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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 Birmingham, West Midlands. Moss And Roberts (Wealth Management) Ltd was registered 13 years ago.
Status
Active
Active since 12 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 (9 months ago)
Next confirmation dated 16 February 2026
Due by 2 March 2026 (2 months remaining)
Last change occurred 9 months ago
Accounts
Due Soon
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 (23 days remaining)
Learn more about Moss And Roberts (Wealth Management) Ltd
Contact Update Details
Address
One Eleven
Edmund Street
Birmingham
B3 2HJ
England
Address changed on 14 Nov 2025 (23 days ago)
Previous address was Crafton House Rosebery Business Park, Mentmore Way Poringland Norwich NR14 7XP England
Telephone
01508530567
Email
Available in Endole App
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People
Officers
2
Shareholders
1
Controllers (PSC)
1
Alexander John Dominic Easton
Director • British • Lives in England • Born in Jan 1976
Stephen John Roberts
Director • British • Lives in UK • Born in Nov 1973
IWP Advisory Group Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Richmond House Wealth Management Limited
Alexander John Dominic Easton and Stephen John Roberts are mutual people.
Active
Clairville York Ltd
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Murdoch Asset Management Limited
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Kelsall Steele Investment Services Limited
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Premier Wealth Management Limited
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Omnium Capital Limited
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Throgmorton Wealth Management Limited
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Holmes Investments Limited
Stephen John Roberts and Alexander John Dominic Easton 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
Tony Alan Bullock Resigned
19 Days Ago on 18 Nov 2025
Mr Stephen John Roberts Appointed
19 Days Ago on 18 Nov 2025
Registered Address Changed
23 Days Ago on 14 Nov 2025
Robert Charles Allen Resigned
7 Months Ago on 30 Apr 2025
Subsidiary Accounts Submitted
8 Months Ago on 8 Apr 2025
Confirmation Submitted
9 Months Ago on 19 Feb 2025
Mr Robert Charles Allen Appointed
1 Year 4 Months Ago on 26 Jul 2024
Lloyd Johnson Resigned
1 Year 4 Months Ago on 26 Jul 2024
Iwp Advisory Group Limited (PSC) Appointed
1 Year 5 Months Ago on 1 Jul 2024
Iwp Norfolk Limited (PSC) Resigned
1 Year 5 Months Ago on 1 Jul 2024
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Documents
Termination of appointment of Tony Alan Bullock as a director on 18 November 2025
Submitted on 19 Nov 2025
Appointment of Mr Stephen John Roberts as a director on 18 November 2025
Submitted on 19 Nov 2025
Registered office address changed from Crafton House Rosebery Business Park, Mentmore Way Poringland Norwich NR14 7XP England to One Eleven Edmund Street Birmingham B3 2HJ on 14 November 2025
Submitted on 14 Nov 2025
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
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Repayment History
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