£292k
+3936%vs Mar 2025Active07390091Private limited companyMelksham
MCKENZIE WEALTH MANAGEMENT LTD
Significant control: Robert Edward Mckenzie (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
MCKENZIE WEALTH MANAGEMENT LTD is an active private limited company (company number 07390091) incorporated on 28 September 2010, registered in Melksham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2026, showing net assets of £292k and cash of £10k, with 5 employees on average. Net assets rose 3936% on the prior period (£7,232).
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Robert Edward Mckenzie
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- has significant influence or control
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
- 28 September 201016 yrs ago
- Next accounts due
- 31 December 2027in 432 days
- Confirmation statement due
- 12 October 2027in 352 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£10k
−10%vs Mar 2025Not reported
5
−17%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £292k | £10k | £338k | — | — | — | 5 |
| 31 March 2025 | £7,232 | £11k | £379k | — | — | — | 6 |
Cash per employee£2,009Cash ÷ 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 £291,851 at 31 March 2026
- Net assets up 10% or more on the prior period+3935.6% vs prior period
- Incorporated five or more years agoIncorporated 28 September 2010
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 432 days
- Confirmation statement duein 352 days
- Accounts period endNet assets £292k · small accounts
- Accounts period endNet assets £7,232 · small accounts
- Incorporated
08
Similar companies in the UK
- GREAVES FINANCIAL SERVICES LTDScarborough · inc. Sept 2010
- CORE INDEPENDENT FINANCIAL PLANNING LTDBeverley · inc. Sept 2010
- STONE ROAD COMMERCIAL FINANCE LIMITEDStoke-On-Trent · inc. Sept 2010
- OYSTER FINANCIAL SERVICES LIMITEDBridgwater · inc. Oct 2010
- SMART MONEY FINANCIAL LIMITEDPlymouth · inc. Sept 2010
- WS (UK) LIMITEDPocklington · inc. Sept 2010
All companies incorporated on 28 September 2010 · in Sept 2010.
09
Reminders for MCKENZIE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.