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Independent Financial Advisor Limited

05246224

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

THE GRANTS 11 MARKET PLACE, BURY, BL0 9AJ
Incorporated 30/09/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Phillip Rose

director · Since 01/04/2006

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 59

Also on 5 other boards

Mr Gareth John Griffiths

director · Since 27/06/2018

DIRECTOR

ENGLISH · UNITED KINGDOM · Age 56

Also on 5 other boards

Persons with Significant Control

Ifa Private Clients Limited

75–100% shares
75–100% votes
Appoint directors

The Grants, 11 Market Place, Bury, BL0 9AJ

Reg: 07232786 · Register Of Companies · Limited Company

Notified 30/09/2016

Charges0 outstanding

charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 25/05/2012Registered 01/06/2012Satisfied 21/10/2015

CompanyRankvs 161+ SIC 66290 peers
85

Financial strength96th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.8× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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161Independent Financial Advisor Limited
81
How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£967k

Balance sheet strength

Cash

£395k

Cash in the bank

Net Current Assets

£331k

Working capital

Current Assets

£745k

Current Liabilities

£413k

Fixed Assets

£648k

Debtors

£350k

23avg. employees+11

Tax at Year End

Corp tax£122k
VAT£895

Director Loans

Directors owe company£1k

Balance Sheet

Intangible assets£156k
Assets less current liabilities£979k
Signed by Mr Phillip Rose 20/06/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied ProfitEst. Revenue
20251.80+£326k£18k
20202.97+£200k—
20192.77——

Derived from filed accounts. Not audited figures.