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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 2
  • 1
    Weldon, Daniel Robert
    Born in June 1975
    Individual (5 offsprings)
    Officer
    icon of calendar 2017-11-30 ~ now
    OF - Director → CIF 0
  • 2
    icon of address12, Meyrick Park Crescent, Bournemouth, England
    Active Corporate (2 parents, 1 offspring)
    Equity (Company account)
    148,570 GBP2025-03-31
    Person with significant control
    icon of calendar 2021-04-12 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Has significant influence or control as a member of a firmCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
Ceased 15
  • 1
    Wooles, Stewart Edward
    Director born in November 1946
    Individual (5 offsprings)
    Officer
    icon of calendar 2016-05-31 ~ 2019-08-12
    OF - Director → CIF 0
  • 2
    Weldon, Simon
    Director born in March 1957
    Individual (1 offspring)
    Officer
    icon of calendar 2014-05-08 ~ 2015-04-01
    OF - Director → CIF 0
  • 3
    Hobday, Ian Guy
    Director born in June 1960
    Individual (12 offsprings)
    Officer
    icon of calendar 2017-04-11 ~ 2019-05-31
    OF - Director → CIF 0
  • 4
    Oliver, Christopher Stephen
    Individual
    Officer
    icon of calendar 2019-02-07 ~ 2019-07-30
    OF - Secretary → CIF 0
  • 5
    Hugh Smith, Peter
    Sales Director born in March 1969
    Individual (3 offsprings)
    Officer
    icon of calendar 2012-03-19 ~ 2013-10-12
    OF - Director → CIF 0
  • 6
    Keenan, John Leslie
    Individual (4 offsprings)
    Officer
    icon of calendar 2019-08-12 ~ 2020-08-28
    OF - Secretary → CIF 0
  • 7
    Wilcox, Paul
    Senior Financial Executive born in April 1948
    Individual (15 offsprings)
    Officer
    icon of calendar 2012-03-19 ~ 2017-11-17
    OF - Director → CIF 0
    Wilcox, Paul
    Senior Executive born in April 1948
    Individual (15 offsprings)
    icon of calendar 2019-10-03 ~ 2021-04-12
    OF - Director → CIF 0
  • 8
    Green, Margaret Marie
    Business Consultant born in April 1953
    Individual
    Officer
    icon of calendar 2001-04-26 ~ 2012-03-19
    OF - Director → CIF 0
  • 9
    Coward, Maurice Cyril
    Investment Consu born in May 1928
    Individual
    Officer
    icon of calendar 2001-05-09 ~ 2010-03-31
    OF - Director → CIF 0
  • 10
    Olding, Christopher Charles
    Financial Advisor born in July 1953
    Individual
    Officer
    icon of calendar 2001-05-09 ~ 2016-05-31
    OF - Director → CIF 0
  • 11
    Green, Richard Edwin
    Company Director born in March 1946
    Individual (3 offsprings)
    Officer
    icon of calendar 2016-04-12 ~ 2017-11-17
    OF - Director → CIF 0
    icon of calendar 2019-10-03 ~ 2021-04-12
    OF - Director → CIF 0
  • 12
    Legg, Peter Ellis
    Individual (3 offsprings)
    Officer
    icon of calendar 2001-04-26 ~ 2019-02-07
    OF - Secretary → CIF 0
  • 13
    O'gorman, Edward Patrick
    Sales Director born in March 1955
    Individual
    Officer
    icon of calendar 2012-03-19 ~ 2016-04-30
    OF - Director → CIF 0
  • 14
    WAY HOLDINGS LIMITED - 2007-03-29
    KELBAN LIMITED - 1996-04-04
    icon of addressCedar House, 3 Cedar Park, Cobham Road, Wimborne, Dorset, United Kingdom
    Active Corporate (2 parents, 6 offsprings)
    Equity (Company account)
    74,156 GBP2024-06-30
    Person with significant control
    2016-04-06 ~ 2021-04-12
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
  • 15
    icon of addressPembroke House, 7 Brunswick Square, Bristol, Avon
    Active Corporate (2 parents, 37 offsprings)
    Equity (Company account)
    2 GBP2024-10-31
    Officer
    2001-04-26 ~ 2001-04-26
    PE - Nominee Secretary → CIF 0
parent relation
Company in focus

INVESTMENT AND TAX ADVISORY SERVICES LIMITED

Previous name
WILCOX YOUNG PARTNERSHIP LIMITED - 2008-06-24
Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Intangible Assets
41,723 GBP2025-03-31
47,904 GBP2024-03-31
Property, Plant & Equipment
5,950 GBP2025-03-31
9,322 GBP2024-03-31
Fixed Assets
47,673 GBP2025-03-31
57,226 GBP2024-03-31
Debtors
95,876 GBP2025-03-31
110,519 GBP2024-03-31
Cash at bank and in hand
202,937 GBP2025-03-31
106,552 GBP2024-03-31
Current Assets
298,813 GBP2025-03-31
217,071 GBP2024-03-31
Creditors
Current
86,942 GBP2025-03-31
111,420 GBP2024-03-31
Net Current Assets/Liabilities
211,871 GBP2025-03-31
105,651 GBP2024-03-31
Total Assets Less Current Liabilities
259,544 GBP2025-03-31
162,877 GBP2024-03-31
Equity
Called up share capital
100,000 GBP2025-03-31
100,000 GBP2024-03-31
Retained earnings (accumulated losses)
159,544 GBP2025-03-31
62,877 GBP2024-03-31
Equity
259,544 GBP2025-03-31
162,877 GBP2024-03-31
Average Number of Employees
122024-04-01 ~ 2025-03-31
122023-04-01 ~ 2024-03-31
Intangible Assets - Gross Cost
Net goodwill
61,812 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
20,089 GBP2025-03-31
13,908 GBP2024-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
6,181 GBP2024-04-01 ~ 2025-03-31
Intangible Assets
Net goodwill
41,723 GBP2025-03-31
47,904 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
53,612 GBP2025-03-31
50,789 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
47,662 GBP2025-03-31
41,467 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
6,195 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Plant and equipment
5,950 GBP2025-03-31
9,322 GBP2024-03-31
Other Debtors
Current
10,000 GBP2025-03-31
6,500 GBP2024-03-31
Prepayments/Accrued Income
Current
85,876 GBP2025-03-31
104,019 GBP2024-03-31
Debtors
Current, Amounts falling due within one year
95,876 GBP2025-03-31
110,519 GBP2024-03-31
Bank Borrowings/Overdrafts
Current
7 GBP2025-03-31
Trade Creditors/Trade Payables
Current
24,492 GBP2025-03-31
25,852 GBP2024-03-31
Corporation Tax Payable
Current
41,799 GBP2025-03-31
20,626 GBP2024-03-31
Other Taxation & Social Security Payable
Current
9,502 GBP2025-03-31
9,517 GBP2024-03-31
Other Creditors
Current
3,721 GBP2025-03-31
55,425 GBP2024-03-31
Accrued Liabilities
Current
7,421 GBP2025-03-31
Profit/Loss
Retained earnings (accumulated losses)
126,667 GBP2024-04-01 ~ 2025-03-31
Dividends Paid
Retained earnings (accumulated losses)
-30,000 GBP2024-04-01 ~ 2025-03-31

  • INVESTMENT AND TAX ADVISORY SERVICES LIMITED
    Info
    WILCOX YOUNG PARTNERSHIP LIMITED - 2008-06-24
    Registered number 04206455
    icon of address30a South Street, Dorchester DT1 1BY
    PRIVATE LIMITED COMPANY incorporated on 2001-04-26 (24 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-05
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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