Moneo Wealth Management Ltd
Moneo Wealth Management Ltd is an active company incorporated on 21 October 1999 with the registered office located in Bristol, Bristol. Moneo Wealth Management Ltd was registered 26 years ago.
Status
Active
Active since incorporation
Company No
03863161
Private limited company
Age
26 years
Incorporated 21 October 1999
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 21 October 2025 (6 days ago)
Next confirmation dated 21 October 2026
Due by 4 November 2026 (1 year remaining)
Last change occurred 6 days ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Moneo Wealth Management provides financial planning services to individuals and businesses to help them achieve their financial goals..
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£782.28K
Increased by £217.89K (+39%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£2.1M
Increased by £455.66K (+28%)
Total Liabilities
-£123.96K
Increased by £24.92K (+25%)
Net Assets
£1.98M
Increased by £430.74K (+28%)
Debt Ratio (%)
6%
Decreased by 0.12% (-2%)
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Repayment History
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