INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED

INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED

  • Overview
  • Summary
  • Purpose
  • Address
  • Accounts
  • Confirmation Statement
  • Filings
  • Officers
  • Persons with significant controls
  • Persons with signficant control statements
  • Data Source
  • Overview

    Company NameINVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED
    Company StatusActive
    Legal FormPrivate limited company
    Company Number 07333558
    JurisdictionEngland/Wales
    Date of Creation

    Summary

    Has Super Secure PSCsNo
    Has ChargesNo
    Has Insolvency HistoryNo
    Registered Office is in DisputeNo

    What is the purpose of INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    • Financial intermediation not elsewhere classified (64999) / Financial and insurance activities

    Where is INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED located?

    Registered Office Address
    Grafton House
    26 Grafton Road
    BN11 1QT Worthing
    West Sussex
    Undeliverable Registered Office AddressNo

    What are the latest accounts for INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    OverdueNo
    Next Accounts
    Next Accounts Period End OnDec 31, 2025
    Next Accounts Due OnSep 30, 2026
    Last Accounts
    Last Accounts Made Up ToDec 31, 2024

    What is the status of the latest confirmation statement for INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    Last Confirmation Statement Made Up ToOct 14, 2026
    Next Confirmation Statement DueOct 28, 2026
    Last Confirmation Statement
    Next Confirmation Statement Made Up ToOct 14, 2025
    OverdueNo

    What are the latest filings for INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    Filings
    DateDescriptionDocumentType

    Termination of appointment of Ivan David Lyons as a director on Dec 31, 2025

    1 pagesTM01

    Confirmation statement made on Oct 14, 2025 with no updates

    3 pagesCS01

    Audit exemption subsidiary accounts made up to Dec 31, 2024

    17 pagesAA

    legacy

    74 pagesPARENT_ACC

    legacy

    1 pagesAGREEMENT2

    legacy

    3 pagesGUARANTEE2

    Appointment of Mr Francis Joseph Jackson as a director on Sep 11, 2025

    2 pagesAP01

    Termination of appointment of Christian John Burgess as a director on Jul 31, 2025

    1 pagesTM01

    Notification of Cpl Topco Limited as a person with significant control on Dec 18, 2024

    2 pagesPSC02

    Withdrawal of a person with significant control statement on Apr 07, 2025

    2 pagesPSC09

    Accounts for a small company made up to Dec 31, 2023

    20 pagesAA

    Confirmation statement made on Oct 14, 2024 with updates

    5 pagesCS01

    Termination of appointment of Nigel Geoffrey Stockton as a director on Aug 31, 2024

    1 pagesTM01

    Termination of appointment of Angus James Willson as a director on Aug 06, 2024

    1 pagesTM01

    Termination of appointment of David Robert Connor as a director on Aug 04, 2024

    1 pagesTM01

    Termination of appointment of Khalil Kasparis as a director on Jun 19, 2024

    1 pagesTM01

    Second filing of Confirmation Statement dated Oct 14, 2023

    7 pagesRP04CS01

    Second filing of Confirmation Statement dated Oct 14, 2022

    7 pagesRP04CS01

    Director's details changed for Mr Christian John Burgess on Mar 14, 2024

    2 pagesCH01

    Appointment of Mr Nigel Geoffrey Stockton as a director on Jan 13, 2024

    2 pagesAP01

    Termination of appointment of Nina Francis Lyons as a secretary on Oct 02, 2023

    1 pagesTM02

    Appointment of Mr Christian John Burgess as a director on Jan 12, 2024

    2 pagesAP01

    Total exemption full accounts made up to Dec 31, 2022

    13 pagesAA

    Notification of a person with significant control statement

    2 pagesPSC08

    Cessation of Ivan David Lyons as a person with significant control on Oct 02, 2023

    1 pagesPSC07

    Who are the officers of INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    Officers
    NameAppointed OnResigned OnRoleAddressCompany IdentificationCountry of ResidenceNationalityDate of BirthOccupationNumber
    JACKSON, Francis Joseph
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United KingdomBritish101097110001
    LYONS, Nina Francis
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Secretary
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    203924990001
    BURGESS, Christian John
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United KingdomAustralian318531000001
    CONNOR, David Robert
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United KingdomBritish193868880001
    KAHAN, Barbara
    2 Woodbury Grove
    N12 0DR North Finchley
    Winnington House
    London
    United Kingdom
    Director
    2 Woodbury Grove
    N12 0DR North Finchley
    Winnington House
    London
    United Kingdom
    United KingdomBritish78286720001
    KASPARIS, Khalil
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    EnglandBritish299120800001
    LYONS, Ivan David
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United Kingdom
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United Kingdom
    United KingdomBritish115996200001
    LYONS, Nina Francis
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    EnglandBritish201358130001
    MITCHELSON, Keith Ross Harper
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United Kingdom
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United Kingdom
    EnglandBritish73654920001
    STOCKTON, Nigel Geoffrey
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    United KingdomBritish318666060001
    WILLSON, Angus James
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Director
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    EnglandBritish241849560001

    Who are the persons with significant control of INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    Persons with significant controls
    NameNotified OnAddressCeased
    Reading Bridge House
    George Street
    RG1 8LS Reading
    Ground Floor
    England
    Dec 18, 2024
    Reading Bridge House
    George Street
    RG1 8LS Reading
    Ground Floor
    England
    No
    Legal FormLimited By Shares
    Country RegisteredEngland And Wales
    Legal AuthorityUnited Kingdom (England And Wales)
    Place RegisteredCompanies House
    Registration Number10730291
    Natures of Control
    • The person holds, directly or indirectly, more than 75% of the shares in the company.
    • The person holds, directly or indirectly, more than 75% of the voting rights in the company.
    • The person holds the right, directly or indirectly, to appoint or remove a majority of the board of directors of the company.
    Ivan David Lyons
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Apr 06, 2016
    26 Grafton Road
    BN11 1QT Worthing
    Grafton House
    West Sussex
    Yes
    Nationality: British
    Country of Residence: England
    Natures of Control
    • The person holds, directly or indirectly, more than 25% but not more than 50% of the shares in the company.
    • The person holds, directly or indirectly, more than 25% but not more than 50% of the voting rights in the company.

    What are the latest statements on persons with significant control for INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED?

    Persons with signficant control statements
    Notified OnCeased OnStatement
    Oct 02, 2023Dec 18, 2024The company knows or has reasonable cause to believe that there is no registrable person or registrable relevant legal entity in relation to the company

    Data Source

    • UK Companies House
      The official register of companies in the UK, providing public access to company information such as names, addresses, directors, and financial filings.
    • license: CC0