The Investing and Saving Alliance

Active03548792 Private company limited by guarantee

Incorporated: 17 April 1998 (28 years)
Previously known as: Tax Incentivised Savings Association (until 4 June 2019)
Professional Isa Managers' Association (until 1 June 2007)
Isa Managers' Association (until 14 July 1998)
Industry: Other education n.e.c. (85590)
Activities of business and employers membership organizations (94110)
Directors: Elizabeth Claire Paradine
Victoria Jane Baker
Richard Neil Moorin
all 12 directors
Accounts type: Small
Region: North East
Address: Dakota House 25 Falcon Court
Preston Farm Business Park
Stockton-On-Tees
TS18 3TX

Filing status

Accounts due: 31 March 2027
Last accounts: 30 June 2025
Conf. stmt due: 14 May 2027
Last conf. stmt: 30 April 2026

Officers 13 active

Officer details are public data from the Companies House register.

Paradine, Elizabeth Claire

Director · Appointed 14 September 2026

Also at Paradine Kane Property Ltd, Seven Investment Management LLP

British

Born October 1975 (51)

Baker, Victoria Jane

Director · Appointed 3 August 2026

British

Born January 1979 (47)

Kennedy, Alison

Secretary · Appointed 29 July 2026

Moorin, Richard Neil

Director · Appointed 28 July 2026

Also at Tisa Commercial Enterprises Limited

British

Born March 1970 (56)

Hyams, Katy Anne

Director · Appointed 27 July 2026

British

Born February 1981 (45)

Rajahmaheswaran, Maiyuresh

Director · Appointed 8 June 2026

British

Born October 1979 (47)

Manchester, Antony Geoffrey

Director · Appointed 22 May 2026

British

Born October 1977 (49)

Allis, Brian Steven

Director · Appointed 22 April 2026

British

Born August 1968 (58)

Lyons, Eoin

Director · Appointed 30 March 2026

Also at SS&C Wealth and Insurance Ireland Limited

Irish

Born August 1972 (54)

Orton, Timothy Richard

Director · Appointed 5 January 2026

Also at Origen Financial Services Limited, Origen Limited, Momentum Group Limited · more companies

British

Born August 1971 (55)

Turner, Mark Simon Kenneth

Director · Appointed 22 December 2025

British

Born August 1974 (52)

Westwell, Mark

Director · Appointed 24 October 2025

Also at Tisa Commercial Enterprises Limited

British

Born September 1961 (65)

Best, Philip William

Director · Appointed 31 May 2023

Also at Pemberton Investments UK Limited, Inventory Solutions Holdco UK Limited, Pemberton Asset Management Services UK Limited · more companies

British

Born December 1960 (65)

Officer history (44 former)

