Website & contact details
- Website
Investment and Tax Advisory Services Limited
- Incorporated
- 26 April 2001 (25 years)
- Previously known as
- Wilcox Young Partnership Limited (until 24 June 2008)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 30A South StreetDorchesterDT1 1BY
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 19 April 2027
- Last conf. stmt
- 5 April 2026
Officers 1 active
Officer details are public data from the Companies House register.
British
Born June 1975 (51)
Officer history (16 former)
12 April 2021
12 April 2021
28 August 2020
Resigned Keenan, John Leslie as Secretary
3 October 2019
3 October 2019
12 August 2019
12 August 2019
Appointed Keenan, John Leslie as Secretary
30 July 2019
Resigned Oliver, Christopher Stephen as Secretary
31 May 2019
7 February 2019
Appointed Oliver, Christopher Stephen as Secretary
7 February 2019
30 November 2017
17 November 2017
17 November 2017
11 April 2017
31 May 2016
31 May 2016
30 April 2016
12 April 2016
1 April 2015
8 May 2014
12 October 2013
19 March 2012
19 March 2012
19 March 2012
19 March 2012
31 March 2010
9 May 2001
9 May 2001
26 April 2001
26 April 2001
26 April 2001
26 April 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 12 April 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Has significant influence or control (as a firm)
Limited Company
Reg. no. 13054957
Former controllers (1)
12 April 2021
Ceased Way Group Limited — Owns 75–100% of shares
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
- £202,937
- Employees
- 12
- Current Ratio
- 3.4x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £47,673 | £57,226 | £70,384 | £79,232 | £25,153 | £33,065 |
| Current Assets | £298,813 | £217,071 | £140,031 | £231,080 | £636,048 | £474,758 |
| Debtors | £95,876 | £110,519 | £78,604 | £98,500 | £594,855 | £451,847 |
| Cash | £202,937 | £106,552 | £61,427 | £132,580 | £41,193 | £22,911 |
| Creditors (< 1 year) | £86,942 | £111,420 | £85,781 | £126,225 | £512,683 | £324,488 |
| Net Current Assets | £211,871 | £105,651 | £54,250 | £104,855 | £123,365 | £150,270 |
| Shareholder Funds | £259,544 | £162,877 | £124,634 | £184,087 | £148,518 | £183,335 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 August 2026 | Total exemption full accounts | 31 March 2026 | ||
| 13 April 2026 | Confirmation statement with no updates | 5 April 2026 | ||
| 21 August 2025 | Total exemption full accounts | 31 March 2025 | ||
| 8 April 2025 | Confirmation statement with no updates | 5 April 2025 | ||
| 15 October 2024 | Registered office address changed |
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