Filing status
- Accounts due
- 31 March 2026
- Last accounts
- 31 March 2024
- Conf. stmt due
- 2 March 2026
- Last conf. stmt
- 16 February 2025
Moss and Roberts (Wealth Management) Ltd
- Incorporated
- 16 February 2012 (14 years)
- Industry
- Life insurance (65110) Non-life insurance (65120)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- West Midlands
- Address
- One ElevenEdmund StreetBirminghamB3 2HJ
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 28 February 2023
British
Born January 1976 (50)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 July 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 12491490
Former controllers (4)
1 July 2024
Ceased Iwp Norfolk Limited — Owns 75–100% of shares
2 March 2021
Ceased Lloyd Johnson — Has significant influence or control
2 March 2021
Ceased Michael Moss — Owns 75–100% of shares
29 March 2019
Ceased Paul Ivor Roberts — Has significant influence or control
Group structure 16 shown
Ownership group derived from the Companies House PSC register
Iwp Advisory Group Limited In liquidation
Moss and Roberts (Wealth Management) Ltd This company In liquidationOwns 75–100% of shares
Financials
Figures from 2020 accounts. Newer accounts, made up to 31 March 2024, are filed but not read yet. See them on Companies House
- Net Assets
- £143,196
- up £53,852 (60%)
- Employees
- 10
- down 2 (17%)
- Current Ratio
- 3.2x
Balance sheet detail
| 2020 | |
|---|---|
| Fixed Assets | £21,947 |
| Current Assets | £145,812 |
| Creditors (< 1 year) | £46,265 |
| Net Current Assets | £121,249 |
| Net Assets | £143,196 |
| Shareholder Funds | £143,196 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 February 2026 | Appointment of a voluntary liquidator | |||
| 4 February 2026 | Declaration of solvency | |||
| 4 February 2026 | Resolutions | |||
| 23 January 2026 | Satisfaction of a charge in full | |||
| 23 January 2026 | Satisfaction of a charge in full |
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