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Cheltenham Independent Financial Advisers Ltd

Cheltenham Independent Financial Advisers Ltd is an active company incorporated on 11 July 2007 with the registered office located in Cheltenham, Gloucestershire. Cheltenham Independent Financial Advisers Ltd was registered 18 years ago.
Status
Active
Active since incorporation
Company No
06308841
Private limited company
Age
18 years
Incorporated 11 July 2007
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 9 July 2025 (2 months ago)
Next confirmation dated 9 July 2026
Due by 23 July 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
5 Royal Crescent
Cheltenham
Gloucestershire
GL50 3DA
Same address for the past 11 years
Telephone
01242269656
Email
Available in Endole App
People
Officers
4
Shareholders
2
Controllers (PSC)
2
Director • Financial Advisor • British • Lives in England • Born in May 1972
Director • Financial Advisor • British • Lives in England • Born in Oct 1973
Director • Swedish • Lives in Sweden • Born in Nov 1963
Secretary • Ifa • British • Born in Sep 1973
Cheltenham Independent Financial Advisers (Eot) Ltd
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Ives & Co Financial Services Limited
Mark Jason Stanley is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£51.6K
Decreased by £11.07K (-18%)
Turnover
Unreported
Same as previous period
Employees
17
Increased by 1 (+6%)
Total Assets
£753.94K
Decreased by £146.78K (-16%)
Total Liabilities
-£450.79K
Decreased by £199.73K (-31%)
Net Assets
£303.14K
Increased by £52.95K (+21%)
Debt Ratio (%)
60%
Decreased by 12.43% (-17%)
Latest Activity
Confirmation Submitted
1 Month Ago on 21 Jul 2025
Mr Johan Zethraeus Appointed
2 Months Ago on 7 Jul 2025
Cheltenham Independent Financial Advisers (Eot) Ltd (PSC) Details Changed
1 Year Ago on 19 Aug 2024
Söderberg & Partners Wealth Management Ab (PSC) Appointed
1 Year Ago on 19 Aug 2024
Confirmation Submitted
1 Year 2 Months Ago on 11 Jul 2024
Full Accounts Submitted
1 Year 3 Months Ago on 13 Jun 2024
Full Accounts Submitted
1 Year 11 Months Ago on 2 Oct 2023
Confirmation Submitted
2 Years 1 Month Ago on 17 Jul 2023
Full Accounts Submitted
2 Years 9 Months Ago on 2 Dec 2022
Confirmation Submitted
3 Years Ago on 28 Jul 2022
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Documents
Confirmation statement made on 9 July 2025 with updates
Submitted on 21 Jul 2025
Resolutions
Submitted on 16 Jul 2025
Change of details for Cheltenham Independent Financial Advisers (Eot) Ltd as a person with significant control on 19 August 2024
Submitted on 9 Jul 2025
Resolutions
Submitted on 7 Jul 2025
Statement of capital on 7 July 2025
Submitted on 7 Jul 2025
Solvency Statement dated 07/07/25
Submitted on 7 Jul 2025
Appointment of Mr Johan Zethraeus as a director on 7 July 2025
Submitted on 7 Jul 2025
Statement by Directors
Submitted on 7 Jul 2025
Statement of capital following an allotment of shares on 7 July 2025
Submitted on 7 Jul 2025
Notification of Söderberg & Partners Wealth Management Ab as a person with significant control on 19 August 2024
Submitted on 15 Nov 2024
Repayment History
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