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Morton-Wilson Associates Limited

Morton-Wilson Associates Limited is an active company incorporated on 17 August 1999 with the registered office located in Shrewsbury, Shropshire. Morton-Wilson Associates Limited was registered 26 years ago.
Status
Active
Active since incorporation
Company No
03826685
Private limited company
Age
26 years
Incorporated 17 August 1999
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 11 August 2025 (2 months ago)
Next confirmation dated 11 August 2026
Due by 25 August 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
The Stables Chatford
Bayston Hill
Shrewsbury
SY3 0AY
Same address for the past 11 years
Telephone
08452704366
Email
Unreported
People
Officers
3
Shareholders
5
Controllers (PSC)
1
Director • PSC • Financial Advisor • British • Lives in UK • Born in May 1961
Director • British • Lives in England • Born in Feb 1964
Director • Financial Adviser • British • Lives in UK • Born in Aug 1989
Shareholders, PSCs & Group Structure
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Mutual Companies
Chatford Services Limited
Mr James Monro is a mutual person.
Active
Skimbledyne Holdings Ltd
Mrs Emma Juliet Jones is a mutual person.
Active
Brands
Morton Wilson Associates Ltd
Morton Wilson Associates Ltd is a regulated independent financial advice company established in 2000, located in Shropshire.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£222.58K
Increased by £40.02K (+22%)
Total Liabilities
-£72.02K
Increased by £19.52K (+37%)
Net Assets
£150.56K
Increased by £20.51K (+16%)
Debt Ratio (%)
32%
Increased by 3.6% (+13%)
Latest Activity
Confirmation Submitted
2 Months Ago on 11 Aug 2025
Janet Susan Monro Resigned
7 Months Ago on 31 Mar 2025
Micro Accounts Submitted
7 Months Ago on 10 Mar 2025
Confirmation Submitted
1 Year 2 Months Ago on 27 Aug 2024
Micro Accounts Submitted
1 Year 7 Months Ago on 18 Mar 2024
Confirmation Submitted
2 Years 2 Months Ago on 17 Aug 2023
Micro Accounts Submitted
2 Years 7 Months Ago on 13 Mar 2023
Dr Emma Juliet Jones Appointed
2 Years 8 Months Ago on 1 Mar 2023
Confirmation Submitted
3 Years Ago on 17 Aug 2022
Micro Accounts Submitted
3 Years Ago on 21 Mar 2022
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Documents
Confirmation statement made on 11 August 2025 with updates
Submitted on 11 Aug 2025
Termination of appointment of Janet Susan Monro as a director on 31 March 2025
Submitted on 1 Apr 2025
Micro company accounts made up to 31 December 2024
Submitted on 10 Mar 2025
Confirmation statement made on 17 August 2024 with updates
Submitted on 27 Aug 2024
Micro company accounts made up to 31 December 2023
Submitted on 18 Mar 2024
Confirmation statement made on 17 August 2023 with updates
Submitted on 17 Aug 2023
Micro company accounts made up to 31 December 2022
Submitted on 13 Mar 2023
Appointment of Dr Emma Juliet Jones as a director on 1 March 2023
Submitted on 8 Mar 2023
Statement of capital following an allotment of shares on 1 August 2022
Submitted on 25 Aug 2022
Confirmation statement made on 17 August 2022 with no updates
Submitted on 17 Aug 2022
Repayment History
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