IFS Family Wealth Advisers Ltd
- Company number
- 03554632
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 29 Apr 1998
- Nature of business
- Financial intermediation not elsewhere classified
Life insurance - Corporate group
- Chase Financial Holdings Ltd (11 companies)
Registered office
Previous names
- Independent Financial Strategists Ltd (until 3 Oct 2012)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BLOXHAM, Tammy Louise | Director | 7 Oct 2026 | |
| CARTER, Ryan Adam | Director | 7 Oct 2026 | |
| PROCTOR, Nicholas Alistair James | Director | 29 Apr 1998 | 7 Oct 2026 |
| PROCTOR, Nicholas Alistair James | Secretary | 12 Oct 2015 | 6 Oct 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Chase Financial Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
7 Oct 2026 | |
| Mr Nicholas Alistair James Proctor | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors Right To Appoint And Remove Directors As Firm |
6 Apr 2016 | 7 Oct 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Oct 2025 | £2,633,119 | - | 4 |
| 31 Oct 2024 | £2,248,318 | - | 4 |
| 31 Oct 2023 | £1,789,170 | - | 4 |
| 31 Oct 2022 | £1,485,481 | - | 4 |
| 31 Oct 2021 | £1,467,239 | - | 3 |
| 31 Oct 2020 | £1,143,024 | - | 3 |
| 31 Oct 2019 | £1,063,448 | - | - |
| 31 Oct 2018 | £881,765 | - | - |
| 31 Oct 2017 | £645,892 | - | - |
| 31 Oct 2016 | - | - | - |
| 31 Oct 2015 | - | £154,293 | - |
| 31 Oct 2014 | - | £100,185 | - |
| 31 Oct 2013 | - | £346,530 | - |
| 31 Oct 2012 | - | £335,571 | - |
| 31 Oct 2011 | £358,525 | £383,873 | - |
| 31 Oct 2010 | £291,581 | £311,660 | - |
| 31 Oct 2009 | £217,539 | £299,798 | - |
| 31 Oct 2008 | - | - | - |
| 31 Oct 2007 | - | - | - |
| 31 Oct 2006 | - | - | - |
| 31 Oct 2005 | - | - | - |
| 31 Oct 2004 | - | - | - |
| 31 Oct 2003 | - | - | - |
| 31 Oct 2002 | - | - | - |
| 31 Oct 2001 | - | - | - |
| 31 Oct 2000 | - | - | - |
| 31 Oct 1999 | - | - | - |
| 31 Oct 1998 | - | - | - |
Connections
Owned by
IFS Family Wealth Advisers Ltd → Chase Financial Holdings Ltd
Directors’ other companies
- BLOXHAM, Tammy Louise - Director at CMS Estate Planning Ltd
- BLOXHAM, Tammy Louise - Director at Enelsea Financial Planning Ltd
- BLOXHAM, Tammy Louise - Director at Hayward Manning Limited
- BLOXHAM, Tammy Louise - Director at CMS Financial Management Limited
- BLOXHAM, Tammy Louise - Director at New England Financial Solutions Limited
- CARTER, Ryan Adam - Director at Enelsea Financial Planning Ltd
- CARTER, Ryan Adam - Director at New England Financial Solutions Limited
- CARTER, Ryan Adam - Director at Entourage Holdings Limited
Companies at the same address
- Lodgeport Associates Limited (04248358)