Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 29 October 2027
- Last conf. stmt
- 15 October 2026
McKenzie Wealth Management Ltd
- Incorporated
- 28 September 2010 (16 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Ellen Marie AtkinsonJonathan Ian AtkinsonJoanne Nicola Johnson
- Owned by
- Robert Edward Mckenzie
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 187 Westlands LaneWhitleyMelkshamSN12 7QQ
Officers 5 active
Officer details are public data from the Companies House register.
Atkinson, Ellen Marie
Director · Appointed 22 September 2023
British
Born April 1978 (48)
Atkinson, Jonathan Ian
Director · Appointed 4 July 2023
British
Born June 1974 (52)
Johnson, Joanne Nicola
Director · Appointed 26 March 2020
British
Born February 1980 (46)
Johnson, Tristan Leo
Director · Appointed 26 March 2020
British
Born August 1977 (49)
Director · Appointed 28 September 2010
British
Born September 1979 (47)
Officer history (3 former)
30 July 2026
Resigned Mckenzie, Emily Janet as Director
27 October 2025
22 September 2023
Appointed Atkinson, Ellen Marie as Director
4 July 2023
Appointed Atkinson, Jonathan Ian as Director
26 March 2020
Appointed Johnson, Joanne Nicola as Director
26 March 2020
Appointed Johnson, Tristan Leo as Director
28 September 2010
28 September 2010
28 September 2010
28 September 2010
28 September 2010
Appointed Mckenzie, Emily Janet as Director
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 September 1979 (47)
Holdings 2
Companies where McKenzie Wealth Management Ltd is registered as a person with significant control
Owns 75–100% of shares
Proposed for strike-off
Owns 75–100% of shares
Status not confirmed
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £291,851
- Cash
- £10,045
- Employees
- 5
- Debt Ratio
- 95%
- Current Ratio
- 0.3x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £5,151,277 | £4,892,938 | £5,110,597 | £4,958,249 | £1,448,746 | £1,101,221 | |
| Current Assets | £347,802 | £390,237 | £267,109 | £215,390 | £351,174 | £228,191 | |
| Debtors | £337,757 | £379,073 | £267,103 | £198,760 | £334,544 | £211,561 | |
| Cash | £10,045 | £11,164 | £6 | £16,630 | £16,630 | £16,630 | |
| Creditors (< 1 year) | £1,028,035 | £1,125,567 | £1,156,330 | £1,246,191 | £485,555 | £327,123 | £206,469 |
| Creditors (> 1 year) | £4,179,193 | £4,150,376 | £4,191,631 | £3,727,960 | £4,715,236 | £1,408,883 | £1,078,645 |
| Net Current Assets | (£680,233) | (£735,330) | (£889,221) | (£270,165) | £24,051 | £21,722 | |
| Net Assets | £291,851 | £7,232 | £29,745 | (£27,152) | £63,914 | £44,298 | |
| Shareholder Funds | £291,851 | £7,232 | £29,745 | (£27,152) | £63,914 | £44,298 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 November 2026 | Confirmation statement with no updates | 15 October 2026 | ||
| 30 July 2026 | Termination of appointment of a director | |||
| 6 July 2026 | Total exemption full accounts | 31 March 2026 | ||
| 8 June 2026 | Director's details changed | |||
| 21 December 2025 | Registered office address changed |
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