# Cheltenham Independent Financial Advisers Ltd

## Details

- **Company number:** [06308841](https://find-and-update.company-information.service.gov.uk/company/06308841)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 11 Jul 2007
- **Registered office:** 5 ROYAL CRESCENT, CHELTENHAM, GL50 3DA
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c., [66290](/sic/66290) Other activities auxiliary to insurance and pension funding
- **Corporate group:** [Cheltenham Independent Financial Advisers (Eot) Ltd](/group/32978) (2 companies)


## 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 |
| Mr Christian Lee Heeley | 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 |
| 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 | - |



## Owned by

Cheltenham Independent Financial Advisers Ltd → [Cheltenham Independent Financial Advisers (Eot) Ltd](/company/13675174)



## Controls

- [Ives & Co Financial Services Limited](/company/04784444) (04784444)



## Directors' other companies

- [STANLEY, Mark Jason](/person/6227854) - director at [Ives & Co Financial Services Limited](/company/04784444)



## Companies at the same address

- [Cheltenham Independent Financial Advisers (Eot) Ltd](/company/13675174) (13675174)
- [Ives & Co Financial Services Limited](/company/04784444) (04784444)