Ltd Facts The UK company register, as filed

Register entry · No. 08670220

INVESTA WEALTH MANAGEMENT LIMITED

Active Private Limited Company Incorporated 30 Aug 2013

Checks

No warning signs 8 clear · 6 can't tell yet

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    Insolvency

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    Disqualified directors

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    Directors

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    Officers on the register · What this means
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    Filing history (form AA01)
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    Office moves

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    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 May 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 11 Sep 2027.

    Companies House register
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £31,769.

    Accounts to 31 Aug 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 30 Aug 2013 (13 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 30 Oct 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    143 COMMERCIAL STREET, MAESTEG, CF34 9DW

    As filed with Companies House.

  2. Nature of business

    • 65110 Life insurance
    • 65300 Pension funding
    • 66290 Other activities auxiliary to insurance and pension funding

  3. Accounts

    Next due
    31 May 2027
    Last made up to
    31 Aug 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    11 Sep 2027
    Last made up to
    28 Aug 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. INVESTA WEALTH MANAGEMENT LIMITED current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Aug 2025 not published not published £29,140 £31,769 1
31 Aug 2024 not published not published £40,946 £42,662 1
31 Aug 2023 not published not published — — —

People

Officers

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Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • P T Dunne · Director, named in the accounts to 31 Aug 2025

Owners and controllers All 1, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Peter Thomas Dunne Ownership of shares 75 to 100 percent 6 Apr 2016 — April 1955 British · Wales

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is INVESTA WEALTH MANAGEMENT LIMITED still trading?

The register shows INVESTA WEALTH MANAGEMENT LIMITED as active.

What does INVESTA WEALTH MANAGEMENT LIMITED do?

It files these industry codes 65110 (Life insurance); 65300 (Pension funding); 66290 (Other activities auxiliary to insurance and pension funding).

When was INVESTA WEALTH MANAGEMENT LIMITED set up?

It was incorporated on 30 August 2013.

When are INVESTA WEALTH MANAGEMENT LIMITED's accounts due?

Next accounts are due by 31 May 2027. The last accounts were made up to 31 August 2025.

When is INVESTA WEALTH MANAGEMENT LIMITED's next confirmation statement due?

By 11 September 2027.

Similar companies

Same industry code (65110), active, set up around the same time. More in this industry →

  1. 09194972 BLUE FOX WEALTH MANAGEMENT LIMITED Active Private Limited Company Inc. 29 Aug 2014 65110 · Life insurance
  2. 09176587 EAMONNKISSANE LTD Active Private Limited Company Inc. 14 Aug 2014 65110 · Life insurance
  3. 09174873 PAUL ANDREWS FINANCIAL LTD Active Private Limited Company Inc. 14 Aug 2014 64922 · Activities of mortgage finance companies
  4. 09173304 HEATH PROTECTION SOLUTIONS LIMITED Active Private Limited Company Inc. 13 Aug 2014 65110 · Life insurance
  5. 09140130 RESOLUTE FINANCIAL LTD Active Private Limited Company Inc. 21 Jul 2014 64922 · Activities of mortgage finance companies

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House