MONEYWISE INVESTMENTS PLCActive

Company number 01358056Public limited companyIncorporated 1978

Key figures

£573,048+18.5%
Net assets 2025/26
+8.2%
Average annual growth 2020/21–2025/26
0200 k400 k600 k2020/212021/222022/232023/242024/252025/26

MONEYWISE INVESTMENTS PLC does not disclose its turnover in its latest accounts; the profit for the year is as stated in the accounts.

Ratios

2025/26
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0500 k1 m2020/212021/222022/232023/242024/252025/26

Dividends

from the accounts
2023/24

Dividends paid in the financial year: £50,000 (87% of the profit for the year).

History
2023/24£50,000
2022/23£70,000
2021/22£65,000
2020/21£65,000
Filed accounts2020/21–2025/26
2021/222022/232023/242024/252025/26
Turnover566,703564,512———
Profit for the year131,92730,43757,60162,463109,371
Cash at bank and in hand253,465240,687199,639280,110282,716
Total assets721,339684,879703,541778,632907,261
Total liabilities268,164271,267282,328294,955334,213
Net assets / total equity453,175413,612421,213483,677573,048
Average number of employees668100
Average pay (per year)47,70048,47338,14038,616—
Dividends paid65,00070,00050,000——

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Principal activity

Accounts 2026

The principal activity of the company continued to be that of insurance brokers and independent financial advisor

As described in the company's latest filed accounts.

Summary: MONEYWISE INVESTMENTS PLC

Company

MONEYWISE INVESTMENTS PLC is a public limited company registered with Companies House under company number 01358056. It was incorporated on 16 Mar 1978. Its status is active. The registered office is in Forest gate (E7). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999), activities of insurance agents and brokers (66220).

Accounts

The latest accounts in the database are for 2025/26 (period ending 31 Mar 2026); the company files full accounts. Profit for the year was £109,371. Net assets were £573,048, up 18.5% on the previous year. Cash at bank and in hand was £282,716. Total assets were £907,261 and total liabilities £334,213. The company had an average of 0 employees. Figures are available for 6 financial years (2020/21–2025/26).

Control and charges

2 persons with significant control are registered.

Filing deadlines

The next accounts are due by 30 Sep 2027. The next confirmation statement is due by 7 May 2027.