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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 8
  • 1
    Korek, Julian Witold
    Born in December 1952
    Individual (6 offsprings)
    Officer
    icon of calendar 2007-06-11 ~ now
    OF - Director → CIF 0
  • 2
    Fairweather, Anne Helen
    Born in October 1976
    Individual (1 offspring)
    Officer
    icon of calendar 2023-05-14 ~ now
    OF - Director → CIF 0
  • 3
    Bayer, Elissa
    Born in August 1953
    Individual (1 offspring)
    Officer
    icon of calendar 2023-05-04 ~ now
    OF - Director → CIF 0
  • 4
    Knight, Carol Lesley
    Born in April 1953
    Individual (13 offsprings)
    Officer
    icon of calendar 2011-07-01 ~ now
    OF - Director → CIF 0
    Knight, Carol Lesley
    Individual (13 offsprings)
    Officer
    icon of calendar 2009-09-03 ~ now
    OF - Secretary → CIF 0
  • 5
    Stenning, Tony John
    Born in November 1970
    Individual (2 offsprings)
    Officer
    icon of calendar 2014-10-15 ~ now
    OF - Director → CIF 0
  • 6
    Best, Philip William
    Born in December 1960
    Individual (5 offsprings)
    Officer
    icon of calendar 2023-05-31 ~ now
    OF - Director → CIF 0
  • 7
    Barry, Damien Anthony
    Born in November 1970
    Individual (6 offsprings)
    Officer
    icon of calendar 2023-09-05 ~ now
    OF - Director → CIF 0
  • 8
    Westwell, Mark
    Born in September 1961
    Individual (2 offsprings)
    Officer
    icon of calendar 2025-10-24 ~ now
    OF - Director → CIF 0
Ceased 36
  • 1
    Freeman, Richard David
    Director born in July 1954
    Individual (1 offspring)
    Officer
    icon of calendar 2016-03-09 ~ 2021-01-18
    OF - Director → CIF 0
  • 2
    Banda, Larry
    Director born in February 1961
    Individual (5 offsprings)
    Officer
    icon of calendar 2015-11-20 ~ 2024-11-19
    OF - Director → CIF 0
  • 3
    Jackson, Jill Morag
    Head Of Distribution Support,Investment Management born in July 1976
    Individual (4 offsprings)
    Officer
    icon of calendar 2019-02-05 ~ 2023-05-24
    OF - Director → CIF 0
  • 4
    Till, Mark Paul
    Director born in August 1967
    Individual (5 offsprings)
    Officer
    icon of calendar 2021-01-07 ~ 2022-03-31
    OF - Director → CIF 0
  • 5
    Adams, Gareth Anthony
    Regulatory Adviser born in February 1959
    Individual (1 offspring)
    Officer
    icon of calendar 2007-06-11 ~ 2009-07-31
    OF - Director → CIF 0
  • 6
    Mullan, Hugh
    Managing Director born in December 1962
    Individual
    Officer
    icon of calendar 2012-10-17 ~ 2014-01-01
    OF - Director → CIF 0
  • 7
    Welch, Stuart Paul
    Director born in January 1965
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-01-21 ~ 2022-06-30
    OF - Director → CIF 0
  • 8
    Hurwood, Jason Lee
    Director born in May 1970
    Individual (2 offsprings)
    Officer
    icon of calendar 2020-10-21 ~ 2022-03-31
    OF - Director → CIF 0
  • 9
    Thomson, Peter Paul
    Stockbroker/Investment Manager born in April 1965
    Individual (6 offsprings)
    Officer
    icon of calendar 2007-06-11 ~ 2012-06-29
    OF - Director → CIF 0
  • 10
    Moore, Ruth Louise
    Director born in October 1977
    Individual (9 offsprings)
    Officer
    icon of calendar 2019-08-01 ~ 2021-04-14
    OF - Director → CIF 0
  • 11
    Vine Lott, Anthony Keith
    Director General born in October 1947
    Individual
    Officer
    icon of calendar 2007-06-11 ~ 2014-08-01
    OF - Director → CIF 0
  • 12
    Hoctor-duncan, Alexander
    Director born in August 1971
    Individual (5 offsprings)
    Officer
