What Ml Financial Associates say about themselves
“Trusted independent financial advisers across Norfolk, Northamptonshire and Oxfordshire. Expert guidance on pensions, investment, protection and estate planning.”
ML Financial Associates Limited
- Incorporated
- 4 October 2010 (16 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Simon ListerCraig Drummond Mcclurg
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- The Main BarnElm Farm Business ParkNorwich CommonWymondhamNR18 0SW
Website & contact details
- Website
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 4 October 2027
- Last conf. stmt
- 20 September 2026
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 22 February 2012
British
Born November 1980
Director · Appointed 22 February 2012
Also at Kauai Holdings Ltd · more companies
British
Born September 1972 (54)
Officer history (2 former)
31 July 2017
22 February 2012
22 February 2012
1 December 2010
1 December 2010
4 October 2010
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Simon Lister
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Has significant influence or control
British
Born November 1980
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born September 1972 (54)
Former controllers (1)
31 July 2019
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £414,770
- Cash
- £667,820
- Employees
- 21
- Debt Ratio
- 51%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £83,361 | £61,194 | £66,161 | £2,305 | £6,484 | £17,979 |
| Current Assets | £770,010 | £770,316 | £735,791 | £751,173 | £546,339 | £414,028 |
| Debtors | £102,190 | £155,721 | £150,220 | £91,942 | £77,600 | |
| Cash | £667,820 | £604,545 | £580,070 | £600,953 | £454,397 | £336,428 |
| Creditors (< 1 year) | £321,543 | £271,837 | £219,407 | £253,130 | ||
| Creditors (> 1 year) | £45,491 | |||||
| Net Current Assets | £416,562 | £448,773 | £458,972 | £479,336 | £326,932 | £160,898 |
| Net Assets | £414,770 | £463,067 | £467,673 | £481,203 | £332,184 | £175,461 |
| Shareholder Funds | £414,770 | £463,067 | £467,673 | £481,203 | £332,184 | £175,461 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 December 2025 | Total exemption full accounts | 30 June 2025 | ||
| 24 September 2025 | Confirmation statement with no updates | 20 September 2025 | ||
| 23 July 2025 | Register inspection address has been changed | |||
| 12 December 2024 | Total exemption full accounts | 30 June 2024 | ||
| 2 October 2024 | Confirmation statement with updates | 20 September 2024 |
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