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Mckenzie Wealth Management Ltd

07390091

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

187 WESTLANDS LANE, MELKSHAM, SN12 7QQ
Incorporated 28/09/2010

Compliance

Last accounts

31/03/2026

total exemption full

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 15/10/2025

Due 29/10/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Robert Edward Mckenzie

director · Since 28/09/2010

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 46

Also on 2 other boards

Mrs Joanne Nicola Johnson

director · Since 26/03/2020

DIRECTOR

BRITISH · ENGLAND · Age 46

Mr Tristan Leo Johnson

director · Since 26/03/2020

DIRECTOR

BRITISH · ENGLAND · Age 49

Also on 2 other boards

Mr Jonathan Ian Atkinson

director · Since 04/07/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 52

Also on 1 other board

Mrs Ellen Marie Atkinson

director · Since 22/09/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 48

Also on 1 other board

Former

Emily Janet Mckenzie

director · Resigned 30/07/2026

Persons with Significant Control

Robert Edward Mckenzie

75–100% shares
75–100% votes
Appoint directors
Significant control

British · England · Age 46

187, Westlands Lane, Melksham, SN12 7QQ

Notified 06/04/2016

CompanyRankvs 5500+ SIC 64999 peers
68

Financial strength87th percentile among SIC peers · 22/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.34× · 2/20
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 strength22/25 pts

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

Employees14/15 pts

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

Liquidity2/20 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 31/03/2026

Net Worth

£292k

Balance sheet strength

Cash

£10k

Cash in the bank

Net Current Assets

-£680k

Working capital

Current Assets

£348k

Current Liabilities

£1.0M

Fixed Assets

£5.2M

Debtors

£338k

5avg. employees-1

Balance Sheet

Intangible assets£5.1M
Assets less current liabilities£4.5M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20260.34+£285k
20250.35-£23k
20240.23-£160k
20230.35

Derived from filed accounts. Not audited figures.