£2.41m
+22%vs Dec 2024Active03863161Private limited companyBristol
MONEO WEALTH MANAGEMENT LTD
Significant control: Kenneth Duncan Simmonds (50–75%), Rebecca Jane Simmonds (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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01
Summary
MONEO WEALTH MANAGEMENT LTD is an active private limited company (company number 03863161) incorporated on 21 October 1999, registered in Bristol. Its registered activity is life insurance (SIC 65110). Latest small accounts cover the period ending 31 December 2025, showing net assets of £2.41m and cash of £1.07m, with 4 employees on average. Net assets rose 22% on the prior period (£1.98m). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the top quarter of 817 comparable companies in the UK (median £19k, upper quartile £132k).
02
Ownership and control
- Kenneth Duncan Simmonds
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Mrs Rebecca Jane Simmonds
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 21 October 199927 yrs ago
- Next accounts due
- 30 September 2027in 338 days
- Confirmation statement due
- 4 November 2026in 8 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 65110
- Life insurance
- SIC 65300
- Pension funding
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£1.07m
+37%vs Dec 2024Not reported
4
−20%vs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £2.41m | £1.07m | £12k | — | — | — | 4 |
| 31 December 2024 | £1.98m | £782k | £13k | — | — | — | 5 |
| 31 December 2023 | £1.55m | £564k | £62k | — | — | — | 5 |
Cash per employee£268kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £2,405,519 at 31 December 2025
- Net assets up 10% or more on the prior period+21.5% vs prior period
- Cash at bank of £50,000 or moreCash £1,071,955
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 21 October 1999
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 338 days
- Confirmation statement duein 8 days
- Accounts period endNet assets £2.41m · small accounts
- Accounts period endNet assets £1.98m · small accounts
- Accounts period endNet assets £1.55m · small accounts
- Incorporated
08
Similar companies in Bristol
- CUTTING & CARTER LIMITEDBristol · inc. Sept 2000
- HERITAGE FINANCIAL CONSULTANCY LIMITEDRadstock · inc. Nov 1996
- RICHMONDE LAINE WEALTH MANAGEMENT LTDBradford-On-Avon · inc. Apr 2004
- P J AIKEN LIMITEDSomerset · inc. Oct 2005
- BRUNEL ASSET FINANCE LTDBristol · inc. May 2007
- CLIFTON WEALTH PARTNERSHIP (IPSWICH) LTDBristol · inc. Mar 1992
All companies incorporated on 21 October 1999 · in Oct 1999.
09
Reminders for MONEO WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.