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The Investing And Saving Alliance

The Investing And Saving Alliance is an active company incorporated on 17 April 1998 with the registered office located in Stockton-on-Tees, County Durham. The Investing And Saving Alliance was registered 27 years ago.
Status
Active
Active since 19 years ago
Company No
03548792
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
27 years
Incorporated 17 April 1998
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 30 April 2025 (8 months ago)
Next confirmation dated 30 April 2026
Due by 14 May 2026 (3 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan30 Jun 2025 (6 months)
Accounts type is Small
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 2 months remaining)
Contact
Address
Dakota House 25 Falcon Court
Preston Farm Business Park
Stockton-On-Tees
Cleveland
TS18 3TX
Same address for the past 12 years
Telephone
01642678482
Email
Unreported
People
Officers
8
Shareholders
-
Controllers (PSC)
1
Secretary • Director • British • Born in Apr 1953 • Lives in England
Director • British • Lives in England • Born in Oct 1976
Director • British • Lives in England • Born in Sep 1961
Director • British • Lives in England • Born in Dec 1960
Director • MD, UK Retail • Lives in England • Born in Nov 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
Origen Trustee Services Limited
Timothy Richard Orton is a mutual person.
Active
Chandos Court (Southgate) Limited
Philip William Best is a mutual person.
Active
Origen Financial Services Limited
Timothy Richard Orton is a mutual person.
Active
Momentum Group Limited
Timothy Richard Orton is a mutual person.
Active
Origen Limited
Timothy Richard Orton is a mutual person.
Active
Pemberton Asset Management Services UK Limited
Philip William Best is a mutual person.
Active
Tisa Exchange Limited
Carol Lesley Knight is a mutual person.
Active
The Chine Investments Limited
Philip William Best is a mutual person.
Active
Brands
The Investing and Saving Alliance (TISA)
TISA is a not-for-profit membership organization that collaborates with key industry stakeholders in the UK financial services sector.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Jun 2025
For period 30 Dec30 Jun 2025
Traded for 6 months
Cash in Bank
£492.42K
Increased by £130.5K (+36%)
Turnover
Unreported
Same as previous period
Employees
36
Same as previous period
Total Assets
£2.22M
Increased by £722.38K (+48%)
Total Liabilities
-£2.03M
Increased by £559.06K (+38%)
Net Assets
£188.42K
Increased by £163.31K (+651%)
Debt Ratio (%)
91%
Decreased by 6.82% (-7%)
Latest Activity
Small Accounts Submitted
15 Days Ago on 6 Jan 2026
Damien Anthony Barry Resigned
16 Days Ago on 5 Jan 2026
Mr Timothy Richard Orton Appointed
16 Days Ago on 5 Jan 2026
Mr Mark Simon Kenneth Turner Appointed
1 Month Ago on 22 Dec 2025
Elissa Bayer Resigned
1 Month Ago on 8 Dec 2025
Julian Witold Korek Resigned
2 Months Ago on 12 Nov 2025
Mr Mark Westwell Appointed
2 Months Ago on 24 Oct 2025
Small Accounts Submitted
3 Months Ago on 20 Oct 2025
Mrs Carol Lesley Knight Details Changed
3 Months Ago on 6 Oct 2025
Accounting Period Shortened
5 Months Ago on 18 Aug 2025
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Documents
Accounts for a small company made up to 30 June 2025
Submitted on 6 Jan 2026
Termination of appointment of Damien Anthony Barry as a director on 5 January 2026
Submitted on 5 Jan 2026
Appointment of Mr Timothy Richard Orton as a director on 5 January 2026
Submitted on 5 Jan 2026
Appointment of Mr Mark Simon Kenneth Turner as a director on 22 December 2025
Submitted on 22 Dec 2025
Termination of appointment of Elissa Bayer as a director on 8 December 2025
Submitted on 12 Dec 2025
Director's details changed for Mrs Carol Lesley Knight on 6 October 2025
Submitted on 25 Nov 2025
Termination of appointment of Julian Witold Korek as a director on 12 November 2025
Submitted on 13 Nov 2025
Appointment of Mr Mark Westwell as a director on 24 October 2025
Submitted on 4 Nov 2025
Information not on the register a total exemption full was removed on 21/10/2025 as it is no longer considered to form part of the register.
Submitted on 21 Oct 2025
Accounts for a small company made up to 31 December 2024
Submitted on 20 Oct 2025
Repayment History
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