Back to search

Yorkshire Independent Financial Advisers Limited

06400787

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

SENTINEL HOUSE, YORK, YO1 7PP
Incorporated 16/10/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Peter Arthur Kay

secretary · Since 16/10/2007

BRITISH · ENGLAND · Age 70

Also on 47 other boards

Mr Peter Arthur Kay

director · Since 16/10/2007

SOLICITOR

BRITISH · ENGLAND · Age 70

Also on 47 other boards

Mr Leslie James Cantlay

director · Since 19/10/2007

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 73

Also on 19 other boards

Mr Owen Roger Thomas

director · Since 01/09/2016

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 44

Also on 1 other board

Persons with Significant Control

Ware & Kay Solicitors Ltd

25–50% shares
25–50% votes

Sentinel House, Peasholme Green, York, YO1 7PP

Reg: 08842594 · Companies House · Limited Company

Notified 06/04/2016

Walnut Securities Ltd

25–50% shares
25–50% votes

Sentinel House, Peasholme Green, York, YO1 7PP

Reg: 06404575 · Companies House · Limited Company

Notified 06/04/2016

CompanyRankvs 3749+ SIC 64999 peers
73

Financial strength85th percentile among SIC peers · 21/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 3.7× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
3749Yorkshire Independent Financial Advisers Limited
73
How is this score calculated?
Financial strength21/25 pts

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

Employees2/15 pts

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

Liquidity20/20 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

£219k

Balance sheet strength

Cash

£289k

Cash in the bank

Net Current Assets

£217k

Working capital

Current Assets

£297k

Current Liabilities

£80k

Fixed Assets

£2k

Debtors

£9k

0avg. employees-6

Tax at Year End

Corp tax£15k

Balance Sheet

Assets less current liabilities£219k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20253.70+£56k
20246.33-£2k
20234.11+£10k
20223.64+£28k
20213.88+£16k
20205.89—

Derived from filed accounts. Not audited figures.