Filing status
- Accounts due
- 30 September 2026
- Last accounts
- 31 December 2024
- Conf. stmt due
- 28 October 2026
- Last conf. stmt
- 14 October 2025
Investment Solutions Wealth Management Limited
- Incorporated
- 3 August 2010 (16 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- Grafton House26 Grafton RoadWorthingBN11 1QT
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 11 September 2025
Also at CPL Topco Limited, Regency House Wealth Management Group Limited (proposed for strike-off), Rickard Keen Financial Services Limited · more companies
British
Born November 1964
Officer history (10 former)
31 December 2025
11 September 2025
31 July 2025
Resigned Burgess, Christian John as Director
31 August 2024
Resigned Stockton, Nigel Geoffrey as Director
6 August 2024
Resigned Willson, Angus James as Director
4 August 2024
19 June 2024
Resigned Kasparis, Khalil as Director
13 January 2024
Appointed Stockton, Nigel Geoffrey as Director
12 January 2024
Appointed Burgess, Christian John as Director
2 October 2023
Resigned Lyons, Nina Francis as Secretary
1 August 2022
Appointed Kasparis, Khalil as Director
1 January 2018
Appointed Willson, Angus James as Director
1 January 2016
Appointed Lyons, Nina Francis as Secretary
31 December 2015
Resigned Lyons, Nina Francis as Director
4 September 2015
Appointed Lyons, Nina Francis as Director
1 January 2015
31 December 2014
3 August 2010
3 August 2010
3 August 2010
3 August 2010
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 18 December 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 10730291
Other holdings 1
Companies where Investment Solutions Wealth Management Limited is registered as a person with significant control
Holds 25–50% of voting rights
Status not confirmed
Former controllers (1)
2 October 2023
Group structure 14 companies
Ownership group derived from the Companies House PSC register
Ascot Lloyd Limited Owns 75–100% of shares
CPL Bidco Limited Owns 75–100% of shares
Rickard Keen Financial Services Limited Owns 75–100% of shares
Investment Solutions Wealth Management Limited This company Proposed for strike-offOwns 75–100% of shares
Financials
Figures from 2022 accounts. Newer accounts, made up to 31 December 2024, are filed but not read yet. See them on Companies House
- Cash
- £498,705
- Employees
- 30
- Current Ratio
- 2.9x
Trend
Shareholder Funds
Balance sheet detail
| 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|
| Fixed Assets | £1,957,760 | £1,294,895 | £1,259,560 | £1,264,515 |
| Current Assets | £3,077,409 | £2,504,701 | £1,773,315 | £1,350,382 |
| Debtors | £2,578,704 | £1,487,748 | £1,144,173 | £807,127 |
| Cash | £498,705 | £1,016,953 | £629,142 | £543,255 |
| Creditors (< 1 year) | £1,049,189 | £486,685 | £375,083 | £462,692 |
| Net Current Assets | £2,028,220 | £2,018,016 | £1,398,232 | £887,690 |
| Shareholder Funds | £3,985,980 | £3,312,911 | £2,657,792 | £2,152,205 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 22 September 2026 | First Gazette notice for voluntary strike-off | |||
| 15 September 2026 | Application to strike the company off the register | |||
| 23 June 2026 | Statement of capital | 3 | ||
| 23 June 2026 | Share capital filing | 1 | ||
| 23 June 2026 | Insolvency filing | 1 |
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