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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 Melksham, Wiltshire. McKenzie Wealth Management Ltd was registered 15 years ago.
Status
Active
Active since 14 years ago
Company No
07390091
Private limited company
Age
15 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 2025 (2 months ago)
Next confirmation dated 15 October 2026
Due by 29 October 2026 (10 months remaining)
Last change occurred 1 year 2 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year remaining)
Learn more about McKenzie Wealth Management Ltd
Contact
Address
187 Westlands Lane
Whitley
Melksham
SN12 7QQ
England
Address changed on 21 Dec 2025 (8 days ago)
Previous address was Upper Farm Upper North Wraxall Chippenham SN14 7AG England
Telephone
01225696944
Email
Unreported
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People
Officers
6
Shareholders
6
Controllers (PSC)
1
Jonathan Ian Atkinson
Director • British • Lives in UK • Born in Jun 1974
Emily Janet McKenzie
Director • British • Lives in UK • Born in Dec 1978
Ellen Marie Atkinson
Director • British • Lives in UK • Born in Apr 1978
Tristan Leo Johnson
Director • British • Lives in England • Born in Aug 1977
Joanne Nicola Johnson
Director • British • Lives in England • Born in Feb 1980
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Shareholders, PSCs & Group Structure
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Mutual Companies
Matthew J Storey Limited
Tristan Leo Johnson is a mutual person.
Active
Widbrook Wealth Management Limited
Tristan Leo Johnson is a mutual person.
Active
Glide Financial Planning Limited
Ellen Marie Atkinson and Jonathan Ian Atkinson are mutual people.
Dissolved
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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 Mar ⟶ 31 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%)
See 10 Year Full Financials
Latest Activity
Registered Address Changed
8 Days Ago on 21 Dec 2025
Queen Square Secretaries Ltd Resigned
2 Months Ago on 27 Oct 2025
Confirmation Submitted
2 Months Ago on 20 Oct 2025
Full Accounts Submitted
7 Months Ago on 12 May 2025
Confirmation Submitted
1 Year 2 Months Ago on 15 Oct 2024
Confirmation Submitted
1 Year 2 Months Ago on 15 Oct 2024
Full Accounts Submitted
1 Year 2 Months Ago on 9 Oct 2024
Registered Address Changed
1 Year 3 Months Ago on 17 Sep 2024
Full Accounts Submitted
2 Years Ago on 7 Dec 2023
Ellen Marie Atkinson Appointed
2 Years 3 Months Ago on 22 Sep 2023
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Documents
Registered office address changed from Upper Farm Upper North Wraxall Chippenham SN14 7AG England to 187 Westlands Lane Whitley Melksham SN12 7QQ on 21 December 2025
Submitted on 21 Dec 2025
Termination of appointment of Queen Square Secretaries Ltd as a secretary on 27 October 2025
Submitted on 27 Oct 2025
Confirmation statement made on 15 October 2025 with no updates
Submitted on 20 Oct 2025
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
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Repayment History
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