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Investment Solutions Wealth Management Limited WORTHING

Founded in 2010, Investment Solutions Wealth Management, classified under reg no. 07333558 is an active company. Currently registered at Grafton House BN11 1QT, Worthing the company has been in the business for fourteen years. Its financial year was closed on Tuesday 31st December and its latest financial statement was filed on Sat, 31st Dec 2022.

At present there are 4 directors in the the firm, namely Khalil K., Angus W. and David C. and others. In addition one secretary - Nina L. - is with the company. As of 28 April 2024, there were 3 ex directors - Nina L., Barbara K. and others listed below. There were no ex secretaries.

Investment Solutions Wealth Management Limited Address / Contact

Office Address Grafton House
Office Address2 26 Grafton Road
Town Worthing
Post code BN11 1QT
Country of origin United Kingdom

Company Information / Profile

Registration Number 07333558
Date of Incorporation Tue, 3rd Aug 2010
Industry Financial intermediation not elsewhere classified
End of financial Year 31st December
Company age 14 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 Mon, 28th Oct 2024 (2024-10-28)
Last confirmation statement dated Sat, 14th Oct 2023

Company staff

Khalil K.

Position: Director

Appointed: 01 August 2022

Angus W.

Position: Director

Appointed: 01 January 2018

Nina L.

Position: Secretary

Appointed: 01 January 2016

David C.

Position: Director

Appointed: 01 January 2015

Ivan L.

Position: Director

Appointed: 03 August 2010

Nina L.

Position: Director

Appointed: 04 September 2015

Resigned: 31 December 2015

Barbara K.

Position: Director

Appointed: 03 August 2010

Resigned: 03 August 2010

Keith M.

Position: Director

Appointed: 03 August 2010

Resigned: 31 December 2014

People with significant control

The list of PSCs who own or control the company includes 1 name. As BizStats discovered, there is Ivan David L. The abovementioned PSC has 25-50% voting rights and has 25-50% shares.

Ivan David L.

Notified on 6 April 2016
Ceased on 2 October 2023
Nature of control: 25-50% voting rights
25-50% shares

Annual reports financial information

Profit & Loss
Accounts Information Date 2013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-31
Net Worth1 412 7341 666 6311 516 243       
Balance Sheet
Cash Bank On Hand  396 219265 351501 473819 593543 255629 1421 016 953498 705
Current Assets580 447910 778589 876445 383677 2871 205 5531 350 3821 773 3152 504 7013 077 409
Debtors128 943123 949193 657180 032175 814385 960807 1271 144 1731 487 7482 578 704
Other Debtors  68 02377 84759 747270 602699 1381 023 4021 369 9112 447 501
Property Plant Equipment  12 22228 62334 90240 05093 61588 66080 46482 270
Cash Bank In Hand451 504786 829396 219       
Intangible Fixed Assets890 000890 000990 000       
Tangible Fixed Assets15 08112 45012 222       
Reserves/Capital
Called Up Share Capital900 000900 0001 000 000       
Profit Loss Account Reserve512 734766 631516 243       
Shareholder Funds1 412 7341 666 6311 516 243       
Other
Accumulated Depreciation Impairment Property Plant Equipment  21 49326 70536 44147 87263 03680 26096 581112 796
Amounts Owed To Group Undertakings  8383834511 903838383
Average Number Employees During Period     1721242830
Bank Borrowings Overdrafts     477    
Corporation Tax Payable  200 866175 702197 035261 850    
Creditors  256 755248 384307 508334 915462 692375 083486 6851 049 189
Dividends Paid  1 035 501833 010649 227607 0001 009 244724 665925 2001 041 733
Dividends Paid On Shares    990 000990 000990 000   
Fixed Assets1 091 0181 083 3501 183 1221 199 5231 205 8021 210 9501 264 5151 259 5601 294 8951 957 760
Future Minimum Lease Payments Under Non-cancellable Operating Leases    214 583189 583284 833246 833208 833170 833
Increase From Depreciation Charge For Year Property Plant Equipment   5 2129 73711 43115 16417 22416 32116 215
Intangible Assets  990 000990 000990 000990 000990 000990 0001 033 5311 327 122
Intangible Assets Gross Cost  990 000990 000990 000990 000990 000990 0001 033 5311 327 122
Investments Fixed Assets185 937180 900180 900180 900180 900180 900180 900180 900180 900548 368
Investments In Group Undertakings Participating Interests     180 900180 900180 900180 900548 368
Issue Equity Instruments  100 000      220 533
Net Current Assets Liabilities321 716583 281333 121196 999369 779870 638887 6901 398 2322 018 0162 028 220
Number Shares Issued Fully Paid   110 25050 000     
Other Creditors  49 17064 24899 54060 63757 24852 12882 666833 043
Other Taxation Social Security Payable  6 6368 35110 850273 350403 541322 872403 936216 063
Par Value Share 1111     
Profit Loss  785 113713 289828 2861 113 0071 079 8611 230 2521 580 319 
Property Plant Equipment Gross Cost  33 71555 32771 34387 922156 651168 920177 045195 066
Total Additions Including From Business Combinations Property Plant Equipment   21 61316 01616 57968 72912 2698 12518 021
Total Assets Less Current Liabilities1 412 7341 666 6311 516 2431 396 5221 575 5812 081 5882 152 2052 657 7923 312 9113 985 980
Trade Debtors Trade Receivables  125 634102 185116 067115 358107 989120 771117 837131 203
Creditors Due Within One Year258 731327 497256 755       
Intangible Fixed Assets Additions  100 000       
Intangible Fixed Assets Cost Or Valuation890 000890 000990 000       
Number Shares Allotted 110 250110 250       
Percentage Subsidiary Held 100100       
Share Capital Allotted Called Up Paid110 250110 250110 250       
Tangible Fixed Assets Additions 2 7015 823       
Tangible Fixed Assets Cost Or Valuation25 19127 89233 715       
Tangible Fixed Assets Depreciation10 11015 44221 493       
Tangible Fixed Assets Depreciation Charged In Period 5 3326 051       

Company filings

Filing category
Accounts Annual return Capital Confirmation statement Incorporation Officers Persons with significant control Resolution
On Sat, 13th Jan 2024 new director was appointed.
filed on: 29th, January 2024 		Free Download (2 pages)

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