ISIO WEALTH PLANNING LIMITED

Active Croydon

Other activities auxiliary to insurance and pension funding

42 employees website.com
Financial services Other activities auxiliary to insurance and pension funding
I

ISIO WEALTH PLANNING LIMITED

Other activities auxiliary to insurance and pension funding

Founded 21 Dec 2006 Active Croydon, United Kingdom 42 employees website.com
Financial services Other activities auxiliary to insurance and pension funding

Previous Company Names

PREMIER BENEFIT SOLUTIONS LIMITED 5 Dec 2007 — 18 Apr 2024
PREMIER PENSIONS SOLUTIONS LIMITED 10 Jan 2007 — 5 Dec 2007
PREMIER PENSIONS SOLUTIONS MANAGEMENT LIMITED 21 Dec 2006 — 10 Jan 2007
Accounts Submitted 18 Apr 2026 Next due 30 Jun 2026 1 month remaining
Confirmation Submitted 2 Jan 2026 Next due 4 Jan 2027 7 months remaining
Net assets £3M £241K 2025 year on year
Total assets £5M £202K 2025 year on year
Total Liabilities £2M £39K 2025 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Amp House Dingwall Road Croydon CR0 2LX

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for ISIO WEALTH PLANNING LIMITED (06036012), an active financial services company based in Croydon, United Kingdom. Incorporated 21 Dec 2006. Other activities auxiliary to insurance and pension funding. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2025
Type Total Exemption Full
Next accounts 31 December 2026
Due by 30 September 2027 9 months

Balance Sheet & P&L (2014–2025)

Cash in Bank

£703.00k

Increased by £103.00k (+17%)

Net Assets

£3.35M

Decreased by £241.00k (-7%)

Total Liabilities

£1.80M

Increased by £39.00k (+2%)

Turnover

£5.56M

Increased by £211.00k (+4%)

Employees

42

Decreased by 7 (-14%)

Debt Ratio

35%

Increased by 2 (+6%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
Dec Year End
2024
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (1)

Premier Pensions Management Limited
100.0%
107,078

Persons with Significant Control

Persons with Significant Control (1)

1 Active
Notified 6 Jun 2016
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Group Structure

Group Structure

ISIO WEALTH PLANNING LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
18 Apr 2026AccountsAnnual accounts made up to 30 Sept 2025
18 Apr 2026AccountsAnnual accounts made up to 30 Sept 2025
12 Feb 2026OfficersAppointment of Gareth Huw Roberts as director on 3 Feb 2026
2 Jan 2026Confirmation StatementConfirmation statement made on 21 Dec 2025 with updates
30 May 2025OfficersTermination of Ian Richard Pain as director on 30 May 2025
18 Apr 2026 Accounts

Annual accounts made up to 30 Sept 2025

18 Apr 2026 Accounts

Annual accounts made up to 30 Sept 2025

12 Feb 2026 Officers

Appointment of Gareth Huw Roberts as director on 3 Feb 2026

2 Jan 2026 Confirmation Statement

Confirmation statement made on 21 Dec 2025 with updates

30 May 2025 Officers

Termination of Ian Richard Pain as director on 30 May 2025

Recent Activity

Latest Activity

Annual accounts made up to 30 Sept 2025

1 months ago on 18 Apr 2026

Annual accounts made up to 30 Sept 2025

1 months ago on 18 Apr 2026

Appointment of Gareth Huw Roberts as director on 3 Feb 2026

3 months ago on 12 Feb 2026

Confirmation statement made on 21 Dec 2025 with updates

4 months ago on 2 Jan 2026

Termination of Ian Richard Pain as director on 30 May 2025

11 months ago on 30 May 2025