-10-18 |
| MAIRS, Gary Thomas | LLP Designated Member | 2009-12-04 | 2022-02-28 |
| NORMAN, David Anthony | LLP Designated Member | 2009-12-04 | 2022-02-28 |
| QED CONSULTANCY LIMITED | Corporate LLP Designated Member | 2003-09-08 | 2012-10-18 |
| MAIRS, Gary Thomas | LLP Member | 2022-02-28 | 2022-11-07 |
| MAIRS, Janice Catherine | LLP Member | 2017-09-10 | 2022-02-28 |
| NORMAN, David Anthony | LLP Member | 2022-02-28 | 2022-11-07 |
| SOMERS, David | LLP Member | 2016-05-25 | 2022-02-28 |
| WALLIS, Simon Christopher | LLP Member | 2007-11-27 | 2008-06-27 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| M&G Wealth Solutions Limited | Corporate entity | Voting 75–100% (LLP), Surplus assets 75–100% (LLP), Appoints members (LLP) | 2022-02-28 | Active |
| Gary Thomas Mairs | Individual | Voting 25–50% (LLP) | 2016-04-06 | Ceased 2022-02-28 |
| Mr David Anthony Norman | Individual | Voting 25–50% (LLP) | 2016-04-06 | Ceased 2022-02-28 |
Filing timeline
Last 20 of 93 total filings
Material constitutional events — rename, articles re-file, resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-10 | AA | accounts | Accounts with accounts type full | |
| 2026-01-28 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-06-06 | AA | accounts | Accounts with accounts type full | |
| 2025-01-20 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-05-13 | AA | accounts | Accounts with accounts type full | |
| 2024-01-22 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-06-06 | AA | accounts | Accounts with accounts type full | |
| 2023-02-13 | LLPSC05 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2023-01-20 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-12-16 | RP04LLPSC07 | persons-with-significant-control | Second filing cessation of a person with significant control limited liability partnership | |
| 2022-12-16 | RP04LLPSC07 | persons-with-significant-control | Second filing cessation of a person with significant control limited liability partnership | |
| 2022-12-02 | LLCH02 | officers | Change corporate member limited liability partnership with name change date | |
| 2022-12-02 | LLPSC07 | persons-with-significant-control | Cessation of a person with significant control limited liability partnership | |
| 2022-12-02 | LLPSC07 | persons-with-significant-control | Cessation of a person with significant control limited liability partnership | |
| 2022-12-01 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2022-12-01 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2022-09-06 | CERTNM | change-of-name | Certificate change of name company | |
| 2022-09-06 | LLNM01 | change-of-name | Change of name notice limited liability partnership | |
| 2022-09-05 | LLAD01 | address | Change registered office address limited liability partnership with date old address new address | |
| 2022-04-27 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.