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Investment Trustee And Adviser Ltd

Investment Trustee And Adviser Ltd is a liquidation company incorporated on 1 April 2014 with the registered office located in Carlisle, Cumbria. Investment Trustee And Adviser Ltd was registered 11 years ago.
Status
Liquidation
In voluntary liquidation since 27 days ago
Company No
08969631
Private limited company
Age
11 years
Incorporated 1 April 2014
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 1 April 2025 (6 months ago)
Next confirmation dated 1 April 2026
Due by 15 April 2026 (5 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
James Watson House Montgomery Way
Rosehill
Carlisle
Cumbria
CA1 2UU
Address changed on 26 Sep 2025 (27 days ago)
Previous address was 93 Gilbey Road Gilbey Road Flat 1 London SW17 0QH England
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
PSC • Director • British • Lives in Scotland • Born in Dec 1954
Shareholders, PSCs & Group Structure
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Mutual Companies
Brunner Investment Trust Plc(The)
Carolan Dobson is a mutual person.
Active
Wood Pensions Trustee Limited
Carolan Dobson is a mutual person.
Active
Blackrock Latin American Investment Trust Plc
Carolan Dobson is a mutual person.
Active
Baillie Gifford UK Growth Trust Plc
Carolan Dobson 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
Same as previous period
Turnover
Unreported
Same as previous period
Employees
1
Increased by 1 (%)
Total Assets
£1.81M
Increased by £90.02K (+5%)
Total Liabilities
-£120.94K
Decreased by £38.45K (-24%)
Net Assets
£1.69M
Increased by £128.47K (+8%)
Debt Ratio (%)
7%
Decreased by 2.58% (-28%)
Latest Activity
Registered Address Changed
27 Days Ago on 26 Sep 2025
Declaration of Solvency
27 Days Ago on 26 Sep 2025
Voluntary Liquidator Appointed
27 Days Ago on 26 Sep 2025
Micro Accounts Submitted
4 Months Ago on 19 Jun 2025
Confirmation Submitted
6 Months Ago on 15 Apr 2025
Micro Accounts Submitted
1 Year Ago on 30 Sep 2024
Confirmation Submitted
1 Year 6 Months Ago on 13 Apr 2024
Micro Accounts Submitted
2 Years Ago on 28 Sep 2023
Confirmation Submitted
2 Years 4 Months Ago on 30 May 2023
Micro Accounts Submitted
3 Years Ago on 27 Sep 2022
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Documents
Resolutions
Submitted on 26 Sep 2025
Declaration of solvency
Submitted on 26 Sep 2025
Appointment of a voluntary liquidator
Submitted on 26 Sep 2025
Registered office address changed from 93 Gilbey Road Gilbey Road Flat 1 London SW17 0QH England to James Watson House Montgomery Way Rosehill Carlisle Cumbria CA1 2UU on 26 September 2025
Submitted on 26 Sep 2025
Micro company accounts made up to 31 December 2024
Submitted on 19 Jun 2025
Confirmation statement made on 1 April 2025 with no updates
Submitted on 15 Apr 2025
Micro company accounts made up to 31 December 2023
Submitted on 30 Sep 2024
Confirmation statement made on 1 April 2024 with no updates
Submitted on 13 Apr 2024
Micro company accounts made up to 31 December 2022
Submitted on 28 Sep 2023
Confirmation statement made on 1 April 2023 with no updates
Submitted on 30 May 2023
Repayment History
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