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Home > England & Wales Companies > INVESTMENT TRUSTEE AND ADVISER LTD
Company Information for

INVESTMENT TRUSTEE AND ADVISER LTD

93 GILBEY ROAD GILBEY ROAD, FLAT 1, LONDON, SW17 0QH,
Company Registration Number
08969631
Private Limited Company
Active

Company Overview

About Investment Trustee And Adviser Ltd
INVESTMENT TRUSTEE AND ADVISER LTD was founded on 2014-04-01 and has its registered office in London. The organisation's status is listed as "Active". Investment Trustee And Adviser Ltd is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
INVESTMENT TRUSTEE AND ADVISER LTD
 
Legal Registered Office
93 GILBEY ROAD GILBEY ROAD
FLAT 1
LONDON
SW17 0QH
Other companies in DT5
 
Filing Information
Company Number 08969631
Company ID Number 08969631
Date formed 2014-04-01
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/12/2023
Account next due 30/09/2025
Latest return 01/04/2016
Return next due 29/04/2017
Type of accounts MICRO ENTITY
VAT Number /Sales tax ID GB214182735  
Last Datalog update: 2024-10-05 13:28:19
Primary Source:Companies House
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Companies with same name INVESTMENT TRUSTEE AND ADVISER LTD
The following companies were found which have the same name as INVESTMENT TRUSTEE AND ADVISER LTD. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
INVESTMENT TRUSTEE AND ADVISER SERVICES LIMITED TITANIUM 1 KINGS INCH PLACE KINGS INCH PLACE RENFREW PA4 8WF Dissolved Company formed on the 2009-07-29

Company Officers of INVESTMENT TRUSTEE AND ADVISER LTD

Current Directors
Officer Role Date Appointed
CAROLAN DOBSON
 Director 2014-04-01

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
CAROLAN DOBSON SCHRODERS CAPITAL GLOBAL INNOVATION TRUST PLC Director 2016-07-28 CURRENT 2015-01-26 Active
CAROLAN DOBSON LONDON LGPS CIV LIMITED Director 2016-03-01 CURRENT 2014-07-17 Active
CAROLAN DOBSON BLACKROCK LATIN AMERICAN INVESTMENT TRUST PLC Director 2016-01-01 CURRENT 1990-03-12 Active
CAROLAN DOBSON AMEC FOCUS PENSIONS TRUSTEE LIMITED Director 2015-07-08 CURRENT 1983-04-20 Dissolved 2017-11-07
CAROLAN DOBSON AMEC EXECUTIVE PENSIONS TRUSTEE LIMITED Director 2015-07-07 CURRENT 1985-02-25 Dissolved 2017-11-07
CAROLAN DOBSON WOOD PENSIONS TRUSTEE LIMITED Director 2015-07-07 CURRENT 1985-02-26 Active
CAROLAN DOBSON BAILLIE GIFFORD UK GROWTH TRUST PLC Director 2014-03-13 CURRENT 1994-01-28 Active
CAROLAN DOBSON BRUNNER INVESTMENT TRUST PLC(THE) Director 2013-12-01 CURRENT 1927-12-03 Active
CAROLAN DOBSON INVESTMENT ADVISER AND TRUSTEE SERVICES LTD Director 2011-10-19 CURRENT 2011-10-19 Dissolved 2017-05-07
CAROLAN DOBSON JPMORGAN EUROPEAN DISCOVERY TRUST PLC Director 2010-09-01 CURRENT 1989-10-10 Active
CAROLAN DOBSON INVESTMENT TRUSTEE AND ADVISER SERVICES LIMITED Director 2009-07-29 CURRENT 2009-07-29 Dissolved 2014-02-07

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-09-30MICRO ENTITY ACCOUNTS MADE UP TO 31/12/23
2023-09-28MICRO ENTITY ACCOUNTS MADE UP TO 31/12/22
2023-05-30CONFIRMATION STATEMENT MADE ON 01/04/23, WITH NO UPDATES
2022-09-27MICRO ENTITY ACCOUNTS MADE UP TO 31/12/21
2022-09-27AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/21
2022-05-11CS01CONFIRMATION STATEMENT MADE ON 01/04/22, WITH NO UPDATES
2021-09-20AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/20
2021-04-26CS01CONFIRMATION STATEMENT MADE ON 01/04/21, WITH NO UPDATES
2020-11-02AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/19
2020-04-16CS01CONFIRMATION STATEMENT MADE ON 01/04/20, WITH NO UPDATES
2019-08-28AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/18
2019-04-08CS01CONFIRMATION STATEMENT MADE ON 01/04/19, WITH NO UPDATES
2018-10-01AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/17
2018-04-03CS01CONFIRMATION STATEMENT MADE ON 01/04/18, WITH NO UPDATES
2018-01-19AD01REGISTERED OFFICE CHANGED ON 19/01/18 FROM 1 Albert Villas, Fortuneswell Portland DT5 1AB
2017-09-01AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/16
2017-04-12LATEST SOC12/04/17 STATEMENT OF CAPITAL;GBP 100
2017-04-12CS01CONFIRMATION STATEMENT MADE ON 01/04/17, WITH UPDATES
2016-06-21AA31/12/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-04-30LATEST SOC30/04/16 STATEMENT OF CAPITAL;GBP 100
2016-04-30AR0101/04/16 ANNUAL RETURN FULL LIST
2015-08-19AA31/12/14 ACCOUNTS TOTAL EXEMPTION SMALL
2015-04-27AA01Previous accounting period shortened from 30/04/15 TO 31/12/14
2015-04-27LATEST SOC27/04/15 STATEMENT OF CAPITAL;GBP 100
2015-04-27AR0101/04/15 ANNUAL RETURN FULL LIST
2014-04-01LATEST SOC01/04/14 STATEMENT OF CAPITAL;GBP 100
2014-04-01NEWINCNew incorporation
2014-04-01MODEL ARTICLESMODEL ARTICLES ADOPTED: PRIVATE LIMITED BY SHARES
Industry Information
SIC/NAIC Codes
65 - Insurance, reinsurance and pension funding, except compulsory social security
653 - Pension funding
65300 - Pension funding




Licences & Regulatory approval
We could not find any licences issued to INVESTMENT TRUSTEE AND ADVISER LTD or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against INVESTMENT TRUSTEE AND ADVISER LTD
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
INVESTMENT TRUSTEE AND ADVISER LTD does not have any mortgage charges so there is no mortgagee data available

  Average Max

This shows the max and average number of mortgages for companies with the same SIC code of 65300 - Pension funding

Filed Financial Reports
Annual Accounts
2019-12-31
Annual Accounts
2020-12-31
Annual Accounts
2021-12-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on INVESTMENT TRUSTEE AND ADVISER LTD

Intangible Assets
Patents
We have not found any records of INVESTMENT TRUSTEE AND ADVISER LTD registering or being granted any patents
Domain Names
We do not have the domain name information for INVESTMENT TRUSTEE AND ADVISER LTD
Trademarks
We have not found any records of INVESTMENT TRUSTEE AND ADVISER LTD registering or being granted any trademarks
Income
Government Income
We have not found government income sources for INVESTMENT TRUSTEE AND ADVISER LTD. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (65300 - Pension funding) as INVESTMENT TRUSTEE AND ADVISER LTD are:

Outgoings
Business Rates/Property Tax
No properties were found where INVESTMENT TRUSTEE AND ADVISER LTD is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded INVESTMENT TRUSTEE AND ADVISER LTD any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded INVESTMENT TRUSTEE AND ADVISER LTD any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode SW17 0QH