David Williams I F A Limited
David Williams I F A Limited is an active company incorporated on 15 January 2003 with the registered office located in Northampton, Northamptonshire. David Williams I F A Limited was registered 23 years ago.
Status
Active
Active since 15 years ago
Company No
04638076
Private limited company
Age
23 years
Incorporated 15 January 2003
Size
Medium
Balance sheet is under £27M
Under 250 employees
Confirmation
Submitted
Dated 24 September 2025 (4 months ago)
Next confirmation dated 24 September 2026
Due by 8 October 2026 (8 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Nicholas David Beal is a mutual person.
Active
Nicholas David Beal is a mutual person.
Active
Lucy Jane Womack is a mutual person.
Active
Nicholas David Beal is a mutual person.
Active
David Antony Sparrow is a mutual person.
Active
Brands
David Williams IFA is a Chartered Financial Planning firm that provides financial planning and wealth management services.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£9.08M
Increased by £3.09M (+52%)
Turnover
£9.81M
Increased by £1.44M (+17%)
Employees
66
Increased by 2 (+3%)
Total Assets
£12.51M
Increased by £3.31M (+36%)
Total Liabilities
-£1.73M
Increased by £110.97K (+7%)
Net Assets
£10.78M
Increased by £3.2M (+42%)
Debt Ratio (%)
14%
Decreased by 3.76% (-21%)
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Repayment History
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