Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 18 January 2027
- Last conf. stmt
- 4 January 2026
Moffatt Wealth Management Limited
- Incorporated
- 9 January 2014 (12 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Owned by
- John Christopher SmithAdam Paul Rowbottom
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Suite 6 Suite 6 Parkway 2Parkway Business CentrePrincess RoadManchesterM14 7LU
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 1 April 2020
British
Born July 1977 (49)
British
Born November 1973
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 10 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born July 1977 (49)
British
Born November 1973
Holdings 1
Companies where Moffatt Wealth Management Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Cash
- £272,978
- Current Ratio
- 1.1x
Trend
Shareholder Funds
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £37,649 | £43,177 | £48,705 | £54,233 | £59,761 | ||
| Current Assets | £284,679 | £169,511 | £138,658 | £67,710 | £82,711 | ||
| Debtors | £11,701 | £12,000 | £22,000 | £12,000 | £10,000 | ||
| Cash | £272,978 | £157,511 | £116,658 | £55,710 | £72,711 | £1 | £1 |
| Creditors (< 1 year) | £248,895 | £137,542 | £109,000 | £111,000 | £138,000 | ||
| Net Current Assets | £35,784 | £31,969 | £29,658 | (£43,290) | (£55,289) | ||
| Net Assets | £1 | £1 | |||||
| Shareholder Funds | £73,433 | £75,146 | £78,363 | £10,943 | £4,472 | £1 | £1 |
| Turnover | £0 | £0 | |||||
| Admin Expenses | £1 | ||||||
| Operating Profit | (£5,529) | (£5,528) | |||||
| Profit Before Tax | £211,471 | £122,472 | |||||
| Tax | £0 | £0 | |||||
| Profit for Period | £211,471 | £122,472 | |||||
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 June 2026 | Total exemption full accounts | 31 March 2026 | ||
| 7 January 2026 | Confirmation statement with no updates | 4 January 2026 | ||
| 5 December 2025 | Notification of a person with significant control | |||
| 17 June 2025 | Current accounting period extended | |||
| 12 June 2025 | Total exemption full accounts | 31 January 2025 |
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