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Morningstar Wealth Retirement Services Limited

Morningstar Wealth Retirement Services Limited is an active UK company (number 03121034), incorporated 1995, with 3 current directors including Kevin Patrick Dobbs and Benjamin James Lester. Source: Companies House, updated 4th October 2026.

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Official record Companies House · updated 4th October 2026 · Sources

Network

The large node is Morningstar Wealth Retirement Services Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 11

  1. Iain Stuart Herbertson 2018-2023 Director View profile
  2. Susan Mary Smith 2017-2018 Director View profile
  3. Michael Bernard Ohanessian 2016-2017 Director View profile
  4. Richard Dylan Halsall 2016-2021 Director View profile
  5. Andrew James Asquith-Vallance 2011-2018 Director View profile
  6. Christopher Dyer 2000-2001 Director View profile
  7. Colin Ratcliffe 1996-2000 Director View profile
  8. Paul Wensley 1996-2016 Director View profile
  9. Alexander Thomas Liptrot 2020-2024 Secretary View profile
  10. Jayne Elizabeth Wensley 2000-2016 Secretary View profile
  11. Jeremy Broughton Aspden 1996-2000 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

Incorporated
01/11/1995

Ownership

Owned by (1) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

Group

  1. Morningstar Wealth Retirement Services Limited is controlled by Morningstar Wealth Administration Limited
    Evidence
    active 75-100% shares · notified 2016-11-01 · source: Companies House PSC register
  2. Morningstar Wealth Administration Limited is controlled by Morningstar Wealth Portfolio Services Limited
    Evidence
    active 75-100% shares, 75-100% voting, appoints directors · notified 2016-04-06 · source: Companies House PSC register

Ultimately controlled by Morningstar Wealth Portfolio Services Limited.

9 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

3 directors on the board

3.6y median 0.4y
average tenure
9.9y
longest tenure

Directors past 6 years

First-time vs portfolio directors

Portfolio (3)

0
also govern a charity
0
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Finance 7Tech and media 4Professional services 2

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
03121034
Status
Active
Type
Private Limited Company
Edition
Register edition compiled 4th October 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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