Moneo Wealth Management Ltd in 61 Apsley Road BRISTOL

Moneo Wealth Management Ltd BRISTOL

Founded in 1999, Moneo Wealth Management, classified under reg no. 03863161 is an active company. Currently registered at Moneo Wealth Management BS8 2SW, Bristol the company has been in the business for twenty five years. Its financial year was closed on Tue, 31st Dec and its latest financial statement was filed on 2022-12-31. Since 2006-12-06 Moneo Wealth Management Ltd is no longer carrying the name Moneo Financial Services.

At the moment there are 2 directors in the the company, namely Kenneth C. and Kenneth S.. In addition 2 active secretaries, Rebecca S. and Kenneth S. were appointed. As of 25 April 2024, there were 2 ex directors - Rebecca S., Eleanor S. and others listed below. There were no ex secretaries.

Moneo Wealth Management Ltd Address / Contact

Office Address	Moneo Wealth Management
Office Address2	61 Apsley Road
Town	Bristol
Post code	BS8 2SW
Country of origin	United Kingdom

Company Information / Profile

Registration Number	03863161
Date of Incorporation	Thu, 21st Oct 1999
Industry	Activities auxiliary to financial intermediation n.e.c.
Industry	Pension funding
End of financial Year	31st December
Company age	25 years old
Account next due date	Mon, 30th Sep 2024 (158 days left)
Account last made up date	Sat, 31st Dec 2022
Next confirmation statement due date	Mon, 4th Nov 2024 (2024-11-04)
Last confirmation statement dated	Sat, 21st Oct 2023

Company staff

Kenneth C.

Position: Director

Appointed: 26 October 2007

Rebecca S.

Position: Secretary

Appointed: 01 October 2007

Kenneth S.

Position: Secretary

Appointed: 21 October 1999

Kenneth S.

Position: Director

Appointed: 21 October 1999

Rebecca S.

Position: Director

Appointed: 01 October 2007

Resigned: 03 June 2011

Eleanor S.

Position: Director

Appointed: 21 October 1999

Resigned: 01 October 2007

People with significant control

The register of persons with significant control that own or control the company consists of 1 name. As we researched, there is Kenneth S. This PSC and has 75,01-100% shares.

Kenneth S.

Notified on	6 April 2016
Nature of control:	75,01-100% shares

Company previous names

Moneo Financial Services	December 6, 2006

Annual reports financial information

Profit & Loss
Accounts Information Date	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Net Worth	486 279	588 948

Balance Sheet
Cash Bank In Hand	483 027	595 150
Cash Bank On Hand		595 150	650 669	763 038	372 989	390 834	440 086	417 155	515 434
Current Assets	485 756	607 250	662 334	773 911	845 231	917 074	1 238 817	1 493 476	1 376 421
Debtors	2 729	12 100	11 665	10 873	12 242	16 240	23 148	25 070	28 875
Other Debtors		12 100	11 665	10 873	12 242	16 240	23 148	25 070	28 875
Property Plant Equipment		69 384	67 694	65 285	63 704	63 377	60 475	6 544	4 020
Tangible Fixed Assets	71 688	69 384

Reserves/Capital
Called Up Share Capital	350	350
Profit Loss Account Reserve	485 929	588 598
Shareholder Funds	486 279	588 948

