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Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited is an active company incorporated on 15 October 2013 with the registered office located in Crowthorne, Berkshire. Bespoke Independent Financial Advisers Limited was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08733808
Private limited company
Age
12 years
Incorporated 15 October 2013
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 15 October 2024 (1 year ago)
Next confirmation dated 15 October 2025
Was due on 29 October 2025 (4 days ago)
Last change occurred 7 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Unaudited Abridged
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
Address
Unit 5, Wellington Business Park
Duke's Ride
Crowthorne
RG45 6LS
England
Address changed on 5 Jun 2025 (5 months ago)
Previous address was Unit 5, Wellingto Business Park Dukes Ride Crowthorne RG45 6LS England
Telephone
08001696613
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • Independent Financial Adviser • British • Lives in England • Born in Aug 1987
Director • Financial Adviser • British • Lives in UK • Born in Jun 1958
Director • Operations Director • British • Lives in England • Born in May 1990
Director • Compliance Director • British • Lives in England • Born in Oct 1960
PGF Planning Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
PGF Planning Limited
Paul Grant Francis is a mutual person.
Active
Bespoke Ifa Ltd
Paul Grant Francis is a mutual person.
Active
Brands
Bespoke Independent Financial Advisers
Bespoke Independent Financial Advisers offers financial planning solutions for individuals and businesses.
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
£502.62K
Increased by £97.01K (+24%)
Turnover
Unreported
Same as previous period
Employees
14
Same as previous period
Total Assets
£883.62K
Increased by £69.1K (+8%)
Total Liabilities
-£112.74K
Increased by £11.47K (+11%)
Net Assets
£770.88K
Increased by £57.62K (+8%)
Debt Ratio (%)
13%
Increased by 0.33% (+3%)
Latest Activity
Abridged Accounts Submitted
3 Months Ago on 25 Jul 2025
Registered Address Changed
5 Months Ago on 5 Jun 2025
Registered Address Changed
5 Months Ago on 4 Jun 2025
Confirmation Submitted
11 Months Ago on 11 Nov 2024
Pgf Planning Limited (PSC) Details Changed
11 Months Ago on 8 Nov 2024
Mr Liam Peter Walter Appointed
1 Year 1 Month Ago on 1 Oct 2024
John Robert Downs Resigned
1 Year 1 Month Ago on 30 Sep 2024
Abridged Accounts Submitted
1 Year 2 Months Ago on 17 Aug 2024
Confirmation Submitted
1 Year 11 Months Ago on 21 Nov 2023
Full Accounts Submitted
2 Years 4 Months Ago on 22 Jun 2023
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Documents
Unaudited abridged accounts made up to 31 March 2025
Submitted on 25 Jul 2025
Registered office address changed from Unit 5, Wellingto Business Park Dukes Ride Crowthorne RG45 6LS England to Unit 5, Wellington Business Park Duke's Ride Crowthorne RG45 6LS on 5 June 2025
Submitted on 5 Jun 2025
Registered office address changed from Dorna House Two Guildford Road West End Surrey GU24 9PW England to Unit 5, Wellingto Business Park Dukes Ride Crowthorne RG45 6LS on 4 June 2025
Submitted on 4 Jun 2025
Confirmation statement made on 15 October 2024 with no updates
Submitted on 11 Nov 2024
Change of details for Pgf Planning Limited as a person with significant control on 8 November 2024
Submitted on 11 Nov 2024
Termination of appointment of John Robert Downs as a director on 30 September 2024
Submitted on 23 Oct 2024
Appointment of Mr Liam Peter Walter as a director on 1 October 2024
Submitted on 23 Oct 2024
Unaudited abridged accounts made up to 31 March 2024
Submitted on 17 Aug 2024
Confirmation statement made on 15 October 2023 with no updates
Submitted on 21 Nov 2023
Total exemption full accounts made up to 31 March 2023
Submitted on 22 Jun 2023
Repayment History
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