Milestone Wealth Management Limited

Active
Incorporated on 15 Jul 2010

Reg Address: 1 Park Road, Hampton Wick, Kingston Upon Thames KT1 4AS

Company Number 07316017
Company Status Active
Incorporation Date 15 Jul 2010
Total Assets £75.26K £-3.36K (-4.3%)
Company Type Ltd
Country of Origin United Kingdom
Total Charges 0
Charges (Outstanding) 0
Charges (Partly Satisfied) 0
Charges (Satisfied) 0
Accounts Last Made 31 Mar 2023
Accounts Type Micro-entity
Accounts Next Due 31 Dec 2024
Ruturns Last Made -
Ruturns Next Due -
Confirmation Statement Last Made 15 Jul 2023
Confirmation Statement Next Due 29 Jul 2024
Average Number of Employees 2

Company Classifications:
82990 - Other business support service activities n.e.c.

Summary The company with name "Milestone Wealth Management Limited" is a ltd and located in 1 Park Road, Hampton Wick, Kingston Upon Thames KT1 4AS. Milestone Wealth Management Limited is currently in active status and it was incorporated on 15 Jul 2010 (14 years 2 months 9 days ago). Details about company profile is given in below sections.

Company Financials

Overview of company financial details and comparison for the last 2 years.

Following is the chart showing overview of the company assets and liabilities in last few years. Also there are details about company finances for current year and comparison with the last year.

Accounts Period Covered Start Date

1 Apr 2022
Accounts Period Covered End Date

31 Mar 2023
Total Assets

£75.26K ^{£-3.36K (-4.3%)} _{change vs prev year}
Total Liabilities

£-26.54K ^{£+1.9K (+6.7%)} _{change vs prev year}
Equity

£48.72K ^{£-1.46K (-2.9%)} _{change vs prev year}
Equity (Share Capital)

-
Investments in Group Undertakings

-
Creditors

£-26.54K ^{£+1.9K (+6.7%)} _{change vs prev year}
Current Assets

£70.55K ^{£-5.95K (-7.8%)} _{change vs prev year}
Net Assets

£48.72K ^{£-1.46K (-2.9%)} _{change vs prev year}
Net Current Assets

£44.01K ^{£-4.05K (-8.4%)} _{change vs prev year}
Total Assets Less Current Liabilities

£48.72K ^{£-1.46K (-2.9%)} _{change vs prev year}
Debtors

-
Cash In Bank

-
Fixed Assets

£4.71K ^{£+2.59K (+121.7%)} _{change vs prev year}
Property, Plant and Equipments

-
Accounts Currency

GBP
Average Number of Employees

2

Directors and Secretaries

List of all Directors and Secretaries in Milestone Wealth Management Limited.

Following are the details about company officers including Directors and Secretaries.

#	Name	Role	Appt Date	Nationality	Status
1	Sharon Turner-Mumford	Secretary	15 Jul 2010	British	Active
2	Neil Mumford	Director	15 Jul 2010	British	Active
3	Clifford Donald Wing	Director	15 Jul 2010	British	Resigned 15 Jul 2010
4	Neil Mumford	Director	15 Jul 2010	British	Active
5	Sharon Turner-Mumford	Secretary	15 Jul 2010	British	Active

Persons with Significant Control

List of all persons/companies with sigificant control.

Following are the details about all persons and companies who have sigificant control over the company.

#	Name	Notified	Nationality	Status
1	Neil Mumford Natures of Control: Individual Person With Significant Control Ownership Of Shares 75 To 100 Percent Right To Appoint And Remove Directors	30 Jun 2016	British	Active
2	Neil Mumford Natures of Control: Individual Person With Significant Control Ownership Of Shares 75 To 100 Percent Right To Appoint And Remove Directors	30 Jun 2016	British	Active

Latest Filing Activity

List of company filings like confirmation statements, accounts for Milestone Wealth Management Limited.

Following are the details about company filings including confirmation statements, accounts, new director appointments and others.

