Website & contact details
- Website
Tam Asset Management Ltd
- Incorporated
- 20 September 2000 (26 years)
- Previously known as
- Helvetia Asset Management Limited (until 30 August 2012)S.P. Angel & Co Limited (until 20 January 2010)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Izabela Monika Nowicka
- Owned by
- Accounts type
- Full
- Region
- Greater London
- Address
- One Leadenhall Level 231 Leadenhall StreetLondonEC3V 1AB
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 27 May 2027
- Last conf. stmt
- 13 May 2026
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 1 February 2026
British
Born January 1982 (44)
Nowicka, Izabela Monika
Director · Appointed 1 October 2025
Polish
Born March 1979 (47)
British
Born September 1985 (41)
Officer history (35 former)
16 July 2026
1 February 2026
31 October 2025
1 October 2025
Appointed Nowicka, Izabela Monika as Director
30 June 2025
31 December 2023
18 December 2021
12 July 2018
1 July 2018
1 July 2018
1 April 2018
1 June 2017
9 May 2017
Resigned Dunbar, Robert as Secretary
17 July 2015
30 June 2015
31 March 2015
4 January 2010
Appointed Dunbar, Robert as Secretary
24 November 2009
24 November 2009
24 November 2009
24 November 2009
24 November 2009
24 November 2009
4 July 2008
4 July 2008
4 July 2008
4 July 2008
30 June 2008
30 June 2008
30 June 2008
30 June 2008
30 June 2008
30 June 2008
15 March 2008
12 December 2007
27 June 2007
27 June 2007
22 June 2007
18 June 2007
10 May 2007
10 May 2007
20 March 2006
30 September 2005
6 May 2005
31 March 2004
31 March 2004
15 March 2004
15 March 2004
15 March 2004
29 February 2004
2 January 2004
30 December 2003
1 May 2003
14 April 2003
14 April 2003
4 March 2003
4 March 2003
30 May 2002
30 May 2002
28 May 2002
28 May 2002
28 April 2002
2 April 2002
12 March 2002
18 June 2001
18 June 2001
28 September 2000
20 September 2000
20 September 2000
20 September 2000
20 September 2000
20 September 2000
20 September 2000
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 8082749
Holdings 1
Companies where Tam Asset Management Ltd is registered as a person with significant control
Owns 75–100% of shares
Active
Former controllers (1)
30 November 2022
Group structure 60 shown
Ownership group derived from the Companies House PSC register
Amber River Limited Owns 75–100% of shares
Amber River Investment Solutions LLP Holds 75–100% of voting rights
Johnston Financial Asset Management Limited Owns 75–100% of shares
Chancery Financial Planning Holdings Limited Owns 75–100% of shares
Amber River Chancery Ltd Owns 75–100% of shares
Chancery Financial Planning LLP Holds 75–100% of voting rights
H B Cranfield Wealth Management Ltd. Owns 75–100% of shares
John Eames Limited Owns 75–100% of shares
CM Bidco Limited Owns 75–100% of shares
DMWSL 946 Limited Owns 75–100% of shares
CC Topco Limited Owns 75–100% of shares
CC Bidco Limited Owns 75–100% of shares
Charles Cameron and Associates Limited Owns 75–100% of shares
Emery (Ifa) Limited Owns 75–100% of shares
J M Wakeling Independent Financial Advisers Limited Owns 75–100% of shares
The Broughton Wilkins Partnership Ltd Owns 75–100% of shares
Hyacinth Bidco Limited Owns 75–100% of shares
Heritage Financial Limited Owns 75–100% of shares
Jacaranda Bidco Limited Owns 75–100% of shares
Johnston Financial Limited Owns 75–100% of shares
