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Milne Wealth Management Limited

Milne Wealth Management Limited is an active company incorporated on 7 November 2012 with the registered office located in Dundee, City of Dundee. Milne Wealth Management Limited was registered 12 years ago.
Status
Active
Active since 11 years ago
Company No
SC436306
Private limited company
Scottish Company
Age
12 years
Incorporated 7 November 2012
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 7 November 2024 (12 months ago)
Next confirmation dated 7 November 2025
Due by 21 November 2025 (18 days remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
C/O STEWART & CO
Castlecroft Business Centre
Tom Johnston Road
Dundee
Angus
DD4 8XD
Same address since incorporation
Telephone
01382778296
Email
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • PSC • Financial Adviser • British • Lives in Scotland • Born in Jul 1968
Shareholders, PSCs & Group Structure
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Mutual Companies
Echo Initiatives Limited
Miss Elaine Milne is a mutual person.
Active
Brands
Milne Wealth Management Ltd
Milne Wealth Management is a financial planning business based in Bristol, offering financial planning and wealth management services.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£3.26K
Increased by £655 (+25%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£363.15K
Decreased by £56.54K (-13%)
Total Liabilities
-£344.09K
Decreased by £59.95K (-15%)
Net Assets
£19.06K
Increased by £3.41K (+22%)
Debt Ratio (%)
95%
Decreased by 1.52% (-2%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 30 Sep 2025
Full Accounts Submitted
11 Months Ago on 19 Nov 2024
Confirmation Submitted
11 Months Ago on 12 Nov 2024
Full Accounts Submitted
1 Year 10 Months Ago on 28 Dec 2023
Confirmation Submitted
1 Year 12 Months Ago on 8 Nov 2023
Miss Elaine Milne Details Changed
2 Years 3 Months Ago on 31 Jul 2023
Abridged Accounts Submitted
2 Years 10 Months Ago on 31 Dec 2022
Confirmation Submitted
2 Years 11 Months Ago on 21 Nov 2022
Abridged Accounts Submitted
3 Years Ago on 30 Dec 2021
Confirmation Submitted
3 Years Ago on 4 Dec 2021
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 30 Sep 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 19 Nov 2024
Confirmation statement made on 7 November 2024 with no updates
Submitted on 12 Nov 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 28 Dec 2023
Confirmation statement made on 7 November 2023 with no updates
Submitted on 8 Nov 2023
Director's details changed for Miss Elaine Milne on 31 July 2023
Submitted on 31 Jul 2023
Unaudited abridged accounts made up to 31 December 2021
Submitted on 31 Dec 2022
Confirmation statement made on 7 November 2022 with no updates
Submitted on 21 Nov 2022
Unaudited abridged accounts made up to 31 December 2020
Submitted on 30 Dec 2021
Confirmation statement made on 7 November 2021 with no updates
Submitted on 4 Dec 2021
Repayment History
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