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Vesta Wealth Limited

Vesta Wealth Limited is an active company incorporated on 7 January 2010 with the registered office located in Carlisle, Cumbria. Vesta Wealth Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07118302
Private limited company
Age
15 years
Incorporated 7 January 2010
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 8 January 2025 (9 months ago)
Next confirmation dated 8 January 2026
Due by 22 January 2026 (2 months remaining)
Last change occurred 9 months ago
Accounts
Submitted
For period 1 Nov ⟶ 31 Dec 2024 (1 year 2 months)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
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Contact Update Details
Address
Solway House Business Park
Kingstown
Carlisle
CA6 4BY
England
Address changed on 3 Jan 2025 (10 months ago)
Previous address was Unit 2 the Sidings Port Road Business Park Carlisle CA2 7AF England
Telephone
01228538988
Email
Available in Endole App
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People
Officers
7
Shareholders
1
Controllers (PSC)
1
Julia Karen Barnes
Director • Secretary • British • Lives in UK • Born in Mar 1969
Matthew Thomas Gardner
Director • Financial Adviser • British • Lives in UK • Born in May 1994
Gary Mirfin
Director • British • Lives in England • Born in May 1961
James Henry Pearce
Director • British • Lives in UK • Born in Jul 1969
Nicholas Edwin Gardner
Director • British • Lives in England • Born in May 1963
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Shareholders, PSCs & Group Structure
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Mutual Companies
Investacc Limited
Julia Karen Barnes, , and 3 more are mutual people.
Active
Investacc Pension Administration Limited
Julia Karen Barnes, Nicholas Edwin Gardner, and 3 more are mutual people.
Active
Investacc Holdings Limited
Julia Karen Barnes, Nicholas Edwin Gardner, and 3 more are mutual people.
Active
Investacc Pension Trustees Limited
Julia Karen Barnes, , and 1 more are mutual people.
Active
Investacc Properties Limited
Nicholas Edwin Gardner and Matthew Thomas Gardner are mutual people.
Active
Investacc UK Limited
William Arthur Self and James Henry Pearce are mutual people.
Active
Castlegate Financial Management Limited
Nicholas Edwin Gardner is a mutual person.
Active
HGH Wealth Management Limited
Nicholas Edwin Gardner is a mutual person.
Active
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Brands
Vesta Wealth Limited
Vesta Wealth Limited is a firm of Chartered Financial Planners and Investment Managers that provides Independent Financial Advice and Investment Solutions.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Oct ⟶ 31 Dec 2024
Traded for 14 months
Cash in Bank
£1.77M
Increased by £598.04K (+51%)
Turnover
£2.77M
Increased by £633.13K (+30%)
Employees
17
Decreased by 3 (-15%)
Total Assets
£2.14M
Increased by £823.84K (+63%)
Total Liabilities
-£99.76K
Decreased by £30.1K (-23%)
Net Assets
£2.04M
Increased by £853.94K (+72%)
Debt Ratio (%)
5%
Decreased by 5.2% (-53%)
See 10 Year Full Financials
Latest Activity
Investacc Holdings Limited (PSC) Details Changed
3 Months Ago on 22 Jul 2025
Full Accounts Submitted
5 Months Ago on 13 May 2025
Confirmation Submitted
9 Months Ago on 15 Jan 2025
Registered Address Changed
10 Months Ago on 3 Jan 2025
James Henry Pearce Resigned
10 Months Ago on 19 Dec 2024
Accounting Period Extended
1 Year Ago on 14 Oct 2024
Mr James Henry Pearce Appointed
1 Year Ago on 9 Oct 2024
Mr William Arthur Self Appointed
1 Year Ago on 9 Oct 2024
Nicholas Edwin Gardner (PSC) Resigned
1 Year Ago on 9 Oct 2024
Investacc Group Limited (PSC) Details Changed
1 Year 1 Month Ago on 30 Sep 2024
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Documents
Change of details for Investacc Holdings Limited as a person with significant control on 22 July 2025
Submitted on 22 Jul 2025
Full accounts made up to 31 December 2024
Submitted on 13 May 2025
Confirmation statement made on 8 January 2025 with updates
Submitted on 15 Jan 2025
Termination of appointment of James Henry Pearce as a director on 19 December 2024
Submitted on 6 Jan 2025
Registered office address changed from Unit 2 the Sidings Port Road Business Park Carlisle CA2 7AF England to Solway House Business Park Kingstown Carlisle CA6 4BY on 3 January 2025
Submitted on 3 Jan 2025
Current accounting period extended from 31 October 2024 to 31 December 2024
Submitted on 14 Oct 2024
Cessation of Nicholas Edwin Gardner as a person with significant control on 9 October 2024
Submitted on 10 Oct 2024
Appointment of Mr William Arthur Self as a director on 9 October 2024
Submitted on 10 Oct 2024
Change of details for Investacc Group Limited as a person with significant control on 30 September 2024
Submitted on 10 Oct 2024
Appointment of Mr James Henry Pearce as a director on 9 October 2024
Submitted on 10 Oct 2024
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Repayment History
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