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South & West Yorkshire Ifa Limited

09692729

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

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

Details

5 CHURCH DRIVE, SHEFFIELD, S36 7LZ
Incorporated 20/07/2015

Compliance

Last accounts

30/06/2025

micro entity

Next accounts due

31/01/2027

On track

Confirmation statement

Last: 19/07/2025

Due 02/08/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr David Craig Neale

director · Since 20/07/2015

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 57

Mrs Clare Victoria Neale

director · Since 01/03/2019

DIRECTOR

BRITISH · ENGLAND · Age 53

Also on 1 other board

Miss Leah Victoria Neale

director · Since 26/01/2026

BRITISH · ENGLAND · Age 21

Miss Terri-Anne Rose Neale

director · Since 26/01/2026

BRITISH · ENGLAND · Age 17

Persons with Significant Control

Mrs Clare Victoria Neale

25–50% shares
25–50% votes
Appoint directors

British · England · Age 53

5, Church Drive, Sheffield, S36 7LZ

Notified 06/04/2016

Mr David Craig Neale

50–75% shares
50–75% votes
Appoint directors

British · England · Age 57

5, Church Drive, Sheffield, S36 7LZ

Notified 06/04/2016

CompanyRankvs 993+ SIC 66190 peers
75

Financial strength81th percentile among SIC peers · 20/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 7.06× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength20/25 pts

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

Employees9/15 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.

Longevity11/15 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 30/06/2025

Net Worth

£102k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£101k

Working capital

Current Assets

£118k

Current Liabilities

£17k

Fixed Assets

£614

2avg. employees

Balance Sheet

Assets less current liabilities£102k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20257.06+£18k
20248.10-£17k
20234.50-£67k
20226.18+£36k
20215.38-£9k
20209.79-£81k
201916.22

Derived from filed accounts. Not audited figures.