What Weston Associates Ifa say about themselves
“A Chartered Financial Planning firm providing financial planning and advice with specialist expertise in pensions, investments, tax efficient savings, portfolio management and estate planning.”
Weston Associates Ifa Limited
- Incorporated
- 17 March 1999 (27 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Andrew Stephen Weston
- Owned by
- Alfred John Weston
- Accounts type
- Micro entity
- Region
- South West
- Address
- Chestnut House13 CabstandPortisheadBristolBS20 7HW
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 31 March 2027
- Last conf. stmt
- 17 March 2026
Officers 4 active
Officer details are public data from the Companies House register.
Weston, Andrew Stephen
Director · Appointed 2 February 2026
British
Born July 1974 (52)
British
Born August 1972 (54)
Millington, Karen Allison
Secretary · Appointed 30 January 2017
Director · Appointed 23 March 1999
British
Born November 1948
Officer history (6 former)
2 February 2026
Appointed Weston, Andrew Stephen as Director
10 July 2017
30 January 2017
Appointed Millington, Karen Allison as Secretary
24 November 2011
Resigned Weston, Andrew Stephen as Secretary
24 November 2011
19 March 2008
19 March 2008
19 March 2008
Appointed Weston, Andrew Stephen as Secretary
1 October 2001
1 January 2001
23 March 1999
23 March 1999
23 March 1999
23 March 1999
17 March 1999
17 March 1999
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born November 1948
Financials
Balance sheet as at 31 March 2026 · micro entity accounts
- Net Assets
- £157,522
- Employees
- 7
- Debt Ratio
- 3%
- Current Ratio
- 30.9x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| Fixed Assets | £463 | £618 | £824 | £1,099 | £1,466 |
| Current Assets | £162,308 | £126,196 | £85,969 | £112,914 | £110,325 |
| Creditors (< 1 year) | £5,249 | £7,444 | £7,149 | £6,907 | £7,108 |
| Net Current Assets | £157,059 | £118,752 | £78,820 | £106,007 | £103,217 |
| Net Assets | £157,522 | £119,370 | £79,644 | £107,106 | £104,683 |
| Shareholder Funds | £157,522 | £119,370 | £79,644 | £107,106 | £104,683 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 February 2026 | Appointment of a director | 2 | ||
| 11 July 2025 | Micro company accounts | 31 March 2025 | ||
| 21 March 2025 | Confirmation statement with no updates | 17 March 2025 | 3 | |
| 25 April 2024 | Micro company accounts | 31 March 2024 | ||
| 20 March 2024 | Confirmation statement with no updates | 17 March 2024 | 3 |
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