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Strategic Ifa Ltd

Strategic Ifa Ltd is an active company incorporated on 22 June 2004 with the registered office located in Southend-on-Sea, Essex. Strategic Ifa Ltd was registered 21 years ago.
Status
Active
Active since 20 years ago
Company No
05159938
Private limited company
Age
21 years
Incorporated 22 June 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 22 June 2025 (2 months ago)
Next confirmation dated 22 June 2026
Due by 6 July 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Contact
Address
Independence House 14a
Nelson Street
Southend-On-Sea
Essex
SS1 1EF
Same address for the past 14 years
Telephone
01702335511
Email
Available in Endole App
People
Officers
1
Shareholders
2
Controllers (PSC)
2
Director • PSC • Financial Advisor • British • Lives in England • Born in Jul 1973
Miss Natalia Lucio-Jimenez
PSC • Spanish • Lives in England • Born in Jul 1973
Shareholders, PSCs & Group Structure
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Mutual Companies
Strategic Financial Planning Ltd
Mr Oliver Brian Moore is a mutual person.
Active
Strategic Wealth Planning Limited
Mr Oliver Brian Moore is a mutual person.
Active
Brands
Strategic IFA Ltd
Strategic IFA Ltd is an independent financial adviser based in Southend on Sea, offering financial planning services to clients in the Essex and London regions.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£161.99K
Increased by £45.07K (+39%)
Turnover
Unreported
Same as previous period
Employees
7
Decreased by 2 (-22%)
Total Assets
£254.33K
Increased by £5.97K (+2%)
Total Liabilities
-£81.32K
Increased by £3.26K (+4%)
Net Assets
£173.01K
Increased by £2.71K (+2%)
Debt Ratio (%)
32%
Increased by 0.54% (+2%)
Latest Activity
Confirmation Submitted
2 Months Ago on 24 Jun 2025
Full Accounts Submitted
9 Months Ago on 13 Dec 2024
Confirmation Submitted
1 Year 2 Months Ago on 24 Jun 2024
Full Accounts Submitted
1 Year 7 Months Ago on 2 Feb 2024
Shares Cancelled
1 Year 9 Months Ago on 28 Nov 2023
Own Shares Purchased
1 Year 9 Months Ago on 28 Nov 2023
Natalia Lucio-Jimenez (PSC) Appointed
1 Year 10 Months Ago on 1 Nov 2023
Confirmation Submitted
2 Years 2 Months Ago on 27 Jun 2023
Shares Cancelled
2 Years 4 Months Ago on 4 May 2023
Own Shares Purchased
2 Years 4 Months Ago on 4 May 2023
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Documents
Confirmation statement made on 22 June 2025 with updates
Submitted on 24 Jun 2025
Total exemption full accounts made up to 31 October 2024
Submitted on 13 Dec 2024
Submitted on 10 Jul 2024
22/06/24 Statement of Capital gbp 100
Submitted on 24 Jun 2024
Total exemption full accounts made up to 31 October 2023
Submitted on 2 Feb 2024
Notification of Natalia Lucio-Jimenez as a person with significant control on 1 November 2023
Submitted on 16 Jan 2024
Purchase of own shares.
Submitted on 28 Nov 2023
Cancellation of shares. Statement of capital on 1 November 2023
Submitted on 28 Nov 2023
Confirmation statement made on 22 June 2023 with updates
Submitted on 27 Jun 2023
Purchase of own shares.
Submitted on 4 May 2023
Repayment History
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