Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 4 November 2027
- Last conf. stmt
- 21 October 2026
Moneo Wealth Management Ltd
- Incorporated
- 21 October 1999 (27 years)
- Previously known as
- Moneo Financial Services Limited (until 6 December 2006)
- Industry
- Life insurance (65110) Pension funding (65300)Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Kenneth Duncan Simmonds
- Owned by
- Rebecca Jane SimmondsKenneth Duncan Simmonds
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Moneo Wealth Management61 Apsley RoadBristolBS8 2SW
Officers 3 active
Officer details are public data from the Companies House register.
Simmonds, Rebecca Jane
Secretary · Appointed 1 October 2007
British
Simmonds, Kenneth Duncan
Director · Appointed 21 October 1999
British
Born April 1969 (57)
Simmonds, Kenneth Duncan
Secretary · Appointed 21 October 1999
British
Officer history (3 former)
28 February 2025
3 June 2011
Resigned Simmonds, Rebecca Jane as Director
26 October 2007
1 October 2007
Appointed Simmonds, Rebecca Jane as Secretary
1 October 2007
Appointed Simmonds, Rebecca Jane as Director
1 October 2007
Resigned Simmonds, Eleanor Duncan as Director
21 October 1999
Appointed Simmonds, Kenneth Duncan as Director
21 October 1999
Appointed Simmonds, Kenneth Duncan as Secretary
21 October 1999
Appointed Simmonds, Eleanor Duncan as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Rebecca Jane Simmonds
Individual · Notified 28 March 2025
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born September 1971 (55)
Kenneth Duncan Simmonds
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born April 1969 (57)
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Cash
- £1,071,955
- Employees
- 4
- Current Ratio
- 17.6x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £906 | £420 | £828 | £4,020 | £6,544 | £60,475 | £63,377 |
| Current Assets | £2,549,276 | £2,103,268 | £1,647,199 | £1,376,421 | £1,493,476 | £1,238,817 | £917,074 |
| Debtors | £12,057 | £13,096 | £62,209 | £28,875 | £25,070 | £23,148 | £16,240 |
| Cash | £1,071,955 | £782,283 | £564,389 | £515,434 | £417,155 | £440,086 | £390,834 |
| Creditors (< 1 year) | £144,663 | £123,955 | £99,034 | £93,391 | £81,898 | £108,550 | £94,242 |
| Net Current Assets | £2,404,613 | £1,979,313 | £1,548,165 | £1,283,030 | £1,411,578 | £1,130,267 | £822,832 |
| Shareholder Funds | £2,405,519 | £1,979,733 | £1,548,993 | £1,287,050 | £1,418,122 | £1,190,742 | £886,209 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 22 October 2026 | Confirmation statement with no updates | 21 October 2026 | ||
| 9 June 2026 | Total exemption full accounts | 31 December 2025 | ||
| 21 October 2025 | Confirmation statement with updates | 21 October 2025 | ||
| 20 October 2025 | Notification of a person with significant control | |||
| 17 October 2025 | Secretary's details changed |
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