Back to search

The Investing And Saving Alliance

03548792

active
private limited guarant nsc limited exemption
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

Dakota House 25 Falcon Court, Preston Farm Business Park, Stockton-On-Tees, TS18 3TX
Incorporated 17/04/1998

Previously known as

Tax Incentivised Savings Association · until 04/06/2019
Professional Isa Managers' Association · until 01/06/2007
Isa Managers' Association · until 14/07/1998

Compliance

Last accounts

30/06/2025

small

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 30/04/2026

Due 14/05/2027

On track

Industry

85590
Other education
94110
Activities of business and employers membership organisations

Officers

Mrs Carol Lesley Knight

director · Since 01/07/2011

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 73

Mr Philip William Best

director · Since 31/05/2023

DIRECTOR

BRITISH · ENGLAND · Age 65

Also on 8 other boards

Mr Mark Westwell

director · Since 24/10/2025

DIRECTOR

BRITISH · ENGLAND · Age 64

Mr Mark Simon Kenneth Turner

director · Since 22/12/2025

BRITISH · ENGLAND · Age 52

Mr Timothy Richard Orton

director · Since 05/01/2026

BRITISH · ENGLAND · Age 55

Also on 5 other boards

Mr Eoin Lyons

director · Since 30/03/2026

IRISH · UNITED KINGDOM · Age 54

Also on 1 other board

Mr Brian Steven Allis

director · Since 22/04/2026

BRITISH · ENGLAND · Age 58

Also on 1 other board

Ms Katy Anne Hyams

director · Since 27/07/2026

BRITISH · ENGLAND · Age 45

Mr Richard Neil Moorin

director · Since 28/07/2026

BRITISH · UNITED KINGDOM · Age 56

Miss Alison Kennedy

secretary · Since 29/07/2026

Carol Lesley Knight

secretary · Since 03/09/2009

British

Carol Lesley Knight

director · Since 01/07/2011

British · England · Age 73

Philip William Best

director · Since 31/05/2023

British · England · Age 65

Mark Westwell

director · Since 24/10/2025

British · England · Age 64

Mark Simon Kenneth Turner

director · Since 22/12/2025

British · England · Age 52

Timothy Richard Orton

director · Since 05/01/2026

British · England · Age 55

Eoin Lyons

director · Since 30/03/2026

Irish · United Kingdom · Age 54

Brian Steven Allis

director · Since 22/04/2026

British · England · Age 58

Antony Geoffrey Manchester

director · Since 22/05/2026

British · England · Age 48

Maiyuresh Rajahmaheswaran

director · Since 08/06/2026

British · England · Age 46

Former

Gary Paul John Shaughnessy

director · Resigned 14/05/2015

David Jason White

director · Resigned 14/05/2015

Mary-Anne Bridget Mcintyre

director · Resigned 03/02/2016

Anthony Christopher John Solway

director · Resigned 30/06/2016

David Jason White

director · Resigned 21/01/2019

Clive John Shelton

director · Resigned 01/07/2019

Patrick Joseph Shea

director · Resigned 01/07/2019

Gregg Mcclymont

director · Resigned 11/02/2020

Richard David Freeman

director · Resigned 18/01/2021

Ruth Louise Moore

director · Resigned 14/04/2021

John David Brasington

director · Resigned 01/02/2022

David Martin Dalton-Brown

director · Resigned 01/02/2022

Elissa Bayer

director · Resigned 31/03/2022

Katrina Therese Sartorius

director · Resigned 31/03/2022

Jason Lee Hurwood

director · Resigned 31/03/2022

Mark Paul Till

director · Resigned 31/03/2022

Alexander Hoctor-Duncan

director · Resigned 31/03/2022

Stuart Paul Welch

director · Resigned 30/06/2022

Harry Guy Weber-Brown

director · Resigned 28/04/2023

Jane Sarah Goodland

director · Resigned 24/05/2023

Jill Morag Jackson

director · Resigned 24/05/2023

Prakash Chandramohan

director · Resigned 04/07/2023

Larry Banda

director · Resigned 19/11/2024

James Ewing

director · Resigned 22/11/2024

Claude Kurzo

director · Resigned 07/07/2025

Sarah Jean Layden

director · Resigned 12/08/2025

Julian Witold Korek

director · Resigned 12/11/2025

Elissa Bayer

director · Resigned 08/12/2025

Damien Anthony Barry

director · Resigned 05/01/2026

Tony John Stenning

director · Resigned 12/03/2026

Anne Helen Fairweather

director · Resigned 20/03/2026

Mrs Carol Lesley Knight

secretary · Resigned 29/07/2026

Change History

statusactive
2026-06-26

Active

typeprivate-limited-guarant-nsc-limited-exemption
2026-06-26

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)

address line1Dakota House 25 Falcon Court
2026-06-26

DAKOTA HOUSE 25 FALCON COURT

post townStockton-On-Tees
2026-06-26

STOCKTON-ON-TEES

CompanyRankvs 1419+ SIC 85590 peers
81

Financial strength95th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.1× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/06/2025

Net Worth

£188k

Balance sheet strength

Cash

£492k

Cash in the bank

Net Current Assets

£193k

Working capital

Current Assets

£2.2M

Current Liabilities

£2.0M

Fixed Assets

£200

Debtors

£1.7M

36avg. employees

Balance Sheet

Assets less current liabilities£194k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.10-£200
20251.10+£163k
20241.03-£341k
20231.23

Derived from filed accounts. Not audited figures.