Moneywise Investments PLC
Active01358056Financial servicesIncorporated 16 Mar 1978 · Forest Gate
The principal activity of the company continued to be that of insurance brokers and independent financial advisor s .
Revenue
£565k
▼ -0.4% vs prior ~12m period
Profit after tax
£30k
Margin 9.6%
Employees
9
▼ -10.0% vs prior ~12m period
Net assets
£573k
Total assets £907k
Financial history
Revenue by accounting period
7 periods available · ▲ growth ▼ decline
Mar 2020Not available
Mar 2021
£444k
Mar 2022
£567k▲ +27.7%
Mar 2023
£565k▼ -0.4%
Mar 2024Not available
Mar 2025Not available
Mar 2026Not available
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Mar 2026 | — | — | £146k | 9 | £573k |
| 31 Mar 2025 | — | — | £74k | 10 | £484k |
| 31 Mar 2024 | — | — | £58k | 8 | £421k |
| 31 Mar 2023 | £565k | ▼ -0.4% | £42k | 6 | £414k |
| 31 Mar 2022 | £567k | ▲ +27.7% | £153k | 6 | £453k |
| 31 Mar 2021 | £444k | — | £141k | 6 | £386k |
| 31 Mar 2020 | — | — | — | — | £328k |
Latest available figures
Period ending 31 Mar 2023. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £565k
- Gross profit
- Not available
- Operating profit
- £54k
- Profit before tax
- £42k
- Profit after tax
- £30k
Balance sheet
- Total assets
- £907k
- Cash
- £283k
- Total liabilities
- £334k
- Net assets
- £573k
- Revenue per employee
- Not available
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