{
  "company_number": "07488597",
  "name": "Moneta Wealth Management Limited",
  "url": "/company/07488597",
  "status": "Active",
  "is_active": true,
  "company_type": "Private Limited Company",
  "incorporated_on": "2011-01-11",
  "dissolved_on": null,
  "sic_codes": [
    {
      "code": "64999",
      "description": "Financial intermediation not elsewhere classified",
      "section": "K",
      "section_name": "Financial and insurance activities",
      "url": "/sic/64999"
    }
  ],
  "registered_address": {
    "id": 938412,
    "url": "/address/938412",
    "line1": "ONE",
    "line2": "NEW STREET",
    "post_town": "WELLS",
    "county": "SOMERSET",
    "country": "",
    "postcode": "BA5 2LA"
  },
  "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597",
  "previous_names": [],
  "care_of": "",
  "po_box": "",
  "country_of_origin": "United Kingdom",
  "accounts": {
    "next_due": "2026-10-31",
    "last_made_up": "2025-01-31",
    "category": "MICRO ENTITY",
    "filings": [
      {
        "url": "/company/07488597/accounts/2025-01-31",
        "made_up_date": "2025-01-31",
        "period_start": "2025-01-31",
        "period_end": "2025-01-31",
        "entity_name": "Moneta Wealth Management Limited",
        "dormant": false,
        "average_employees": "1.00",
        "tangible_fixed_assets": "4430.00",
        "debtors": null,
        "cash_bank_in_hand": null,
        "current_assets": "462945.00",
        "creditors_due_within_one_year": null,
        "creditors_due_after_one_year": null,
        "net_current_assets_liabilities": "433341.00",
        "total_assets_less_current_liabilities": "437771.00",
        "net_assets_liabilities": "408492.00",
        "called_up_share_capital": null,
        "profit_loss_account_reserve": null,
        "shareholder_funds": "408492.00",
        "turnover": null,
        "other_operating_income": null,
        "cost_sales": null,
        "gross_profit_loss": null,
        "administrative_expenses": null,
        "raw_materials_consumables": null,
        "staff_costs": null,
        "depreciation_written_off": null,
        "other_operating_charges": null,
        "operating_profit_loss": null,
        "profit_before_tax": null,
        "tax_on_profit": null,
        "profit_loss_for_period": null,
        "file_type": "html",
        "parse_error": "",
        "source_zip": "Accounts_Monthly_Data-October2025.zip"
      },
      {
        "url": "/company/07488597/accounts/2024-01-31",
        "made_up_date": "2024-01-31",
        "period_start": "2024-01-31",
        "period_end": "2024-01-31",
        "entity_name": "Moneta Wealth Management Limited",
        "dormant": false,
        "average_employees": "1.00",
        "tangible_fixed_assets": "11504.00",
        "debtors": null,
        "cash_bank_in_hand": null,
        "current_assets": "327533.00",
        "creditors_due_within_one_year": null,
        "creditors_due_after_one_year": null,
        "net_current_assets_liabilities": "305921.00",
        "total_assets_less_current_liabilities": "317425.00",
        "net_assets_liabilities": "288430.00",
        "called_up_share_capital": null,
        "profit_loss_account_reserve": null,
        "shareholder_funds": "288430.00",
        "turnover": null,
        "other_operating_income": null,
        "cost_sales": null,
        "gross_profit_loss": null,
        "administrative_expenses": null,
        "raw_materials_consumables": null,
        "staff_costs": null,
        "depreciation_written_off": null,
        "other_operating_charges": null,
        "operating_profit_loss": null,
        "profit_before_tax": null,
        "tax_on_profit": null,
        "profit_loss_for_period": null,
        "file_type": "html",
        "parse_error": "",
        "source_zip": "Accounts_Monthly_Data-October2024.zip"
      },
      {
        "url": "/company/07488597/accounts/2023-01-31",
        "made_up_date": "2023-01-31",
        "period_start": "2023-01-31",
        "period_end": "2023-01-31",
        "entity_name": "Moneta Wealth Management Limited",
        "dormant": false,
        "average_employees": "2.00",
        "tangible_fixed_assets": "25732.00",
        "debtors": null,
        "cash_bank_in_hand": null,
        "current_assets": "333291.00",
        "creditors_due_within_one_year": null,
        "creditors_due_after_one_year": null,