    icon of calendar 2021-03-17 ~ 2022-03-31
    OF - Director → CIF 0
  • 13
    Sartorius, Katrina Therese
    Director born in October 1974
    Individual (7 offsprings)
    Officer
    icon of calendar 2017-01-25 ~ 2022-03-31
    OF - Director → CIF 0
  • 14
    Mcintyre, Mary-anne Bridget
    Director born in January 1961
    Individual (17 offsprings)
    Officer
    icon of calendar 2014-10-15 ~ 2016-02-03
    OF - Director → CIF 0
  • 15
    Dalton-brown, David Martin
    Executive Director born in January 1959
    Individual (3 offsprings)
    Officer
    icon of calendar 2009-10-01 ~ 2022-02-01
    OF - Director → CIF 0
  • 16
    Solway, Anthony Christopher John
    Director born in June 1959
    Individual (2 offsprings)
    Officer
    icon of calendar 2008-06-02 ~ 2016-06-30
    OF - Director → CIF 0
  • 17
    Bayer, Elissa
    Director born in August 1953
    Individual (1 offspring)
    Officer
    icon of calendar 2014-11-03 ~ 2022-03-31
    OF - Director → CIF 0
  • 18
    Goodland, Jane Sarah
    Responsible Business Director born in September 1972
    Individual (1 offspring)
    Officer
    icon of calendar 2018-04-25 ~ 2023-05-24
    OF - Director → CIF 0
  • 19
    Weber-brown, Harry Guy
    Digital Innovation Director born in August 1966
    Individual (5 offsprings)
    Officer
    icon of calendar 2020-06-01 ~ 2023-04-28
    OF - Director → CIF 0
  • 20
    Mcclymont, Gregg
    Director born in June 1976
    Individual (1 offspring)
    Officer
    icon of calendar 2018-04-25 ~ 2020-02-11
    OF - Director → CIF 0
  • 21
    Chandramohan, Prakash
    Strategic Policy Director born in January 1975
    Individual (1 offspring)
    Officer
    icon of calendar 2021-04-07 ~ 2023-07-04
    OF - Director → CIF 0
  • 22
    Shaughnessy, Gary Paul John
    Md born in February 1966
    Individual (5 offsprings)
    Officer
    icon of calendar 2010-02-01 ~ 2015-05-14
    OF - Director → CIF 0
  • 23
    Stobart, Eric St Clair
    Company Director born in September 1948
    Individual (7 offsprings)
    Officer
    icon of calendar 2007-06-28 ~ 2010-02-23
    OF - Director → CIF 0
  • 24
    Kurzo, Claude
    Director born in March 1973
    Individual
    Officer
    icon of calendar 2023-09-12 ~ 2025-07-07
    OF - Director → CIF 0
  • 25
    Shea, Patrick Joseph
    Director born in May 1963
    Individual (3 offsprings)
    Officer
    icon of calendar 2017-11-20 ~ 2019-07-01
    OF - Director → CIF 0
  • 26
    White, David Jason
    Director born in February 1970
    Individual
    Officer
    icon of calendar 2015-05-14 ~ 2015-05-14
    OF - Director → CIF 0
    icon of calendar 2015-06-02 ~ 2019-01-21
    OF - Director → CIF 0
  • 27
    Shelton, Clive John
    Company Director born in January 1955
    Individual (1 offspring)
    Officer
    icon of calendar 2007-06-11 ~ 2019-07-01
    OF - Director → CIF 0
  • 28
    Layden, Sarah Jean
    Director born in September 1974
    Individual (2 offsprings)
    Officer
    icon of calendar 2023-07-03 ~ 2025-08-12
    OF - Director → CIF 0
  • 29
    Brasington, John David
    Consultant born in September 1946
    Individual
    Officer
    icon of calendar 2007-06-11 ~ 2022-02-01
    OF - Director → CIF 0
  • 30
    Ewing, James
    Director born in June 1970
    Individual (34 offsprings)
    Officer
    icon of calendar 2020-12-07 ~ 2024-11-22
    OF - Director → CIF 0
  • 31
    White, David Ian
    Chief Executive born in October 1959
    Individual (2 offsprings)
    Officer
    icon of calendar 2007-06-11 ~ 2021-11-03
    OF - Director → CIF 0
  • 32
    Barrass, Simon Peter
    Individual
