Cheltenham Independent Financial Advisers Ltd
06308841
Some Concerns
- Current liabilities exceed current assets (-10)
- 1 outstanding charge (-2)
Details
Compliance
Last accounts
31/03/2026
total exemption full
Next accounts due
31/12/2027
Confirmation statement
Last: 09/07/2026
Due 23/07/2027
Industry
Officers
director · Since 06/04/2008
FINANCIAL ADVISOR
BRITISH · ENGLAND · Age 54
Also on 1 other board
director · Since 10/05/2008
FINANCIAL ADVISOR
BRITISH · ENGLAND · Age 52
Also on 1 other board
director · Since 07/07/2025
COMPANY DIRECTOR
SWEDISH · SWEDEN · Age 62
Also on 1 other board
Persons with Significant Control
Cheltenham Independent Financial Advisers (Eot) Ltd
5, Royal Crescent, Cheltenham, GL50 3DA
Reg: 13675174 · Companies House · Private Company Limited By Guarantee Without Share Capital
Notified 23/03/2022
Söderberg & Partners Wealth Management Ab
Box 7785, Se-103 96, Stockholm
Reg: 556674-7456 · The Swedish Companies Registration Office (Bolagsverket) · Joint-Stock Company
Notified 19/08/2024
Former PSCs
Mr Mark Jason Stanley
Ceased 23/03/2022
Mrs Ellen June Heeley
Ceased 23/03/2022
Mr Christian Lee Heeley
Ceased 23/03/2022
Charges1 outstanding
MARK STANLEY (AS SECURITY TRUSTEE)
CompanyRankvs 44+ SIC 66190 peers79
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Outstanding charges: -10 pts
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
£1.5M
Cash in the bank
Net Current Assets
£1.1M
Working capital
Current Assets
£1.6M
Current Liabilities
£525k
Fixed Assets
£679k
Debtors
£29k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2026 | 3.00 | +£179k |
| 2025 | 2.72 | +£738k |
| 2024 | 0.20 | +£53k |
| 2023 | 0.20 | — |
Derived from filed accounts. Not audited figures.