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WAY INVESTMENT SERVICES LIMITED

Company
WAY INVESTMENT SERVICES LIMITED (03181187)

WAY INVESTMENT SERVICES

Phone: 01202 890 895
C⁺ rating

ABOUT WAY INVESTMENT SERVICES LIMITED

WAY is a leading provider of Inheritance Tax planning solutions

WAY Investment Services

WAY is an independent financial services group which in recent years has built a reputation as a leading provider of sophisticated and flexible trust-based inheritance tax planning solutions. We operate across the UK solely through financial advisers to meet the varying needs of your clients, and our services are backed up by first rate technical and administrative support.

We continue to be at the forefront of estate planning and product development. Increasingly we are forging alliances with third parties, including fund platforms and discretionary investment managers, in order to offer new investment and tax mitigation options to you and your clients.

Our plans and services are distributed only through UK regulated financial advisers. We recognise that advisers need support in what can be a highly complex area, and we are committed to explaining technical matters in plain language.

Key products:    

WAY Investment Services is a wholly owned subsidiary of the WAY Group.

At WAY we have built an experienced team to provide you with excellent support services.

Welcome to WAY Investment Services

Over the past decade, WAY has established itself as a leading provider of flexible Inheritance Tax trust solutions.

That’s where our inheritance tax trust solutions can help. Find out more in the following pages about us and the solutions we can offer to you.

No information on any part of the website should be construed as investment advice, tax advice or as confirmation that a product or service is suitable for a specific investor.

WAY Investment Services Limited is registered in England No 3181187 and is an Appointed Representative of WAY Fund Managers Limited. WAY Fund Managers Limited is authorised and regulated by the Financial Conduct Authority (FCA).

KEY FINANCES

Year
2017
Assets
£1475.82k ▼ £-35.18k (-2.33 %)
Cash
£2.47k ▼ £-6.6k (-72.75 %)
Liabilities
£4461.45k ▲ £3124.13k (233.61 %)
Net Worth
£-2985.63k ▼ £-3159.31k (-1,819.05 %)

REGISTRATION INFO

Company name
WAY INVESTMENT SERVICES LIMITED
Company number
03181187
VAT
GB438540836
Status
Active
Categroy
Private Limited Company
Date of Incorporation
01 Apr 1996
Age - 28 years
Home Country
United Kingdom

CONTACTS

Website
www.wayinvestments.co.uk
Phones
01202 890 895
Registered Address
CEDAR HOUSE 3 CEDAR PARK,
COBHAM ROAD,
WIMBORNE,
DORSET,
BH21 7BS

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

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LAST EVENTS

19 Apr 2017
Confirmation statement made on 1 April 2017 with updates
21 Mar 2017
Appointment of Ian Guy Hobday as a director on 3 March 2017
21 Dec 2016
Total exemption small company accounts made up to 31 March 2016

CHARGES

28 October 2004
Status
Satisfied on 14 September 2007
Delivered
4 November 2004
Persons entitled
Barclays Bank PLC
Description
Fixed and floating charges over the undertaking and all…

See Also


Last update 2018

WAY INVESTMENT SERVICES LIMITED DIRECTORS

Peter Ellis Legg

  Acting
Appointed
01 January 1999
Role
Secretary
Address
449 Dorchester Road, Weymouth, Dorset, DT3 5BW
Name
LEGG, Peter Ellis

Richard Edwin Green

  Acting
Appointed
01 November 1996
Occupation
Company Director
Role
Director
Age
79
Nationality
British
Address
68 Lacock Gardens, Hilperton, Trowbridge, Wiltshire, United Kingdom, BA14 7TG
Country Of Residence
United Kingdom
Name
GREEN, Richard Edwin

Ian Guy Hobday

  Acting
Appointed
03 March 2017
Occupation
Director
Role
Director
Age
64
Nationality
British
Address
12 Northshore, 4 Panorama Road, Poole, Dorset, United Kingdom, BH13 7RD
Country Of Residence
United Kingdom
Name
HOBDAY, Ian Guy

Paul Wilcox

  Acting
Appointed
26 April 1996
Occupation
Investment Consultant
Role
Director
Age
76
Nationality
British
Address
59 Woodlands Crescent, Poundbury, Dorchester, Dorset, DT1 3RQ
Country Of Residence
United Kingdom
Name
WILCOX, Paul

Susan Elizabeth Stoneman

  Resigned
Appointed
01 April 1996
Resigned
26 April 1996
Role
Nominee Secretary
Address
124 Rothwell Road, Desborough, Northampton, NN14 2NT
Name
STONEMAN, Susan Elizabeth

Paul Wilcox

  Resigned
Appointed
26 April 1996
Resigned
01 January 1999
Role
Secretary
Address
97 Weatherbury Way, Dorchester, Dorset, DT1 2EE
Name
WILCOX, Paul

Mark Cerrada Benson

  Resigned
Appointed
02 June 2014
Resigned
31 May 2016
Occupation
Trustee Service Manager
Role
Director
Age
56
Nationality
British
Address
Malt House, The Headlands, Downton, Salisbury, England, SP5 3HH
Country Of Residence
United Kingdom
Name
BENSON, Mark Cerrada

Margaret Marie Green

  Resigned
Appointed
22 July 1996
Resigned
28 February 2014
Occupation
Business Consult
Role
Director
Age
71
Nationality
British
Address
68 Lacock Gardens, Hilperton, Trowbridge, Wiltshire, United Kingdom, BA14 7TG
Country Of Residence
United Kingdom
Name
GREEN, Margaret Marie

Keith Edward Lewington

  Resigned
Appointed
01 April 1996
Resigned
26 April 1996
Role
Nominee Director
Age
73
Nationality
British
Address
Ford Cottage 17 Milton Road, Willen Village, Milton Keynes, Buckinghamshire, MK15 9AD
Name
LEWINGTON, Keith Edward

Jeremy Joah Merdith Davies

  Resigned
Appointed
06 April 1997
Resigned
16 November 1998
Occupation
Co Dir
Role
Director
Age
72
Nationality
British
Address
Little Leigh Leigh Court, Blackborough, Cullompton, Devon, EX15 2HT
Name
MERDITH-DAVIES, Jeremy Joah

Edward Patrick O Gorman

  Resigned
Appointed
31 March 2014
Resigned
30 April 2016
Occupation
Sales Director
Role
Director
Age
70
Nationality
British
Address
5 Branksome Dene Road, Bournemouth, England, BH4 8JW
Country Of Residence
United Kingdom
Name
O'GORMAN, Edward Patrick

Robert Keith Young

  Resigned
Appointed
26 April 1996
Resigned
21 October 1997
Occupation
Investment Consultant
Role
Director
Age
81
Nationality
British
Address
6 Saracen Close, Pennington, Lymington, Hampshire, SO41 8AT
Name
YOUNG, Robert Keith

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