    Officer
    icon of calendar 1999-05-11 ~ 2009-09-02
    OF - Secretary → CIF 0
  • 33
    Small, Malcolm Fraser
    Company Director born in September 1955
    Individual (2 offsprings)
    Officer
    icon of calendar 2008-03-06 ~ 2013-11-20
    OF - Director → CIF 0
  • 34
    Shipp, Peter John
    Director born in January 1944
    Individual
    Officer
    icon of calendar 1999-05-11 ~ 2010-04-01
    OF - Director → CIF 0
  • 35
    PUNCH ROBSON SECRETARY LIMITED - 2000-02-29
    icon of addressWestminster, St Marks Court, Thornaby, Stockton On Tees, Cleveland
    Active Corporate (7 parents, 60 offsprings)
    Equity (Company account)
    2 GBP2024-06-30
    Officer
    1998-04-17 ~ 1999-05-11
    PE - Secretary → CIF 0
  • 36
    PUNCH PROPERTY TRANSFERS LIMITED - 1997-07-23
    PUNCH ROBSON DIRECTOR LIMITED - 2000-02-29
    icon of addressSecond Floor, Richard House Sorbonne Close, Stockton On Tees
    Dissolved Corporate (9 parents, 1 offspring)
    Officer
    1998-04-17 ~ 1999-05-11
    PE - Director → CIF 0
parent relation
Company in focus

THE INVESTING AND SAVING ALLIANCE

Previous names
ISA MANAGERS' ASSOCIATION - 1998-07-14
TAX INCENTIVISED SAVINGS ASSOCIATION - 2019-06-04
PROFESSIONAL ISA MANAGERS' ASSOCIATION - 2007-06-01
Standard Industrial Classification
94110 - Activities Of Business And Employers Membership Organizations
85590 - Other Education N.e.c.
Brief company account
Fixed Assets - Investments
200 GBP2025-06-30
200 GBP2024-12-31
Fixed Assets
200 GBP2025-06-30
200 GBP2024-12-31
Debtors
1,722,640 GBP2025-06-30
1,130,767 GBP2024-12-31
Cash at bank and in hand
492,424 GBP2025-06-30
361,922 GBP2024-12-31
Current Assets
2,215,064 GBP2025-06-30
1,492,689 GBP2024-12-31
Creditors
Current
2,021,515 GBP2025-06-30
1,454,454 GBP2024-12-31
Net Current Assets/Liabilities
193,549 GBP2025-06-30
38,235 GBP2024-12-31
Total Assets Less Current Liabilities
193,749 GBP2025-06-30
38,435 GBP2024-12-31
Creditors
Non-current
5,333 GBP2025-06-30
13,333 GBP2024-12-31
Net Assets/Liabilities
188,416 GBP2025-06-30
25,102 GBP2024-12-31
Equity
Retained earnings (accumulated losses)
188,416 GBP2025-06-30
25,102 GBP2024-12-31
Equity
188,416 GBP2025-06-30
25,102 GBP2024-12-31
Average Number of Employees
362025-01-01 ~ 2025-06-30
362023-07-01 ~ 2024-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
32,411 GBP2024-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
32,411 GBP2024-12-31
Investments in Group Undertakings
Cost valuation
200 GBP2024-12-31
Investments in Group Undertakings
200 GBP2025-06-30
200 GBP2024-12-31
Trade Debtors/Trade Receivables
Current
707,983 GBP2025-06-30
219,937 GBP2024-12-31
Amounts Owed by Group Undertakings
Current
10,640 GBP2025-06-30
4,270 GBP2024-12-31
Other Debtors
Current
337 GBP2024-12-31
Prepayments/Accrued Income
Current
54,656 GBP2025-06-30
41,033 GBP2024-12-31
Debtors
Current, Amounts falling due within one year
773,279 GBP2025-06-30
Amounts falling due within one year, Current
265,577 GBP2024-12-31
Other Debtors
Non-current
264,379 GBP2025-06-30
219,985 GBP2024-12-31
Debtors
Non-current
949,361 GBP2025-06-30
865,190 GBP2024-12-31
Bank Borrowings/Overdrafts
Current
16,000 GBP2025-06-30
16,000 GBP2024-12-31
Trade Creditors/Trade Payables
Current
103,473 GBP2025-06-30
79,263 GBP2024-12-31
Other Taxation & Social Security Payable
Current
92,183 GBP2025-06-30
90,647 GBP2024-12-31
Accrued Liabilities/Deferred Income
Current
1,801,992 GBP2025-06-30
1,265,097 GBP2024-12-31
Bank Borrowings/Overdrafts
Between two and five year, Non-current
5,333 GBP2025-06-30
13,333 GBP2024-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
