INVESTA WEALTH MANAGEMENT LIMITED
Active Company number 08670220
INVESTA WEALTH MANAGEMENT LIMITED (company number 08670220) is a private limited company incorporated on 30 August 2013. Its status on the Companies House register is Active. Its registered office is in Maesteg, CF34 9DW. Its nature of business (SIC 2007) is life insurance (65110). Its latest accounts we hold, for the period ending 31 August 2025, report net assets of £32k.
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on INVESTA WEALTH MANAGEMENT LIMITED (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score, with the reasons behind the score
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- Key figures against the year before, and filing deadlines
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- Charges, filing history and methodology
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Company details
- Company number
- 08670220
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 30 August 2013
- Country of origin
- United Kingdom
- Registered office
- 143 COMMERCIAL STREET
MAESTEG
CF34 9DW
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 31 August
- Accounts category
- TOTAL EXEMPTION FULL
- Accounts last made up to
- 31 August 2025
- Next accounts due
- 31 May 2027
- Confirmation statement last made up to
- 28 August 2026
- Next confirmation statement due
- 11 September 2027
Financial summary
| Period ending | 31 August 2025 | 31 August 2024 | 31 August 2023 |
|---|---|---|---|
| Total assets | £34kderived | £49kderived | £48kderived |
| Cash at bank | £29k | £41k | £41k |
| Current liabilities | £2,523 | £6,258 | £5,301 |
| Net current assets | £31k | £41k | £40k |
| Net assets | £32kderived | £43kderived | £42kderived |
| Employees | 1 | 1 | 1 |
derived Calculated from the other figures the accounts give.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (1 including ceased)
Related companies
More life insurance companies
- LIFESEARCH LIMITED
- JAMES HALLAM LIMITED
- TIMOTHY JAMES & PARTNERS LIMITED
- PHARON INDEPENDENT FINANCIAL ADVISERS LIMITED
- BUZZACOTT FINANCIAL SERVICES LIMITED
- PHILIP T ENGLISH INTERNATIONAL FINANCIAL SERVICES LIMITED
- HAROLD WILSON FINANCIAL SERVICES LIMITED
- BINGHAM-WOODS INDEPENDENT FINANCIAL ADVISORS LIMITED
Industry overview: 1,695 active companies in SIC 65110
Other active companies registered at CF34 9DW
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Use this data
Official register entry: INVESTA WEALTH MANAGEMENT LIMITED on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/08670220 — see the API documentation and pricing.