        "net_current_assets_liabilities": "277920.00",
        "total_assets_less_current_liabilities": "303652.00",
        "net_assets_liabilities": null,
        "called_up_share_capital": null,
        "profit_loss_account_reserve": null,
        "shareholder_funds": "303652.00",
        "turnover": null,
        "other_operating_income": null,
        "cost_sales": null,
        "gross_profit_loss": null,
        "administrative_expenses": null,
        "raw_materials_consumables": null,
        "staff_costs": null,
        "depreciation_written_off": null,
        "other_operating_charges": null,
        "operating_profit_loss": null,
        "profit_before_tax": null,
        "tax_on_profit": null,
        "profit_loss_for_period": null,
        "file_type": "html",
        "parse_error": "",
        "source_zip": "Accounts_Monthly_Data-July2023.zip"
      },
      {
        "url": "/company/07488597/accounts/2022-01-31",
        "made_up_date": "2022-01-31",
        "period_start": "2022-01-31",
        "period_end": "2022-01-31",
        "entity_name": "Moneta Wealth Management Limited",
        "dormant": false,
        "average_employees": "1.00",
        "tangible_fixed_assets": "42634.00",
        "debtors": null,
        "cash_bank_in_hand": null,
        "current_assets": "273145.00",
        "creditors_due_within_one_year": null,
        "creditors_due_after_one_year": null,
        "net_current_assets_liabilities": "212177.00",
        "total_assets_less_current_liabilities": "254811.00",
        "net_assets_liabilities": null,
        "called_up_share_capital": null,
        "profit_loss_account_reserve": null,
        "shareholder_funds": "254811.00",
        "turnover": null,
        "other_operating_income": null,
        "cost_sales": null,
        "gross_profit_loss": null,
        "administrative_expenses": null,
        "raw_materials_consumables": null,
        "staff_costs": null,
        "depreciation_written_off": null,
        "other_operating_charges": null,
        "operating_profit_loss": null,
        "profit_before_tax": null,
        "tax_on_profit": null,
        "profit_loss_for_period": null,
        "file_type": "html",
        "parse_error": "",
        "source_zip": "Accounts_Monthly_Data-October2022.zip"
      },
      {
        "url": "/company/07488597/accounts/2021-01-31",
        "made_up_date": "2021-01-31",
        "period_start": "2021-01-31",
        "period_end": "2021-01-31",
        "entity_name": "Moneta Wealth Management Limited",
        "dormant": false,
        "average_employees": "1.00",
        "tangible_fixed_assets": "25989.00",
        "debtors": null,
        "cash_bank_in_hand": null,
        "current_assets": "208881.00",
        "creditors_due_within_one_year": null,
        "creditors_due_after_one_year": null,
        "net_current_assets_liabilities": "189369.00",
        "total_assets_less_current_liabilities": "215358.00",
        "net_assets_liabilities": "185711.00",
        "called_up_share_capital": null,
        "profit_loss_account_reserve": null,
        "shareholder_funds": "185711.00",
        "turnover": null,
        "other_operating_income": null,
        "cost_sales": null,
        "gross_profit_loss": null,
        "administrative_expenses": null,
        "raw_materials_consumables": null,
        "staff_costs": null,
        "depreciation_written_off": null,
        "other_operating_charges": null,
        "operating_profit_loss": null,
        "profit_before_tax": null,
        "tax_on_profit": null,
        "profit_loss_for_period": null,
        "file_type": "html",
        "parse_error": "",
        "source_zip": "Accounts_Monthly_Data-June2021.zip"
      },
      {
        "url": "/company/07488597/accounts/2020-01-31",
        "made_up_date": "2020-01-31",
        "period_start": "2020-01-31",
        "period_end": "2020-01-31",
        "entity_name": "Moneta Wealth Management Limited",
        "dormant": false,
        "average_employees": "1.00",
        "tangible_fixed_assets": "16832.00",
        "debtors": null,
        "cash_bank_in_hand": null,
        "current_assets": "177489.00",
        "creditors_due_within_one_year": null,
        "creditors_due_after_one_year": null,
        "net_current_assets_liabilities": "153961.00",
        "total_assets_less_current_liabilities": "170793.00",
