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Sovereign Independent Financial Advisers Limited

Sovereign Independent Financial Advisers Limited is an active company incorporated on 31 July 2003 with the registered office located in Bristol, Bristol. Sovereign Independent Financial Advisers Limited was registered 22 years ago.
Status
Active
Active since incorporation
Company No
04852639
Private limited company
Age
22 years
Incorporated 31 July 2003
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 September 2025 (1 month ago)
Next confirmation dated 1 September 2026
Due by 15 September 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
C/O Mgb Accountants - Suite 22 Trym Lodge, 1 Henbury Road
Westbury-On-Trym
Bristol
BS9 3HQ
United Kingdom
Address changed on 15 May 2024 (1 year 5 months ago)
Previous address was C/O Blenheim Elm House 10 Fountain Court New Leaze Bradley Stoke Bristol BS32 4LA
Telephone
01454416653
Email
Available in Endole App
People
Officers
2
Shareholders
5
Controllers (PSC)
2
Director • PSC • Independent Financial Adviser • British • Lives in UK • Born in Jun 1979
Director • Financial Adviser • British • Lives in England • Born in Jun 1970
Sovereign Holdings (Bristol) Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Sovereign IFA
Sovereign IFA is a Chartered and Independent Financial Planning firm located in Thornbury, north Bristol.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£155.85K
Decreased by £125.42K (-45%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£474.18K
Increased by £185.45K (+64%)
Total Liabilities
-£314.24K
Increased by £224.27K (+249%)
Net Assets
£159.95K
Decreased by £38.82K (-20%)
Debt Ratio (%)
66%
Increased by 35.11% (+113%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 9 Sep 2025
Confirmation Submitted
1 Month Ago on 2 Sep 2025
James Richard Marchant Resigned
3 Months Ago on 3 Jul 2025
James Richard Marchant (PSC) Resigned
6 Months Ago on 4 Apr 2025
Sovereign Holdings (Bristol) Limited (PSC) Appointed
6 Months Ago on 4 Apr 2025
New Charge Registered
10 Months Ago on 24 Dec 2024
Confirmation Submitted
1 Year 1 Month Ago on 13 Sep 2024
Full Accounts Submitted
1 Year 1 Month Ago on 5 Sep 2024
Charge Satisfied
1 Year 5 Months Ago on 15 May 2024
Charge Satisfied
1 Year 5 Months Ago on 15 May 2024
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 9 Sep 2025
Confirmation statement made on 1 September 2025 with updates
Submitted on 2 Sep 2025
Memorandum and Articles of Association
Submitted on 22 Jul 2025
Notification of Sovereign Holdings (Bristol) Limited as a person with significant control on 4 April 2025
Submitted on 3 Jul 2025
Termination of appointment of James Richard Marchant as a director on 3 July 2025
Submitted on 3 Jul 2025
Cessation of James Richard Marchant as a person with significant control on 4 April 2025
Submitted on 3 Jul 2025
Memorandum and Articles of Association
Submitted on 9 Jan 2025
Resolutions
Submitted on 9 Jan 2025
Registration of charge 048526390003, created on 24 December 2024
Submitted on 30 Dec 2024
Confirmation statement made on 1 September 2024 with updates
Submitted on 13 Sep 2024
Repayment History
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