MONEO WEALTH MANAGEMENT LTD
Company number 03863161 · Monitor this company
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Shareholders' funds
£2,405,519
Balance sheet as at 2025-12-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 1999-10-21
- Employees
- 4 (2025 accounts · was 5 in 2024)
- Registered office
- Moneo Wealth Management, 61 Apsley Road, Bristol, England, BS8 2SW
- Postcode
- BS8 2SW
- Capital
- 350 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2025-10-21
- Next due by
- 2026-11-04
Nature of business (SIC)
- 65110 Life insurance
- 65300 Pension funding
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 3 current · 3 resigned
Previous company names
| Name | Date changed |
|---|---|
| MONEO FINANCIAL SERVICES LIMITED | 2006-12-06 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| 168 CRANBROOK ROAD, REDLAND, BRISTOL, BS6 7DQ | 2005-10-14 |
| 62 ELLICKS CLOSE, BRADLEY STOKE, BRISTOL, AVON BS32 0ET | 2002-03-29 |
Among its peers
Top 10%
by shareholders' funds, of 13 similar companies in BS
3rd largest employer among its local peers (4 staff).
Trading since 1999.
Competitors Bristol
This company ranks 1 among life insurance in Bristol.
The class of 1999
43%
of the 64,736 companies incorporated in 1999 are still active today; 55% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.