Cheltenham Independent Financial Advisers Ltd
- Company number
- 06308841
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 11 Jul 2007
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
Other activities auxiliary to insurance and pension funding - Corporate group
- Cheltenham Independent Financial Advisers (Eot) Ltd (2 companies)
Registered office
Previous names
- Lifespan Financial Planning Limited (until 14 Feb 2008)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ZETHRAEUS, Johan William, Mr. | Director | 7 Jul 2025 | |
| HEELEY, Christian Lee | Director | 10 May 2008 | |
| STANLEY, Mark Jason | Director | 6 Apr 2008 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Mark Jason Stanley | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 23 Mar 2022 |
| Mrs Ellen June Heeley | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 23 Mar 2022 |
| Mr Christian Lee Heeley | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 23 Mar 2022 |
| Söderberg & Partners Wealth Management Ab | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
19 Aug 2024 | |
| Cheltenham Independent Financial Advisers (Eot) Ltd | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent |
23 Mar 2022 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £1,220,101 | £1,547,428 | 17 |
| 31 Mar 2025 | £1,041,134 | £1,160,056 | 17 |
| 31 Mar 2024 | £303,143 | £51,603 | 16 |
| 31 Mar 2023 | £250,193 | £62,670 | 14 |
| 31 Mar 2022 | £132,491 | £282,265 | 13 |
| 31 Mar 2021 | £181,626 | £170,873 | 13 |
| 31 Mar 2020 | £170,296 | £229,009 | 12 |
| 31 Mar 2019 | £91,993 | £182,480 | 10 |
| 31 Mar 2018 | £12,270 | £446,861 | 10 |
| 31 Mar 2017 | £43,705 | £129,598 | 10 |
| 31 Mar 2016 | £37,018 | £149,019 | - |
| 31 Mar 2015 | £38,352 | £108,216 | - |
| 31 Mar 2014 | £78,249 | £83,940 | - |
| 31 Mar 2013 | £126,281 | £123,975 | - |
| 31 Jul 2012 | £85,685 | £9,061 | - |
| 31 Jul 2011 | - | - | - |
| 31 Jul 2010 | - | - | - |
| 31 Jul 2009 | - | - | - |
| 31 Jul 2008 | - | - | - |
Connections
Owned by
Cheltenham Independent Financial Advisers Ltd → Cheltenham Independent Financial Advisers (Eot) Ltd
Controls
- Ives & Co Financial Services Limited (04784444)
Directors’ other companies
- STANLEY, Mark Jason - Director at Ives & Co Financial Services Limited
Companies at the same address
- Cheltenham Independent Financial Advisers (Eot) Ltd (13675174)
- Ives & Co Financial Services Limited (04784444)