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Independent Financial Advisor Limited

05246224

active
Private Limited Company
england wales
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

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 30/09/2025

Due 14/10/2026

On track

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

CompanyRankvs 158+ SIC 66290 peers
81

Financial strength97th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.27× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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158Independent Financial Advisor Limited
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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.

Liquidity12/20 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 31/03/2026

Net Worth

£1.2M

Balance sheet strength

Cash

£330k

Cash in the bank

Net Current Assets

£163k

Working capital

Current Assets

£776k

Current Liabilities

£613k

Fixed Assets

£1.0M

Debtors

£445k

27avg. employees+4

Tax at Year End(2025)

Corp tax£122k
VAT£895

Director Loans(2025)

Directors owe company£1k

Balance Sheet

Intangible assets£600k
Assets less current liabilities£1.2M
Signed by Mr Phillip Rose 30/06/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied ProfitEst. Revenue
20261.27+£240k—
20251.80—£18k

Derived from filed accounts. Not audited figures.