Moneo Wealth Management Ltd
03863161
Healthy
No risk factors detected.
Details
Compliance
Last accounts
31/12/2024
total exemption full
Next accounts due
30/09/2026
Confirmation statement
Last: 21/10/2025
Due 04/11/2026
Industry
Officers
secretary · Since 21/10/1999
FINANCIAL ADVISOR
BRITISH · UNITED KINGDOM · Age 57
Also on 1 other board
director · Since 21/10/1999
FINANCIAL ADVISOR
BRITISH · ENGLAND · Age 57
Also on 1 other board
secretary · Since 01/10/2007
OCCUPATIONAL THERAPIST
BRITISH · UNITED KINGDOM · Age 54
Persons with Significant Control
Kenneth Duncan Simmonds
British · England · Age 57
Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW
Notified 06/04/2016
Mrs Rebecca Jane Simmonds
British · England · Age 54
Moneo Wealth Management, 61 Apsley Road, Bristol, BS8 2SW
Notified 28/03/2025
CompanyRankvs 360+ SIC 65110 peers70
Show leaderboard
How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2024 | 16.97 |
| 2023 | 16.63 |
| 2022 | 14.74 |
| 2021 | 18.24 |
| 2020 | 11.41 |
| 2019 | 9.73 |
| 2018 | 8.81 |
Derived from filed accounts. Not audited figures.