Company Profile
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SmallCheltenham Independent Financial Advisers Ltd
06308841•Private Limited With Share Capital
5 Royal Crescent, Cheltenham, Gloucestershire, GL503DA
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Incorporated
11/07/2007
Company Age
19 years
Directors
4
Employees
18
SIC Code
66290
Risk
very low risk
Company Overview
Registration, classification & business activity
Cheltenham Independent Financial Advisers Ltd (06308841) is a private limited with share capital incorporated on 11/07/2007 (19 years old) and registered in gloucestershire, GL503DA. The company operates under SIC code 66290 - other activities auxiliary to insurance and pension funding.
Providing independent advice covering all areas of financial planning, including investment, pension, and inheritance tax planning as well as long term care planning.
Private Limited With Share Capital
SIC: 66290
Small
Incorporated 11/07/2007
GL503DA
18 employees
Financial Overview
Total Assets
£2.25M
Liabilities
£1.03M
Net Assets
£1.22M
Est. Turnover
£2.01M
AI Estimated
Unreported
Cash
£1.55M
Key Metrics
18
Employees
4
Directors
2
Shareholders
Board of Directors
3
Name
Position
Charges
1
Registered
1
Outstanding
0
Part Satisfied
0
Satisfied
Filed Documents
100
Document Name
Category
Date
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-07-2026
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:27-05-2026
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:25-11-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:21-07-2025
Resolution
Category:Resolution
Date:16-07-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:09-07-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:07-07-2025
Capital Statement Capital Company With Date Currency Figure
Category:Capital
Date:07-07-2025
Legacy
Category:Capital
Date:07-07-2025
Legacy
Category:Insolvency
Date:07-07-2025
Resolution
Category:Resolution
Date:07-07-2025
Capital Allotment Shares
Category:Capital
Date:07-07-2025
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-11-2024
Memorandum Articles
Category:Incorporation
Date:04-09-2024
Resolution
Category:Resolution
Date:04-09-2024
Capital Statement Capital Company With Date Currency Figure
Category:Capital
Date:19-08-2024
Resolution
Category:Resolution
Date:19-08-2024
Legacy
Category:Insolvency
Date:19-08-2024
Legacy
Category:Capital
Date:19-08-2024
Capital Allotment Shares
Category:Capital
Date:19-08-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-07-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:13-06-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:02-10-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-07-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:02-12-2022
Confirmation Statement With Updates
Category:Confirmation Statement
Date:28-07-2022
Resolution
Category:Resolution
Date:09-04-2022
Memorandum Articles
Category:Incorporation
Date:08-04-2022
Capital Name Of Class Of Shares
Category:Capital
Date:07-04-2022
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:04-04-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:04-04-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:04-04-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:04-04-2022
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-03-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:12-01-2022
Change Person Director Company With Change Date
Category:Officers
Date:12-01-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:21-09-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-07-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:14-09-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:15-07-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:18-12-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:19-08-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:19-08-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:19-08-2019
Change Person Director Company With Change Date
Category:Officers
Date:19-08-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:19-08-2019
Change Person Director Company With Change Date
Category:Officers
Date:19-08-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:17-07-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:14-06-2018
Capital Allotment Shares
Category:Capital
Date:14-05-2018
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:06-11-2017
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:06-11-2017
Change Person Director Company With Change Date
Category:Officers
Date:06-11-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:08-08-2017
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:08-08-2017
Capital Allotment Shares
Category:Capital
Date:02-08-2017
Capital Allotment Shares
Category:Capital
Date:02-08-2017
Capital Alter Shares Subdivision
Category:Capital
Date:02-08-2017
Capital Name Of Class Of Shares
Category:Capital
Date:02-08-2017
Resolution
Category:Resolution
Date:27-07-2017
Statement Of Companys Objects
Category:Change Of Constitution
Date:27-07-2017
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:14-07-2017
Change Person Director Company With Change Date
Category:Officers
Date:16-05-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:09-09-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:23-05-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-07-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:20-05-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-07-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:09-06-2014
Change Person Director Company With Change Date
Category:Officers
Date:24-09-2013
Change Person Secretary Company With Change Date
Category:Officers
Date:24-09-2013
Change Person Director Company With Change Date
Category:Officers
Date:24-09-2013
Change Registered Office Address Company With Date Old Address
Category:Address
Date:24-09-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-07-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:07-06-2013
Change Account Reference Date Company Current Shortened
Category:Accounts
Date:08-03-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-03-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:31-08-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:27-03-2012
Change Person Director Company With Change Date
Category:Officers
Date:07-02-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-08-2011
Change Person Secretary Company With Change Date
Category:Officers
Date:22-08-2011
Change Person Director Company With Change Date
Category:Officers
Date:22-08-2011
Change Person Director Company With Change Date
Category:Officers
Date:22-08-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:16-11-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-08-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:15-12-2009
Legacy
Category:Annual Return
Date:09-07-2009
Legacy
Category:Officers
Date:09-07-2009
Legacy
Category:Officers
Date:29-12-2008
Legacy
Category:Officers
Date:29-12-2008
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:16-09-2008
Legacy
Category:Annual Return
Date:09-07-2008
Legacy
Category:Officers
Date:09-07-2008
Legacy
Category:Address
Date:09-07-2008
Legacy
Category:Address
Date:09-07-2008
Legacy
Category:Address
Date:09-07-2008
Legacy
Category:Officers
Date:16-05-2008
Resolution
Category:Resolution
Date:28-04-2008
Legacy
Category:Officers
Date:28-04-2008
Risk Assessment
very low risk
International Score
Future Factor
good
Performance Rating
Accounts
Typetotal exemption full
Due Date31/12/2027
Filing Date27/05/2026
Latest Accounts31/03/2026
Trading Addresses
5 Royal Crescent, Cheltenham, Gloucestershire, GL503DARegistered
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