Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 4 July 2027
- Last conf. stmt
- 20 June 2026
Independent Wealth Management Consultants Ltd
- Incorporated
- 19 March 1973 (53 years)
- Industry
- Life insurance (65110)
- Controlled by
- Yvonne Marie CooperKerry Jane Ann Lee
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- 27 Grove StreetRetfordDN22 6JP
Officers 3 active
Officer details are public data from the Companies House register.
Webster, Donna
Secretary · Appointed 1 January 2013
British
Born May 1964 (62)
British
Born October 1967 (59)
Officer history (11 former)
28 November 2015
1 January 2013
Appointed Webster, Donna as Secretary
27 January 2012
Resigned Oakes, Tessa Jane as Secretary
28 February 2011
Resigned Spruce, Steve as Director
21 July 2010
1 June 2009
Appointed Spruce, Steve as Director
1 April 2008
17 May 2007
1 January 2007
Appointed Oakes, Tessa Jane as Secretary
1 January 2007
Resigned Davison, Hilary as Secretary
31 December 2006
1 October 2006
18 November 2003
28 March 2003
28 March 2003
28 February 2003
Resigned French, Richard Simon as Director
20 October 2002
Resigned Nicholson, Glenys Mary as Secretary
20 October 2002
Resigned Nicholson, James Michael Clifford as Director
1 August 2002
Appointed Davison, Hilary as Secretary
3 January 2000
Appointed French, Richard Simon as Director
1 January 1996
31 December 1994
Resigned Billington, Hester as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born May 1964 (62)
British
Born October 1967 (59)
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £970,848
- Cash
- £653,890
- Employees
- 10
- Current Ratio
- 12.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £424,637 | £412,695 | £450,279 | £322,063 | £232,304 | |
| Current Assets | £708,069 | £461,532 | £333,910 | £427,166 | £434,889 | £419,382 |
| Debtors | £54,179 | £63,498 | £54,182 | £64,470 | £51,141 | £55,138 |
| Cash | £653,890 | £398,034 | £279,728 | £362,696 | £383,748 | £364,244 |
| Creditors (< 1 year) | £58,384 | £49,561 | £36,439 | £55,378 | £53,784 | £54,592 |
| Net Current Assets | £649,685 | £411,971 | £297,471 | £371,788 | £381,105 | £364,790 |
| Net Assets | £970,848 | £836,608 | £710,166 | £822,067 | £703,168 | £597,094 |
| Shareholder Funds | £970,848 | £836,608 | £710,166 | £822,067 | £703,168 | £597,094 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 August 2026 | Total exemption full accounts | 31 March 2026 | ||
| 11 August 2026 | Cancellation of shares | |||
| 6 August 2026 | Cancellation of shares | |||
| 6 August 2026 | Cancellation of shares | |||
| 6 August 2026 | Cancellation of shares |
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