14 September 2026

Appointed Paradine, Elizabeth Claire as Director

10 August 2026

Resigned Knight, Carol Lesley as Director

3 August 2026

Appointed Baker, Victoria Jane as Director

29 July 2026

Appointed Kennedy, Alison as Secretary

29 July 2026

Resigned Knight, Carol Lesley as Secretary

28 July 2026

Appointed Moorin, Richard Neil as Director

27 July 2026

Appointed Hyams, Katy Anne as Director

8 June 2026

Appointed Rajahmaheswaran, Maiyuresh as Director

22 May 2026

Appointed Manchester, Antony Geoffrey as Director

22 April 2026

Appointed Allis, Brian Steven as Director

30 March 2026

Appointed Lyons, Eoin as Director

20 March 2026

Resigned Fairweather, Anne Helen as Director

12 March 2026

Resigned Stenning, Tony John as Director

5 January 2026

Appointed Orton, Timothy Richard as Director

5 January 2026

Resigned Barry, Damien Anthony as Director

22 December 2025

Appointed Turner, Mark Simon Kenneth as Director

8 December 2025

Resigned Bayer, Elissa as Director

12 November 2025

Resigned Korek, Julian Witold as Director

24 October 2025

Appointed Westwell, Mark as Director

12 August 2025

Resigned Layden, Sarah Jean as Director

7 July 2025

Resigned Kurzo, Claude as Director

22 November 2024

Resigned Ewing, James as Director

19 November 2024

Resigned Banda, Larry as Director

12 September 2023

Appointed Kurzo, Claude as Director

5 September 2023

Appointed Barry, Damien Anthony as Director

4 July 2023

Resigned Chandramohan, Prakash as Director

3 July 2023

Appointed Layden, Sarah Jean as Director

31 May 2023

Appointed Best, Philip William as Director

24 May 2023

Resigned Goodland, Jane Sarah as Director

24 May 2023

Resigned Jackson, Jill Morag as Director

14 May 2023

Appointed Fairweather, Anne Helen as Director

4 May 2023

Appointed Bayer, Elissa as Director

28 April 2023

Resigned Weber-Brown, Harry Guy as Director

30 June 2022

Resigned Welch, Stuart Paul as Director

31 March 2022

Resigned Hoctor-Duncan, Alexander as Director

31 March 2022

Resigned Bayer, Elissa as Director

31 March 2022

Resigned Hurwood, Jason Lee as Director

31 March 2022

Resigned Till, Mark Paul as Director

31 March 2022

Resigned Sartorius, Katrina Therese as Director

1 February 2022

Resigned Dalton-Brown, David Martin as Director

1 February 2022

Resigned Brasington, John David as Director

3 November 2021

Resigned White, David Ian as Director

14 April 2021

Resigned Moore, Ruth Louise as Director

7 April 2021

Appointed Chandramohan, Prakash as Director

17 March 2021

Appointed Hoctor-Duncan, Alexander as Director

18 January 2021

Resigned Freeman, Richard David as Director

7 January 2021

Appointed Till, Mark Paul as Director

7 December 2020

Appointed Ewing, James as Director

21 October 2020

Appointed Hurwood, Jason Lee as Director

1 June 2020

Appointed Weber-Brown, Harry Guy as Director

11 February 2020

Resigned Mcclymont, Gregg as Director

1 August 2019

Appointed Moore, Ruth Louise as Director

1 July 2019

Resigned Shea, Patrick Joseph as Director

1 July 2019

Resigned Shelton, Clive John as Director

5 February 2019

Appointed Jackson, Jill Morag as Director

21 January 2019

Resigned White, David Jason as Director

21 January 2019

Appointed Welch, Stuart Paul as Director

25 April 2018

Appointed Goodland, Jane Sarah as Director

25 April 2018

Appointed Mcclymont, Gregg as Director

20 November 2017

Appointed Shea, Patrick Joseph as Director

25 January 2017

Appointed Sartorius, Katrina Therese as Director

30 June 2016

Resigned Solway, Anthony Christopher John as Director

9 March 2016

Appointed Freeman, Richard David as Director

3 February 2016

Resigned Mcintyre, Mary-Anne Bridget as Director

20 November 2015

Appointed Banda, Larry as Director

2 June 2015

Appointed White, David Jason as Director

14 May 2015

Appointed White, David Jason as Director

14 May 2015

Resigned White, David Jason as Director

14 May 2015

Resigned Shaughnessy, Gary Paul John as Director

3 November 2014

Appointed Bayer, Elissa as Director

15 October 2014

Appointed Mcintyre, Mary-Anne Bridget as Director

15 October 2014

Appointed Stenning, Tony John as Director

1 August 2014

Resigned Vine Lott, Anthony Keith as Director

1 January 2014

Resigned Mullan, Hugh as Director

20 November 2013

Resigned Small, Malcolm Fraser as Director

17 October 2012

Appointed Mullan, Hugh as Director

29 June 2012

Resigned Thomson, Peter Paul as Director

1 July 2011

Appointed Knight, Carol Lesley as Director

1 April 2010

Resigned Shipp, Peter John as Director

23 February 2010

Resigned Stobart, Eric St Clair as Director

1 February 2010

Appointed Shaughnessy, Gary Paul John as Director

1 October 2009

Appointed Dalton-Brown, David Martin as Director

3 September 2009

Appointed Knight, Carol Lesley as Secretary

2 September 2009

Resigned Barrass, Simon Peter as Secretary

31 July 2009

Resigned Adams, Gareth Anthony as Director

2 June 2008

Appointed Solway, Anthony Christopher John as Director

6 March 2008

Appointed Small, Malcolm Fraser as Director

28 June 2007

Appointed Stobart, Eric St Clair as Director

11 June 2007

Appointed Shelton, Clive John as Director

11 June 2007

Appointed Brasington, John David as Director

11 June 2007

Appointed White, David Ian as Director

11 June 2007

Appointed Korek, Julian Witold as Director

11 June 2007

Appointed Vine Lott, Anthony Keith as Director

11 June 2007

Appointed Adams, Gareth Anthony as Director

11 June 2007

Appointed Thomson, Peter Paul as Director

11 May 1999

Appointed Barrass, Simon Peter as Secretary

11 May 1999

Appointed Shipp, Peter John as Director

11 May 1999

Resigned Endeavour Secretary Limited as Corporate Secretary

11 May 1999

Resigned Endeavour Director Limited as Corporate Director

17 April 1998

Appointed Endeavour Secretary Limited as Corporate Secretary

17 April 1998

Appointed Endeavour Director Limited as Corporate Director

Ownership 0 active

People and entities with significant control, from the Companies House PSC register

The company has declared that it has no person with significant control.

Group structure 5 companies

Ownership group derived from the Companies House PSC register

The Investing and Saving Alliance This company

Tisa Commercial Enterprises Limited Owns 75–100% of shares

Select ID Ltd. Owns 25–50% of shares

Tisa Universal Reporting Network Limited Owns 25–50% of shares

The Universal Reporting Network Limited Owns 75–100% of shares

Financials

Figures from 2024 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House

Net Assets: £25,102
Cash: £361,922
Employees: 36

Debt Ratio: 98%
Current Ratio: 1.0x

Trend

Net Assets

Balance sheet detail

	2024	2023	2022	2020
Fixed Assets	£200		£1,684	£19,013
Current Assets	£1,492,689		£2,071,697	£1,776,559
Debtors	£1,130,767		£1,218,592	£870,471
Cash	£361,922		£853,105	£906,088
Creditors (< 1 year)	£1,454,454	£1,785,280	£1,666,128	£1,719,861
Creditors (> 1 year)	£13,333	£37,365	£53,348
Net Current Assets	£38,235		£405,569	£56,698
Net Assets	£25,102		£353,905
Shareholder Funds	£25,102		£353,905	£75,711

Filings 206

Date	Description	Made Up To	Pages	PDF
14 September 2026	Appointment of a director
10 August 2026	Termination of appointment of a director
4 August 2026	Appointment of a director
29 July 2026	Termination of appointment of a secretary
29 July 2026	Appointment of a secretary