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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
52024-04-01 ~ 2025-03-31
32023-04-01 ~ 2024-03-31
Intangible Assets
1,226,288 GBP2025-03-31
1,362,020 GBP2024-03-31
Property, Plant & Equipment
17,182 GBP2025-03-31
14,696 GBP2024-03-31
Fixed Assets
1,243,470 GBP2025-03-31
1,376,716 GBP2024-03-31
Debtors
Current
236,650 GBP2025-03-31
167,975 GBP2024-03-31
Cash at bank and in hand
5,858 GBP2025-03-31
74 GBP2024-03-31
Current Assets
242,508 GBP2025-03-31
168,049 GBP2024-03-31
Creditors
Current, Amounts falling due within one year
-500,509 GBP2025-03-31
-517,746 GBP2024-03-31
Net Current Assets/Liabilities
-258,001 GBP2025-03-31
-349,697 GBP2024-03-31
Total Assets Less Current Liabilities
985,469 GBP2025-03-31
1,027,019 GBP2024-03-31
Creditors
Non-current, Amounts falling due after one year
-1,022,038 GBP2025-03-31
Net Assets/Liabilities
-36,569 GBP2025-03-31
16,168 GBP2024-03-31
Equity
Called up share capital
100 GBP2025-03-31
100 GBP2024-03-31
100 GBP2023-04-01
Retained earnings (accumulated losses)
-36,669 GBP2025-03-31
16,068 GBP2024-03-31
175,786 GBP2023-04-01
Equity
-36,569 GBP2025-03-31
16,168 GBP2024-03-31
175,886 GBP2023-04-01
Profit/Loss
Retained earnings (accumulated losses)
66,763 GBP2024-04-01 ~ 2025-03-31
-4,718 GBP2023-04-01 ~ 2024-03-31
Profit/Loss
66,763 GBP2024-04-01 ~ 2025-03-31
-4,718 GBP2023-04-01 ~ 2024-03-31
Dividends Paid
Retained earnings (accumulated losses)
-119,500 GBP2024-04-01 ~ 2025-03-31
-155,000 GBP2023-04-01 ~ 2024-03-31
Dividends Paid
-119,500 GBP2024-04-01 ~ 2025-03-31
-155,000 GBP2023-04-01 ~ 2024-03-31
Intangible Assets - Gross Cost
Goodwill
1,907,092 GBP2025-03-31
1,907,092 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
680,805 GBP2025-03-31
545,072 GBP2024-03-31
Intangible Assets
Goodwill
1,226,287 GBP2025-03-31
1,362,020 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
33,031 GBP2025-03-31
29,364 GBP2024-03-31
Office equipment
19,559 GBP2025-03-31
16,118 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
52,590 GBP2025-03-31
45,482 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
Furniture and fittings
21,040 GBP2024-03-31
Office equipment
9,746 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
30,786 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings, Owned/Freehold
2,524 GBP2024-04-01 ~ 2025-03-31
Owned/Freehold
4,622 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
23,564 GBP2025-03-31
Office equipment
11,844 GBP2025-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
35,408 GBP2025-03-31
Property, Plant & Equipment
Furniture and fittings
9,467 GBP2025-03-31
8,324 GBP2024-03-31
Office equipment
7,715 GBP2025-03-31
6,372 GBP2024-03-31
Other Debtors
Current
236,650 GBP2025-03-31
167,975 GBP2024-03-31
Bank Overdrafts
-795 GBP2024-03-31
Cash and Cash Equivalents
5,858 GBP2025-03-31
-721 GBP2024-03-31
Bank Overdrafts
Current
795 GBP2024-03-31
Other Remaining Borrowings
Current
111,208 GBP2025-03-31
170,940 GBP2024-03-31
Trade Creditors/Trade Payables
Current
3,918 GBP2025-03-31
Corporation Tax Payable
Current
178,094 GBP2025-03-31
172,138 GBP2024-03-31
Taxation/Social Security Payable
Current
1,194 GBP2025-03-31
Other Creditors
Current
13,573 GBP2025-03-31
7,310 GBP2024-03-31
Accrued Liabilities/Deferred Income
Current
192,522 GBP2025-03-31
166,563 GBP2024-03-31
Creditors
Current
500,509 GBP2025-03-31
517,746 GBP2024-03-31
Other Remaining Borrowings
Non-current
1,022,038 GBP2025-03-31
1,010,851 GBP2024-03-31
More than five year, Non-current
306,862 GBP2024-03-31
Total Borrowings
1,133,246 GBP2025-03-31
1,181,791 GBP2024-03-31
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 11 months). The status of the company number 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)
    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 22 April 2026 and licensed under the Open Government Licence v3.0.