Invest Wealth Solutions Limited in Newcastle-under-lyme, ST5 1DS

Description

Data updated on: 01-11-2023

Started with Reg No. 06813245 sixteen years ago, Invest Wealth Solutions Limited is categorised as a Private Limited Company. The company's active mailing address is 98 Lancaster Road, Newcastle-under-lyme. This enterprise's SIC code is 64999 : Financial intermediation not elsewhere classified. The company's most recent financial reports cover the period up to Friday 30th September 2022 and the latest confirmation statement was submitted on Thursday 9th February 2023.

There's just one managing director now managing this particular firm, namely Jonathan H. who's been doing the director's tasks for sixteen years. Since May 2010 Adrian P., had been supervising this specific firm up to the moment of the resignation on Friday 16th September 2011. Additionally another director, namely Jonathan H. quit on Wednesday 26th May 2010.

Jonathan H. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-05-31	2012-05-31	2013-04-30	2014-04-30	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-09-30	2022-09-30	2023-09-30
Currency
Net Worth	-19 259	-23 980	-133 482	-148 347	-169 069	-157 603

Balance Sheet
Cash Bank On Hand						6 729	2 975	9 264	3 446	4 438	937	3 222	2 821
Current Assets	5 029	3 270	2 589	347	1 276	6 919	3 165	9 503	3 685	4 452	951	3 236	2 884
Debtors	1	1	151	190	190	190	190	239	239	14	14	14	63
Net Assets Liabilities						-157 603	-140 373	-118 264	-114 137	-108 746	-123 645	-121 264	-96 540
Cash Bank In Hand	5 028	3 269	2 438	157	1 086	6 729
Net Assets Liabilities Including Pension Asset Liability	-19 259	-23 980	-133 482	-148 347	-169 069	-157 603
Tangible Fixed Assets	300	200	108

Capital & Reserves
Called Up Share Capital	1	1	1	1	1	1
Profit Loss Account Reserve	-19 260	-23 981	-133 483	-148 348	-169 070	-157 604
Shareholder Funds	-19 259	-23 980	-133 482	-148 347	-169 069	-157 603

Other Financial Data
Amounts Owed By Group Undertakings Participating Interests						190	190	239	239	14	14	14	63
Amounts Owed To Group Undertakings Participating Interests						88 853	88 853	88 853	88 853	88 853	88 609	89 767	72 894
Average Number Employees During Period						1			1	1	1	-1	-1
Bank Borrowings						8 832	6 410
Bank Borrowings Overdrafts						2 614	2 614	2 614	2 614		2 538	1 824	16 152
Creditors						155 690	137 128	123 779	116 306	113 198	109 271	109 913	83 272
Net Current Assets Liabilities	-1 243	-6 810	-118 425	-136 746	-158 115	-148 771	-133 963	-114 276	-112 621	-108 746	-108 320	-106 677	-80 388
Other Creditors						63 819	45 661	32 312	24 705	24 206	86 708	16 417	10 378
Other Taxation Social Security Payable									134	139	221
Taxation Social Security Payable						404					221	285
Total Assets Less Current Liabilities	-943	-6 610	-118 317	-136 746	-158 115	-148 771	-133 963	-114 276	-112 621	-108 746	-108 320
Trade Creditors Trade Payables												1 620
Creditors Due After One Year	18 316	17 370	15 165	11 601	10 954	8 832
Creditors Due Within One Year	6 272	10 080	121 014	137 093	159 391	155 690
Fixed Assets	300	200	108
Number Shares Allotted		1	1	1	1	1
Par Value Share		1	1	1	1	1
Secured Debts		19 592	17 587	14 215	13 568	11 446
Share Capital Allotted Called Up Paid	1	1	1	1	1	1
Tangible Fixed Assets Cost Or Valuation	400	400	400
Tangible Fixed Assets Depreciation	100	200	292
Tangible Fixed Assets Depreciation Charged In Period		100	92
Tangible Fixed Assets Depreciation Decrease Increase On Disposals				292
Tangible Fixed Assets Disposals				400

Company staff

Jonathan H.

Role: Secretary

Appointed: 10 January 2020

Latest update: 26 April 2025

Jonathan H.

Role: Director

Appointed: 16 September 2011

Latest update: 26 April 2025

Adrian P.

Role: Director

Appointed: 26 May 2010

Resigned: 16 September 2011

Latest update: 26 April 2025

Jacksons Secretaries Limited

Role: Corporate Secretary

Appointed: 21 July 2009

Resigned: 10 January 2020

Address: Newcastle Under Lyme, Staffordshire, ST5 1DS, United Kingdom

Latest update: 26 April 2025

Jonathan H.

Role: Director

Appointed: 09 February 2009

Resigned: 26 May 2010

Latest update: 26 April 2025

People with significant control

Jonathan H.

Notified on 10 February 2018

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

The Invest Group Of Companies Limited

Address: 98 Lancaster Road, Newcastle, ST5 1DS, England

Legal authority Companies Act 2006

Legal form Limited Company

Country registered United Kingdom

Place registered Companies House

Registration number 06568890

Notified on 1 July 2016

Ceased on 10 February 2018

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	23 February 2024
Confirmation statement last made up date	09 February 2023

Annual Accounts 30 June 2012
Start Date For Period Covered By Report	2011-06-01
End Date For Period Covered By Report	2012-05-31
Date Approval Accounts	30 June 2012
Annual Accounts 30 April 2014
Start Date For Period Covered By Report	2012-06-01
Date Approval Accounts	30 April 2014
Annual Accounts 26 January 2015
Start Date For Period Covered By Report	2013-05-01
End Date For Period Covered By Report	2014-04-30
Date Approval Accounts	26 January 2015
Annual Accounts 24 March 2016
Start Date For Period Covered By Report	2014-05-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	24 March 2016
Annual Accounts 23 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	23 December 2016
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	31/03/2018
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	31/03/2019
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	31/03/2020
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	30/09/2021
Annual Accounts
Start Date For Period Covered By Report	1 October 2021
End Date For Period Covered By Report	30 September 2022
Annual Accounts
Start Date For Period Covered By Report	1 October 2022
End Date For Period Covered By Report	30 September 2023
Annual Accounts
End Date For Period Covered By Report	2013-04-30
Annual Accounts
End Date For Period Covered By Report	31 March 2017

Invest Wealth Solutions Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Jonathan H.

Jonathan H.

Adrian P.

Jacksons Secretaries Limited

Jonathan H.

People with significant control

Jonathan H.

The Invest Group Of Companies Limited

Accounts Documents

Company filings

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