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Wessex Investment Management Limited

Wessex Investment Management Limited is an active company incorporated on 29 December 2000 with the registered office located in Newbury, Berkshire. Wessex Investment Management Limited was registered 24 years ago.
Status
Active
Active since 21 years ago
Company No
04132770
Private limited company
Age
24 years
Incorporated 29 December 2000
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 December 2024 (9 months ago)
Next confirmation dated 29 December 2025
Due by 12 January 2026 (2 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Medium
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Learn more about Wessex Investment Management Limited
Contact Update Details
Address
Number One
Carnegie Road
Newbury
Berkshire
RG14 5DJ
Same address for the past 21 years
Telephone
01635582222
Email
Available in Endole App
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People
Officers
3
Shareholders
1
Controllers (PSC)
1
Mr Richard Mark Lodge Taylor
Secretary • Director • Certified Accountant • British • Lives in UK • Born in Jan 1952
Kevin John Bailey
Director • British • Lives in UK • Born in May 1959
Wessex Investment Holdings Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Barrett And Thomson Financial Services Limited
Kevin John Bailey and Richard Mark Lodge Taylor are mutual people.
Active
Wessex Investment Holdings Limited
Kevin John Bailey and Richard Mark Lodge Taylor are mutual people.
Active
TFS Payroll Solutions Limited
Richard Mark Lodge Taylor is a mutual person.
Active
Just Ifa Limited
Kevin John Bailey and Richard Mark Lodge Taylor are mutual people.
Active
Home From Home Nannies Limited
Richard Mark Lodge Taylor is a mutual person.
Active
Banks & Co Limited
Richard Mark Lodge Taylor is a mutual person.
Active
Wessex Wealth Management Limited
Richard Mark Lodge Taylor is a mutual person.
Active
Datareed Limited
Richard Mark Lodge Taylor is a mutual person.
Active
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Brands
Wessex Investment Managers Ltd
Wessex Investment Managers Ltd is an independent financial advisory firm that provides financial planning, investment management, and estate planning services..
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£41.13K
Decreased by £38.56K (-48%)
Turnover
£720.23K
Increased by £42.69K (+6%)
Employees
8
Same as previous period
Total Assets
£121.2K
Decreased by £51.37K (-30%)
Total Liabilities
-£51.05K
Decreased by £20.12K (-28%)
Net Assets
£70.15K
Decreased by £31.25K (-31%)
Debt Ratio (%)
42%
Increased by 0.88% (+2%)
See 10 Year Full Financials
Latest Activity
Medium Accounts Submitted
1 Month Ago on 17 Sep 2025
Confirmation Submitted
9 Months Ago on 7 Jan 2025
Full Accounts Submitted
1 Year 1 Month Ago on 28 Aug 2024
Confirmation Submitted
1 Year 8 Months Ago on 22 Feb 2024
Martin Herring Resigned
2 Years Ago on 18 Oct 2023
Martin Herring Resigned
2 Years Ago on 18 Oct 2023
Mr Richard Mark Lodge Taylor Appointed
2 Years Ago on 18 Oct 2023
Full Accounts Submitted
2 Years Ago on 12 Oct 2023
Confirmation Submitted
2 Years 8 Months Ago on 1 Feb 2023
Full Accounts Submitted
3 Years Ago on 12 Oct 2022
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Get Credit Report
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Documents
Accounts for a medium company made up to 31 December 2024
Submitted on 17 Sep 2025
Confirmation statement made on 29 December 2024 with no updates
Submitted on 7 Jan 2025
Full accounts made up to 31 December 2023
Submitted on 28 Aug 2024
Confirmation statement made on 29 December 2023 with no updates
Submitted on 22 Feb 2024
Appointment of Mr Richard Mark Lodge Taylor as a secretary on 18 October 2023
Submitted on 18 Oct 2023
Termination of appointment of Martin Herring as a secretary on 18 October 2023
Submitted on 18 Oct 2023
Termination of appointment of Martin Herring as a director on 18 October 2023
Submitted on 18 Oct 2023
Full accounts made up to 31 December 2022
Submitted on 12 Oct 2023
Confirmation statement made on 29 December 2022 with no updates
Submitted on 1 Feb 2023
Full accounts made up to 31 December 2021
Submitted on 12 Oct 2022
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Repayment History
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