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Investment Solutions Wealth Management Limited

07333558

active
Private Limited Company
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

GRAFTON HOUSE, WORTHING, BN11 1QT
Incorporated 03/08/2010

Compliance

Last accounts

31/12/2024

audit exemption subsidiary

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 14/10/2025

Due 28/10/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Francis Joseph Jackson

director · Since 11/09/2025

CEO

BRITISH · UNITED KINGDOM · Age 61

Also on 22 other boards

Persons with Significant Control

Cpl Topco Limited

75–100% shares
75–100% votes
Appoint directors

Ground Floor, Reading Bridge House, Reading, RG1 8LS

Reg: 10730291 · Companies House · Limited By Shares

Notified 18/12/2024

Former PSCs

Ivan David Lyons

Ceased 02/10/2023

CompanyRankvs 166+ SIC 64999 peers
89

Financial strength95th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.93× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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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.

Liquidity20/20 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 31/12/2022

Net Worth

£1.1M

Balance sheet strength

Cash

£499k

Cash in the bank

Net Current Assets

£2.0M

Working capital

Current Assets

£3.1M

Current Liabilities

£1.0M

Fixed Assets

£2.0M

Debtors

£2.6M

30avg. employees+2

Tax at Year End

Dividends paid£925k

Balance Sheet

Intangible assets£1.3M
Assets less current liabilities£4.0M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20222.93+£121k
20215.15+£0
20204.73+£0
20192.92+£0
20183.60

Derived from filed accounts. Not audited figures.