Other
Accumulated Depreciation Impairment Property Plant Equipment		38 448	40 938	43 347	45 592	48 107	51 009	26 890	30 536
Average Number Employees During Period			4	4	4	5	5	5	5
Creditors		87 686	82 978	100 417	95 957	94 242	108 550	81 898	93 391
Creditors Due Within One Year	71 165	87 686
Current Asset Investments					460 000	510 000	775 583	1 051 251	832 112
Dividends Paid					148 666	149 800	178 800	176 050	288 400
Increase From Depreciation Charge For Year Property Plant Equipment			2 489	2 409	2 245	2 515	2 902	4 001	3 646
Net Current Assets Liabilities	414 591	519 564	579 357	673 494	749 274	822 832	1 130 267	1 411 578	1 283 030
Number Shares Allotted		350
Other Creditors		40 541	41 170	41 118	41 880	41 880	42 480	2 469	2 946
Other Taxation Social Security Payable		47 145	41 807	59 299	54 077	52 362	66 070	79 429	89 806
Par Value Share		1
Profit Loss					222 865	223 031	483 333	403 430	157 328
Property Plant Equipment Gross Cost		107 832	108 632	108 632	109 296	111 484	111 484	33 434	34 556
Share Capital Allotted Called Up Paid	350	350
Tangible Fixed Assets Additions		420
Tangible Fixed Assets Cost Or Valuation	107 412	107 832
Tangible Fixed Assets Depreciation	35 724	38 448
Tangible Fixed Assets Depreciation Charged In Period		2 724
Total Additions Including From Business Combinations Property Plant Equipment			800		664	2 188		9 816	1 122
Total Assets Less Current Liabilities	486 279	588 948	647 051	738 779	812 978	886 209	1 190 742	1 418 122	1 287 050
Disposals Decrease In Depreciation Impairment Property Plant Equipment								28 120
Disposals Property Plant Equipment								87 866
Trade Creditors Trade Payables									639

Company filings

Filing category

Type		Category	Free download
AA	Total exemption full accounts data made up to 2022-12-31 filed on: 14th, August 2023	accounts	Free Download (9 pages)

