Founded in 2012, Foundation Investment Management, classified under reg no. 08107958 is an active company. Currently registered at Foundation House WA15 8AB, Altrincham the company has been in the business for 12 years. Its financial year was closed on Tue, 31st Dec and its latest financial statement was filed on December 31, 2022. Since August 15, 2012 Foundation Investment Management Limited is no longer carrying the name Foundation Wealth Management.
The company has 2 directors, namely Neil A., Keith H.. Of them, Keith H. has been with the company the longest, being appointed on 18 June 2012 and Neil A. has been with the company for the least time - from 15 August 2012. As of 28 April 2024, there were 2 ex directors - Stephen H., James M. and others listed below. There were no ex secretaries.
| Office Address | Foundation House |
| Office Address2 | Scott Drive |
| Town | Altrincham |
| Post code | WA15 8AB |
| Country of origin | United Kingdom |
| Registration Number | 08107958 |
| Date of Incorporation | Mon, 18th Jun 2012 |
| Industry | Financial intermediation not elsewhere classified |
| End of financial Year | 31st December |
| Company age | 12 years old |
| Account next due date | Mon, 30th Sep 2024 (155 days left) |
| Account last made up date | Sat, 31st Dec 2022 |
| Next confirmation statement due date | Tue, 27th Aug 2024 (2024-08-27) |
| Last confirmation statement dated | Sun, 13th Aug 2023 |
Position: Director
Appointed: 15 August 2012
Position: Director
Appointed: 18 June 2012
The list of persons with significant control that own or control the company includes 1 name. As BizStats established, there is Greystone Financial Services (Holdings) Limited from Altrincham, England. The abovementioned PSC is categorised as "a limited company", has significiant influence or control over the company, has 75,01-100% voting rights and has 75,01-100% shares. The abovementioned PSC has significiant influence or control over the company, has 75,01-100% voting rights and has 75,01-100% shares.
Greystone Financial Services (Holdings) Limited
Foundation House Scott Drive, Altrincham, WA15 8AB, England
| Legal authority | Uk |
| Legal form | Limited Company |
| Country registered | Uk |
| Place registered | Companies House |
| Registration number | 05906384 |
| Notified on | 6 April 2016 |
| Nature of control: |
75,01-100% shares 75,01-100% voting rights significiant influence or control |
| Foundation Wealth Management | August 15, 2012 |
| Profit & Loss | |||
|---|---|---|---|
| Accounts Information Date | 2021-12-31 | 2022-12-31 | 2023-12-31 |
| Balance Sheet | |||
| Cash Bank On Hand | 742 434 | 890 734 | 1 112 904 |
| Current Assets | 936 550 | 1 065 326 | 1 314 844 |
| Debtors | 194 116 | 174 592 | 201 940 |
| Other Debtors | 194 116 | 135 423 | 198 779 |
| Other | |||
| Accrued Liabilities Deferred Income | 7 411 | 8 400 | 9 420 |
| Administrative Expenses | 1 890 206 | 1 775 852 | 1 577 494 |
| Amounts Owed By Group Undertakings | 33 943 | ||
| Amounts Owed To Group Undertakings | 104 948 | 182 176 | 91 474 |
| Average Number Employees During Period | 2 | 2 | 2 |
| Corporation Tax Payable | 45 291 | 3 369 | 4 979 |
| Cost Sales | 791 710 | 877 046 | 923 626 |
| Creditors | 157 650 | 193 945 | 105 873 |
| Current Tax For Period | 83 442 | 22 619 | 103 830 |
| Further Item Interest Expense Component Total Interest Expense | 345 | ||
| Further Item Tax Increase Decrease Component Adjusting Items | -285 | ||
| Gross Profit Loss | 2 330 599 | 1 891 582 | |
| Increase Decrease In Current Tax From Adjustment For Prior Periods | 285 | -169 | |
| Interest Income On Bank Deposits | 278 | 1 682 | |
| Interest Payable Similar Charges Finance Costs | 345 | ||
| Net Current Assets Liabilities | 778 900 | 871 381 | 1 208 971 |
| Operating Profit Loss | 440 393 | 115 730 | |
| Other Interest Receivable Similar Income Finance Income | 278 | 1 682 | |
| Other Operating Income Format1 | 17 940 | ||
| Prepayments Accrued Income | 5 226 | 3 161 | |
| Profit Loss | 357 229 | 92 481 | 337 590 |
| Profit Loss On Ordinary Activities Before Tax | 440 671 | 115 385 | 441 251 |
| Tax Expense Credit Applicable Tax Rate | 83 727 | 21 923 | 103 694 |
| Tax Increase Decrease From Effect Expenses Not Deductible In Determining Taxable Profit Or Loss | 696 | 136 | |
| Tax Tax Credit On Profit Or Loss On Ordinary Activities | 83 442 | 22 904 | 103 661 |
| Total Current Tax Expense Credit | 83 442 | 22 904 | 103 661 |
| Turnover Revenue | 3 122 309 | 2 768 628 | |
| Type | Category | Free download | |
|---|---|---|---|
| CS01 |
Confirmation statement with no updates August 13, 2023 filed on: 17th, August 2023 |
confirmation statement | Free Download (3 pages) |
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