# Moneo Wealth Management Ltd

## Details

- **Company number:** [03863161](https://find-and-update.company-information.service.gov.uk/company/03863161)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 21 Oct 1999
- **Registered office:** MONEO WEALTH MANAGEMENT, 61 APSLEY ROAD, BRISTOL, BS8 2SW
- **Nature of business:** [65110](/sic/65110) Life insurance, [65300](/sic/65300) Pension funding, [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.


## Previous names

- Moneo Financial Services Limited (until 6 Dec 2006)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Rebecca Jane Simmonds | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 28 Mar 2025 |  |
| Kenneth Duncan Simmonds | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Cash | Employees |
|---|---|---|
| 31 Dec 2025 | £1,071,955 | 5 |
| 31 Dec 2024 | £782,283 | 5 |
| 31 Dec 2023 | £564,389 | 5 |
| 31 Dec 2022 | £515,434 | 5 |
| 31 Dec 2021 | £417,155 | 5 |
| 31 Dec 2020 | £440,086 | 5 |
| 31 Dec 2019 | £390,834 | 4 |
| 31 Dec 2018 | £372,989 | 4 |
| 31 Dec 2017 | £763,038 | 4 |
| 31 Dec 2016 | £650,669 | 4 |
| 31 Dec 2015 | £595,150 | - |