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
    Director born in June 1975
    Individual (5 offsprings)
    Officer
    2017-11-30 ~ now
    OF - Director → CIF 0
  • 2
    12, Meyrick Park Crescent, Bournemouth, England
    Active Corporate (2 parents, 1 offspring)
    Equity (Company account)
    148,570 GBP2024-03-31
    Person with significant control
    2021-04-12 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
    PE - Has significant influence or control as a member of a firm → CIF 0
Ceased 15
  • 1
    Legg, Peter Ellis
    Individual (3 offsprings)
    Officer
    2001-04-26 ~ 2019-02-07
    OF - Secretary → CIF 0
  • 2
    Green, Margaret Marie
    Business Consultant born in April 1953
    Individual
    Officer
    2001-04-26 ~ 2012-03-19
    OF - Director → CIF 0
  • 3
    Wilcox, Paul
    Senior Financial Executive born in April 1948
    Individual (15 offsprings)
    Officer
    2012-03-19 ~ 2017-11-17
    OF - Director → CIF 0
    Wilcox, Paul
    Senior Executive born in April 1948
    Individual (15 offsprings)
    2019-10-03 ~ 2021-04-12
    OF - Director → CIF 0
  • 4
    Keenan, John Leslie
    Individual (4 offsprings)
    Officer
    2019-08-12 ~ 2020-08-28
    OF - Secretary → CIF 0
  • 5
    Hugh Smith, Peter
    Sales Director born in March 1969
    Individual (3 offsprings)
    Officer
    2012-03-19 ~ 2013-10-12
    OF - Director → CIF 0
  • 6
    Hobday, Ian Guy
    Director born in June 1960
    Individual (12 offsprings)
    Officer
    2017-04-11 ~ 2019-05-31
    OF - Director → CIF 0
  • 7
    O'gorman, Edward Patrick
    Sales Director born in March 1955
    Individual
    Officer
    2012-03-19 ~ 2016-04-30
    OF - Director → CIF 0
  • 8
    Coward, Maurice Cyril
    Investment Consu born in May 1928
    Individual
    Officer
    2001-05-09 ~ 2010-03-31
    OF - Director → CIF 0
  • 9
    Green, Richard Edwin
    Company Director born in February 1946
    Individual (3 offsprings)
    Officer
    2016-04-12 ~ 2017-11-17
    OF - Director → CIF 0
    2019-10-03 ~ 2021-04-12
    OF - Director → CIF 0
  • 10
    Wooles, Stewart Edward
    Director born in November 1946
    Individual (5 offsprings)
    Officer
    2016-05-31 ~ 2019-08-12
    OF - Director → CIF 0
  • 11
    Weldon, Simon
    Director born in February 1957
    Individual (1 offspring)
    Officer
    2014-05-08 ~ 2015-04-01
    OF - Director → CIF 0
  • 12
    Olding, Christopher Charles
    Financial Advisor born in July 1953
    Individual
    Officer
    2001-05-09 ~ 2016-05-31
    OF - Director → CIF 0
  • 13
    Oliver, Christopher Stephen
    Individual
    Officer
    2019-02-07 ~ 2019-07-30
    OF - Secretary → CIF 0
  • 14
    WAY HOLDINGS LIMITED - 2007-03-29
    KELBAN LIMITED - 1996-04-04
    Cedar House, 3 Cedar Park, Cobham Road, Wimborne, Dorset, United Kingdom
    Active Corporate (2 parents, 6 offsprings)
    Equity (Company account)
    70,774 GBP2023-06-30
    Person with significant control
    2016-04-06 ~ 2021-04-12
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 15
    Pembroke House, 7 Brunswick Square, Bristol, Avon
    Active Corporate (2 parents, 38 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
47,904 GBP2024-03-31
54,085 GBP2023-03-31
Property, Plant & Equipment
9,322 GBP2024-03-31
16,299 GBP2023-03-31
Fixed Assets
57,226 GBP2024-03-31
70,384 GBP2023-03-31
Debtors
110,519 GBP2024-03-31
78,604 GBP2023-03-31
Cash at bank and in hand
106,552 GBP2024-03-31
61,427 GBP2023-03-31
Current Assets
217,071 GBP2024-03-31
140,031 GBP2023-03-31
Creditors
Current
111,420 GBP2024-03-31
85,781 GBP2023-03-31
Net Current Assets/Liabilities
105,651 GBP2024-03-31
54,250 GBP2023-03-31
Total Assets Less Current Liabilities
162,877 GBP2024-03-31
124,634 GBP2023-03-31
Equity
Called up share capital
100,000 GBP2024-03-31
100,000 GBP2023-03-31
Retained earnings (accumulated losses)
62,877 GBP2024-03-31
24,634 GBP2023-03-31
Equity
162,877 GBP2024-03-31
124,634 GBP2023-03-31
Average Number of Employees
122023-04-01 ~ 2024-03-31
122022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Net goodwill
61,812 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
13,908 GBP2024-03-31
7,727 GBP2023-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
6,181 GBP2023-04-01 ~ 2024-03-31
Intangible Assets
Net goodwill
47,904 GBP2024-03-31
54,085 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
50,789 GBP2024-03-31
51,739 GBP2023-03-31
Property, Plant & Equipment - Disposals
Plant and equipment
-2,439 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
41,467 GBP2024-03-31
35,440 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
8,466 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Plant and equipment
-2,439 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Plant and equipment
9,322 GBP2024-03-31
16,299 GBP2023-03-31
Other Debtors
Current
6,500 GBP2024-03-31
202 GBP2023-03-31
Prepayments/Accrued Income
Current
104,019 GBP2024-03-31
78,402 GBP2023-03-31
Debtors
Current, Amounts falling due within one year
110,519 GBP2024-03-31
78,604 GBP2023-03-31
Trade Creditors/Trade Payables
Current
25,852 GBP2024-03-31
28,372 GBP2023-03-31
Corporation Tax Payable
Current
20,626 GBP2024-03-31
3,582 GBP2023-03-31
Other Taxation & Social Security Payable
Current
9,517 GBP2024-03-31
8,709 GBP2023-03-31
Other Creditors
Current
55,425 GBP2024-03-31
45,118 GBP2023-03-31
Profit/Loss
Retained earnings (accumulated losses)
63,243 GBP2023-04-01 ~ 2024-03-31
Dividends Paid
Retained earnings (accumulated losses)
-25,000 GBP2023-04-01 ~ 2024-03-31
  • INVESTMENT AND TAX ADVISORY SERVICES LIMITED
    Info
    WILCOX YOUNG PARTNERSHIP LIMITED - 2008-06-24
    Registered number 04206455
    30a South Street, Dorchester DT1 1BY
    Private Limited Company incorporated on 2001-04-26 (24 years 2 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 24 April 2025 and licensed under the Open Government Licence v3.0.