Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 14 October 2027
- Last conf. stmt
- 30 September 2026
Independent Financial Advisor Limited
- Incorporated
- 30 September 2004 (22 years)
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Owned by
- Accounts type
- Unaudited abridged
- Region
- North West
- Address
- The Grants 11 Market PlaceRamsbottomBuryBL0 9AJ
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 27 June 2018
English
Born April 1970 (56)
Director · Appointed 1 April 2006
British
Born December 1966 (59)
Officer history (3 former)
27 June 2018
28 March 2018
30 September 2010
1 April 2007
1 April 2006
1 April 2006
30 September 2004
30 September 2004
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 September 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 07232786
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Independent Financial Advisor Limited This company Owns 75–100% of shares
Rosebridge Asset Management Limited Owns 50–75% of shares
Stonebridge Wealth Management Limited Owns 75–100% of shares
Park Square Wealth Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · unaudited abridged accounts
- Net Assets
- £1,206,801
- Cash
- £330,262
- Employees
- 27
- Debt Ratio
- 34%
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2020 | |
|---|---|---|---|
| Fixed Assets | £1,044,663 | £647,935 | £307,558 |
| Current Assets | £775,742 | £744,510 | £589,034 |
| Debtors | £445,480 | £349,558 | £301,944 |
| Cash | £330,262 | £394,952 | £287,090 |
| Creditors (< 1 year) | £198,382 | ||
| Net Current Assets | £162,813 | £331,101 | £395,833 |
| Net Assets | £1,206,801 | £966,761 | £640,730 |
| Shareholder Funds | £640,730 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 July 2026 | Unaudited abridged accounts | 31 March 2026 | ||
| 2 October 2025 | Confirmation statement with updates | 30 September 2025 | ||
| 8 July 2025 | Total exemption full accounts | 31 March 2025 | ||
| 1 October 2024 | Director's details changed | |||
| 1 October 2024 | Confirmation statement with updates | 30 September 2024 |
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