Investwise Asset Management Limited in West Sussex, RH16 4HZ

Websites

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www.investwiseassetmanagement.com

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www.investwiseassetmanagement.co.uk

Description

Data updated on: 01-11-2023

This company is registered in West Sussex under the ID 05668697. The company was started in 2006. The main office of the firm is located at 16 Park Road Haywards Heath. The postal code is RH16 4HZ. This enterprise's registered with SIC code 66220 meaning Activities of insurance agents and brokers. Investwise Asset Management Ltd released its account information for the financial year up to 2022-03-31. The firm's most recent annual confirmation statement was submitted on 2023-04-20.

According to the official data, the following firm is supervised by one managing director: Clifford B., who was selected to lead the company in January 2006. In addition, the managing director's efforts are assisted with by a secretary - Marina B., who was chosen by this specific firm on Monday 9th January 2006.

Executives who control the firm include: Clifford B. owns over 3/4 of company shares. Marina B. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-03-31	2012-03-31	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	38 142	38 977	39 540	40 539	37 973	30 427

Balance Sheet
Cash Bank In Hand	1 916	31 729	49 598	47 539	44 931	36 230
Cash Bank On Hand						36 230	42 232	59 831	53 356	92 565	138 719	149 146	131 768
Intangible Fixed Assets	83 754	59 754
Net Assets Liabilities										75 635	105 307	119 689	105 265
Net Assets Liabilities Including Pension Asset Liability	38 142	38 977	39 540
Property Plant Equipment											27 608	26 647	25 925
Current Assets	1 916	31 729

Capital & Reserves
Called Up Share Capital	2	2	2	2	2	3
Profit Loss Account Reserve	38 140	38 975	39 538	40 537	37 971	30 424
Shareholder Funds	38 142	38 977	39 540	40 539	37 973	30 427

Other Financial Data
Non- Instalment Debts Falling Due After5 Years		44 106
Accumulated Amortisation Impairment Intangible Assets						24 000	24 000	24 000	24 000	24 000	24 000	24 000
Accumulated Depreciation Impairment Property Plant Equipment											1 283	2 244	2 966
Average Number Employees During Period							3	3	4	3	3	4	4
Bank Borrowings Overdrafts											50 000	45 282	40 195
Creditors						5 803	9 711	17 235	9 502	16 930	50 000	45 282	40 195
Creditors Due After One Year		44 106
Creditors Due Within One Year		8 400	10 058	7 000	6 957	5 803
Dividends Paid							36 500		37 700	39 800
Fixed Assets	83 754	59 754									27 608	26 647	25 925
Increase From Depreciation Charge For Year Property Plant Equipment											1 283	961	722
Intangible Assets Gross Cost						24 000	24 000	24 000	24 000	24 000	24 000	24 000
Intangible Fixed Assets Aggregate Amortisation Impairment		24 000	24 000	24 000	24 000
Intangible Fixed Assets Cost Or Valuation	83 754	83 754	24 000	24 000	24 000
Intangible Fixed Assets Disposals			180
Intangible Fixed Assets Increase Decrease From Revaluations			-59 574
Net Current Assets Liabilities	-45 612	23 329	39 540	40 539	37 974	30 427	32 521	42 596	43 854	75 635	127 699	138 324	119 535
Number Shares Allotted			2	2	2	1
Other Creditors							25	82	365	140	61	249	50
Other Taxation Social Security Payable						5 803	9 686	17 154	9 138	16 791	10 960	10 574	12 184
Par Value Share			1	1	1	1
Profit Loss							38 594		38 958	71 581
Property Plant Equipment Gross Cost											28 891	28 891
Share Capital Allotted Called Up Paid		2	2	2	1	1
Total Assets Less Current Liabilities	38 142	83 083	39 540	40 539	37 974	30 427	32 521	42 596	43 854	75 635	155 307	164 971	145 460
Trade Creditors Trade Payables								-1	-1	-1	-1	-1	-1
Total Additions Including From Business Combinations Property Plant Equipment											28 891
Creditors Due After One Year Total Noncurrent Liabilities	0	44 106
Creditors Due Within One Year Total Current Liabilities	47 528	8 400
Intangible Fixed Assets Amortisation Charged In Period		24 000

Company staff

Clifford B.

Role: Director

Appointed: 09 January 2006

Latest update: 5 February 2024

Marina B.

Role: Secretary

Appointed: 09 January 2006

Latest update: 5 February 2024

People with significant control

Clifford B.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Marina B.

Notified on 6 January 2018

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	04 May 2024
Confirmation statement last made up date	20 April 2023

Annual Accounts 6 November 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	6 November 2014
Annual Accounts 21 December 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	21 December 2015
Annual Accounts 5 January 2017
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	5 January 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts 19 December 2013
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	19 December 2013

Investwise Asset Management Limited

General information

Name:

Office Address:

Contact information

Websites

www.investwiseassetmanagement.com

www.investwiseassetmanagement.co.uk

Description

Financial data based on annual reports

Company staff

Clifford B.

Marina B.

Hcs Secretarial Limited

Hanover Directors Limited

People with significant control

Clifford B.

Marina B.

Accounts Documents

Company filings

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