Investment Solutions Wealth Management Limited in Worthing, BN11 1QT

Description

Data updated on: 01-11-2023

07333558 - registration number of Investment Solutions Wealth Management Limited. This company was registered as a Private Limited Company on 2010-08-03. This company has been present in this business for fourteen years. This business can be reached at Grafton House 26 Grafton Road in Worthing. The headquarters' zip code assigned to this place is BN11 1QT. The company's Standard Industrial Classification Code is 64999 - Financial intermediation not elsewhere classified. Investment Solutions Wealth Management Ltd filed its latest accounts for the financial period up to 2022-12-31. The company's most recent confirmation statement was submitted on 2023-10-14.

In order to satisfy the customers, the following limited company is constantly being supervised by a body of four directors who are, to mention just a few, Khalil K., Angus W. and David C.. Their outstanding services have been of cardinal importance to the limited company since 2022. Furthermore, the director's assignments are regularly supported by a secretary - Nina L., who was chosen by the limited company on 2016-01-01.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	1 412 734	1 666 631	1 516 243

Balance Sheet
Cash Bank On Hand			396 219	265 351	501 473	819 593	543 255	629 142	1 016 953	498 705
Current Assets	580 447	910 778	589 876	445 383	677 287	1 205 553	1 350 382	1 773 315	2 504 701	3 077 409
Debtors	128 943	123 949	193 657	180 032	175 814	385 960	807 127	1 144 173	1 487 748	2 578 704
Other Debtors			68 023	77 847	59 747	270 602	699 138	1 023 402	1 369 911	2 447 501
Property Plant Equipment			12 222	28 623	34 902	40 050	93 615	88 660	80 464	82 270
Cash Bank In Hand	451 504	786 829	396 219
Intangible Fixed Assets	890 000	890 000	990 000
Tangible Fixed Assets	15 081	12 450	12 222

Capital & Reserves
Called Up Share Capital	900 000	900 000	1 000 000
Profit Loss Account Reserve	512 734	766 631	516 243
Shareholder Funds	1 412 734	1 666 631	1 516 243

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment			21 493	26 705	36 441	47 872	63 036	80 260	96 581	112 796
Amounts Owed To Group Undertakings			83	83	83	451	1 903	83	83	83
Average Number Employees During Period						17	21	24	28	30
Bank Borrowings Overdrafts						477
Corporation Tax Payable			200 866	175 702	197 035	261 850
Creditors			256 755	248 384	307 508	334 915	462 692	375 083	486 685	1 049 189
Dividends Paid			1 035 501	833 010	649 227	607 000	1 009 244	724 665	925 200	1 041 733
Dividends Paid On Shares					990 000	990 000	990 000
Fixed Assets	1 091 018	1 083 350	1 183 122	1 199 523	1 205 802	1 210 950	1 264 515	1 259 560	1 294 895	1 957 760
Future Minimum Lease Payments Under Non-cancellable Operating Leases					214 583	189 583	284 833	246 833	208 833	170 833
Increase From Depreciation Charge For Year Property Plant Equipment				5 212	9 737	11 431	15 164	17 224	16 321	16 215
Intangible Assets			990 000	990 000	990 000	990 000	990 000	990 000	1 033 531	1 327 122
Intangible Assets Gross Cost			990 000	990 000	990 000	990 000	990 000	990 000	1 033 531	1 327 122
Investments Fixed Assets	185 937	180 900	180 900	180 900	180 900	180 900	180 900	180 900	180 900	548 368
Investments In Group Undertakings Participating Interests						180 900	180 900	180 900	180 900	548 368
Issue Equity Instruments			100 000							220 533
Net Current Assets Liabilities	321 716	583 281	333 121	196 999	369 779	870 638	887 690	1 398 232	2 018 016	2 028 220
Number Shares Issued Fully Paid				110 250	50 000
Other Creditors			49 170	64 248	99 540	60 637	57 248	52 128	82 666	833 043
Other Taxation Social Security Payable			6 636	8 351	10 850	273 350	403 541	322 872	403 936	216 063
Par Value Share		1	1	1	1
Profit Loss			785 113	713 289	828 286	1 113 007	1 079 861	1 230 252	1 580 319
Property Plant Equipment Gross Cost			33 715	55 327	71 343	87 922	156 651	168 920	177 045	195 066
Total Additions Including From Business Combinations Property Plant Equipment				21 613	16 016	16 579	68 729	12 269	8 125	18 021
Total Assets Less Current Liabilities	1 412 734	1 666 631	1 516 243	1 396 522	1 575 581	2 081 588	2 152 205	2 657 792	3 312 911	3 985 980
Trade Debtors Trade Receivables			125 634	102 185	116 067	115 358	107 989	120 771	117 837	131 203
Creditors Due Within One Year	258 731	327 497	256 755
Intangible Fixed Assets Additions			100 000
Intangible Fixed Assets Cost Or Valuation	890 000	890 000	990 000
Number Shares Allotted		110 250	110 250
Percentage Subsidiary Held		100	100
Share Capital Allotted Called Up Paid	110 250	110 250	110 250
Tangible Fixed Assets Additions		2 701	5 823
Tangible Fixed Assets Cost Or Valuation	25 191	27 892	33 715
Tangible Fixed Assets Depreciation	10 110	15 442	21 493
Tangible Fixed Assets Depreciation Charged In Period		5 332	6 051

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	28 October 2024
Confirmation statement last made up date	14 October 2023

Annual Accounts 11 August 2015
Start Date For Period Covered By Report	2014-01-01
End Date For Period Covered By Report	2014-12-31
Date Approval Accounts	11 August 2015
Annual Accounts 2 September 2016
Start Date For Period Covered By Report	2015-01-01
End Date For Period Covered By Report	2015-12-31
Date Approval Accounts	2 September 2016
Annual Accounts
Start Date For Period Covered By Report	2016-01-01
End Date For Period Covered By Report	2016-12-31
Annual Accounts
Start Date For Period Covered By Report	2017-01-01
End Date For Period Covered By Report	2017-12-31
Annual Accounts
Start Date For Period Covered By Report	2018-01-01
End Date For Period Covered By Report	2018-12-31
Annual Accounts
Start Date For Period Covered By Report	2019-01-01
End Date For Period Covered By Report	2019-12-31
Annual Accounts
Start Date For Period Covered By Report	2020-01-01
End Date For Period Covered By Report	2020-12-31
Annual Accounts
Start Date For Period Covered By Report	2021-01-01
End Date For Period Covered By Report	2021-12-31
Annual Accounts
Start Date For Period Covered By Report	2022-01-01
End Date For Period Covered By Report	2022-12-31

Investment Solutions Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Khalil K.

Angus W.

Nina L.

David C.

Ivan L.

Nina L.

Barbara K.

Keith M.

People with significant control

Ivan David L.

Accounts Documents

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