Verified AccountantsUK firms, verified against the public record

Investment And Tax Advisory Services Limited

Financial services provider in Dorchester DT1

Trust Score52/100Fair

Companies House: 0420645530A South Street, Dorchester, DT1 1BY

Formerly known asWilcox Young Partnership Limited

In the local market

Investment And Tax Advisory Services Limited is one of 25 accountancy practices we verify in Dorchester. Incorporated in 2001, it is among the longest-established of them.

Verified Accountants assessment

Investment And Tax Advisory Services Limited is a UK limited company based in Dorchester, incorporated in 2001 and trading for 25 years.It was previously known as Wilcox Young Partnership Limited.

Public records confirm it is up to date with its accounts (last filed 31 Mar 2025) and running a confirmed website.

How we verify →

Verification record and Trust Score

52/100

Trust Score

Fair
Public record
AML supervisedpending
Active company
Filing compliant
Trading 25 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Websitepending
Phonepending
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 04206455 (opens in new tab)incorporated 2001Companies House · checked
Registered activity
  • SIC 66190 - Financial services activities
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 Mar 2025 (opens in new tab)Companies House · checked 01 Jul
Sources: Companies House (opens in new tab)
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People at Investment And Tax Advisory Services Limited

Directors and officers (1)

  • WELDON, Daniel RobertDirector · since 2017

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2017 to 2025
Current assets
£299k
as at 31 Mar 2025+£82k vs 2024
Cash at bank
£203k
as at 31 Mar 2025+£96k vs 2024
Average employees
12
as at 31 Mar 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
20252024202320222021202020192018201820172017
CashDebtorsNet assets
Full figures
As filed31 Mar 202531 Mar 202431 Mar 202331 Mar 202231 Mar 202131 Mar 202031 Mar 20191 Apr 201831 Mar 20181 Apr 201731 Mar 2017
Average employees1212121297743
Turnover£399,688£414,096
Net assets£184,758£118,667
Cash at bank£202,937£106,552£61,427£132,580£41,193£22,911£48,101£18,372£2,651
Current assets£298,813£217,071£140,031£231,080£636,048£474,758£315,156£132,889£164,088
Fixed assets£47,673£57,226£70,384£79,232£25,153£3,131£4,802
Debtors£95,876£110,519£78,604£98,500£594,855£451,847£267,055£114,517£161,437
Shareholders equity£259,544£162,877£124,634£184,087£148,518£183,335£184,758£118,667£112,131£112,131

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2001Company incorporated
  2. 2025Latest accounts filed

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