Company
Wealth Matters Financial Planning LLP
Wealth Matters Financial Planning LLP is an active UK company (number OC378220), incorporated 2012. Source: Companies House, updated 4th October 2026.
Official record Companies House · updated 4th October 2026 · Sources
Network
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Who leads it
Previous officers 5
- Esther Maria Penny Walker 2018-2024 View profile
- Joanne Louise Scott 2018-2021 View profile
- Jgpc Limited 2012-2015 View profile
- Alison Cleworth 2012-2016 View profile
- Paul Anthony Cleworth 2012-2016 View profile
Directors and secretaries as filed at Companies House.
Do you help lead this organisation? Set up its network · How it works
About
- Incorporated
- 06/09/2012
Ownership
Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- Julian David Francis Gilbert
25-50% voting (LLP), 25-50% surplus assets (LLP), right to share surplus assets 25 to 50 percent as firm (LLP), right to appoint and remove members (LLP) · notified 2016-04-06 - Ekaterina T Gilbert
25-50% voting (LLP), 25-50% surplus assets (LLP), right to share surplus assets 25 to 50 percent as firm (LLP), right to appoint and remove members (LLP) · notified 2016-04-06
Group
- Wealth Matters Financial Planning LLP
is controlled by Julian David Francis Gilbert
Evidence
active 25-50% voting (LLP), 25-50% surplus assets (LLP), right to share surplus assets 25 to 50 percent as firm (LLP), right to appoint and remove members (LLP) · notified 2016-04-06 · source: Companies House PSC register
Ultimately controlled by Julian David Francis Gilbert.
2 other companies in this group
Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.
Board analysis
Board DNA
How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current designated members only, past designated members excluded.
2 designated members on the board
- Ekaterina T Gilbert Llp-designated-member · appointed 2012
- Julian David Francis Gilbert Llp-designated-member · appointed 2012
Designated members past 6 years
- Ekaterina T Gilbert Llp-designated-member · appointed 2012
- Julian David Francis Gilbert Llp-designated-member · appointed 2012
First-time vs portfolio designated members
Portfolio (2)
- Ekaterina T Gilbert Llp-designated-member · appointed 2012
- Julian David Francis Gilbert Llp-designated-member · appointed 2012
Where else this board sits iWhere else this board sitsThe charitable fields these designated members govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these designated members govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Gaps to watch
- Several long-serving directors could step down together
Where to look Suggested search: succession planning for long-tenured seats.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- OC378220
- Status
- Active
- Type
- Limited Liability Partnership
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
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