Roundhill Investment Solutions LLP

Dissolved 12 May 2026OC422676 Limited liability partnership
Incorporated
30 May 2018
Industry
None Supplied (None Supplied)
Owners at dissolution
Accounts type
Small
Region
South East
Address
Ground Floor Reading Bridge House
George Street
Reading
RG1 8LS

Filing status

Last accounts
31 December 2023
Last conf. stmt
29 May 2025

Officers 2 at dissolution

Officer details are public data from the Companies House register.

Ascot Lloyd Limited
Corporate LLP Designated Member · Appointed 31 December 2023
Investment Solutions Wealth Management Ltd
Corporate LLP Designated Member · Appointed 30 May 2018
Officer history (4 former)
31 December 2023
Appointed Ascot Lloyd Limited as Corporate LLP Designated Member
31 December 2023
Resigned Ascot Lloyd Bidco Jersey Ltd as Corporate LLP Designated Member
2 October 2023
Appointed Ascot Lloyd Bidco Jersey Ltd as Corporate LLP Designated Member
2 October 2023
Resigned Connor, David Robert as LLP Designated Member
2 October 2023
Resigned Lyons, Ivan David as LLP Designated Member
2 October 2023
Resigned Willson, Angus James as LLP Designated Member
30 May 2018
Appointed Investment Solutions Wealth Management Ltd as Corporate LLP Designated Member
30 May 2018
Appointed Connor, David Robert as LLP Designated Member
30 May 2018
Appointed Lyons, Ivan David as LLP Designated Member
30 May 2018
Appointed Willson, Angus James as LLP Designated Member

Ownership 2 at dissolution

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

Corporate entity · Notified 31 December 2023
Holds 25–50% of voting rights
Right to 75–100% of surplus assets
Limited By Shares
Reg. no. 07584487
Corporate entity · Notified 30 May 2018
Holds 25–50% of voting rights
Limited
Reg. no. 07333558
Former controllers (3)
2 October 2023
Ceased Angus James Willson — Has significant influence or control
2 October 2023
Ceased Ivan David Lyons — Has significant influence or control
2 October 2023
Ceased David Robert Connor — Has significant influence or control

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 This company 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 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

Trend

Employees
0 1 2019 2020 2021 2022 0 0 0 0
Balance sheet detail
2022202120202019

Filings

Recent filings only. See the full history on Companies House

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