INVEST SOUTHWEST LIMITED

Company number 05771562 ·

Active

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Shareholders' funds

£468,671

Balance sheet as at 2021-01-31

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Overview

Company type
Private Limited Company
Incorporated
2006-04-06
Registered office
12 Hammet Street, Taunton, Somerset, United Kingdom, TA1 1RZ
Postcode
TA1 1RZ
Capital
300 GBP
Accounts category
Total Exemption Full

Accounts

Last made up to
2025-01-31
Next due by
2026-10-31
Financial year end
31 January

Confirmation statement

Last statement dated
2026-04-06
Next due by
2027-04-20
View filing history →

Nature of business (SIC)

  • 70221 Financial management

Officers 1 current · 5 resigned

Matthew DUNCAN Director
Appointed 2022-07-29

View all officers and resignations →

Group structure

Controlled by ISWIFA HOLDINGS LTD — since 2025-09-25

Controlled by ISW HOLDINGS LIMITED — since 2016-04-06

From persons-with-significant-control filings on the public register.

Contact details

Website
investsouthwest.co.uk
Phone
01823353970

Invest Southwest are an established and experienced team of Independent Financial Advisers (IFA) with a head office in Taunton, Somerset and advisers based across the South West

Previous registered addresses 2

AddressChanged on
49-50 EAST STREET, TAUNTON, SOMERSET, TA1 3NA2016-06-23
9 THE CRESCENT, TAUNTON, SOMERSET TA1 4EA2007-06-04

Among its peers

Top 10%

by shareholders' funds, of 33 similar companies in TA

Among the oldest 25% of its local peers, trading since 2006.

No.3 of the largest financial management companies in Taunton →

124 companies are registered at this postcode →

Competitors Taunton

This company ranks 3 among financial management in Taunton.

Full league table →

The class of 2006

42%

of the 338 companies in this sector incorporated in 2006 are still active today; 54% have since been dissolved.

A fact about the year, not a forecast for this company.