Morgan Lloyd Invest Ltd
Company Profile
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MicroMorgan Lloyd Invest Ltd
09310773•Private Limited With Share Capital
The Pavilions Eden Park, Ham Green, Bristol, BS200DD
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Incorporated
14/11/2014
Company Age
11 years
Directors
4
Employees
—
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Morgan Lloyd Invest Ltd (09310773) is a private limited with share capital incorporated on 14/11/2014 (11 years old) and registered in bristol, BS200DD. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Designed to allow advisers to deliver benefits to customers. with years of experience in financial advice the team behind viewpoint portfolio understand what advisers need from an investment platform. an integrated solution making the process of providing financial advice and ongoing management easi...
Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 14/11/2014
BS200DD
Financial Overview
Total Assets
£334.6K
Liabilities
£206.8K
Net Assets
£127.8K
Turnover
£1.02M
Cash
£172
Key Metrics
4
Directors
1
Shareholders
1
PSCs
Board of Directors
3
Name
Position
Charges
2
Registered
1
Outstanding
0
Part Satisfied
1
Satisfied
Filed Documents
39
Document Name
Category
Date
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:28-01-2026
Legacy
Category:Accounts
Date:28-01-2026
Legacy
Category:Other
Date:28-01-2026
Legacy
Category:Other
Date:28-01-2026
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:06-06-2025
Mortgage Satisfy Charge Full
Category:Mortgage
Date:03-06-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:28-04-2025
Accounts With Accounts Type Full
Category:Accounts
Date:16-04-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:13-03-2025
Accounts With Accounts Type Full
Category:Accounts
Date:08-05-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-04-2024
Memorandum Articles
Category:Incorporation
Date:28-04-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-04-2023
Resolution
Category:Resolution
Date:17-04-2023
Accounts With Accounts Type Full
Category:Accounts
Date:18-01-2023
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:22-06-2022
Accounts With Accounts Type Full
Category:Accounts
Date:03-05-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-04-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-05-2021
Resolution
Category:Resolution
Date:30-04-2021
Accounts With Accounts Type Full
Category:Accounts
Date:21-04-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-05-2020
Accounts With Accounts Type Full
Category:Accounts
Date:03-02-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-05-2019
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:14-05-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:14-05-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:14-05-2019
Accounts With Accounts Type Full
Category:Accounts
Date:22-12-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:26-04-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-11-2017
Accounts With Accounts Type Full
Category:Accounts
Date:05-09-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:28-11-2016
Accounts With Accounts Type Full
Category:Accounts
Date:16-08-2016
Change Person Secretary Company With Change Date
Category:Officers
Date:05-04-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:02-12-2015
Accounts With Accounts Type Full
Category:Accounts
Date:17-11-2015
Change Account Reference Date Company Current Shortened
Category:Accounts
Date:26-02-2015
Appoint Person Secretary Company With Name Date
Category:Officers
Date:26-02-2015
Incorporation Company
Category:Incorporation
Date:14-11-2014
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typeaudit exemption subsidiary
Due Date31/01/2027
Filing Date23/01/2026
Latest Accounts30/04/2025
Trading Addresses
The Pavilions Eden Park, Ham Green, Bristol, Bs20 0Dd, BS200DDRegistered
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Contact
01275379200info@viewpoint-portfolio.co.ukviewpoint-portfolio.co.uk
The Pavilions Eden Park, Ham Green, Bristol, BS200DD