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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

Legal Registered Office
Company Name
INVESTMENT TRUSTEE AND ADVISER LTD

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		2022-12-31
Account next due		2024-09-30
Latest return		2024-04-01
Return next due		2025-04-15
Type of accounts		MICRO ENTITY
VAT Number /Sales tax ID		GB214182735

Last Datalog update:	2024-04-13 13:02:33
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 address	Last known status	Formation 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 Status	Incorporation date	Company 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.

Date	Document Type	Document Description
2023-09-28		MICRO ENTITY ACCOUNTS MADE UP TO 31/12/22
2023-05-30		CONFIRMATION STATEMENT MADE ON 01/04/23, WITH NO UPDATES
2022-09-27		MICRO ENTITY ACCOUNTS MADE UP TO 31/12/21
2022-09-27	AA	MICRO ENTITY ACCOUNTS MADE UP TO 31/12/21
2022-05-11	CS01	CONFIRMATION STATEMENT MADE ON 01/04/22, WITH NO UPDATES
2021-09-20	AA	MICRO ENTITY ACCOUNTS MADE UP TO 31/12/20
2021-04-26	CS01	CONFIRMATION STATEMENT MADE ON 01/04/21, WITH NO UPDATES
2020-11-02	AA	MICRO ENTITY ACCOUNTS MADE UP TO 31/12/19
2020-04-16	CS01	CONFIRMATION STATEMENT MADE ON 01/04/20, WITH NO UPDATES
2019-08-28	AA	MICRO ENTITY ACCOUNTS MADE UP TO 31/12/18
2019-04-08	CS01	CONFIRMATION STATEMENT MADE ON 01/04/19, WITH NO UPDATES
2018-10-01	AA	MICRO ENTITY ACCOUNTS MADE UP TO 31/12/17
2018-04-03	CS01	CONFIRMATION STATEMENT MADE ON 01/04/18, WITH NO UPDATES
2018-01-19	AD01	REGISTERED OFFICE CHANGED ON 19/01/18 FROM 1 Albert Villas, Fortuneswell Portland DT5 1AB
2017-09-01	AA	MICRO ENTITY ACCOUNTS MADE UP TO 31/12/16
2017-04-12	LATEST SOC	12/04/17 STATEMENT OF CAPITAL;GBP 100
2017-04-12	CS01	CONFIRMATION STATEMENT MADE ON 01/04/17, WITH UPDATES
2016-06-21	AA	31/12/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-04-30	LATEST SOC	30/04/16 STATEMENT OF CAPITAL;GBP 100
2016-04-30	AR01	01/04/16 ANNUAL RETURN FULL LIST
2015-08-19	AA	31/12/14 ACCOUNTS TOTAL EXEMPTION SMALL
2015-04-27	AA01	Previous accounting period shortened from 30/04/15 TO 31/12/14
2015-04-27	LATEST SOC	27/04/15 STATEMENT OF CAPITAL;GBP 100
2015-04-27	AR01	01/04/15 ANNUAL RETURN FULL LIST
2014-04-01	LATEST SOC	01/04/14 STATEMENT OF CAPITAL;GBP 100
2014-04-01	NEWINC	New incorporation
2014-04-01	MODEL ARTICLES	MODEL 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

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