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Investment Solutions Wealth Management Limited

Investment Solutions Wealth Management Limited is an active company incorporated on 3 August 2010 with the registered office located in Worthing, West Sussex. Investment Solutions Wealth Management Limited was registered 15 years ago.
Status
Active
Active since 14 years ago
Company No
07333558
Private limited company
Age
15 years
Incorporated 3 August 2010
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 14 October 2025 (2 months ago)
Next confirmation dated 14 October 2026
Due by 28 October 2026 (9 months remaining)
Last change occurred 1 year 2 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Contact
Address
Grafton House
26 Grafton Road
Worthing
West Sussex
BN11 1QT
Same address since incorporation
Telephone
01903214640
Email
Available in Endole App
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • Ceo • British • Lives in UK • Born in Nov 1964
CPL Topco Limited
PSC
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Mutual Companies
Michael Ambrose Limited
Francis Joseph Jackson is a mutual person.
Active
Gee & Watson Wealth Management Limited
Francis Joseph Jackson is a mutual person.
Active
Chelmsford Administration Ltd
Francis Joseph Jackson is a mutual person.
Active
Montage Portfolio Management Ltd
Francis Joseph Jackson is a mutual person.
Active
Rickard Keen Financial Services Limited
Francis Joseph Jackson is a mutual person.
Active
Ascot Lloyd Trustees Limited
Francis Joseph Jackson is a mutual person.
Active
Create And Prosper Financial Services Ltd
Francis Joseph Jackson is a mutual person.
Active
Argentum Financial Planning Limited
Francis Joseph Jackson is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Decreased by £348.81K (-100%)
Turnover
£798.78K
Decreased by £2.43M (-75%)
Employees
6
Decreased by 22 (-79%)
Total Assets
£1.02M
Decreased by £2.49M (-71%)
Total Liabilities
£0
Decreased by £1.69M (-100%)
Net Assets
£1.02M
Decreased by £798.95K (-44%)
Debt Ratio (%)
0%
Decreased by 48.21% (-100%)
Latest Activity
Ivan David Lyons Resigned
4 Days Ago on 31 Dec 2025
Confirmation Submitted
2 Months Ago on 27 Oct 2025
Subsidiary Accounts Submitted
3 Months Ago on 24 Sep 2025
Mr Francis Joseph Jackson Appointed
3 Months Ago on 11 Sep 2025
Christian John Burgess Resigned
5 Months Ago on 31 Jul 2025
Cpl Topco Limited (PSC) Appointed
1 Year Ago on 18 Dec 2024
Small Accounts Submitted
1 Year Ago on 16 Dec 2024
Confirmation Submitted
1 Year 2 Months Ago on 16 Oct 2024
Nigel Geoffrey Stockton Resigned
1 Year 4 Months Ago on 31 Aug 2024
Angus James Willson Resigned
1 Year 5 Months Ago on 6 Aug 2024
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Documents
Termination of appointment of Ivan David Lyons as a director on 31 December 2025
Submitted on 31 Dec 2025
Confirmation statement made on 14 October 2025 with no updates
Submitted on 27 Oct 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 24 Sep 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 24 Sep 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 24 Sep 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 24 Sep 2025
Appointment of Mr Francis Joseph Jackson as a director on 11 September 2025
Submitted on 15 Sep 2025
Termination of appointment of Christian John Burgess as a director on 31 July 2025
Submitted on 31 Jul 2025
Notification of Cpl Topco Limited as a person with significant control on 18 December 2024
Submitted on 7 Apr 2025
Withdrawal of a person with significant control statement on 7 April 2025
Submitted on 7 Apr 2025
Repayment History
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