MONEO WEALTH MANAGEMENT LTD

Active
MONEO WEALTH MANAGEMENT
61 APSLEY ROAD
BRISTOL

BS8 2SW

MONEO WEALTH MANAGEMENT LTD are a long established Private Limited Company who have traded for 25 years. Their business is in the Life insurance sector, the SIC for which is 65110. Their registered office is situated in the 61 APSLEY ROAD area of BRISTOL.

Their legal country of registration is United Kingdom. Private Limited Companys are required to file accounts on an annual basis and their last set of accounts was made up until 31/12/2020.

MONEO WEALTH MANAGEMENT LTD are next due to file for year 2024 by the 30/09/2022

Their status at Companies House is Active which means they are more than likely to be trading. Their unique company number is 03863161. Their legal form is that of a Private Limited Company

Details

Name MONEO WEALTH MANAGEMENT LTD
Company Number 03863161
Company Type Private Limited Company
Company Status Active
SIC Code 65110 Life insurance
Company Origin United Kingdom
Incorporation Date 21/10/1999
Accounts Next Due Date 30/09/2022
Accounts Last Made Up Date 31/12/2020
Last Modified Date 10/05/2022
Address MONEO WEALTH MANAGEMENT
61 APSLEY ROAD
BRISTOL

BS8 2SW

Geolocation

Accounts 2020 2019 2018 2017 2016
Cash£0 £390,834 £372,989 £763,038 £650,669
Net Worth£0 £0 £812,978 £738,779 £647,051
Current Assets£0 £917,074 £845,231 £773,911 £662,334
Current Liabilities£0 £917,074 £845,231 £773,911 £662,334
Number of Employees0 5 4 4 4
23-11-2024

Graphs

2020

Cash has increased from 2019 by 4.78%, the ratio of cash to net worth is inf% which indicates dependence on creditors.

Net worth has changed by £0 which is a reduction of 0% from 2019

The quick ratio of current assets to current liabilities at 1.00 represents a Reasonable asset position, always consider the absolute level of cash at £390,834 when looking at this ratio

The number of employees has increased by 1 since 2019

2019

Cash has reduced from 2018 by -51.12%, the ratio of cash to net worth is 45.88% which indicates a strong cash position..

Net worth has changed by £74,199 which is a increase of 10.04% from 2019

The quick ratio of current assets to current liabilities at 1.00 represents a Reasonable asset position, always consider the absolute level of cash at £372,989 when looking at this ratio

The number of employees has remained unchanged by 0 since 2018

2018

Cash has increased from 2017 by 17.27%, the ratio of cash to net worth is 103.28% which indicates a strong cash position..

Net worth has changed by £91,728 which is a increase of 14.18% from 2019

The quick ratio of current assets to current liabilities at 1.00 represents a Reasonable asset position, always consider the absolute level of cash at £763,038 when looking at this ratio

The number of employees has remained unchanged by 0 since 2018

Directors and Secretaries

Name Role Date of Birth Appointed Resigned

is the longest serving director having been a member of the board of MONEO WEALTH MANAGEMENT LTD for 0 years

Companies in Same Postcode

Entry Name Office Address Incorporation Date
49 APSLEY ROAD (CLIFTON) MANAGEMENT LIMITED 49 APSLEY ROAD, , BRISTOL, , ENGLAND. BS8 2SW 13/07/1978

Companies in Same Postcode Prefix

Entry Name Office Address Incorporation Date
1 FREDERICK PLACE MANAGEMENT COMPANY LIMITED 1 FREDERICK PLACE, CLIFTON, BRISTOL, , . BS8 1AS 27/07/1981
1 GOLDNEY ROAD (CLIFTON) MANAGEMENT COMPANY LIMITED FLAT 1, 1 GOLDNEY ROAD, CLIFTON, BRISTOL, . BS8 4RB 09/10/1987
1 HILLGROVE STREET MANAGEMENT COMPANY LIMITED FLAT 4, 42 TRIANGLE WEST, BRISTOL, , ENGLAND. BS8 1ES 04/11/2019
1 HUGHENDEN ROAD MANAGEMENT COMPANY LIMITED TOP FLAT, 1 HUGHENDEN ROAD, CLIFTON, BRISTOL, . BS8 2TT 04/01/1995
1 OSBORNE ROAD MANAGEMENT COMPANY LIMITED(THE) 1 OSBORNE ROAD, CLIFTON, BRISTOL, , . BS8 2HA 18/02/1986
1 RICHMOND PARK ROAD (MANAGEMENT) LIMITED 1 RICHMOND PARK ROAD, CLIFTON, BRISTOL, , . BS8 3AS 03/12/1975
1 RICHMOND TERRACE FLAT MANAGEMENT LIMITED GARDEN FLAT, 1 RICHMOND TERRACE, CLIFTON, BRISTOL, . BS8 1AB 21/11/1994
1 WESTBURY PARK (MANAGEMENT) LIMITED 5/6 CLIFTON DOWN ROAD, CLIFTON, BRISTOL, , ENGLAND. BS8 4AG 13/01/2016
1, MELROSE PLACE MANAGEMENT CO. LIMITED 1 MELROSE PLACE, CLIFTON, BRISTOL, AVON, . BS8 2NQ 08/08/1979

Mortgages and Charges

Type Created Registered Personnel Entitled Status

Description

Company number 03863161 overview of filed records at companies house for MONEO WEALTH MANAGEMENT LTD brought to you free by Reporting Accounts

Persons with Significant Control

Name / Statement Kind / Nature of Control / Details

MONEO WEALTH MANAGEMENT LTD Credit Report And Business Information

Very Low Risk 70 - 100
Low Risk 50 - 70
Moderate Risk 30 - 50
High Risk 20 - 30
Very High Risk 0 - 20

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