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Moneo Wealth Management Ltd

03863161

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

MONEO WEALTH MANAGEMENT, BRISTOL, BS8 2SW
Incorporated 21/10/1999

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 21/10/2025

Due 04/11/2026

On track

Industry

65110
Life insurance
65300
65300
66190
Other activities auxiliary to financial services

Officers

Kenneth Duncan Simmonds

secretary · Since 21/10/1999

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 57

Also on 1 other board

Kenneth Duncan Simmonds

director · Since 21/10/1999

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 57

Also on 1 other board

Rebecca Jane Simmonds

secretary · Since 01/10/2007

OCCUPATIONAL THERAPIST

BRITISH · UNITED KINGDOM · Age 54

Persons with Significant Control

Kenneth Duncan Simmonds

50–75% shares
50–75% votes
Appoint directors

British · England · Age 57

Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW

Notified 06/04/2016

Mrs Rebecca Jane Simmonds

25–50% shares
25–50% votes

British · England · Age 54

Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW

Notified 28/03/2025

CompanyRankvs 360+ SIC 65110 peers
70

Financial strength33th percentile among SIC peers · 8/25
Employees82th percentile among SIC peers · 12/15
LiquidityCurrent ratio 16.97× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength8/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees12/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2024

Net Worth

£350

Balance sheet strength

Cash

£782k

Cash in the bank

Net Current Assets

£2.0M

Working capital

Current Assets

£2.1M

Current Liabilities

£124k

Fixed Assets

£420

Debtors

£13k

Profit After Tax

£598k

5avg. employees

Tax at Year End

Corp tax£121k
Dividends paid£167k

Balance Sheet

Assets less current liabilities£2.0M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
202416.97
202316.63
202214.74
202118.24
202011.41
20199.73
20188.81

Derived from filed accounts. Not audited figures.