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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
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 9 July 2025 (6 months ago)
Next confirmation dated 9 July 2026
Due by 23 July 2026 (5 months remaining)
Last change occurred 6 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Contact
Address
5 Royal Crescent
Cheltenham
Gloucestershire
GL50 3DA
Same address for the past 12 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 (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£1.16M
Increased by £1.11M (+2148%)
Turnover
Unreported
Same as previous period
Employees
17
Same as previous period
Total Assets
£2.08M
Increased by £1.33M (+176%)
Total Liabilities
-£1.04M
Increased by £591.01K (+131%)
Net Assets
£1.04M
Increased by £737.99K (+243%)
Debt Ratio (%)
50%
Decreased by 9.78% (-16%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 25 Nov 2025
Confirmation Submitted
6 Months Ago on 21 Jul 2025
Mr Johan Zethraeus Appointed
6 Months Ago on 7 Jul 2025
Cheltenham Independent Financial Advisers (Eot) Ltd (PSC) Details Changed
1 Year 5 Months Ago on 19 Aug 2024
Söderberg & Partners Wealth Management Ab (PSC) Appointed
1 Year 5 Months Ago on 19 Aug 2024
Confirmation Submitted
1 Year 6 Months Ago on 11 Jul 2024
Full Accounts Submitted
1 Year 7 Months Ago on 13 Jun 2024
Full Accounts Submitted
2 Years 3 Months Ago on 2 Oct 2023
Confirmation Submitted
2 Years 6 Months Ago on 17 Jul 2023
Full Accounts Submitted
3 Years Ago on 2 Dec 2022
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 25 Nov 2025
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
Solvency Statement dated 07/07/25
Submitted on 7 Jul 2025
Statement of capital following an allotment of shares on 7 July 2025
Submitted on 7 Jul 2025
Resolutions
Submitted on 7 Jul 2025
Statement by Directors
Submitted on 7 Jul 2025
Statement of capital on 7 July 2025
Submitted on 7 Jul 2025
Appointment of Mr Johan Zethraeus as a director on 7 July 2025
Submitted on 7 Jul 2025
Repayment History
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