Filing status
- Accounts due
- 29 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 1 August 2027
- Last conf. stmt
- 18 July 2026
Asset Investment Management Ltd.
- Incorporated
- 18 July 2006 (20 years)
- Previously known as
- Bracondale Wealth Management Ltd (until 11 June 2007)This list may be incomplete. See all names on Companies House
- Industry
- Activities of insurance agents and brokers (66220)
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- Insight House7A Alkmaar WayNorwichNR6 6BF
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 7 February 2022
British
Born August 1970 (56)
Director · Appointed 3 February 2022
British
Born July 1972 (54)
Officer history (5 former)
6 February 2023
6 February 2023
7 February 2022
3 February 2022
28 April 2020
Resigned Barnard, Paul Jerome as Director
19 July 2006
Appointed Barnard, Paul Jerome as Director
19 July 2006
19 July 2006
19 July 2006
19 July 2006
18 July 2006
18 July 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 3 February 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 05054886
Former controllers (2)
6 February 2023
28 April 2020
Ceased Paul Jerome Barnard — 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. This company 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 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
- £16,693
- Profit
- £80,588
- Current Ratio
- 4.1x
- Return on Equity
- 79%
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £0 | £203 | £217 | £255 | |
| Current Assets | £134,760 | £130,577 | £141,270 | £75,121 | £47,227 |
| Debtors | £118,067 | £119,693 | £104,320 | ||
| Cash | £16,693 | £10,884 | £36,950 | ||
| Creditors (< 1 year) | £33,222 | £34,627 | £42,149 | £19,663 | £16,665 |
| Net Current Assets | £101,538 | £95,950 | £99,121 | £55,458 | £30,562 |
| Net Assets | £55,075 | £29,017 | |||
| Shareholder Funds | £101,538 | £95,950 | £99,324 | £55,075 | £29,017 |
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 | ||
| 31 July 2026 | Confirmation statement with no updates | 18 July 2026 |
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