Mm Wealth Ltd

Active01454074Admin & support servicesIncorporated 15 Oct 1979 · Cambridge

The principal activity of the company continues to be that of the provision of financial planning and wealth management services within the UK market. It is regulated by the Financial Conduct Authority (no. 148496).

Revenue

£6.8m

▲ +14.9% vs prior ~12m period

Profit after tax

£2.3m

Margin 44.7%

Employees

24

▲ +4.3% vs prior ~12m period

Net assets

£3.5m

Total assets £4.8m

Financial history

Revenue by accounting period

7 periods available · ▲ growth ▼ decline

Feb 2020
Not available
Feb 2021
£5.6m
Jan 2022
£6.5m▲ +16.3%
Jan 2023
£6.3m▼ -2.6%
Jan 2024
£6.1m▼ -4.5%
Dec 2024
£5.9m▼ -1.9%
Dec 2025
£6.8m▲ +14.9%
Period endRevenueGrowthProfit before taxEmployeesNet assets
31 Dec 2025£6.8m▲ +14.9%£3.1m24£3.5m
31 Dec 2024£5.9m▼ -1.9%£2.6m23£3.2m
31 Jan 2024£6.1m▼ -4.5%£2.4m23£2.1m
31 Jan 2023£6.3m▼ -2.6%£2.5m26£5.0m
31 Jan 2022£6.5m▲ +16.3%£3.0m25£3.5m
1 Feb 2021£5.6m—£2.4m27£2.6m
1 Feb 2020————£2.2m

Latest available figures

Period ending 31 Dec 2025. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.

Profit & loss

Revenue
£6.8m
Gross profit
£6.2m
Operating profit
£3.0m
Profit before tax
£3.1m
Profit after tax
£2.3m

Balance sheet

Total assets
£4.8m
Cash
£1.2m
Total liabilities
£1.2m
Net assets
£3.5m
Revenue per employee
£284k

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