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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 6
  • 1
    Johnson, Tristan Leo
    Born in August 1977
    Individual (4 offsprings)
    Officer
    icon of calendar 2020-03-26 ~ now
    OF - Director → CIF 0
  • 2
    Atkinson, Jonathan Ian
    Born in June 1974
    Individual (2 offsprings)
    Officer
    icon of calendar 2023-07-04 ~ now
    OF - Director → CIF 0
  • 3
    Mckenzie, Emily Janet
    Born in December 1978
    Individual (1 offspring)
    Officer
    icon of calendar 2010-09-28 ~ now
    OF - Director → CIF 0
  • 4
    Johnson, Joanne Nicola
    Born in February 1980
    Individual (1 offspring)
    Officer
    icon of calendar 2020-03-26 ~ now
    OF - Director → CIF 0
  • 5
    Mckenzie, Robert Edward
    Born in September 1979
    Individual (6 offsprings)
    Officer
    icon of calendar 2010-09-28 ~ now
    OF - Director → CIF 0
    Robert Edward Mckenzie
    Born in September 1979
    Individual (6 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Has significant influence or controlCIF 0
    PE - Right to appoint or remove directorsCIF 0
  • 6
    Atkinson, Ellen Marie
    Born in April 1978
    Individual (2 offsprings)
    Officer
    icon of calendar 2023-09-22 ~ now
    OF - Director → CIF 0
Ceased 2
  • 1
    Dolan, Paul Vincent
    Director born in December 1953
    Individual (5 offsprings)
    Officer
    icon of calendar 2010-09-28 ~ 2010-09-28
    OF - Director → CIF 0
  • 2
    icon of address3, Kingsmead Terrace, Bath
    Active Corporate (1 parent, 28 offsprings)
    Equity (Company account)
    1 GBP2024-12-31
    Officer
    2010-09-28 ~ 2025-10-27
    PE - Secretary → 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
4,884,862 GBP2025-03-31
5,097,458 GBP2024-03-31
Property, Plant & Equipment
8,076 GBP2025-03-31
13,139 GBP2024-03-31
Fixed Assets
4,892,938 GBP2025-03-31
5,110,597 GBP2024-03-31
Debtors
379,073 GBP2025-03-31
267,103 GBP2024-03-31
Cash at bank and in hand
11,164 GBP2025-03-31
6 GBP2024-03-31
Current Assets
390,237 GBP2025-03-31
267,109 GBP2024-03-31
Creditors
Current
1,125,567 GBP2025-03-31
1,156,330 GBP2024-03-31
Net Current Assets/Liabilities
-735,330 GBP2025-03-31
-889,221 GBP2024-03-31
Total Assets Less Current Liabilities
4,157,608 GBP2025-03-31
4,221,376 GBP2024-03-31
Creditors
Non-current
4,150,376 GBP2025-03-31
4,191,631 GBP2024-03-31
Net Assets/Liabilities
7,232 GBP2025-03-31
29,745 GBP2024-03-31
Equity
Called up share capital
100 GBP2025-03-31
100 GBP2024-03-31
Retained earnings (accumulated losses)
7,132 GBP2025-03-31
29,645 GBP2024-03-31
Equity
7,232 GBP2025-03-31
29,745 GBP2024-03-31
Average Number of Employees
62024-04-01 ~ 2025-03-31
72023-04-01 ~ 2024-03-31
Intangible Assets - Gross Cost
Net goodwill
6,137,404 GBP2025-03-31
6,104,504 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
1,252,542 GBP2025-03-31
1,007,046 GBP2024-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
245,496 GBP2024-04-01 ~ 2025-03-31
Intangible Assets
Net goodwill
4,884,862 GBP2025-03-31
5,097,458 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
48,254 GBP2025-03-31
47,905 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
40,178 GBP2025-03-31
34,766 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
5,412 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Plant and equipment
8,076 GBP2025-03-31
13,139 GBP2024-03-31
Trade Debtors/Trade Receivables
Amounts falling due within one year, Current
261,362 GBP2025-03-31
232,204 GBP2024-03-31
Other Debtors
Amounts falling due within one year, Current
117,711 GBP2025-03-31
34,899 GBP2024-03-31
Debtors
Amounts falling due within one year, Current
379,073 GBP2025-03-31
267,103 GBP2024-03-31
Bank Borrowings/Overdrafts
Current
531,445 GBP2025-03-31
550,622 GBP2024-03-31
Trade Creditors/Trade Payables
Current
123,631 GBP2025-03-31
243,510 GBP2024-03-31
Other Taxation & Social Security Payable
Current
457,287 GBP2025-03-31
352,273 GBP2024-03-31
Other Creditors
Current
13,204 GBP2025-03-31
9,925 GBP2024-03-31
Bank Borrowings/Overdrafts
Non-current
4,150,376 GBP2025-03-31
4,191,631 GBP2024-03-31

Related profiles found in government register
  • MCKENZIE WEALTH MANAGEMENT LTD
    Info
    Registered number 07390091
    icon of addressUpper Farm, Upper North Wraxall, Chippenham SN14 7AG
    PRIVATE LIMITED COMPANY incorporated on 2010-09-28 (15 years 3 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
    icon of address3, Kingsmead Terrace, Bath, England, BA1 1UX
    Private Limited Company in England And Wales, England
    CIF 1
  • MCKENZIE WEALTH MANAGEMENT LTD
    S
    Registered number 07390091
    icon of addressUpper Farm, Upper North Wraxall, Chippenham, England, SN14 7AG
    Private Limited Company in England And Wales, England
    CIF 2
child relation
Offspring entities and appointments
Active 2
  • 1
    MATTHEW STOREY LIMITED - 2011-08-30
    icon of addressUpper Farm, Upper North Wraxall, Chippenham, England
    Active Corporate (3 parents)
    Equity (Company account)
    100 GBP2023-12-31
    Person with significant control
    icon of calendar 2022-01-06 ~ now
    CIF 2 - Ownership of voting rights - 75% or moreOE
    CIF 2 - Ownership of shares – 75% or moreOE
    CIF 2 - Right to appoint or remove directorsOE
  • 2
    icon of addressUpper Farm, Upper North Wraxall, Chippenham, England
    Active Corporate (3 parents)
    Equity (Company account)
    82,743 GBP2024-03-31
    Person with significant control
    icon of calendar 2021-12-16 ~ now
    CIF 1 - Ownership of voting rights - 75% or moreOE
    CIF 1 - Ownership of shares – 75% or moreOE
    CIF 1 - Right to appoint or remove directorsOE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.