VESTA WEALTH LIMITED
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Next accounts due
2027-09-30 (in 1y)
Last filed for 2025-12-31
Confirmation statement due
2027-01-22 (in 8mo)
Last made up 2026-01-08
Watchouts
Cash
£1M
+5.4% highest in 3 filed years
Net assets
£1M
+12.2% highest in 3 filed years
Employees
20
+5.3% highest in 3 filed years
Profit before tax
£466K
-47.2% lowest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
2 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 1 time since incorporation
- VESTA WEALTH LIMITED 2020-07-30 → present
- INVESTACC WEALTH MANAGEMENT LIMITED 2010-01-07 → 2020-07-30
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · latest reflected 2023-10-31
Latest accounts filed cover 2025-12-31; financial figures currently reflect up to 2023-10-31.
| Metric | Trend | 2020-10-31 | 2021-10-31 | 2022-10-31 | 2023-10-31 |
|---|---|---|---|---|---|
| Turnover | £1,959,560 | — | £2,170,530 | £2,145,353 | |
| Operating profit | £532,366 | — | £881,849 | £450,245 | |
| Profit before tax | £534,434 | — | £882,279 | £465,757 | |
| Net profit | £436,388 | — | £712,009 | £359,672 | |
| Cash | £743,372 | — | £1,115,750 | £1,176,096 | |
| Total assets less current liabilities | £771,883 | — | £1,062,602 | £1,198,570 | |
| Net assets | £764,430 | — | £1,061,925 | £1,191,597 | |
| Equity | £764,430 | £929,916 | £1,061,925 | £1,191,597 | |
| Average employees | 19 | — | 19 | 20 | |
| Wages | £600,190 | — | £739,955 | £773,752 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2020-10-31 | 2021-10-31 | 2022-10-31 | 2023-10-31 |
|---|---|---|---|---|---|
| Operating margin | 27.2% | — | 40.6% | 21.0% | |
| Net margin | 22.3% | — | 32.8% | 16.8% | |
| Return on capital employed | 69.0% | — | 83.0% | 37.6% |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- MHA Audit Services LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the Directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Significant events
- “On 19 March 2026, the Company paid a dividend of £400,000 to its immediate parent company.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 3 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| VANDERPUIJE, Antoinette | Secretary | 2026-04-30 | — | — |
| GARDNER, Matthew Thomas | Director | 2023-11-03 | May 1994 | British |
| GARDNER, Nicholas Edwin | Director | 2010-01-07 | May 1963 | British |
| MIRFIN, Gary | Director | 2010-01-07 | May 1961 | British |
| SELF, William Arthur | Director | 2024-10-09 | Jun 1982 | British |
Show 3 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BARNES, Julia Karen | Secretary | 2010-01-07 | 2026-04-30 |
| BARNES, Julia Karen | Director | 2010-01-07 | 2026-04-30 |
| PEARCE, James Henry | Director | 2024-10-09 | 2024-12-19 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Nicholas Edwin Gardner | Individual | Appoints directors | 2016-11-01 | Ceased 2024-10-09 |
| Mrs Anne-Marie Gardner | Individual | Significant influence | 2016-11-01 | Ceased 2024-10-09 |
| Investacc Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-11-01 | Active |
Filing timeline
Last 20 of 62 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-05 | AA | accounts | Accounts with accounts type full | |
| 2026-05-05 | AD03 | address | Move registers to sail company with new address | |
| 2026-05-01 | AD02 | address | Change sail address company with new address | |
| 2026-05-01 | AP03 | officers | Appoint person secretary company with name date | |
| 2026-05-01 | TM02 | officers | Termination secretary company with name termination date | |
| 2026-05-01 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-22 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2025-05-13 | AA | accounts | Accounts with accounts type full | |
| 2025-01-15 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-01-06 | TM01 | officers | Termination director company with name termination date | |
| 2025-01-03 | AD01 | address | Change registered office address company with date old address new address | |
| 2024-10-14 | AA01 | accounts | Change account reference date company current extended | |
| 2024-10-10 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-10 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-10 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2024-10-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-10-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-02-12 | AA | accounts | Accounts with accounts type full | |
| 2024-01-10 | AD01 | address | Change registered office address company with date old address new address |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 9
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2022 → FY2023 · period ending 2023-10-31 vs 2022-10-31
-
Turnover
-1.2%
£2,170,530 £2,145,353
-
Cash
+5.4%
£1,115,750 £1,176,096
highest in 3 filed years
-
Net assets
+12.2%
£1,061,925 £1,191,597
highest in 3 filed years
-
Employees
+5.3%
19 20
highest in 3 filed years
-
Operating profit
-48.9%
£881,849 £450,245
lowest in 3 filed years
-
Profit before tax
-47.2%
£882,279 £465,757
lowest in 3 filed years
-
Wages
+4.6%
£739,955 £773,752
highest in 3 filed years
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers