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Company profile
CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD
active • ltd • 5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA
Company no.06308841Officers8Documents20
Key company facts
Core operating details surfaced from the public profile endpoint.
- Company Number
- 06308841
- Company Status
- active
- Type
- ltd
- Date Of Creation
- 2007-07-11
- Registered Office
- 5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA
- Sic Codes
- activities auxiliary to financial intermediation n.e.c., other activities auxiliary to insurance and pension funding
Financials
A cleaner view of the latest filing, balance sheet movement, and multi-year trend.
Total assets
£2.25m
Equity
£1.22m
Total liabilities
£1.03m
Cash in bank
£1.55m
Year-on-year movement
Quick comparison from the latest filed period.
2026-03-31
Equity
+£178.97k
+17.19%Cash in bank
+£387.37k
+33.39%Total assets
+£171.77k
+8.25%Total liabilities
+£7.20k
+0.69%Financial trend
Multi-year view of the main balance sheet lines.
Net Assets
Total Assets
Total Liabilities
£2.25m£606,451-£1.04m
202120222023202420252026
Latest snapshot
Financial year2026
Statement date2026-03-31
Trade debtors£5,500
Trade creditors£13,943
Fixed assets£678,596
Current assets£1.58m
| Year | Net Assets | Total Assets | Total Liabilities |
|---|---|---|---|
| 2021 | £0 | £0 | £0 |
| 2022 | £527,464 | £1.30m | -£772,828 |
| 2023 | £0 | £0 | £0 |
| 2024 | £303,143 | £753,937 | -£450,794 |
| 2025 | £1.04m | £2.08m | -£1.04m |
| 2026 | £1.22m | £2.25m | -£1.03m |
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Latest activity
Recent company and officer updates, reshaped from the watchlist activity source for public profile use.
| Update | Date | Recency |
|---|---|---|
| Accounts Submitted | 27 May 2026 | 14 Days |
| Accounts Submitted | 25 Nov 2025 | 6 Months |
| Confirmation Statement Submitted | 21 Jul 2025 | 10 Months |
| ZETHRAEUS, Johan William, Mr. Appointed | 7 Jul 2025 | 11 Months |
| Confirmation Statement Submitted | 11 Jul 2024 | 1 Year |
| Accounts Submitted | 13 Jun 2024 | 1 Year |
| Confirmation Statement Submitted | 13 Jun 2024 | 1 Year |
| Change of Date Of Creation | 13 Jun 2024 | 1 Year |
| Change of Has Charges | 13 Jun 2024 | 1 Year |
| Change of Jurisdiction | 13 Jun 2024 | 1 Year |
| Change of Last Full Members List Date | 13 Jun 2024 | 1 Year |
| Change of Previous Company Names | 13 Jun 2024 | 1 Year |
Documents
Public filing documents and direct PDF links where available.
| Description | Date | Document |
|---|---|---|
| accounts-with-accounts-type-total-exemption-full | 2026-05-27 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2025-11-25 | Open PDF |
| confirmation-statement-with-updates | 2025-07-21 | Open PDF |
| resolution | 2025-07-16 | Open PDF |
| change-to-a-person-with-significant-control | 2025-07-09 | Open PDF |
| appoint-person-director-company-with-name-date | 2025-07-07 | Open PDF |
| capital-statement-capital-company-with-date-currency-figure | 2025-07-07 | Open PDF |
| legacy | 2025-07-07 | Open PDF |
| legacy | 2025-07-07 | Open PDF |
| resolution | 2025-07-07 | Open PDF |
| capital-allotment-shares | 2025-07-07 | Open PDF |
| notification-of-a-person-with-significant-control | 2024-11-15 | Open PDF |