Type		Category	Free download
AA	Total exemption full accounts data made up to 2022-12-31 filed on: 14th, August 2023	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2021-12-31 filed on: 31st, May 2022	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2020-12-31 filed on: 14th, July 2021	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2019-12-31 filed on: 22nd, May 2020	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2018-12-31 filed on: 16th, July 2019	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2017-12-31 filed on: 1st, August 2018	accounts	Free Download (8 pages)
AA	Total exemption full accounts data made up to 2016-12-31 filed on: 22nd, June 2017	accounts	Free Download (8 pages)
AA	Total exemption small company accounts data made up to 2015-12-31 filed on: 16th, August 2016	accounts	Free Download (7 pages)
AA	Total exemption small company accounts data made up to 2014-12-31 filed on: 7th, November 2015	accounts	Free Download (6 pages)
AR01	Annual return made up to 2015-10-21 with full list of members filed on: 23rd, October 2015	annual return	Free Download (5 pages)
AR01	Annual return made up to 2014-10-21 with full list of members filed on: 24th, October 2014	annual return	Free Download (5 pages)
SH01	Statement of Capital on 2014-10-24: 350.00 GBP	capital
AA	Total exemption small company accounts data made up to 2013-12-31 filed on: 14th, May 2014	accounts	Free Download (6 pages)
AR01	Annual return made up to 2013-10-21 with full list of members filed on: 21st, October 2013	annual return	Free Download (5 pages)
SH01	Statement of Capital on 2013-10-21: 350.00 GBP	capital
AA	Total exemption full accounts data made up to 2012-12-31 filed on: 19th, June 2013	accounts	Free Download (10 pages)
AR01	Annual return made up to 2012-10-21 with full list of members filed on: 22nd, October 2012	annual return	Free Download (5 pages)
AA	Total exemption full accounts data made up to 2011-12-31 filed on: 24th, April 2012	accounts	Free Download (11 pages)
AR01	Annual return made up to 2011-10-21 with full list of members filed on: 25th, October 2011	annual return	Free Download (5 pages)
AA	Total exemption full accounts data made up to 2010-12-31 filed on: 15th, June 2011	accounts	Free Download (11 pages)
AR01	Annual return made up to 2010-10-21 with full list of members filed on: 22nd, October 2010	annual return	Free Download (6 pages)
AA	Total exemption full accounts data made up to 2009-12-31 filed on: 28th, May 2010	accounts	Free Download (11 pages)
AR01	Annual return made up to 2009-10-21 with full list of members filed on: 26th, October 2009	annual return	Free Download (6 pages)
AA	Total exemption full accounts data made up to 2008-12-31 filed on: 14th, July 2009	accounts	Free Download (11 pages)
363a	Annual return made up to 2008-10-29 filed on: 29th, October 2008	annual return	Free Download (5 pages)
AA	Total exemption full accounts data made up to 2007-12-31 filed on: 6th, March 2008	accounts	Free Download (11 pages)
363a	Annual return made up to 2007-10-22 filed on: 22nd, October 2007	annual return	Free Download (3 pages)
363a	Annual return made up to 2007-10-22 filed on: 22nd, October 2007	annual return	Free Download (3 pages)
225	Accounting reference date extended from 31/10/07 to 31/12/07 filed on: 9th, October 2007	accounts	Free Download (1 page)
225	Accounting reference date extended from 31/10/07 to 31/12/07 filed on: 9th, October 2007	accounts	Free Download (1 page)
AA	Full accounts data made up to 2006-10-31 filed on: 23rd, February 2007	accounts	Free Download (12 pages)
AA	Full accounts data made up to 2006-10-31 filed on: 23rd, February 2007	accounts	Free Download (12 pages)
363a	Annual return made up to 2006-10-23 filed on: 23rd, October 2006	annual return	Free Download (2 pages)
363a	Annual return made up to 2006-10-23 filed on: 23rd, October 2006	annual return	Free Download (2 pages)
AA	Full accounts data made up to 2005-10-31 filed on: 5th, February 2006	accounts	Free Download (10 pages)
AA	Full accounts data made up to 2005-10-31 filed on: 5th, February 2006	accounts	Free Download (10 pages)
363a	Annual return made up to 2005-11-09 filed on: 9th, November 2005	annual return	Free Download (2 pages)
363a	Annual return made up to 2005-11-09 filed on: 9th, November 2005	annual return	Free Download (2 pages)
AA	Full accounts data made up to 2004-10-31 filed on: 11th, February 2005	accounts	Free Download (9 pages)
AA	Full accounts data made up to 2004-10-31 filed on: 11th, February 2005	accounts	Free Download (9 pages)
363s	Annual return made up to 2004-10-28 filed on: 28th, October 2004	annual return	Free Download (7 pages)
363s	Annual return made up to 2004-10-28 filed on: 28th, October 2004	annual return	Free Download (7 pages)
AA	Full accounts data made up to 2003-10-31 filed on: 5th, January 2004	accounts	Free Download (9 pages)
AA	Full accounts data made up to 2003-10-31 filed on: 5th, January 2004	accounts	Free Download (9 pages)
363s	Annual return made up to 2003-10-27 filed on: 27th, October 2003	annual return	Free Download (7 pages)
363s	Annual return made up to 2003-10-27 filed on: 27th, October 2003	annual return	Free Download (7 pages)
AA	Full accounts data made up to 2002-10-31 filed on: 21st, January 2003	accounts	Free Download (10 pages)
AA	Full accounts data made up to 2002-10-31 filed on: 21st, January 2003	accounts	Free Download (10 pages)
363s	Annual return made up to 2002-10-25 filed on: 25th, October 2002	annual return	Free Download (7 pages)
363s	Annual return made up to 2002-10-25 filed on: 25th, October 2002	annual return	Free Download (7 pages)
AA	Full accounts data made up to 2001-10-31 filed on: 18th, January 2002	accounts	Free Download (9 pages)
AA	Full accounts data made up to 2001-10-31 filed on: 18th, January 2002	accounts	Free Download (9 pages)
363s	Annual return made up to 2001-10-26 filed on: 26th, October 2001	annual return	Free Download (6 pages)
363s	Annual return made up to 2001-10-26 filed on: 26th, October 2001	annual return	Free Download (6 pages)
AA	Full accounts data made up to 2000-10-31 filed on: 6th, February 2001	accounts	Free Download (9 pages)
AA	Full accounts data made up to 2000-10-31 filed on: 6th, February 2001	accounts	Free Download (9 pages)
363s	Annual return made up to 2000-10-25 filed on: 25th, October 2000	annual return	Free Download (6 pages)
363s	Annual return made up to 2000-10-25 filed on: 25th, October 2000	annual return	Free Download (6 pages)

Moneo Wealth Management Ltd BRISTOL

Moneo Wealth Management Ltd Address / Contact

Company Information / Profile

Company staff

Kenneth C.

Rebecca S.

Kenneth S.

Kenneth S.

Rebecca S.

Eleanor S.

People with significant control

Company previous names

Annual reports financial information

Company filings

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