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 7
  • 1
    Atkinson, Ellen Marie
    Director born in April 1978
    Individual (2 offsprings)
    Officer
    2023-09-22 ~ now
    OF - Director → CIF 0
  • 2
    Johnson, Tristan Leo
    Director born in August 1977
    Individual (4 offsprings)
    Officer
    2020-03-26 ~ now
    OF - Director → CIF 0
  • 3
    Mckenzie, Robert Edward
    Company Director born in September 1979
    Individual (6 offsprings)
    Officer
    2010-09-28 ~ now
    OF - Director → CIF 0
    Robert Edward Mckenzie
    Born in September 1979
    Individual (6 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Has significant influence or controlCIF 0
  • 4
    Johnson, Joanne Nicola
    Director born in February 1980
    Individual (1 offspring)
    Officer
    2020-03-26 ~ now
    OF - Director → CIF 0
  • 5
    Mckenzie, Emily Janet
    Company Director born in December 1978
    Individual (1 offspring)
    Officer
    2010-09-28 ~ now
    OF - Director → CIF 0
  • 6
    Atkinson, Jonathan Ian
    Director born in June 1974
    Individual (2 offsprings)
    Officer
    2023-07-04 ~ now
    OF - Director → CIF 0
  • 7
    3, Kingsmead Terrace, Bath
    Active Corporate (1 parent, 29 offsprings)
    Equity (Company account)
    1 GBP2024-12-31
    Officer
    2010-09-28 ~ now
    OF - Secretary → CIF 0
Ceased 1
  • Dolan, Paul Vincent
    Director born in December 1953
    Individual (5 offsprings)
    Officer
    2010-09-28 ~ 2010-09-28
    OF - Director → CIF 0
parent relation
Company in focus

MCKENZIE WEALTH MANAGEMENT LTD

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
5,097,458 GBP2024-03-31
4,709,909 GBP2023-03-31
Property, Plant & Equipment
13,139 GBP2024-03-31
17,118 GBP2023-03-31
Fixed Assets
5,110,597 GBP2024-03-31
4,727,027 GBP2023-03-31
Debtors
267,103 GBP2024-03-31
437,253 GBP2023-03-31
Cash at bank and in hand
6 GBP2024-03-31
Current Assets
267,109 GBP2024-03-31
437,253 GBP2023-03-31
Creditors
Current
1,156,330 GBP2024-03-31
1,246,191 GBP2023-03-31
Net Current Assets/Liabilities
-889,221 GBP2024-03-31
-808,938 GBP2023-03-31
Total Assets Less Current Liabilities
4,221,376 GBP2024-03-31
3,918,089 GBP2023-03-31
Creditors
Non-current
4,191,631 GBP2024-03-31
3,727,960 GBP2023-03-31
Net Assets/Liabilities
29,745 GBP2024-03-31
190,129 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
29,645 GBP2024-03-31
190,029 GBP2023-03-31
Equity
29,745 GBP2024-03-31
190,129 GBP2023-03-31
Average Number of Employees
72023-04-01 ~ 2024-03-31
62022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Net goodwill
6,104,504 GBP2024-03-31
5,448,667 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
1,007,046 GBP2024-03-31
738,758 GBP2023-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
268,288 GBP2023-04-01 ~ 2024-03-31
Intangible Assets
Net goodwill
5,097,458 GBP2024-03-31
4,709,909 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
47,905 GBP2024-03-31
47,505 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
34,766 GBP2024-03-31
30,387 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
4,379 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Plant and equipment
13,139 GBP2024-03-31
17,118 GBP2023-03-31
Trade Debtors/Trade Receivables
Current, Amounts falling due within one year
232,204 GBP2024-03-31
240,797 GBP2023-03-31
Other Debtors
Current, Amounts falling due within one year
34,899 GBP2024-03-31
196,456 GBP2023-03-31
Debtors
Current, Amounts falling due within one year
267,103 GBP2024-03-31
437,253 GBP2023-03-31
Bank Borrowings/Overdrafts
Current
550,622 GBP2024-03-31
544,143 GBP2023-03-31
Trade Creditors/Trade Payables
Current
243,510 GBP2024-03-31
147,725 GBP2023-03-31
Other Taxation & Social Security Payable
Current
352,273 GBP2024-03-31
469,875 GBP2023-03-31
Other Creditors
Current
9,925 GBP2024-03-31
84,448 GBP2023-03-31
Bank Borrowings/Overdrafts
Non-current
4,191,631 GBP2024-03-31
3,727,960 GBP2023-03-31

Related profiles found in government register
  • MCKENZIE WEALTH MANAGEMENT LTD
    Info
    Registered number 07390091
    Upper Farm, Upper North Wraxall, Chippenham SN14 7AG
    Private Limited Company incorporated on 2010-09-28 (14 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2024-10-15
    CIF 0
  • MCKENZIE WEALTH MANAGEMENT LTD
    S
    Registered number 07390091
    3, Kingsmead Terrace, Bath, England, BA1 1UX
    Private Limited Company in England And Wales, England
    CIF 1 CIF 2
child relation
Offspring entities and appointments
Active 2
  • 1
    MATTHEW STOREY LIMITED - 2011-08-30
    Upper Farm, Upper North Wraxall, Chippenham, England
    Active Corporate (3 parents)
    Equity (Company account)
    100 GBP2023-12-31
    Person with significant control
    2022-01-06 ~ now
    CIF 1 - Ownership of shares – 75% or moreOE
    CIF 1 - Ownership of voting rights - 75% or moreOE
    CIF 1 - Right to appoint or remove directorsOE
  • 2
    Upper Farm, Upper North Wraxall, Chippenham, England
    Active Corporate (3 parents)
    Equity (Company account)
    82,743 GBP2024-03-31
    Person with significant control
    2021-12-16 ~ now
    CIF 2 - Ownership of shares – 75% or moreOE
    CIF 2 - Ownership of voting rights - 75% or moreOE
    CIF 2 - Right to appoint or remove directorsOE
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.