ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

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
Due Soon
Dated 14 October 2024 (1 year ago)
Next confirmation dated 14 October 2025
Due by 28 October 2025 (5 days remaining)
Last change occurred 1 year 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 (11 months remaining)
Address
Grafton House
26 Grafton Road
Worthing
West Sussex
BN11 1QT
Same address since incorporation
Telephone
01903214640
Email
Available in Endole App
People
Officers
7
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in England • Born in Sep 1977
Director • British • Lives in UK • Born in Mar 1966
Director • Financial Advisor • British • Lives in UK • Born in Apr 1967
Director • Australian • Lives in UK • Born in Sep 1973
Director • Financial Adviser • British • Lives in UK • Born in Feb 1974
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
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
Subsidiary Accounts Submitted
28 Days Ago on 24 Sep 2025
Mr Francis Joseph Jackson Appointed
1 Month Ago on 11 Sep 2025
Christian John Burgess Resigned
2 Months Ago on 31 Jul 2025
Cpl Topco Limited (PSC) Appointed
10 Months Ago on 18 Dec 2024
Small Accounts Submitted
10 Months Ago on 16 Dec 2024
Confirmation Submitted
1 Year Ago on 16 Oct 2024
Nigel Geoffrey Stockton Resigned
1 Year 1 Month Ago on 31 Aug 2024
Angus James Willson Resigned
1 Year 2 Months Ago on 6 Aug 2024
David Robert Connor Resigned
1 Year 2 Months Ago on 4 Aug 2024
Khalil Kasparis Resigned
1 Year 4 Months Ago on 19 Jun 2024
Get Credit Report
Discover Investment Solutions Wealth Management Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
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
Withdrawal of a person with significant control statement on 7 April 2025
Submitted on 7 Apr 2025
Notification of Cpl Topco Limited as a person with significant control on 18 December 2024
Submitted on 7 Apr 2025
Accounts for a small company made up to 31 December 2023
Submitted on 16 Dec 2024
Confirmation statement made on 14 October 2024 with updates
Submitted on 16 Oct 2024
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year