What Investwizz say about themselves
“Build a tax-efficient Stocks & Shares ISA plan for £9.99 per month for portfolio service fee plus an average fund cost of around 0.25% p.a. Capital at risk.”
Investwizz Limited
- Incorporated
- 9 January 2025 (1 year)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190) Financial management (70221)
- Directors
- Owned by
- Michael Gregory Sherman
- Region
- Greater London
- Address
- C/o Investwizz LtdRoom 347The Engine Room18 The Power StationLondonSW11 8BZ
Website & contact details
- Website
Filing status
- Accounts due
- 28 December 2026
- Conf. stmt due
- 22 January 2027
- Last conf. stmt
- 8 January 2026
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 2 September 2026
Also at Altitude Consultants Limited · more companies
British
Born March 1963 (63)
Officer history (1 former)
14 September 2026
2 September 2026
15 August 2025
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Michael Gregory Sherman
Individual · Notified 9 January 2025
Owns 50–75% of shares
Owns 50–75% of shares (as a firm)
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born January 1973 (53)
Holdings 1
Companies where Investwizz Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 November 2026 | Change of details for a person with significant control | |||
| 20 October 2026 | Statement of capital following an allotment of shares | |||
| 20 October 2026 | Memorandum and Articles of Association | |||
| 14 September 2026 | Termination of appointment of a director | |||
| 10 September 2026 | Appointment of a director |
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