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McKenzie Wealth Management Ltd

McKenzie Wealth Management Ltd is an active company incorporated on 28 September 2010 with the registered office located in Chippenham, Wiltshire. McKenzie Wealth Management Ltd was registered 14 years ago.
Status
Active
Active since 13 years ago
Company No
07390091
Private limited company
Age
14 years
Incorporated 28 September 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 15 October 2024 (10 months ago)
Next confirmation dated 15 October 2025
Due by 29 October 2025 (1 month remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 3 months remaining)
Contact
Address
Upper Farm
Upper North Wraxall
Chippenham
SN14 7AG
England
Address changed on 17 Sep 2024 (11 months ago)
Previous address was 3 Kingsmead Terrace Bath BA1 1UX
Telephone
01225696944
Email
Unreported
People
Officers
7
Shareholders
6
Controllers (PSC)
1
Director • British • Lives in UK • Born in Apr 1978
Director • British • Lives in UK • Born in Sep 1979
Director • British • Lives in UK • Born in Jun 1974
Director • British • Lives in UK • Born in Dec 1978
Director • British • Lives in England • Born in Feb 1980
Shareholders, PSCs & Group Structure
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Mutual Companies
Glide Financial Planning Limited
Jonathan Ian Atkinson and Ellen Marie Atkinson are mutual people.
Active
18 Gwendwr Road Management Company Limited
Queen Square Secretaries Ltd is a mutual person.
Active
53 Castletown Road Limited
Queen Square Secretaries Ltd is a mutual person.
Active
James Pembroke Holdings Limited
Queen Square Secretaries Ltd is a mutual person.
Active
Business Accounting & Taxation (Bath) Limited
Queen Square Secretaries Ltd is a mutual person.
Active
Matthew J Storey Limited
Tristan Leo Johnson is a mutual person.
Active
Widbrook Wealth Management Limited
Tristan Leo Johnson is a mutual person.
Active
Fashion Theatre Ltd
Queen Square Secretaries Ltd is a mutual person.
Active
Brands
McKenzie & Co
McKenzie & Co is a financial consultancy that provides financial advice to individuals, families, and businesses.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£11.16K
Increased by £11.16K (+185967%)
Turnover
Unreported
Same as previous period
Employees
6
Decreased by 1 (-14%)
Total Assets
£5.28M
Decreased by £94.53K (-2%)
Total Liabilities
-£5.28M
Decreased by £72.02K (-1%)
Net Assets
£7.23K
Decreased by £22.51K (-76%)
Debt Ratio (%)
100%
Increased by 0.42% (0%)
Latest Activity
Full Accounts Submitted
3 Months Ago on 12 May 2025
Confirmation Submitted
10 Months Ago on 15 Oct 2024
Confirmation Submitted
10 Months Ago on 15 Oct 2024
Full Accounts Submitted
11 Months Ago on 9 Oct 2024
Registered Address Changed
11 Months Ago on 17 Sep 2024
Full Accounts Submitted
1 Year 9 Months Ago on 7 Dec 2023
Confirmation Submitted
1 Year 11 Months Ago on 5 Oct 2023
Ellen Marie Atkinson Appointed
1 Year 11 Months Ago on 22 Sep 2023
Mr Jonathan Ian Atkinson Appointed
2 Years 2 Months Ago on 4 Jul 2023
Confirmation Submitted
2 Years 11 Months Ago on 1 Oct 2022
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 12 May 2025
Confirmation statement made on 15 October 2024 with no updates
Submitted on 15 Oct 2024
Confirmation statement made on 28 September 2024 with updates
Submitted on 15 Oct 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 9 Oct 2024
Registered office address changed from 3 Kingsmead Terrace Bath BA1 1UX to Upper Farm Upper North Wraxall Chippenham SN14 7AG on 17 September 2024
Submitted on 17 Sep 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 7 Dec 2023
Memorandum and Articles of Association
Submitted on 20 Oct 2023
Change of share class name or designation
Submitted on 20 Oct 2023
Resolutions
Submitted on 20 Oct 2023
Resolutions
Submitted on 19 Oct 2023
Repayment History
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