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ISIO WEALTH PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of ISIO WEALTH PLANNING LIMITED

According to ISIO WEALTH PLANNING LIMITED latest financial report submitted on 2025-09-30, the company has a Turnover of £6M, Gross-Profit of £6M while the Cash is £703,000.00. Compared with the previous year, the company reported a Turnover increase of 32.64%, which is an equivalent of -1814910. At the same time, the Gross-Profit went up by 33.08%, or by -1839323.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Profit after Tax

    £ -241000

  • Working Capital

    £ 3.4 million

Profit after Tax

ISIO WEALTH PLANNING LIMITED Business Credit Report

A Business Credit Report for ISIO WEALTH PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for ISIO WEALTH PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

ISIO WEALTH PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

ISIO WEALTH PLANNING LIMITED Directors and key executives

ISIO WEALTH PLANNING LIMITED currently employs 71 people. Compared with the previous year, the company has reported a staff increase of 22%, which is an equivalent of 13 employees.
In order to view contact information, including emails and phone numbers for all the employees working at ISIO WEALTH PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

71

122%

1y growth

100%

2y growth

Management Level


50

Top

50

Middle

Employee Job Title Email Phone Country
Carl Romstadt Principal Chief Executive Officer
***@premierbenefitsolutions.com
- GB
Gareth Roberts Director
-
- GB

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ISIO WEALTH PLANNING LIMITED Ownership and Group Structure


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ISIO WEALTH PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 1 people with significant control at ISIO WEALTH PLANNING LIMITED. One of of major shareholders of ISIO WEALTH PLANNING LIMITED is PREMIER PENSIONS MANAGEMENT LIMITED, which owns 107078 ORDINARY shares, with a total value of 0 GBP.


Name Quantity Share Type Value
PREMIER PENSIONS MANAGEMENT LIMITED
107078 ORDINARY 0 GBP

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ISIO WEALTH PLANNING LIMITED competitors:

Top 5 similar companies of ISIO WEALTH PLANNING LIMITED are TECHNOLOGIES NEW ENERGY PLC, PUMA VCT 13 PLC, TRUETIDE PLC, MARECHALE CAPITAL PLC, NUFORMIX PLC. View and export all the competitor list of ISIO WEALTH PLANNING LIMITED by upgrading your account here.


TECHNOLOGIES NEW ENERGY PLC


Revenue
362,141.0
Age
5 years
Employees
3
Industry
View Real Estate Investment Trusts
Website
View Not available

PUMA VCT 13 PLC


Revenue
9,704,000.0
Age
10 years
Employees
58
Industry
View Real Estate Investment Trusts
Website
View https://www.pumainvestments.***************************

TRUETIDE PLC


Revenue
13,941.0
Age
23 years
Employees
5
Industry
View Real Estate Investment Trusts
Website
View https://www.braveh****************

MARECHALE CAPITAL PLC


Revenue
409,413.0
Age
28 years
Employees
4
Industry
View Financial Services
Website
View http://www.marech***************

NUFORMIX PLC


Revenue
-
Age
11 years
Employees
3
Industry
View Real Estate Investment Trusts
Website
View http://www.nu***********

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ISIO WEALTH PLANNING LIMITED news & activities:


Turnover

ISIO WEALTH PLANNING LIMITED has submitted new account statements and has reported a turnover of £6M, a 32.64% decrease year-over-year.

uk.globaldatabase.com

2025-09-30

EBITDA

The ISIO WEALTH PLANNING LIMITED-based company said the adjusted EBITDA is now -£279,000.00, compared with the previous year of -1054331.

uk.globaldatabase.com

2025-09-30

Employees

ISIO WEALTH PLANNING LIMITED number of employees has increased by 22% compared with previous year and now represents a total number of 71.

uk.globaldatabase.com

2025-09-30

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Frequently Asked Questions regarding ISIO WEALTH PLANNING LIMITED


Where is ISIO WEALTH PLANNING LIMITED registered office?

ISIO WEALTH PLANNING LIMITED is located at Amp House Dingwall Road, United Kingdom.

How can I contact ISIO WEALTH PLANNING LIMITED?

You can call ISIO WEALTH PLANNING LIMITED at the following number +442037******

What is the website of ISIO WEALTH PLANNING LIMITED?

ISIO WEALTH PLANNING LIMITED website is http://www.premierbenefitsolutions.com/

How many people work at ISIO WEALTH PLANNING LIMITED?

According to the latest account statement, there are currently 71 of employees working for ISIO WEALTH PLANNING LIMITED.

How much revenue does ISIO WEALTH PLANNING LIMITED make?

Based on the latest financial accounts submitted on 2025-09-30, the company made £6M for 2025, which went up by 32.64%.

What is ISIO WEALTH PLANNING LIMITED EBITDA?

For 2025, ISIO WEALTH PLANNING LIMITED has reported an EBITDA of -£279,000.00, which went up by 277.9% compared to previous year.

What is the Business Credit Score of ISIO WEALTH PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of ISIO WEALTH PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does ISIO WEALTH PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for ISIO WEALTH PLANNING LIMITED, you will be able to gain more insights about the ISIO WEALTH PLANNING LIMITED payment trends.

Who is the Ultimate Parent of the ISIO WEALTH PLANNING LIMITED?

Information about the ultimate beneficial ownership ISIO MIDCO ********* of ISIO WEALTH PLANNING LIMITED is available when you order a business credit report.

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