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MCKENZIE WEALTH MANAGEMENT LTD Active

Financial Services


Contact information


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Financial statements of MCKENZIE WEALTH MANAGEMENT LTD

According to MCKENZIE WEALTH MANAGEMENT LTD latest financial report submitted on 2026-03-31, the company has a Cash of £10,045.00, Total-Assets of £5M while the Working-Capital is -£680,233.00. Compared with the previous year, the company reported a Cash decrease of -65.56%, which is an equivalent of 6585. At the same time, the Total-Assets went up by 5.92%, or by -325440.


Year:
2025 Not available
2024 Not available
2023 Not available
2022 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ -680233

Total Liabilities

MCKENZIE WEALTH MANAGEMENT LTD Business Credit Report

A Business Credit Report for MCKENZIE WEALTH MANAGEMENT LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for MCKENZIE WEALTH MANAGEMENT LTD, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

MCKENZIE WEALTH MANAGEMENT LTD

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

MCKENZIE WEALTH MANAGEMENT LTD Directors and key executives

MCKENZIE WEALTH MANAGEMENT LTD currently employs 5 people. Compared with the previous year, the company has reported a staff decrease of 17%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at MCKENZIE WEALTH MANAGEMENT LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

5

83%

1y growth

86%

2y growth

Management Level


75

Middle

Employee Job Title Email Phone Country
Jonathan Knee Personal Financial Advisor
-
+447811****** GB
Isabel Clark Financial Advisor, Mckenzie And Co Financial Consultants; Partner Practice Of St James's Place
-
+447917****** GB
Ed Planner Director
-
- GB
Matthew Storey Senior Financial Consultant
-
- GB
Harry Tucker Financial Consultant At Mckenzie And Co
-
- GB

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MCKENZIE WEALTH MANAGEMENT LTD Ownership and Group Structure


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MCKENZIE WEALTH MANAGEMENT LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at MCKENZIE WEALTH MANAGEMENT LTD. One of of major shareholders of MCKENZIE WEALTH MANAGEMENT LTD is EDWARD MCKENZIE, which owns 69 ORDINARY A shares, with a total value of 69 GBP and TRISTAN JOHNSON, which owns 11 ORDINARY C shares, with a total value of 11 GBP and JOANNE JOHNSON, which owns 10 ORDINARY D shares, with a total value of 10 GBP and EMILY MCKENZIE, which owns 10 ORDINARY B shares, with a total value of 10 GBP.


Name Quantity Share Type Value
EDWARD MCKENZIE
69 ORDINARY A 69 GBP
TRISTAN JOHNSON
11 ORDINARY C 11 GBP
JOANNE JOHNSON
10 ORDINARY D 10 GBP
EMILY MCKENZIE
10 ORDINARY B 10 GBP

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MCKENZIE WEALTH MANAGEMENT LTD competitors:

Top 5 similar companies of MCKENZIE WEALTH MANAGEMENT LTD are TECHNOLOGIES NEW ENERGY PLC, MURRAY INTERNATIONAL TRUST PLC, NORTHERN VENTURE TRUST PLC, AUGMENTUM FINTECH PLC, VAULT VENTURES PLC. View and export all the competitor list of MCKENZIE WEALTH MANAGEMENT LTD by upgrading your account here.


TECHNOLOGIES NEW ENERGY PLC


Revenue
362,141.0
Age
5 years
Employees
3
Industry
View Real Estate Investment Trusts
Website
View Not available

MURRAY INTERNATIONAL TRUST PLC


Revenue
82,592,000.0
Age
119 years
Employees
10
Industry
View Real Estate Investment Trusts
Website
View https://www.murray-intl.co.*************************

NORTHERN VENTURE TRUST PLC


Revenue
-966,000.0
Age
31 years
Employees
1-10
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/i**********************

AUGMENTUM FINTECH PLC


Revenue
-9,507,000.0
Age
9 years
Employees
16
Industry
View Real Estate Investment Trusts
Website
View https://www.a************

VAULT VENTURES PLC


Revenue
-
Age
8 years
Employees
4
Industry
View Real Estate Investment Trusts
Website
View Not available

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MCKENZIE WEALTH MANAGEMENT LTD news & activities:


Employees

MCKENZIE WEALTH MANAGEMENT LTD number of employees has decreased by -17% compared with previous year and now represents a total number of 5.

uk.globaldatabase.com

2026-03-31

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Frequently Asked Questions regarding MCKENZIE WEALTH MANAGEMENT LTD


Where is MCKENZIE WEALTH MANAGEMENT LTD registered office?

MCKENZIE WEALTH MANAGEMENT LTD is located at 187 Westlands Lane Whitley, United Kingdom.

How can I contact MCKENZIE WEALTH MANAGEMENT LTD?

You can call MCKENZIE WEALTH MANAGEMENT LTD at the following number +441225******

What is the website of MCKENZIE WEALTH MANAGEMENT LTD?

MCKENZIE WEALTH MANAGEMENT LTD website is http://www.mckenziewealthmanagement.co.uk/

How many people work at MCKENZIE WEALTH MANAGEMENT LTD?

According to the latest account statement, there are currently 5 of employees working for MCKENZIE WEALTH MANAGEMENT LTD.

What is the Business Credit Score of MCKENZIE WEALTH MANAGEMENT LTD and how reliable is the company?

In order to check the business credit score of MCKENZIE WEALTH MANAGEMENT LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does MCKENZIE WEALTH MANAGEMENT LTD pay their invoices on time?

By requesting a Business Credit Report for MCKENZIE WEALTH MANAGEMENT LTD, you will be able to gain more insights about the MCKENZIE WEALTH MANAGEMENT LTD payment trends.

Who is the Ultimate Parent of the MCKENZIE WEALTH MANAGEMENT LTD?

Information about the ultimate beneficial ownership MCKENZIE WEALTH ************** of MCKENZIE WEALTH MANAGEMENT LTD is available when you order a business credit report.

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