Milestone Wealth Management Limited
- Company number
- 07316017
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 15 Jul 2010
- Nature of business
- Other business support service activities n.e.c.
- Corporate group
- MKC Wealth Holdings Ltd (9 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| VENTHAMS TRUSTEES LIMITED | Corporate-Secretary | 6 Nov 2026 | |
| GRIERSON, Morven Sara | Director | 6 Nov 2026 | |
| COWLAND, Daniel James | Director | 6 Nov 2026 | |
| ROSE, Dominic John Wynyard | Director | 6 Nov 2026 | |
| MUMFORD, Neil | Director | 15 Jul 2010 | |
| TURNER-MUMFORD, Sharon | Secretary | 15 Jul 2010 | 6 Nov 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mkc Wealth Holdings Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
6 Nov 2026 | |
| Mrs Sharon Turner-Mumford | Ownership Of Shares 25 To 50 Percent | 1 Sep 2016 | 6 Nov 2026 |
| Neil Mumford | Ownership Of Shares 50 To 75 Percent Right To Appoint And Remove Directors |
30 Jun 2016 | 6 Nov 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £34,643 | - | 0 |
| 31 Mar 2025 | £41,195 | - | 2 |
| 31 Mar 2024 | £74,303 | - | 2 |
| 31 Mar 2023 | £48,720 | - | 2 |
| 31 Mar 2022 | £50,183 | - | 2 |
| 31 Mar 2021 | £46,070 | - | 2 |
| 31 Mar 2020 | £44,242 | - | 2 |
| 31 Mar 2019 | £37,783 | - | - |
| 31 Mar 2018 | £28,499 | - | - |
| 31 Mar 2017 | £22,360 | - | - |
| 31 Mar 2016 | - | £30,664 | - |
| 31 Mar 2015 | - | £28,943 | - |
| 31 Mar 2014 | - | £15,382 | - |
| 31 Mar 2013 | - | £2,822 | - |
| 31 Mar 2012 | - | - | - |
| 31 Mar 2011 | - | - | - |
Connections
Owned by
Milestone Wealth Management Limited → MKC Wealth Holdings Ltd
Directors’ other companies
- GRIERSON, Morven Sara - Director at Attain Wealth Management Limited
- GRIERSON, Morven Sara - Director at Corellia Financial Services Limited
- ROSE, Dominic John Wynyard - Director at Riviera Group Bidco Limited
- ROSE, Dominic John Wynyard - Director at The Wealth Care Partnership Limited
- ROSE, Dominic John Wynyard - Director at Yodelar Investments Limited
- ROSE, Dominic John Wynyard - Director at MKC Investment Management Limited
- ROSE, Dominic John Wynyard - Director at Corellia Financial Services Limited
- ROSE, Dominic John Wynyard - Director at Riviera Group Finance Limited
- ROSE, Dominic John Wynyard - Director at Holborn Financial Holdco Limited
- ROSE, Dominic John Wynyard - Director at Holborn Financial Limited
Companies at the same address
- April International UK Limited (07261287)
- April Medibroker Limited (03673450)
- ATL Marine & Energy Limited (08160887)
- Attain Wealth Management Limited (07387508)
- Corellia Financial Services Limited (10984380)
- Ebix Europe Limited (03909745)
- Ebix International Holdings Limited (09871102)
- HCC Shared Services, A.e.i.e. (GE000206)
- Holborn Financial Holdco Limited (14068611)
- Holborn Financial Limited (03247997)