Joseph R. Lamb Independent Financial Advisers Limited
- Incorporated
- 17 February 2000
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors at dissolution
- Controllers at dissolution
- Accounts type
- Small
- Region
- Greater London
- Address
- 10-11 Austin FriarsLondonEC2N 2HG
Officers 1 at dissolution
Officer details are public data from the Companies House register.
Director · Appointed 16 May 2023
British
Born November 1973
Officer history (14 former)
24 July 2026
20 January 2025
4 December 2024
14 August 2024
14 August 2024
16 May 2023
16 May 2023
4 February 2022
Resigned Daniels, Ricky as Director
4 February 2022
Resigned Lamb, Joseph Robert as Secretary
4 February 2022
Resigned Lamb, Carole Beatrix as Secretary
4 February 2022
4 February 2022
4 February 2022
Resigned Lamb, Martin Clifford as Director
4 February 2022
Resigned Lamb, Michaela Ellen as Director
6 November 2014
Resigned Lamb, Carole Beatrix as Director
6 November 2014
Appointed Lamb, Joseph Robert as Secretary
6 November 2014
Appointed Lamb, Carole Beatrix as Secretary
6 November 2014
Resigned Lamb, Martin Clifford as Secretary
6 November 2014
Resigned Lamb, Joseph Robert as Director
1 July 2006
Appointed Daniels, Ricky as Director
1 March 2000
Appointed Lamb, Carole Beatrix as Director
1 March 2000
Appointed Lamb, Michaela Ellen as Director
1 March 2000
Appointed Lamb, Joseph Robert as Director
1 March 2000
Appointed Lamb, Martin Clifford as Director
1 March 2000
Appointed Lamb, Martin Clifford as Secretary
25 February 2000
25 February 2000
17 February 2000
17 February 2000
Ownership 1 at dissolution
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 October 2025
Has significant influence or control
Limited Company
Reg. no. 3140521
Former controllers (7)
1 October 2025
Ceased Kingswood Holdings Limited — Owns 75–100% of shares
14 November 2024
Ceased KW UK Investment Management Holdco Limited — Owns 75–100% of shares
20 December 2022
Ceased KW UK Bidco Limited — Owns 75–100% of shares
27 October 2022
Ceased KW UK Financial Holdings Limited — Owns 75–100% of shares
27 October 2022
Ceased Kingswood Holdings Limited — Owns 75–100% of shares
4 February 2022
Ceased Martin Clifford Lamb — Owns 25–50% of shares
4 February 2022
Ceased Michaela Ellen Lamb — Holds 25–50% of voting rights
Group structure 48 shown
Ownership group derived from the Companies House PSC register
Mattioli Woods Limited Has significant influence or control
A.S.J. Financial Services Limited Owns 75–100% of shares
Acomb Trustees Limited Owns 75–100% of shares
AR Pension Trustees Limited Owns 75–100% of shares
Bank Street Trustees Limited Owns 75–100% of shares
Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited DissolvedHas significant influence or control
Callender Street Nominees Limited Owns 75–100% of shares
Callender Street Trustees Limited Owns 75–100% of shares
Fitzwilliam (Ascot) Holdings Limited Owns 75–100% of shares
Fitzwilliam (Gylo) Holdings Limited Owns 75–100% of shares
Fitzwilliam (Marylebone & Cotswolds) Holdings Limited Owns 75–100% of shares
Fitzwilliam (President) Holdings Limited Owns 75–100% of shares
Fitzwilliam (Waltham Forest) Holdings Limited Owns 75–100% of shares
Fitzwilliam Trustees Number 1 Limited Owns 75–100% of shares
Fitzwilliam Trustees Number 2 Limited Owns 75–100% of shares
Chapel Trustees Limited Owns 75–100% of shares
City Trustees Limited Owns 75–100% of shares
Ingoldmells Court Management Company Limited Holds 25–50% of voting rights
Lester & Hamilton Limited Holds 25–50% of voting rights
CP Sipp Trustees Limited Owns 75–100% of shares
CP Ssas Trustees Limited Owns 75–100% of shares
Cullen Wealth Holdings Limited Owns 75–100% of shares
Cullen Wealth Limited Owns 75–100% of shares
Custodian Capital Limited Owns 75–100% of shares
Brogan Group Investments Ltd Owns 75–100% of shares
CC Private (202) Limited Owns 75–100% of shares
CC Private (205) Limited Owns 75–100% of shares
Eltek House Limited Owns 75–100% of shares
MW Personal Equity (Harbinger Self Storage) Limited Owns 75–100% of shares
MW Private Equity (Harbinger Self Storage Developments) General Partner Limited Owns 75–100% of shares
MW Private Equity (Harbinger Self Storage) General Partner Limited Owns 75–100% of shares
MW Private Investors (105) General Partner Limited Owns 75–100% of shares
MW Private Investors (106) General Partner Limited Owns 75–100% of shares
MW Private Investors (Expedia Dental) General Partner Limited Owns 75–100% of shares
MW Private Investors (Heaton Group) General Partner Limited Owns 75–100% of shares
MW Private Investors (Newstead Relf) General Partner Limited Owns 75–100% of shares
Doherty Pension & Investment Consultancy Limited Owns 75–100% of shares
Joseph R. Lamb Independent Financial Advisers Limited This company DissolvedHas significant influence or control
PSC Nominee 1 Limited Owns 75–100% of shares
PSC3 Funding Limited Owns 75–100% of shares
Special Opportunities Fund S1 LP Has significant influence or control
Special Opportunities Fund S2 LP Has significant influence or control
Financials
Figures from 2022 accounts. Newer accounts, made up to 31 December 2024, are filed but not read yet. See them on Companies House
- Net Assets
- £3,752,205
- up £1,345,687 (56%)
- Cash
- £1,249,525
- down £273,072 (18%)
- Turnover
- £4,117,916
- up £247,634 (6%)
- Profit Before Tax
- £1,736,132
- up £1,322,119 (319%)
- Employees
- 26
- no change
- Debt Ratio
- 19%
- Current Ratio
- 6.7x
- Profit Margin
- 42%
- Return on Equity
- 37%
Trend
Turnover
Balance sheet detail
| 2022 | 2019 | |
|---|---|---|
| Fixed Assets | £357,502 | £1,102,404 |
| Current Assets | £4,253,456 | £1,536,470 |
| Debtors | £3,003,931 | £190,286 |
| Cash | £1,249,525 | £1,346,184 |
| Creditors (< 1 year) | £633,827 | £568,308 |
| Creditors (> 1 year) | £224,926 | £24,988 |
| Net Current Assets | £3,619,629 | £968,162 |
| Net Assets | £3,752,205 | £2,045,578 |
| Shareholder Funds | £3,752,205 | £2,045,578 |
| Turnover | £4,117,916 | £3,825,991 |
| Cost of Sales | £4,516 | £683,345 |
| Gross Profit | £4,113,400 | £3,142,646 |
| Admin Expenses | £2,366,205 | £1,788,773 |
| Staff Costs | £1,523,787 | £982,920 |
| Operating Profit | £1,747,195 | £1,353,873 |
| Profit Before Tax | £1,736,132 | £1,349,246 |
| Tax | £332,112 | £236,523 |
| Profit for Period | £1,404,020 | £1,112,723 |
Filings 140
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 October 2026 | Final Gazette dissolved via voluntary strike-off | |||
| 11 August 2026 | First Gazette notice for voluntary strike-off | |||
| 30 July 2026 | Application to strike the company off the register | |||
| 28 July 2026 | Termination of appointment of a director | |||
| 24 July 2026 | Statement of capital |
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