# Investa Wealth Management Limited

## Details

- **Company number:** [08670220](https://find-and-update.company-information.service.gov.uk/company/08670220)
- **Status:** active
- **Type:** ltd
- **Incorporated:** 30 Aug 2013
- **Registered office:** 143 COMMERCIAL STREET, MAESTEG, CF34 9DW
- **Nature of business:** [65110](/sic/65110) Life insurance, [65300](/sic/65300) Pension funding, [66290](/sic/66290) Other activities auxiliary to insurance and pension funding



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DUNNE, Peter Thomas | director | 30 Aug 2013 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Peter Thomas Dunne | ownership-of-shares-75-to-100-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Aug 2025 | - | £29,140 | 1 |
| 31 Aug 2024 | - | £40,946 | 1 |
| 31 Aug 2023 | - | £40,617 | 1 |
| 31 Aug 2022 | - | £40,700 | 1 |
| 31 Aug 2021 | - | £38,796 | 1 |
| 31 Aug 2020 | - | £43,207 | 1 |
| 31 Aug 2019 | - | £33,476 | 1 |
| 31 Aug 2018 | £33,811 | £28,692 | 1 |
| 31 Aug 2017 | £32,311 | £39,922 | 1 |
| 31 Aug 2016 | £10,857 | £7,321 | - |
| 31 Aug 2015 | £10,573 | £17,396 | - |
| 31 Aug 2014 | £10,435 | £10,971 | - |






## Companies at the same address

- [ALI Barbers S Ltd](/company/16549039) (16549039)