Independent Financial Advisor Limited
Registered name: INDEPENDENT FINANCIAL ADVISOR LIMITED
Part of Ifa Private Clients Limited groupIndependent Financial Advisor Limited does not publish its revenue or profit. Its accounts to 31 Mar 2026 show net assets of £1.2m and 27 employees.
Independent Financial Advisor Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Mar 2026 showed net assets of £1.2m and 27 employees. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in Bury; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Bury, North West
- Age
- 22 yrs · since 2004
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Independent Financial Advisor Limited’s accounts for the year to 31 Mar 2026 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 27
- Net assets
- £1.2m
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2024 | 31 Mar 2025 | 31 Mar 2026 |
|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L |
| Profit & loss | |||
| Revenue (turnover) | — | — | — |
| Profit (best available) | — | — | — |
| Employees (average) | 21 | 23 | 27 |
| Ratios | |||
| Profit margin | — | — | — |
| Growth (year on year) | |||
| Headcount growth | — | ▲9.5% | ▲17.4% |
| Balance sheet — indirect signals, not revenue | |||
| Cash at bank | £583k | £395k | £330k |
| Net assets | £1.2m | £967k | £1.2m |
| Fixed assets | £677k | £648k | £1m |
| Current assets | £955k | £745k | £776k |
| Debtors | £372k | £350k | £445k |
| Deferred income | £93.2k | £93.3k | — |
| Source | FilletedAccounts · bulk data Jul 2025 | FilletedAccounts · bulk data Jul 2025 | AbridgedAccounts · bulk data Jul 2026 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▲25%
- Now £1.2m
- Cash at bank
- ▼16%
- Now £330k
- Headcount
- ▲17%
- Now 27
- Deferred income
- —
- Now —
- Fixed assets
- ▲61%
- Now £1m
Group structure
Ownership chain
- Ifa Private Clients Limitedultimate parent75–100%
- Independent Financial Advisor Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Subsidiaries (1)
- Rosebridge Asset Management LimitedRev. £40.2k · Profit −£162k
Sister companies (1)
- Park Square Wealth Management LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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- Staff
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Sources
Latest figures from AbridgedAccounts for the year to 31 Mar 2026, from the Companies House accounts bulk data published Jul 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.