        "net_assets_liabilities": "149800.00",
        "called_up_share_capital": null,
        "profit_loss_account_reserve": null,
        "shareholder_funds": "149800.00",
        "turnover": null,
        "other_operating_income": null,
        "cost_sales": null,
        "gross_profit_loss": null,
        "administrative_expenses": null,
        "raw_materials_consumables": null,
        "staff_costs": null,
        "depreciation_written_off": null,
        "other_operating_charges": null,
        "operating_profit_loss": null,
        "profit_before_tax": null,
        "tax_on_profit": null,
        "profit_loss_for_period": null,
        "file_type": "html",
        "parse_error": "",
        "source_zip": "Accounts_Monthly_Data-July2020.zip"
      }
    ],
    "pdf_only_filings": [
      {
        "made_up_date": "2019-01-31",
        "filing_date": "2019-07-10",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-micro-entity",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2019-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzIzODg5OTY0N2FkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2018-01-31",
        "filing_date": "2018-04-17",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-micro-entity",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2018-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzIwMjcyMTkzNWFkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2017-01-31",
        "filing_date": "2017-07-06",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-micro-entity",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2017-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzE3OTg4NTQ5MGFkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2016-01-31",
        "filing_date": "2016-07-27",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-total-exemption-small",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2016-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzE1Mzc5MzYyMWFkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2015-01-31",
        "filing_date": "2015-06-18",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-total-exemption-small",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2015-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzEyNTIyMTQ2NWFkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2014-01-31",
        "filing_date": "2014-05-15",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-total-exemption-small",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2014-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzEwMDExNDEyNGFkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2013-01-31",
        "filing_date": "2013-06-07",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-total-exemption-small",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2013-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzA3OTM3NjEzM2FkaXF6a2N4/document?format=pdf&download=0"
      },
      {
        "made_up_date": "2012-01-31",
        "filing_date": "2012-07-10",
        "form_type": "AA",
        "description": "accounts-with-accounts-type-total-exemption-small",
        "paper_filed": true,
        "pdf_url": "/company/07488597/accounts/2012-01-31.pdf",
        "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history/MzA2MDU1NjMxMmFkaXF6a2N4/document?format=pdf&download=0"
      }
    ],
    "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/07488597/filing-history"
  },
  "confirmation_statement": {
    "next_due": "2027-01-25",
    "last_made_up": "2026-01-11"
  },
  "officers": [],
  "psc": [
    {
      "name": "Ian Thomas Boalch",
      "kind": "individual-person-with-significant-control",
      "person_url": "/person/1980130",
      "controlling_company_url": null,
      "natures_of_control": [
        "ownership-of-shares-75-to-100-percent",
        "voting-rights-75-to-100-percent",
        "right-to-appoint-and-remove-directors"
      ],
      "notified_on": "2016-04-06",
      "ceased_on": null,
      "nationality": "British",
      "country_of_residence": "England",
      "source": "snapshot"
    }
  ],
  "external_links": [],
  "provenance": {
    "source": "snapshot",
    "first_seen_at": "2026-07-05T12:35:35.811816+00:00",
    "last_seen_snapshot": "2026-08-01",
    "retrieved_at": "2026-08-02T04:59:58.547413+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House."
}