Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 21 August 2027
- Last conf. stmt
- 7 August 2026
Ifs Family Wealth Advisers Ltd
- Incorporated
- 29 April 1998 (28 years)
- Previously known as
- Independent Financial Strategists Ltd (until 3 October 2012)
- Industry
- Financial intermediation not elsewhere classified (64999) Life insurance (65110)
- Directors
- Owned by
- Accounts type
- Micro entity
- Region
- South East
- Address
- 12 Holmwood CloseEast HorsleyLeatherheadKT24 6SS
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 7 October 2026
British
Born August 1978 (48)
Director · Appointed 7 October 2026
British
Born April 1992 (34)
Officer history (6 former)
7 October 2026
7 October 2026
7 October 2026
6 October 2026
Resigned Proctor, Nicholas Alistair James as Secretary
12 October 2015
Appointed Proctor, Nicholas Alistair James as Secretary
12 October 2015
3 December 2008
3 December 2008
29 April 1998
29 April 1998
29 April 1998
29 April 1998
29 April 1998
29 April 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 October 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 06068582
Former controllers (1)
7 October 2026
Group structure 10 companies
Ownership group derived from the Companies House PSC register
CMS Financial Management Limited Owns 75–100% of shares
CMS Wealth Ltd Owns 75–100% of shares
Enelsea Financial Planning Ltd Owns 75–100% of shares
Ifs Family Wealth Advisers Ltd This company Owns 75–100% of shares
Kingsbridge Wealth Management Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 October 2025 · micro entity accounts
- Net Assets
- £2,633,119
- Employees
- 4
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Creditors (< 1 year) | (£148,791) | (£157,997) | (£99,237) | (£48,281) | (£99,431) | (£52,778) | (£49,924) |
| Net Current Assets | (£120,906) | (£127,386) | £12,261 | £410,752 | £395,935 | £260,690 | £410,893 |
| Net Assets | £2,633,119 | £2,248,318 | £1,789,170 | £1,485,481 | £1,467,239 | £1,143,024 | £1,063,448 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 August 2026 | Confirmation statement with no updates | 7 August 2026 |
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