Cheltenham Independent Financial Advisers Ltd, Cheltenham

Cheltenham Independent Financial Advisers Ltd is a private limited company. Formerly, it was called Lifespan Financial Planning Limited (it was changed on 2008-02-14). Situated at 5 Royal Crescent, Cheltenham GL50 3DA, this 16 years old company was incorporated on 2007-07-11 and is officially categorised as "activities auxiliary to financial intermediation n.e.c." (SIC code: 66190), "other activities auxiliary to insurance and pension funding" (Standard Industrial Classification code: 66290).
2 directors can be found in this enterprise: Christian H. (appointed on 10 May 2008), Mark S. (appointed on 06 April 2008). Among the secretaries (1 in total), we can name: Ellen H. (appointed on 11 July 2007).
About
Name: Cheltenham Independent Financial Advisers Ltd
Number: 06308841
Incorporation date: 2007-07-11
End of financial year: 31 March
 
Address: 5 Royal Crescent
Cheltenham
GL50 3DA
SIC code: 66190 - Activities auxiliary to financial intermediation n.e.c.
66290 - Other activities auxiliary to insurance and pension funding
Company staff
People with significant control
Cheltenham Independent Financial Advisers (Eot) Ltd
23 March 2022
Address 5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA, England
Legal authority Companies Act 2006
Legal form Private Company Limited By Guarantee Without Share Capital
Country registered England
Place registered Companies House
Registration number 13675174
Nature of control: 75,01-100% shares
Mark S.
6 April 2016 - 23 March 2022
Nature of control: 25-50% voting rights
25-50% shares
Ellen H.
6 April 2016 - 23 March 2022
Nature of control: 25-50% voting rights
25-50% shares
Christian H.
6 April 2016 - 23 March 2022
Nature of control: 25-50% voting rights
25-50% shares
Financial data
Date of Accounts 2011-07-31 2012-07-31 2013-03-31 2014-03-31 2015-03-31 2016-03-31 2017-03-31 2018-03-31 2019-03-31 2020-03-31 2021-03-31 2022-03-31 2023-03-31
Current Assets 105,181 76,798 166,238 124,866 146,491 183,144 181,637 511,377 340,420 249,727 191,821 428,992 95,488
Fixed Assets 142,909 269,496 193,973 124,241 76,945 53,866 55,043 54,301 581,937 935,778 695,067 476,327 805,225
Intangible Fixed Assets 132,867 256,932 181,684 81,195 15,280 - - - - - - - -
Number Shares Allotted - 100 100 100 100 100 - - - - - - -
Shareholder Funds 78,969 85,685 126,281 78,249 38,352 37,018 - - - - - - -
Tangible Fixed Assets 10,042 12,564 12,289 43,046 61,665 53,866 - - - - - - -
Total Assets Less Current Liabilities 80,621 199,010 218,486 176,651 140,515 131,652 135,181 356,262 525,769 451,638 457,240 834,309 420,579

The date for Cheltenham Independent Financial Advisers Ltd confirmation statement filing is 2024-07-23. The most recent one was submitted on 2023-07-09. The date for the next annual accounts filing is 31 December 2024. Last accounts filing was sent for the time up to 31 March 2023.

4 persons of significant control are listed in the official register, namely: Cheltenham Independent Financial Advisers (Eot) Ltd owns over 3/4 of shares. This corporate PSC can be reached at Royal Crescent, GL50 3DA Cheltenham, Gloucestershire. Mark S. who owns 1/2 or less of shares, 1/2 or less of voting rights. Ellen H. who owns 1/2 or less of shares, 1/2 or less of voting rights.

Company filing
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Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
Total exemption full company accounts data drawn up to Fri, 31st Mar 2023
filed on: 2nd, October 2023 | accounts
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