Annual accounts
Total Exemption Full accounts
30/09/2027Filing deadline
Made up to 31/12/2025Due 30/09/2027
- Next accounts made up to
- 31/12/2026
- Last accounts made up to
- 31/12/2025
INSIGHT WEALTH MANAGEMENT LIMITED
ActiveRegistry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Unit 5 Providence Court, Pynes Hill, Exeter, Devon EX2 5JL
- Classification (SIC)
- Financial management (70.22/1 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 02/06/2026View PDF (1 pages)
Registered office address changed from 7 Well View Stoke Row Henley on Thames Oxon RG9 5QQ England to Unit 5 Providence Court Pynes Hill Exeter Devon EX2 5JL on 2026-06-02
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Eamonn Watters on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Jonathan William Keep on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Timothy Mcintyre on 2026-05-29
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
14/10/2026Filing deadline
Last statement 30/09/2025Due 14/10/2026
- Next statement date
- 30/09/2026
- Last statement dated
- 30/09/2025
Financial performance
The latest figures INSIGHT WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2023–2025; the year-by-year record is on the financials page.
Net Assets
£436.69K2025
32.61%vs 20242024: £329.30K
Total Assets
£718.62K2025
93.71%vs 20242024: £370.98K
Cash in Bank
£625.15K2025
108.71%vs 20242024: £299.53K
Total Liabilities
£281.92K2025
576.43%vs 20242024: £41.68K
Employees
102025
+2vs 20242024: 8
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 93.71% on 2024. See the full financial analysis for INSIGHT WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through INSIGHT WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +65.2% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2023–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 3 yearsEvery figure by yearAll 5 measures Okredo tracks across 3 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2023–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 10 | +2 |
| 2024 | 8 | +2 |
| 2023 | 6 | – |
Reported employee count increased from 6 in 2023 to 10 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 09/01/2023–Present | 2 | |
| Director | 26/01/2024–Present | 0 | |
| Director | 26/01/2024–Present | 0 | |
| Director | 22/12/2022–Present | 5 | |
| Director | 09/01/2023–30/09/2026 | 1 | |
| Director | 21/09/2023–Present | 0 | |
| Director | 29/02/2024–Present | 0 | |
| Director | 07/11/2023–Present | 0 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 13/01/2023–07/11/2023 | 2 | |
| 22/12/2022–07/11/2023 | 0 | |
| 22/12/2022–Present | 0 | |
| 13/01/2023–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 9
- Since 02/06/2026
- Last 12 months
- 9
- Most recent filing
- 02/06/2026
- 4 months ago
What changed in the last year
- Registered officeLatest 02/06/2026
- Officer changes (8)Latest 02/06/2026
Filing timeline
- 02/06/2026View PDF (1 pages)
Registered office address changed from 7 Well View Stoke Row Henley on Thames Oxon RG9 5QQ England to Unit 5 Providence Court Pynes Hill Exeter Devon EX2 5JL on 2026-06-02
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Eamonn Watters on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Jonathan William Keep on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Timothy Mcintyre on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Shaun Richard Webster on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Michael James Gilbert on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr James Delaney on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Robert Gino Ferdenzi on 2026-05-29
- 02/06/2026View PDF (2 pages)
Director's details changed for Mr Grant Corbett on 2026-05-29
See when the next accounts and confirmation statement are due
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About INSIGHT WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
INSIGHT WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Unit 5 Providence Court, Pynes Hill, Exeter, Devon EX2 5JL. Companies House classifies its business as Financial management. It has been on the register for 3 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £436.69K and 10 employees.
INSIGHT WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
Companies House records INSIGHT WEALTH MANAGEMENT LIMITED under one registered business activity: Financial management (70.22/1 - SIC 2007).
INSIGHT WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 22/12/2022.
The most recent accounts Okredo holds cover 2025 and report net assets of £436.69K, total assets of £718.62K, cash in bank of £625.15K and total liabilities of £281.92K.
The most recent document on the record is dated 02/06/2026: Registered office address changed from 7 Well View Stoke Row Henley on Thames Oxon RG9 5QQ England to Unit 5 Providence Court Pynes Hill Exeter Devon EX2 5JL on 2026-06-02, 4 months ago.
On the current registry record, accounts are due by 30/09/2027 and the next confirmation statement is due by 14/10/2026.
Companies House lists 8 officers (7 currently in post) and 4 people with significant control (2 current).