Morgan Holdings Investment Solutions Limited

Proposed for strike-off13705240 Private limited company
Incorporated
26 October 2021 (5 years)
Industry
Activities of other holding companies n.e.c. (64209)
Directors
Accounts type
Small
Region
South East
Address
Ground Floor Reading Bridge House
George Street
Reading
RG1 8LS

Filing status

Accounts due
30 September 2026
Last accounts
31 December 2024
Conf. stmt due
30 October 2026
Last conf. stmt
16 October 2025

Officers 1 active

Officer details are public data from the Companies House register.

Director · Appointed 12 May 2025
British
Born January 1965 (61)
Officer history (1 former)
31 December 2025
Resigned Lyons, Ivan David as Director
12 May 2025
Appointed Rea, Felice as Director
26 October 2021
Appointed Lyons, Ivan David as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 15 December 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 10730291
Former controllers (1)
2 October 2023
Ceased Ivan David Lyons — Owns 75–100% of shares

Group structure 14 companies

Ownership group derived from the Companies House PSC register

Ascot Lloyd Limited Owns 75–100% of shares
Roundhill Investment Solutions LLP Status not confirmedRight to 75–100% of surplus assets
CPL Bidco Limited Owns 75–100% of shares
Gee & Watson Wealth Management Limited DissolvedOwns 75–100% of shares
Investment Solutions Wealth Management Limited Proposed for strike-offOwns 75–100% of shares
Pinnacle Portfolio Management LLP Status not confirmedHolds 25–50% of voting rights
Montage Portfolio Management Ltd Status not confirmedOwns 75–100% of shares
Morgan Holdings Investment Solutions Limited This company Proposed for strike-offOwns 75–100% of shares
Portfolio Financial Consultancy Ltd. Status not confirmedOwns 75–100% of shares
A.W.Dallas Financial Services Limited In liquidationOwns 75–100% of shares
Regency House Wealth Management Group Limited Proposed for strike-offOwns 75–100% of shares
Cowgills Wealth Limited DissolvedOwns 75–100% of shares

Financials

Net Assets
£4,053
Cash
£29,317
Debt Ratio
100%
Current Ratio
0.2x
Balance sheet detail
2022
Fixed Assets£1,382,877
Current Assets£109,288
Debtors£79,971
Cash£29,317
Creditors (< 1 year)£706,613
Creditors (> 1 year)£781,499
Net Current Assets(£597,325)
Net Assets£4,053
Shareholder Funds£4,053

Filings

Recent filings only. See the full history on Companies House

Show all recent filings

Some other companies at this address

Other companies in this industry

By trade and location

New companies in Reading →

Explore the largest companies

Largest companies in Reading, UK →

Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →

← Back to companies Official record on Companies House ↗

Already have an account?

Create your account

Save searches and get the weekly email of new matches.

First name is required.
Last name is required.
Enter an email address like name@example.com.
Must be at least 8 characters. Password must be at least 8 characters.

Already have an account?