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Company profile
MONEO WEALTH MANAGEMENT LTD
active • ltd • Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW, England
Company no.03863161Officers8Documents0
Key company facts
Core operating details surfaced from the public profile endpoint.
- Company Number
- 03863161
- Company Status
- active
- Type
- ltd
- Date Of Creation
- 1999-10-21
- Registered Office
- Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW, England
- Sic Codes
- life insurance, pension funding, activities auxiliary to financial intermediation n.e.c.
Financials
A cleaner view of the latest filing, balance sheet movement, and multi-year trend.
Total assets
£2.10m
Equity
£1.98m
Total liabilities
£123,955
Cash in bank
£782,283
Year-on-year movement
Quick comparison from the latest filed period.
2024-12-31
Equity
+£430.74k
+27.81%Cash in bank
+£217.89k
+38.61%Total assets
+£455.66k
+27.65%Total liabilities
-£24.92k
-25.16%Financial trend
Multi-year view of the main balance sheet lines.
Net Assets
Total Assets
Total Liabilities
£2.10m£989,867-£123,955
2021202220232024
Latest snapshot
Financial year2024
Statement date2024-12-31
Trade debtors£0
Trade creditors£116
Fixed assets£420
Current assets£2.10m
| Year | Net Assets | Total Assets | Total Liabilities |
|---|---|---|---|
| 2021 | £1.42m | £1.50m | -£81,898 |
| 2022 | £1.29m | £1.38m | -£93,391 |
| 2023 | £1.55m | £1.65m | -£99,034 |
| 2024 | £1.98m | £2.10m | -£123,955 |
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Latest activity
Recent company and officer updates, reshaped from the watchlist activity source for public profile use.
| Update | Date | Recency |
|---|---|---|
| Confirmation Statement Submitted | 21 Oct 2025 | 7 Months |
| Accounts Submitted | 7 Aug 2025 | 9 Months |
| CONNOR, Kenneth Craig Resigned | 28 Feb 2025 | 1 Year |
| Confirmation Statement Submitted | 22 Oct 2024 | 1 Year |
| Accounts Submitted | 28 Jul 2024 | 1 Year |
| Confirmation Statement Submitted | 28 Jul 2024 | 1 Year |
| Change of Date Of Creation | 28 Jul 2024 | 1 Year |
| Change of Jurisdiction | 28 Jul 2024 | 1 Year |
| Change of Last Full Members List Date | 28 Jul 2024 | 1 Year |
| Change of Previous Company Names | 28 Jul 2024 | 1 Year |
| Change of Registered Office Address | 28 Jul 2024 | 1 Year |
| Change of Type | 28 Jul 2024 | 1 Year |
Documents
Public filing documents and direct PDF links where available.
No records available.