The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 2
  • 1
    Simmonds, Kenneth Duncan
    Financial Advisor born in April 1969
    Individual (1 offspring)
    Officer
    1999-10-21 ~ now
    OF - director → CIF 0
    Simmonds, Kenneth Duncan
    Individual (1 offspring)
    Officer
    1999-10-21 ~ now
    OF - secretary → CIF 0
    Kenneth Duncan Simmonds
    Born in April 1969
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
  • 2
    Simmonds, Rebecca Jane
    Individual (1 offspring)
    Officer
    2007-10-01 ~ now
    OF - secretary → CIF 0
Ceased 3
  • 1
    Simmonds, Eleanor Duncan
    Retired born in July 1942
    Individual (1 offspring)
    Officer
    1999-10-21 ~ 2007-10-01
    OF - director → CIF 0
  • 2
    Connor, Kenneth Craig
    Investment Adviser born in December 1959
    Individual
    Officer
    2007-10-26 ~ 2025-02-28
    OF - director → CIF 0
  • 3
    Simmonds, Rebecca Jane
    Occupational Therapist born in September 1971
    Individual (1 offspring)
    Officer
    2007-10-01 ~ 2011-06-03
    OF - director → CIF 0
parent relation
Company in focus

MONEO WEALTH MANAGEMENT LTD

Previous name
MONEO FINANCIAL SERVICES LIMITED - 2006-12-06
Standard Industrial Classification
65110 - Life Insurance
65300 - Pension Funding
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Property, Plant & Equipment
828 GBP2023-12-31
4,020 GBP2022-12-31
Debtors
62,209 GBP2023-12-31
28,875 GBP2022-12-31
Current assets - Investments
1,020,601 GBP2023-12-31
832,112 GBP2022-12-31
Cash at bank and in hand
564,389 GBP2023-12-31
515,434 GBP2022-12-31
Current Assets
1,647,199 GBP2023-12-31
1,376,421 GBP2022-12-31
Creditors
Current
99,034 GBP2023-12-31
93,391 GBP2022-12-31
Net Current Assets/Liabilities
1,548,165 GBP2023-12-31
1,283,030 GBP2022-12-31
Total Assets Less Current Liabilities
1,548,993 GBP2023-12-31
1,287,050 GBP2022-12-31
Equity
Called up share capital
350 GBP2023-12-31
350 GBP2022-12-31
Retained earnings (accumulated losses)
1,548,643 GBP2023-12-31
1,286,700 GBP2022-12-31
Equity
1,548,993 GBP2023-12-31
1,287,050 GBP2022-12-31
Average Number of Employees
52023-01-01 ~ 2023-12-31
52022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
18,338 GBP2023-12-31
18,338 GBP2022-12-31
Computers
16,899 GBP2023-12-31
16,218 GBP2022-12-31
Property, Plant & Equipment - Gross Cost
35,237 GBP2023-12-31
34,556 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
18,338 GBP2023-12-31
15,610 GBP2022-12-31
Computers
16,071 GBP2023-12-31
14,926 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
34,409 GBP2023-12-31
30,536 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
2,728 GBP2023-01-01 ~ 2023-12-31
Computers
1,145 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
3,873 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Computers
828 GBP2023-12-31
1,292 GBP2022-12-31
Furniture and fittings
2,728 GBP2022-12-31
Other Debtors
Current, Amounts falling due within one year
62,209 GBP2023-12-31
28,875 GBP2022-12-31
Trade Creditors/Trade Payables
Current
158 GBP2023-12-31
639 GBP2022-12-31
Other Taxation & Social Security Payable
Current
98,015 GBP2023-12-31
89,806 GBP2022-12-31
Other Creditors
Current
861 GBP2023-12-31
2,946 GBP2022-12-31
Profit/Loss
Retained earnings (accumulated losses)
451,893 GBP2023-01-01 ~ 2023-12-31
Dividends Paid
Retained earnings (accumulated losses)
-189,950 GBP2023-01-01 ~ 2023-12-31

  • MONEO WEALTH MANAGEMENT LTD
    Info
    MONEO FINANCIAL SERVICES LIMITED - 2006-12-06
    Registered number 03863161
    Moneo Wealth Management, 61 Apsley Road, Bristol BS8 2SW
    Private Limited Company incorporated on 1999-10-21 (25 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2024-10-21
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.