Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 4 December 2026
- Last conf. stmt
- 20 November 2025
HR Independent Financial Services Limited
- Incorporated
- 25 November 1998 (27 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- The Bull YardR/o 75 High StreetAshfordTN24 8SN
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 30 January 2026
British
Born June 1986 (40)
Director · Appointed 30 January 2026
British
Born August 1964 (62)
Officer history (6 former)
30 January 2026
30 January 2026
30 January 2026
30 January 2026
Resigned Harvey, Fiona Jane as Secretary
27 April 2005
Resigned Robins, John Charles as Secretary
27 April 2005
Resigned Robins, John Charles as Director
27 April 2005
Appointed Harvey, Fiona Jane as Secretary
25 November 1998
25 November 1998
25 November 1998
25 November 1998
Appointed Robins, John Charles as Secretary
25 November 1998
25 November 1998
Appointed Robins, John Charles as Director
25 November 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 January 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 12348752
Former controllers (2)
30 January 2026
Ceased Fiona Jane Harvey — Owns 25–50% of shares
30 January 2026
Group structure 15 companies
Ownership group derived from the Companies House PSC register
A.J. Wealth Management Limited Owns 75–100% of shares
Campton (Financial Services) Limited Owns 75–100% of shares
Clear Sense Financial Planning Limited Owns 75–100% of shares
HR Independent Financial Services Limited This company Owns 75–100% of shares
Jasan Holdings Ltd Owns 75–100% of shares
Allied F S Holdings Ltd Owns 75–100% of shares
Allied Financial Services Limited Owns 75–100% of shares
Jellings Dalton Group Limited Owns 75–100% of shares
Jellings Dalton Investments Limited Has significant influence or control (as a firm)
Mackenzie Financial Planning Limited Owns 75–100% of shares
Millcroft Wealth Management Limited Owns 75–100% of shares
Padstone Financial Management Limited Owns 75–100% of shares
Planit Wealth Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £31,770
- Cash
- £92,667
- Employees
- 4
- Debt Ratio
- 70%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £4,296 | £6,379 | £4,230 | £4,306 | £3,502 | £4,037 |
| Current Assets | £101,264 | £66,013 | £86,082 | £91,626 | £91,358 | £59,207 |
| Debtors | £8,597 | £7,396 | £10,140 | £8,865 | £9,922 | £3,790 |
| Cash | £92,667 | £58,617 | £75,942 | £82,761 | £81,436 | £55,417 |
| Creditors (< 1 year) | £42,400 | |||||
| Net Current Assets | £28,548 | £26,339 | £27,663 | £27,028 | £26,621 | £16,807 |
| Net Assets | £31,770 | £31,123 | £31,090 | £30,516 | £30,123 | |
| Shareholder Funds | £20,844 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 February 2026 | Memorandum and Articles of Association | |||
| 11 February 2026 | Resolutions | |||
| 30 January 2026 | Appointment of a director | |||
| 30 January 2026 | Termination of appointment of a director | |||
| 30 January 2026 | Termination of appointment of a secretary |
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