MONEO WEALTH MANAGEMENT LTD

Key Data

Status

Active

Company No.

03863161

Incorporation date

21/10/1999

Size

Total Exemption Full

Classification

Life insurance (65.11 - SIC 2007);Pension funding (65.30 - SIC 2007);Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 29/03/2002)

21/10/2025

Confirmation statement made on 2025-10-21 with updates

View PDF (5 pages)

20/10/2025

Notification of Rebecca Jane Simmonds as a person with significant control on 2025-03-28

View PDF (2 pages)

17/10/2025

Secretary's details changed for Rebecca Jane Simmonds on 2025-03-28

View PDF (1 pages)

17/10/2025

Director's details changed for Kenneth Duncan Simmonds on 2025-03-28

View PDF (2 pages)

17/10/2025

Secretary's details changed for Kenneth Duncan Simmonds on 2025-03-28

View PDF (1 pages)

17/10/2025

Change of details for Kenneth Duncan Simmonds as a person with significant control on 2025-03-28

View PDF (2 pages)

07/08/2025

Total exemption full accounts made up to 2024-12-31

View PDF (8 pages)

21/10/2024

Confirmation statement made on 2024-10-21 with no updates

View PDF (3 pages)

28/07/2024

Total exemption full accounts made up to 2023-12-31

View PDF (9 pages)

30/10/2023

Confirmation statement made on 2023-10-21 with no updates

View PDF (3 pages)

14/08/2023

Total exemption full accounts made up to 2022-12-31

View PDF (9 pages)

21/10/2022

Confirmation statement made on 2022-10-21 with no updates

View PDF (3 pages)

15/06/2021

Registered office address changed from , 45 Lower Redland Road, Redland, Bristol, Avon, BS6 6TB to Moneo Wealth Management 61 Apsley Road Bristol BS8 2SW on 2021-06-15

View PDF (1 pages)

14/10/2005

Registered office changed on 14/10/05 from:\168 cranbrook road, redland, bristol, BS6 7DQ

View PDF (1 pages)

29/03/2002

Registered office changed on 29/03/02 from:\62 ellicks close, bradley stoke, bristol, avon BS32 0ET

View PDF (1 pages)

2022

0 % *

* during past year

Total Assets

£0.00

2022

0 *

* during past year

Number of employees

2022

+23.56 % *

* during past year

Cash in Bank

£515,434.00

Business linkages

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Confirmation

Last made up date

31/12/2024

Next confirmation date

21/10/2026

Last change occurred

31/12/2024

Accounts

Total Exemption Full

Last made up date

31/12/2024

Next account date

31/12/2025

Next due on

30/09/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
5
1.41M
-
0.00
417.16K
-

2022
5
1.28M
-
0.00
515.43K
-

2022
5
1.28M
-
0.00
515.43K
-

Employees

2022

Employees

5 0 % *

Net Assets(GBP)

1.28M £-9.11 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

515.43K £23.56 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Simmonds, Eleanor Duncan	Director	20/10/1999 - 30/09/2007	1
Simmonds, Kenneth Duncan	Director	21/10/1999 - Present	-
Mrs Rebecca Jane Simmonds	Director	30/09/2007 - 02/06/2011	-
Connor, Kenneth Craig	Director	25/10/2007 - Present	1
Simmonds, Kenneth Duncan	Secretary	21/10/1999 - Present	-

Persons with Significant Control

This information is available in our reports and to subscription users.

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Description

About MONEO WEALTH MANAGEMENT LTD

MONEO WEALTH MANAGEMENT LTD is an(a) Active company incorporated on 21/10/1999 with the registered office located at Moneo Wealth Management, 61 Apsley Road, Bristol BS8 2SW. There are currently 4 active directors according to the latest confirmation statement. Number of employees 5 according to last financial statements.

Frequently Asked Questions

What is the current status of MONEO WEALTH MANAGEMENT LTD?

MONEO WEALTH MANAGEMENT LTD is currently Active. It was registered on 21/10/1999 .

Where is MONEO WEALTH MANAGEMENT LTD located?

MONEO WEALTH MANAGEMENT LTD is registered at Moneo Wealth Management, 61 Apsley Road, Bristol BS8 2SW.

What does MONEO WEALTH MANAGEMENT LTD do?

MONEO WEALTH MANAGEMENT LTD operates in the Life insurance (65.11 - SIC 2007) sector.

How many employees does MONEO WEALTH MANAGEMENT LTD have?

MONEO WEALTH MANAGEMENT LTD had 5 employees in 2022.

What is the latest filing for MONEO WEALTH MANAGEMENT LTD?

The latest filing was on 21/10/2025: Confirmation statement made on 2025-10-21 with updates.