Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 27 August 2027
- Last conf. stmt
- 13 August 2026
Foundation Investment Management Limited
- Incorporated
- 18 June 2012 (14 years)
- Previously known as
- Foundation Wealth Management Limited (until 15 August 2012)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Accounts type
- Full
- Region
- North West
- Address
- Foundation HouseScott DriveAltrinchamWA15 8AB
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 15 August 2012
Also at Greystone Financial Services (Holdings) Limited, Connectus Wealth Management Limited, Foundation House Financial Management Limited (proposed for strike-off) · more companies
British
Born August 1961 (65)
Director · Appointed 18 June 2012
British
Born July 1951 (75)
Officer history (2 former)
19 April 2018
13 February 2015
15 August 2012
15 August 2012
15 August 2012
18 June 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Has significant influence or control
Limited Company
Reg. no. 05906384
Group structure 7 companies
Ownership group derived from the Companies House PSC register
Connectus Wealth Management Limited Owns 75–100% of shares
Foundation Investment Management Limited This company Owns 75–100% of shares
Greystone Financial Services Limited Owns 75–100% of shares
HLB Financial Services Limited Owns 25–50% of shares
Trident Financial Planning Limited Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £1,322,156
- Employees
- 2
- Current Ratio
- 177.8x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | |
|---|---|---|---|
| Current Assets | £1,882,502 | £1,314,844 | £1,065,326 |
| Debtors | £560,346 | £201,940 | £174,592 |
| Cash | £1,322,156 | £1,112,904 | £890,734 |
| Creditors (< 1 year) | £10,586 | £105,873 | £193,945 |
| Net Current Assets | £1,871,916 | £1,208,971 | £871,381 |
| Shareholder Funds | £1,871,916 | £1,208,971 | £871,381 |
| Turnover | £2,768,628 | ||
| Cost of Sales | £923,626 | £877,046 | |
| Gross Profit | £1,891,582 | ||
| Admin Expenses | £1,577,494 | £1,775,852 | |
| Operating Profit | £115,730 | ||
| Profit Before Tax | £441,251 | £115,385 | |
| Tax | £103,661 | £22,904 | |
| Profit for Period | £337,590 | £92,481 | |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 August 2026 | Confirmation statement with no updates | 13 August 2026 |
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