What Morton-Wilson Associates say about themselves
“Carefully crafting a simple financial plan with a flexible structure. Bespoke to you, your life, and your aspirations. Morton-Wilson Associates Ltd Independent Financial Advisers”
Morton-Wilson Associates Limited
- Incorporated
- 17 August 1999 (27 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Emma Juliet Jones
- Owned by
- James Monro
- Accounts type
- Micro entity
- Region
- West Midlands
- Address
- The Stables ChatfordBayston HillShrewsburySY3 0AY
Website & contact details
- Website
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 25 August 2027
- Last conf. stmt
- 11 August 2026
Officers 2 active
Officer details are public data from the Companies House register.
Jones, Emma Juliet
Director · Appointed 1 March 2023
British
Born August 1989 (37)
British
Born May 1961 (65)
Officer history (8 former)
31 March 2025
Resigned Monro, Janet Susan as Director
1 March 2023
Appointed Jones, Emma Juliet as Director
23 April 2020
Appointed Monro, Janet Susan as Director
31 March 2011
Resigned Monro, Caroline Wilson as Secretary
31 March 2011
Resigned Monro, Caroline Wilson as Director
1 May 2008
Appointed Monro, Caroline Wilson as Secretary
30 April 2008
30 April 2008
16 January 2006
Appointed Monro, Caroline Wilson as Director
16 January 2006
21 February 2002
26 October 1999
26 October 1999
26 October 1999
26 October 1999
26 October 1999
17 August 1999
17 August 1999
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Has significant influence or control
British
Born May 1961 (65)
Financials
Balance sheet as at 31 December 2025 · micro entity accounts
- Net Assets
- £148,404
- Employees
- 4
- Debt Ratio
- 30%
- Current Ratio
- 3.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £4,410 | £2,315 | £1,882 | £1,496 | £1,995 | £2,660 | £7,416 |
| Current Assets | £207,308 | £220,265 | £180,674 | £181,504 | £410,503 | £327,094 | £304,168 |
| Creditors (< 1 year) | £63,314 | £72,024 | £52,507 | £54,331 | £49,948 | £54,943 | £56,232 |
| Creditors (> 1 year) | £0 | £0 | £0 | ||||
| Net Current Assets | £143,994 | £148,241 | £128,167 | £127,173 | £360,555 | £272,151 | £255,348 |
| Net Assets | £148,404 | £150,556 | £130,049 | £128,669 | £362,550 | £274,811 | £262,764 |
| Shareholder Funds | £148,404 | £150,556 | £130,049 | £128,669 | £362,550 | £274,811 | £262,764 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 August 2026 | Confirmation statement with updates | 11 August 2026 | ||
| 25 February 2026 | Micro company accounts | 31 December 2025 | ||
| 11 August 2025 | Confirmation statement with updates | 11 August 2025 | ||
| 1 April 2025 | Termination of appointment of a director | |||
| 10 March 2025 | Micro company accounts | 31 December 2024 |
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