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Insight Wealth Limited
- Incorporated
- 24 July 2002 (24 years)
- Previously known as
- Bob Grapes Financial Planning Ltd (until 9 July 2021)Insight Wealth Limited (until 23 April 2021)Bob Grapes Financial Planning Ltd (until 21 April 2021)
- Industry
- Life insurance (65110) Non-life insurance (65120)Non-life reinsurance (65202)
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- Insight House 7A Alkmaar WayNorwich International Business ParkNorwichNR6 6BF
Filing status
- Accounts due
- 29 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 7 August 2027
- Last conf. stmt
- 24 July 2026
Charges
- Total
- 2
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 31 January 2019
British
Born August 1970 (56)
Director · Appointed 31 January 2019
British
Born July 1972 (54)
Officer history (4 former)
31 January 2019
31 January 2019
31 January 2019
Resigned Grapes, Anglea Elizabeth as Secretary
31 January 2019
Resigned Grapes, Anglea Elizabeth as Director
31 January 2019
Resigned Grapes, Robert William as Director
24 July 2002
24 July 2002
24 July 2002
Appointed Grapes, Anglea Elizabeth as Secretary
24 July 2002
Appointed Grapes, Anglea Elizabeth as Director
24 July 2002
Appointed Grapes, Robert William as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 January 2019
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 05054886
Former controllers (2)
31 January 2019
Ceased Robert William Grapes — Owns 50–75% of shares
31 January 2019
Ceased Angela Elizabeth Grapes — Owns 25–50% of shares
Group structure 12 companies
Ownership group derived from the Companies House PSC register
Adms Asset Management Limited Owns 75–100% of shares
Asset Investment Management Ltd. Owns 75–100% of shares
Buxton Beresford Financial Planning Ltd Owns 75–100% of shares
D B Financial Management Limited Owns 75–100% of shares
DRC Associates Limited Owns 75–100% of shares
Eastern Financial Consultants Ltd Owns 75–100% of shares
Ifa Financial Services (UK) Ltd. Owns 75–100% of shares
Insight Health Solutions Ltd Owns 25–50% of shares
Insight Prime Ltd Owns 75–100% of shares
Insight Wealth Limited This company Owns 75–100% of shares
Trillium Financial Planning Ltd. Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 August 2025, are filed but not read yet. See them on Companies House
- Cash
- £18,577
- Profit
- £133,840
- Current Ratio
- 1.7x
- Return on Equity
- 374%
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £143 | £168 | £198 | £233 | |
| Current Assets | £84,876 | £82,149 | £85,376 | £75,031 | £47,894 | £76,903 |
| Debtors | £66,299 | £72,489 | £53,080 | £38,688 | £40,128 | £57,998 |
| Cash | £18,577 | £9,660 | £32,296 | £36,343 | £7,766 | £18,905 |
| Creditors (< 1 year) | £49,072 | £40,185 | £31,147 | £54,642 | £31,628 | £36,082 |
| Net Current Assets | £35,804 | £41,964 | £54,229 | £20,389 | £16,266 | £40,821 |
| Net Assets | £41,964 | £54,345 | £20,525 | £16,426 | £41,010 | |
| Shareholder Funds | £35,804 | £41,964 | £54,345 | £20,525 | £16,426 | £41,010 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 August 2026 | Other filing | |||
| 27 August 2026 | Other filing | |||
| 27 August 2026 | Accounts filing | |||
| 21 August 2026 | Total exemption full accounts | 31 August 2025 | ||
| 28 July 2026 | Confirmation statement with no updates | 24 July 2026 |
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