Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 3 January 2027
- Last conf. stmt
- 20 December 2025
Millcroft Wealth Management Limited
- Incorporated
- 20 December 2011 (14 years)
- Industry
- Financial management (70221)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- The Bull YardR/o 75 High StreetAshfordTN24 8SN
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 3 April 2026
British
Born June 1986 (40)
Director · Appointed 3 April 2026
British
Born August 1964 (62)
Officer history (2 former)
3 April 2026
3 April 2026
3 April 2026
Resigned Mills, Paul Anthony as Director
3 April 2026
Resigned Ravenscroft, Adele as Director
20 December 2011
Appointed Mills, Paul Anthony as Director
20 December 2011
Appointed Ravenscroft, Adele as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 3 April 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 12348752
Former controllers (2)
3 April 2026
Ceased Paul Anthony Mills — Owns 25–50% of shares
3 April 2026
Ceased Adele Ravenscroft — Owns 25–50% of shares
Group structure 15 companies
Ownership group derived from the Companies House PSC register
A.J. Wealth Management Limited Owns 75–100% of shares
Campton (Financial Services) Limited Owns 75–100% of shares
Clear Sense Financial Planning Limited Owns 75–100% of shares
HR Independent Financial Services Limited Owns 75–100% of shares
Jasan Holdings Ltd Owns 75–100% of shares
Allied F S Holdings Ltd Owns 75–100% of shares
Allied Financial Services Limited Owns 75–100% of shares
Jellings Dalton Group Limited Owns 75–100% of shares
Jellings Dalton Investments Limited Has significant influence or control (as a firm)
Mackenzie Financial Planning Limited Owns 75–100% of shares
Millcroft Wealth Management Limited This company Owns 75–100% of shares
Padstone Financial Management Limited Owns 75–100% of shares
Planit Wealth Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £112,401
- Cash
- £59,351
- Employees
- 4
- Debt Ratio
- 40%
- Current Ratio
- 2.6x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,420 | £2,765 | £2,244 | £3,441 | £2,042 | £2,548 |
| Current Assets | £186,301 | £203,962 | £175,129 | £183,131 | £208,634 | £132,160 |
| Debtors | £126,950 | £121,526 | £86,202 | £83,079 | £82,127 | £64,659 |
| Cash | £59,351 | £82,436 | £88,927 | £100,052 | £126,507 | £67,501 |
| Creditors (< 1 year) | £70,590 | £91,180 | £56,637 | £54,122 | £57,729 | £49,773 |
| Creditors (> 1 year) | £4,388 | £14,784 | £24,922 | £34,910 | £44,575 | |
| Net Current Assets | £115,711 | £112,782 | £118,492 | £129,009 | £150,905 | £82,387 |
| Net Assets | £112,401 | £100,104 | £95,362 | £96,886 | £107,984 | £84,451 |
| Shareholder Funds | £112,401 | £100,104 | £95,362 | £96,886 | £107,984 | £84,451 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 April 2026 | Memorandum and Articles of Association | |||
| 28 April 2026 | Change of share class name or designation | |||
| 28 April 2026 | Resolutions | |||
| 10 April 2026 | Current accounting period extended | |||
| 10 April 2026 | Registered office address changed |
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