What Cheltenham Independent Financial Advisers say about themselves
“Our close-knit team of specialists will go the extra mile to help you and your loved ones build and protect your wealth.”
Cheltenham Independent Financial Advisers Ltd
- Incorporated
- 11 July 2007 (19 years)
- Previously known as
- Lifespan Financial Planning Limited (until 14 February 2008)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190) Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Johan William ZethraeusChristian Lee Heeley
- Owned by
- Söderberg & Partners Wealth Management AB
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 5 Royal CrescentCheltenhamGL50 3DA
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 23 July 2027
- Last conf. stmt
- 9 July 2026
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 4 active
Officer details are public data from the Companies House register.
Zethraeus, Johan William, Mr.
Director · Appointed 7 July 2025
Swedish
Born November 1963
Heeley, Christian Lee
Director · Appointed 10 May 2008
British
Born October 1973 (53)
Director · Appointed 6 April 2008
British
Born May 1972 (54)
Heeley, Ellen June
Secretary · Appointed 11 July 2007
British
Officer history (4 former)
7 July 2025
Appointed Zethraeus, Johan William, Mr. as Director
23 December 2008
23 December 2008
Resigned Bulpin, Richard Charles as Director
10 May 2008
Appointed Heeley, Christian Lee as Director
6 April 2008
6 April 2008
11 July 2007
Appointed Heeley, Ellen June as Secretary
11 July 2007
11 July 2007
11 July 2007
11 July 2007
11 July 2007
Appointed Bulpin, Richard Charles as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Söderberg & Partners Wealth Management AB
Corporate entity · Notified 19 August 2024
Owns 25–50% of shares
Holds 25–50% of voting rights
Joint-Stock Company
Reg. no. 556674-7456
Corporate entity · Notified 23 March 2022
Owns 50–75% of shares
Holds 50–75% of voting rights
Private Company Limited By Guarantee Without Share Capital
Reg. no. 13675174
Former controllers (3)
23 March 2022
23 March 2022
Ceased Ellen June Heeley — Owns 25–50% of shares
23 March 2022
Ceased Christian Lee Heeley — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Cheltenham Independent Financial Advisers Ltd This company Owns 50–75% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £1,220,101
- Cash
- £1,547,428
- Employees
- 18
- Debt Ratio
- 46%
- Current Ratio
- 3.0x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £678,596 | £846,807 | £672,630 | £805,225 | £476,327 | £695,067 | £935,778 |
| Current Assets | £1,576,111 | £1,236,133 | £81,307 | £95,488 | £428,992 | £191,821 | £249,727 |
| Debtors | £28,683 | £76,077 | £29,704 | £32,818 | £146,727 | £20,948 | £20,718 |
| Cash | £1,547,428 | £1,160,056 | £51,603 | £62,670 | £282,265 | £170,873 | £229,009 |
| Creditors (< 1 year) | £524,629 | £454,377 | £404,431 | £480,134 | £465,983 | £429,648 | £733,867 |
| Creditors (> 1 year) | £500,000 | £575,000 | £31,318 | £153,625 | £296,232 | £265,682 | £270,586 |
| Net Current Assets | £1,051,482 | £781,756 | (£323,124) | (£384,646) | (£36,991) | (£237,827) | (£484,140) |
| Net Assets | £1,220,101 | £1,041,134 | £303,143 | £250,193 | £132,491 | £181,626 | £170,296 |
| Shareholder Funds | £1,220,101 | £1,041,134 | £303,143 | £250,193 | £132,491 | £181,626 | £170,296 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 July 2026 | Confirmation statement with no updates | 9 July 2026 | ||
| 27 May 2026 | Total exemption full accounts | 31 March 2026 | ||
| 25 November 2025 | Total exemption full accounts | 31 March 2025 | ||
| 21 July 2025 | Confirmation statement with updates | 9 July 2025 | ||
| 16 July 2025 | Resolutions |
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