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Moss And Roberts (Wealth Management) Ltd

Moss And Roberts (Wealth Management) Ltd is an active company incorporated on 16 February 2012 with the registered office located in . Moss And Roberts (Wealth Management) Ltd was registered 13 years ago.
Status
Active
Active since 11 years ago
Company No
07952586
Private limited company
Age
13 years
Incorporated 16 February 2012
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 16 February 2025 (6 months ago)
Next confirmation dated 16 February 2026
Due by 2 March 2026 (5 months remaining)
Last change occurred 6 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
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Contact
Address
Crafton House Rosebery Business Park, Mentmore Way
Poringland
Norwich
NR14 7XP
England
Address changed on 9 May 2023 (2 years 4 months ago)
Previous address was Office Suite 3 Victory House Chequers Road Tharston NR15 2YA
Telephone
01508530567
Email
Available in Endole App
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Tony Alan Bullock
Director • British • Lives in England • Born in Jun 1971
Robert Charles Allen
Director • British • Lives in England • Born in Oct 1974
Lloyd Johnson
Director • British • Lives in England • Born in Dec 1961
Alexander John Dominic Easton
Director • British • Lives in England • Born in Jan 1976
Jonathan Peter Howard
Director • British • Lives in England • Born in Dec 1965
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Shareholders, PSCs & Group Structure
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Mutual Companies
Clairville York Ltd
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
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Murdoch Asset Management Limited
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
Active
IWP Financial Planning Limited
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Omnium Capital Limited
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Throgmorton Wealth Management Limited
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Hunter Hammond Daniel Associates Limited
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
Active
IWP Advisory Services Limited
Tony Alan Bullock, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Rixon Matthews Appleyard (Financial Services) Limited
Alexander John Dominic Easton and Robert Charles Allen are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£54.19K
Decreased by £88.74K (-62%)
Turnover
£738.48K
Decreased by £33.72K (-4%)
Employees
13
Increased by 1 (+8%)
Total Assets
£860.75K
Increased by £98.4K (+13%)
Total Liabilities
-£211.11K
Increased by £144.81K (+218%)
Net Assets
£649.63K
Decreased by £46.4K (-7%)
Debt Ratio (%)
25%
Increased by 15.83% (+182%)
See 10 Year Full Financials
Latest Activity
Robert Charles Allen Resigned
4 Months Ago on 30 Apr 2025
Subsidiary Accounts Submitted
5 Months Ago on 8 Apr 2025
Confirmation Submitted
6 Months Ago on 19 Feb 2025
Mr Robert Charles Allen Appointed
1 Year 1 Month Ago on 26 Jul 2024
Lloyd Johnson Resigned
1 Year 1 Month Ago on 26 Jul 2024
Iwp Advisory Group Limited (PSC) Appointed
1 Year 2 Months Ago on 1 Jul 2024
Iwp Norfolk Limited (PSC) Resigned
1 Year 2 Months Ago on 1 Jul 2024
Jonathan Peter Howard Resigned
1 Year 3 Months Ago on 29 May 2024
Subsidiary Accounts Submitted
1 Year 4 Months Ago on 23 Apr 2024
Michael Moss Resigned
1 Year 4 Months Ago on 10 Apr 2024
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Documents
Termination of appointment of Robert Charles Allen as a director on 30 April 2025
Submitted on 13 May 2025
Notice of agreement to exemption from audit of accounts for period ending 31/03/24
Submitted on 8 Apr 2025
Consolidated accounts of parent company for subsidiary company period ending 31/03/24
Submitted on 8 Apr 2025
Audit exemption subsidiary accounts made up to 31 March 2024
Submitted on 8 Apr 2025
Audit exemption statement of guarantee by parent company for period ending 31/03/24
Submitted on 8 Apr 2025
Confirmation statement made on 16 February 2025 with updates
Submitted on 19 Feb 2025
Resolutions
Submitted on 29 Jul 2024
Statement by Directors
Submitted on 29 Jul 2024
Statement of capital on 29 July 2024
Submitted on 29 Jul 2024
Solvency Statement dated 29/07/24
Submitted on 29 Jul 2024
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Repayment History
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