Name: Normal according to the company’s financial health.
Item: WAY INVESTMENT SERVICES LIMITED
Rating: 3
Author: CheckTheCopmany

WAY INVESTMENT SERVICES

Telephone: 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 FINANCE

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 - 30 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.

THIS BUSINESS IN SOCIAL MEDIA

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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…