#	Filing Type	Filing Date
1	Accounts - Micro Entity	23 Aug 2023	Download PDF
2	Officers - Change Person Director Company With Change Date	2 Jun 2023	Download PDF
3	Officers - Change Person Secretary Company With Change Date	2 Jun 2023	Download PDF
4	Accounts - Micro Entity	17 Aug 2022	Download PDF
5	Confirmation Statement - Updates	15 Jul 2022	Download PDF 5 Pages
6	Accounts - Micro Entity	26 Jul 2021	Download PDF
7	Officers - Change Person Director Company With Change Date	15 Jul 2021	Download PDF
8	Confirmation Statement - Updates	15 Jul 2021	Download PDF
9	Officers - Change Person Secretary Company With Change Date	15 Jul 2021	Download PDF
10	Persons With Significant Control - Change To A Person With Significant Control	15 Jul 2021	Download PDF
11	Confirmation Statement - Updates	15 Jul 2020	Download PDF 5 Pages
12	Accounts - Micro Entity	24 Apr 2020	Download PDF 4 Pages
13	Accounts - Micro Entity	16 Sep 2019	Download PDF 4 Pages
14	Confirmation Statement - Updates	15 Jul 2019	Download PDF 5 Pages
15	Confirmation Statement - Updates	17 Jul 2018	Download PDF 5 Pages
16	Accounts - Micro Entity	14 Jun 2018	Download PDF 3 Pages
17	Persons With Significant Control - Change To A Person With Significant Control	11 Apr 2018	Download PDF 2 Pages
18	Accounts - Micro Entity	6 Sep 2017	Download PDF 3 Pages
19	Confirmation Statement - Updates	17 Jul 2017	Download PDF 6 Pages
20	Accounts - Total Exemption Small	8 Aug 2016	Download PDF 7 Pages
21	Officers - Change Person Director Company With Change Date	5 Aug 2016	Download PDF 2 Pages
22	Officers - Change Person Director Company With Change Date	5 Aug 2016	Download PDF 2 Pages
23	Officers - Change Person Secretary Company With Change Date	5 Aug 2016	Download PDF 1 Pages
24	Confirmation Statement - Updates	25 Jul 2016	Download PDF 6 Pages
25	Accounts - Total Exemption Small	9 Sep 2015	Download PDF 7 Pages
26	Annual Return - Company With Made Up Date Full List Shareholders	12 Aug 2015	Download PDF 5 Pages
27	Annual Return - Company With Made Up Date Full List Shareholders	1 Sep 2014	Download PDF 5 Pages
28	Accounts - Total Exemption Small	8 Jul 2014	Download PDF 7 Pages
29	Accounts - Total Exemption Small	2 Oct 2013	Download PDF 7 Pages
30	Officers - Change Person Director Company With Change Date	13 Aug 2013	Download PDF 2 Pages
31	Annual Return - Company With Made Up Date Full List Shareholders	13 Aug 2013	Download PDF 5 Pages
32	Officers - Change Person Secretary Company With Change Date	13 Aug 2013	Download PDF 2 Pages
33	Officers - Change Person Director Company With Change Date	24 Jul 2012	Download PDF 2 Pages
34	Officers - Change Person Secretary Company With Change Date	24 Jul 2012	Download PDF 2 Pages
35	Annual Return - Company With Made Up Date Full List Shareholders	24 Jul 2012	Download PDF 5 Pages
36	Accounts - Total Exemption Small	19 Jul 2012	Download PDF 7 Pages
37	Accounts - Total Exemption Small	21 Oct 2011	Download PDF 7 Pages
38	Annual Return - Company With Made Up Date Full List Shareholders	21 Jul 2011	Download PDF 5 Pages
39	Officers - Appoint Person Secretary Company With Name	16 Aug 2010	Download PDF 3 Pages
40	Accounts - Change Account Reference Date Company Current Shortened	12 Aug 2010	Download PDF 3 Pages
41	Capital - Allotment Shares	11 Aug 2010	Download PDF 4 Pages
42	Resolution	11 Aug 2010	Download PDF 1 Pages
43	Officers - Appoint Person Director Company With Name	5 Aug 2010	Download PDF 3 Pages
44	Officers - Termination Director Company With Name	15 Jul 2010	Download PDF 1 Pages
45	Incorporation - Company	15 Jul 2010	Download PDF 32 Pages

Mutual Companies

List of companies mutual between directors of this company.

Following are the details about companies which are mutual between director of this company.

#	Name	Status
1	Parkstone Grammar School Trust Mutual People: Sharon Turner-Mumford	Active
2	Scotimage.Com Limited Mutual People: Neil Mumford	dissolved