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Morgan Lloyd Invest Ltd

Morgan Lloyd Invest Ltd is an active company incorporated on 14 November 2014 with the registered office located in Bristol, Somerset. Morgan Lloyd Invest Ltd was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09310773
Private limited company
Age
11 years
Incorporated 14 November 2014
Size
Micro
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 26 April 2025 (9 months ago)
Next confirmation dated 26 April 2026
Due by 10 May 2026 (3 months remaining)
Last change occurred 7 years ago
Accounts
Submitted
For period 1 May30 Apr 2025 (12 months)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 30 April 2026
Due by 31 January 2027 (11 months remaining)
Contact
Address
The Pavilions Eden Park
Ham Green
Bristol
BS20 0DD
Same address since incorporation
Telephone
01275813700
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • Lives in England • Born in Sep 1963
Director • British • Lives in UK • Born in Nov 1970
Director • Lives in England • Born in Jul 1967
Clifton Asset Management Plc
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Clifton Compliance Services Ltd
Anthony Valentine Carty and Ellis Organ are mutual people.
Active
Clifton Wealth Partnership Ltd
Anthony Valentine Carty and Ellis Organ are mutual people.
Active
C A M Holdings LLP
Anthony Valentine Carty and Ellis Organ are mutual people.
Active
Clifton Wealth Partnership (Stroud) Ltd
Anthony Valentine Carty is a mutual person.
Active
Eden Office Park Management Company Limited
Ellis Organ is a mutual person.
Active
Mark Phillips Limited
Anthony Valentine Carty is a mutual person.
Active
Clifton Asset Management Limited
Anthony Valentine Carty is a mutual person.
Active
Clifton Wealth Ltd
Anthony Valentine Carty is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Apr 2025
For period 30 Apr30 Apr 2025
Traded for 12 months
Cash in Bank
£172
Increased by £103 (+149%)
Turnover
£1.02M
Increased by £257.4K (+34%)
Employees
Unreported
Same as previous period
Total Assets
£334.59K
Decreased by £162.96K (-33%)
Total Liabilities
-£206.84K
Increased by £179.36K (+653%)
Net Assets
£127.75K
Decreased by £342.32K (-73%)
Debt Ratio (%)
62%
Increased by 56.3% (+1019%)
Latest Activity
Subsidiary Accounts Submitted
9 Days Ago on 28 Jan 2026
New Charge Registered
8 Months Ago on 4 Jun 2025
Charge Satisfied
8 Months Ago on 3 Jun 2025
Confirmation Submitted
9 Months Ago on 28 Apr 2025
Full Accounts Submitted
9 Months Ago on 16 Apr 2025
Adam Jason Tavener Resigned
11 Months Ago on 28 Feb 2025
Full Accounts Submitted
1 Year 9 Months Ago on 8 May 2024
Confirmation Submitted
1 Year 9 Months Ago on 26 Apr 2024
Confirmation Submitted
2 Years 9 Months Ago on 26 Apr 2023
Full Accounts Submitted
3 Years Ago on 18 Jan 2023
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Documents
Audit exemption subsidiary accounts made up to 30 April 2025
Submitted on 28 Jan 2026
Consolidated accounts of parent company for subsidiary company period ending 30/04/25
Submitted on 28 Jan 2026
Notice of agreement to exemption from audit of accounts for period ending 30/04/25
Submitted on 28 Jan 2026
Audit exemption statement of guarantee by parent company for period ending 30/04/25
Submitted on 28 Jan 2026
Registration of charge 093107730002, created on 4 June 2025
Submitted on 6 Jun 2025
Satisfaction of charge 093107730001 in full
Submitted on 3 Jun 2025
Confirmation statement made on 26 April 2025 with no updates
Submitted on 28 Apr 2025
Full accounts made up to 30 April 2024
Submitted on 16 Apr 2025
Termination of appointment of Adam Jason Tavener as a director on 28 February 2025
Submitted on 13 Mar 2025
Full accounts made up to 30 April 2023
Submitted on 8 May 2024
Repayment History
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