Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 7 May 2027
- Last conf. stmt
- 23 April 2026
Moneywise Investments PLC
- Incorporated
- 16 March 1978 (48 years)
- Industry
- Financial intermediation not elsewhere classified (64999) Activities of insurance agents and brokers (66220)
- Directors
- Owned by
- Pankajkumar Manubhai Adatia
- Accounts type
- Full
- Region
- Greater London
- Address
- 442 442 Romford RoadForest GateLondon E7 8DfForest GateE7 8DF
Officers 3 active
Officer details are public data from the Companies House register.
Secretary
British
British
Born September 1955 (71)
Director
British
Born June 1957 (69)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Pankajkumar Manubhai Adatia
Individual · Notified 6 April 2016
Owns 50–75% of shares
British
Born September 1955 (71)
British
Born June 1957 (69)
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Cash
- £280,110
- Profit Before Tax
- £73,922
- Employees
- 10
- Current Ratio
- 1.1x
- Return on Equity
- 13%
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £455,666 | £472,596 | £400,522 | £421,597 | £333,955 |
| Current Assets | £322,966 | £230,945 | £284,357 | £299,742 | £236,161 |
| Debtors | £42,856 | £31,306 | £43,670 | £46,277 | £64,301 |
| Cash | £280,110 | £199,639 | £240,687 | £253,465 | £171,860 |
| Creditors (< 1 year) | £294,955 | £282,328 | £271,267 | £268,164 | £242,318 |
| Net Current Assets | £28,011 | (£51,383) | £13,090 | £31,578 | (£6,157) |
| Shareholder Funds | £483,677 | £421,213 | £413,612 | £453,175 | £327,798 |
| Turnover | £564,512 | £566,703 | £442,561 | ||
| Admin Expenses | £650,429 | £525,245 | £508,243 | £449,188 | £415,296 |
| Staff Costs | £386,163 | £305,123 | £290,836 | £286,198 | £261,259 |
| Operating Profit | £54,069 | £135,069 | £27,265 | ||
| Profit Before Tax | £73,922 | £57,654 | £42,482 | £153,446 | £17,286 |
| Tax | £11,459 | £53 | £12,045 | £21,519 | £6,426 |
| Profit for Period | £62,463 | £57,601 | £30,437 | £131,927 | £10,860 |
Filings 105
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 August 2026 | Full accounts | 31 March 2026 | ||
| 8 May 2026 | Confirmation statement with no updates | 23 April 2026 | ||
| 20 August 2025 | Full accounts | 31 March 2025 | ||
| 13 June 2025 | Confirmation statement with no updates | 1 June 2025 | ||
| 25 September 2024 | Full accounts | 31 March 2024 |
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