Moneo Wealth Management Ltd

General information

Name:

Moneo Wealth Management Limited

Office Address:

Moneo Wealth Management 61 Apsley Road BS8 2SW Bristol

Number: 03863161

Incorporation date: 1999-10-21

End of financial year: 31 December

Category: Private Limited Company

Status: Active

Description

Data updated on:

The company is known as Moneo Wealth Management Ltd. The company was founded twenty five years ago and was registered with 03863161 as its registration number. This particular registered office of this firm is located in Bristol. You may visit it at Moneo Wealth Management, 61 Apsley Road. Since 2006/12/06 Moneo Wealth Management Ltd is no longer under the name Moneo Financial Services. This business's registered with SIC code 66190: Activities auxiliary to financial intermediation n.e.c.. Moneo Wealth Management Limited reported its latest accounts for the financial year up to 2022-12-31. The firm's latest confirmation statement was submitted on 2023-10-21.

With three recruitment advert since 2016-01-07, the enterprise has been active on the employment market. On 2017-03-13, it started recruiting job candidates for a Experienced Administrator / PA - PT - 3 days week - Whiteladies Road, Bristol. post in Bristol, and on 2016-01-07, for the vacant post of a Experienced Administrator - Chartered Financial Planners in Bristol. So far, they have hired applicants for the Experienced Administrator - 3 days per week positions.

As found in the following enterprise's register, since October 2007 there have been two directors: Kenneth C. and Kenneth S.. In order to find professional help with legal documentation, this particular company has been utilizing the skills of Rebecca S. as a secretary for the last seventeen years.

  • Previous company's names
  • Moneo Wealth Management Ltd 2006-12-06
  • Moneo Financial Services Limited 1999-10-21

Financial data based on annual reports

Company staff

Kenneth C.

Role: Director

Appointed: 26 October 2007

Latest update: 23 January 2024

Rebecca S.

Role: Secretary

Appointed: 01 October 2007

Latest update: 23 January 2024

Kenneth S.

Role: Secretary

Appointed: 21 October 1999

Latest update: 23 January 2024

Kenneth S.

Role: Director

Appointed: 21 October 1999

Latest update: 23 January 2024

People with significant control

Kenneth S. is the individual who controls this firm, owns over 3/4 of company shares.

Kenneth S.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares

Accounts Documents

Account next due date 30 September 2024
Account last made up date 31 December 2022
Confirmation statement next due date 04 November 2024
Confirmation statement last made up date 21 October 2023
Annual Accounts 3 August 2016
Start Date For Period Covered By Report 01 January 2015
End Date For Period Covered By Report 31 December 2015
Date Approval Accounts 3 August 2016
Annual Accounts
Start Date For Period Covered By Report 01 January 2016
End Date For Period Covered By Report 31 December 2016
Annual Accounts
Start Date For Period Covered By Report 01 January 2017
End Date For Period Covered By Report 31 December 2017
Annual Accounts
Start Date For Period Covered By Report 01 January 2018
End Date For Period Covered By Report 31 December 2018
Annual Accounts
Start Date For Period Covered By Report 01 January 2019
End Date For Period Covered By Report 31 December 2019
Annual Accounts
Start Date For Period Covered By Report 01 January 2020
End Date For Period Covered By Report 31 December 2020
Annual Accounts
Start Date For Period Covered By Report 01 January 2021
End Date For Period Covered By Report 31 December 2021
Annual Accounts
Start Date For Period Covered By Report 01 January 2022
End Date For Period Covered By Report 31 December 2022

Jobs and Vacancies at Moneo Wealth Management Limited

Experienced Administrator / PA - PT - 3 days week - Whiteladies Road, Bristol. in Bristol, posted on Monday 13th March 2017
Region / City Bristol
Salary From £12000.00 to £16880.00 per year
Job type permanent
Expiration date Monday 17th April 2017
 
Experienced Administrator - 3 days per week in Bristol, posted on Wednesday 13th July 2016
Region / City Bristol
Salary From £12000.00 to £16880.00 per year
Job type permanent
Expiration date Thursday 25th August 2016
 
Experienced Administrator - Chartered Financial Planners in Bristol, posted on Thursday 7th January 2016
Region / City Bristol
Salary From £20000.00 to £25000.00 per year
Job type permanent
Expiration date Friday 19th February 2016
 

Company filings

Filing category

Hide filing type
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Officers Resolution
Free Download
Total exemption full accounts data made up to 2022-12-31 (AA)
filed on: 14th, August 2023
accounts
Free Download Download filing (9 pages)

Additional Information

HQ address,
2015

Address:

45 Lower Redland Road Redland

Post code:

BS6 6TB

City / Town:

Bristol

Search other companies

Services (by SIC Code)

  • 66190 : Activities auxiliary to financial intermediation n.e.c.
  • 65300 : Pension funding
  • 65110 : Life insurance
24
Company Age

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