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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.

Jump to: Company in focus, Offsprings
Parent entities and officers 2
  • 1
    Morris, Sarah
    Administrator born in June 1976
    Individual (2 offsprings)
    Officer
    2015-07-13 ~ 2015-07-13
    OF - Director → CIF 0
    Mrs Sarah Morris
    Born in June 1976
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 2
    Morris, Daniel
    Born in July 1970
    Individual (4 offsprings)
    Officer
    2015-07-13 ~ now
    OF - Director → CIF 0
    Mr Daniel Morris
    Born in July 1970
    Individual (4 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
parent relation
Company in focus

MORRIS WEALTH MANAGEMENT LIMITED

Period: 2015-07-13 ~ now
Company number: 09682274
Registered name
MORRIS WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
70221 - Financial Management
Brief company account
Average Number of Employees
32023-04-01 ~ 2024-03-31
32022-04-01 ~ 2023-03-31
Intangible Assets
1,137,202 GBP2024-03-31
1,327,911 GBP2023-03-31
Property, Plant & Equipment
14,696 GBP2024-03-31
18,319 GBP2023-03-31
Fixed Assets
1,151,898 GBP2024-03-31
1,346,230 GBP2023-03-31
Debtors
Current
167,975 GBP2024-03-31
98,474 GBP2023-03-31
Cash at bank and in hand
74 GBP2024-03-31
35,328 GBP2023-03-31
Current Assets
168,049 GBP2024-03-31
133,802 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-517,745 GBP2024-03-31
-308,650 GBP2023-03-31
Net Current Assets/Liabilities
-349,696 GBP2024-03-31
-174,848 GBP2023-03-31
Total Assets Less Current Liabilities
802,202 GBP2024-03-31
1,171,382 GBP2023-03-31
Creditors
Non-current, Amounts falling due after one year
-1,010,851 GBP2024-03-31
Net Assets/Liabilities
-208,649 GBP2024-03-31
6,045 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
100 GBP2022-04-01
Retained earnings (accumulated losses)
-208,749 GBP2024-03-31
5,945 GBP2023-03-31
31,015 GBP2022-04-01
Equity
-208,649 GBP2024-03-31
6,045 GBP2023-03-31
31,115 GBP2022-04-01
Profit/Loss
Retained earnings (accumulated losses)
-59,694 GBP2023-04-01 ~ 2024-03-31
128,930 GBP2022-04-01 ~ 2023-03-31
Profit/Loss
-59,694 GBP2023-04-01 ~ 2024-03-31
128,930 GBP2022-04-01 ~ 2023-03-31
Dividends Paid
Retained earnings (accumulated losses)
-155,000 GBP2023-04-01 ~ 2024-03-31
-154,000 GBP2022-04-01 ~ 2023-03-31
Dividends Paid
-155,000 GBP2023-04-01 ~ 2024-03-31
-154,000 GBP2022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Goodwill
1,907,092 GBP2024-03-31
1,907,092 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
769,890 GBP2024-03-31
579,181 GBP2023-03-31
Intangible Assets
Goodwill
1,137,202 GBP2024-03-31
1,327,911 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
29,364 GBP2024-03-31
29,213 GBP2023-03-31
Office equipment
16,118 GBP2024-03-31
15,159 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
45,482 GBP2024-03-31
44,372 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
Furniture and fittings
18,308 GBP2023-03-31
Office equipment
7,745 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
26,053 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings, Owned/Freehold
2,732 GBP2023-04-01 ~ 2024-03-31
Office equipment, Owned/Freehold
2,001 GBP2023-04-01 ~ 2024-03-31
Owned/Freehold
4,733 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
21,040 GBP2024-03-31
Office equipment
9,746 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
30,786 GBP2024-03-31
Property, Plant & Equipment
Furniture and fittings
8,324 GBP2024-03-31
10,905 GBP2023-03-31
Office equipment
6,372 GBP2024-03-31
7,414 GBP2023-03-31
Other Debtors
Current
167,975 GBP2024-03-31
98,474 GBP2023-03-31
Bank Overdrafts
-795 GBP2024-03-31
Cash and Cash Equivalents
-721 GBP2024-03-31
35,328 GBP2023-03-31
Bank Overdrafts
Current
795 GBP2024-03-31
Other Remaining Borrowings
Current
170,940 GBP2024-03-31
165,520 GBP2023-03-31
Corporation Tax Payable
Current
172,138 GBP2024-03-31
132,382 GBP2023-03-31
Taxation/Social Security Payable
Current
312 GBP2023-03-31
Other Creditors
Current
7,309 GBP2024-03-31
8,576 GBP2023-03-31
Accrued Liabilities/Deferred Income
Current
166,563 GBP2024-03-31
1,860 GBP2023-03-31
Creditors
Current
517,745 GBP2024-03-31
308,650 GBP2023-03-31
Other Remaining Borrowings
Non-current
1,010,851 GBP2024-03-31
1,165,337 GBP2023-03-31
More than five year, Non-current
306,862 GBP2024-03-31
Total Borrowings
1,181,791 GBP2024-03-31
1,330,857 GBP2023-03-31
Related profiles found in government register
  • MORRIS WEALTH MANAGEMENT LIMITED
    Info
    Registered number 09682274
    6th Floor 2 London Wall Place, London EC2Y 5AU
    PRIVATE LIMITED COMPANY incorporated on 2015-07-13 (10 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2025-07-13
    CIF 0
  • MORRIS WEALTH MANAGEMENT LIMITED
    S
    Registered number 09682274
    6th Floor, 2 London Wall Place, London, England, EC2Y 5AU
    Company Limited By Shares in England And Wales, England
    CIF 1
child relation
Offspring entities and appointments 1
  • 1
    NICK BARKER & PARTNERS WEALTH MANAGEMENT LTD
    - now 08456345
    JAMES FERNLEY & PARTNERS WEALTH MANAGEMENT LTD - 2014-04-30
    6th Floor 2 London Wall Place, London, England
    Dissolved Corporate (6 parents)
    Equity (Company account)
    1,046 GBP2020-02-28
    Person with significant control
    2020-02-14 ~ 2020-02-14
    CIF 1 - Right to appoint or remove directors → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.