29,000 GBP2025-06-30
29,000 GBP2024-12-31
Between one and five year
58,000 GBP2025-06-30
72,500 GBP2024-12-31
All periods
87,000 GBP2025-06-30
101,500 GBP2024-12-31
Related profiles found in government register
  • THE INVESTING AND SAVING ALLIANCE
    Info
    ISA MANAGERS' ASSOCIATION - 1998-07-14
    TAX INCENTIVISED SAVINGS ASSOCIATION - 1998-07-14
    PROFESSIONAL ISA MANAGERS' ASSOCIATION - 1998-07-14
    Registered number 03548792
    icon of addressDakota House 25 Falcon Court, Preston Farm Business Park, Stockton-on-tees, Cleveland TS18 3TX
    PRIVATE LIMITED COMPANY BY GUARANTEE WITHOUT SHARE CAPITAL USE OF 'LIMITED' EXEMPTION incorporated on 1998-04-17 (27 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-30
    CIF 0
  • THE INVESTING AND SAVING ALLIANCE
    S
    Registered number 03548792
    icon of addressDakota House, 25 Falcon Court, Preston Farm Business Park, Stockton On Tees, Cleveland, United Kingdom, TS18 3TX
    Limited in Companies House, United Kingdom
    CIF 1
  • THE INVESTING AND SAVING ALLIANCE
    S
    Registered number 03548792
    icon of addressDakota House, 25 Falcon Court, Preston Farm Business Park, Stockton-on-tees, Cleveland, United Kingdom, TS18 3TX
    Limited in Companies House, United Kingdom
    CIF 2 CIF 3
(more)
child relation
Offspring entities and appointments
Active 3
  • 1
    icon of addressDakota House 25 Falcon Court, Preston Farm Business Park, Stockton On Tees, Cleveland, United Kingdom
    Dissolved Corporate (3 parents)
    Person with significant control
    icon of calendar 2021-05-17 ~ dissolved
    CIF 1 - Right to appoint or remove directors → OE
    CIF 1 - Ownership of shares – 75% or more → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
  • 2
    icon of addressDakota House 25 Falcon Court, Preston Farm Business Park, Stockton On Tees, United Kingdom
    Active Corporate (7 parents, 2 offsprings)
    Equity (Company account)
    -115,707 GBP2024-06-30
    Person with significant control
    icon of calendar 2023-03-22 ~ now
    CIF 2 - Right to appoint or remove directors → OE
    CIF 2 - Ownership of voting rights - 75% or more → OE
    CIF 2 - Ownership of shares – 75% or more → OE
  • 3
    icon of addressDakota House 25 Falcon Court, Preston Farm Business Park, Stockton On Tees, United Kingdom
    Active Corporate (5 parents)
    Equity (Company account)
    -417,113 GBP2022-12-31
    Person with significant control
    icon of calendar 2020-06-26 ~ now
    CIF 3 - Ownership of shares – 75% or more → OE
    CIF 3 - Ownership of voting rights - 75% or more → OE
    CIF 3 - Right to appoint or remove directors → OE
Ceased 2
  • 1
    ID CONNECT LTD. - 2023-07-25
    icon of addressDakota House 25 Falcon Court, Preston Farm Business Park, Stockton On Tees, Cleveland, United Kingdom
    Active Corporate (4 parents)
    Equity (Company account)
    -115,058 GBP2024-06-30
    Person with significant control
    icon of calendar 2023-02-16 ~ 2024-04-03
    CIF 5 - Ownership of voting rights - 75% or more → OE
    CIF 5 - Right to appoint or remove directors → OE
    CIF 5 - Ownership of shares – 75% or more → OE
  • 2
    icon of addressDakota House 25 Falcon Court, Preston Farm Business Park, Stockton On Tees, Cleveland, United Kingdom
    Active Corporate (7 parents, 1 offspring)
    Equity (Company account)
    -651,263 GBP2024-06-30
    Person with significant control
    icon of calendar 2020-06-11 ~ 2024-04-11
    CIF 4 - Right to appoint or remove directors → OE
    CIF 4 - Ownership of voting rights - 75% or more → OE
    CIF 4 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.