Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 15 August 2027
- Last conf. stmt
- 1 August 2026
Stewart Ifa Limited
- Incorporated
- 1 August 2002 (24 years)
- Previously known as
- Stewart Independent Financial Advice Limited (until 9 October 2013)This list may be incomplete. See all names on Companies House
- Industry
- Life insurance (65110) Pension funding (65300)
- Directors
- Stuart GallagherLachlan George Bursle
- Accounts type
- Total exemption full
- Region
- Scotland
- Address
- 5 Windsor PlaceMain StreetBridge Of WeirPA11 3AF
Charges
- Total
- 4
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 4
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Gallagher, Stuart
Director · Appointed 12 September 2025
British
Born January 1974 (52)
Bursle, Lachlan George
Director · Appointed 12 September 2025
British
Born June 1988 (38)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 12 September 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited
Reg. no. Sc274209
Former controllers (2)
12 September 2025
Ceased Neil Craig Stewart — Owns 25–50% of shares
12 September 2025
Ceased Anne-Marie Stewart — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Create Financial Solutions Limited Owns 75–100% of shares
Stewart Ifa Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 31 August 2025 · total exemption full accounts
- Net Assets
- £2,272,001
- Cash
- £2,062,838
- Employees
- 9
- Debt Ratio
- 7%
- Current Ratio
- 13.0x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £197,753 | £204,231 | £210,710 | £219,589 | £225,252 | £230,914 |
| Current Assets | £2,247,992 | £1,905,511 | £1,604,170 | £1,044,808 | £775,157 | £501,589 |
| Debtors | £185,154 | £155,448 | £564,215 | £189,729 | £192,479 | £134,977 |
| Cash | £2,062,838 | £1,750,063 | £1,039,955 | £855,079 | £582,678 | £359,612 |
| Creditors (< 1 year) | £173,540 | £165,348 | £128,940 | £123,910 | £109,559 | £111,030 |
| Creditors (> 1 year) | £0 | £28,417 | £50,000 | |||
| Net Current Assets | £2,074,452 | £1,740,163 | £1,475,230 | £920,898 | £665,598 | £390,559 |
| Net Assets | £2,272,001 | £1,943,986 | £1,685,328 | £1,112,070 | £840,850 | |
| Shareholder Funds | £2,272,001 | £1,943,986 | £1,685,328 | £1,112,070 | £840,850 | £621,473 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 August 2026 | Confirmation statement with updates | 1 August 2026 | ||
| 11 May 2026 | Total exemption full accounts | 31 August 2025 | ||
| 19 September 2025 | Notification of a person with significant control | |||
| 18 September 2025 | Cessation of a person with significant control | |||
| 18 September 2025 | Cessation of a person with significant control |
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