Poise Financial Planning Limited Owns 75–100% of shares
Johnston Campbell Holdings Limited Owns 75–100% of shares
Spring Meadow Investment Ltd Owns 75–100% of shares
Bartholomew & James (Financial Services) Limited Owns 75–100% of shares
Larkspur Bidco Limited Owns 75–100% of shares
Haywood & Co Financial Planning Limited Owns 75–100% of shares
Huntington Ross Financial Services Limited Owns 75–100% of shares
Leodis Wealth Limited Owns 75–100% of shares
MSM Independent Financial Services Limited Owns 75–100% of shares
Premier Financial Management Ltd Owns 75–100% of shares
Regrowth Holdings Limited Owns 75–100% of shares
Hugh Davies Associates Limited Owns 75–100% of shares
Kingfurness & Associates Limited Owns 75–100% of shares
RTFP Holdings Limited Owns 75–100% of shares
Sfia 2020 Limited Owns 75–100% of shares
Eastwood Financial Solutions Ltd Owns 75–100% of shares
Sfia Wealth Management Limited Owns 75–100% of shares
Shipman Group Holdings Limited Holds 75–100% of voting rights
Astute Money Financial Planning Ltd Owns 75–100% of shares
Shipman Group Limited Owns 75–100% of shares
Shipman Wealth Management Ltd Owns 75–100% of shares
Whichers Ifa Limited Owns 75–100% of shares
Socium Group Nominee Limited Owns 75–100% of shares
Tam Financial Ltd Owns 50–75% of shares
Tam Asset Management Ltd This company Owns 75–100% of shares
Tam Work Place Pensions Ltd Owns 75–100% of shares
You Give We Give Ltd Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £1,026,751
- Cash
- £1,610,175
- Turnover
- £2,895,882
- Profit Before Tax
- (£354,308)
- Employees
- 15
- Debt Ratio
- 57%
- Current Ratio
- 1.8x
- Profit Margin
- -12%
- Return on Equity
- -35%
Trend
Turnover
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £8,927 | £42,834 | £371,480 | £386,597 | £388,851 |
| Current Assets | £2,365,584 | £2,094,123 | £2,028,660 | £1,670,374 | £1,398,973 |
| Cash | £1,610,175 | £1,161,502 | £1,121,054 | £794,044 | £622,619 |
| Creditors (< 1 year) | £1,347,760 | £753,996 | £903,963 | £617,761 | £450,102 |
| Net Current Assets | £1,017,824 | £1,340,127 | £1,124,697 | £1,052,613 | £948,871 |
| Net Assets | £1,026,751 | £1,382,961 | £1,496,177 | £1,439,210 | £1,337,722 |
| Shareholder Funds | £1,026,751 | £1,382,961 | £1,496,177 | £1,439,210 | £1,337,722 |
| Turnover | £2,895,882 | £4,694,868 | £4,429,985 | £4,448,842 | £4,054,288 |
| Cost of Sales | £473,891 | £2,016,941 | £1,953,718 | £1,931,608 | £2,088,000 |
| Gross Profit | £2,421,991 | £2,677,927 | £2,476,267 | £2,517,234 | £1,966,288 |
| Admin Expenses | £2,918,854 | £2,553,350 | £2,216,885 | £2,262,114 | £1,940,975 |
| Staff Costs | £1,933,907 | £1,546,110 | £1,273,399 | £1,252,908 | £959,700 |
| Operating Profit | (£496,929) | £124,577 | £259,382 | £255,120 | £25,313 |
| Profit Before Tax | (£354,308) | £228,383 | £256,967 | £177,549 | £89,880 |
| Tax | £1,902 | £16,599 | £1,061 | (£18,174) | |
| Profit for Period | (£356,210) | £211,784 | £256,967 | £176,488 | £108,054 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 23 July 2026 | Termination of appointment of a director | |||
| 21 May 2026 | Confirmation statement with no updates | 13 May 2026 | ||
| 1 April 2026 | Registered office address changed | |||
| 1 April 2026 | Registered office address changed | |||
| 11 February 2026 | Appointment of a director |
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