Ias Financial Planning Limited
Registered name: IAS FINANCIAL PLANNING LIMITED
Part of Awi Services Limited groupIas Financial Planning Limited does not publish its revenue or profit. Its accounts to 5 Apr 2025 show net assets of £1.7m and 4 employees.
Ias Financial Planning 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 5 Apr 2025 showed net assets of £1.7m and 4 employees. The company is classified under “activities of insurance agents and brokers” and is based in Richmond; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Richmond, London
- Age
- 13 yrs · since 2013
- 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
Ias Financial Planning Limited’s accounts for the year to 5 Apr 2025 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
- 4
- Net assets
- £1.7m
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 5 Apr 2023 | 5 Apr 2024 | 5 Apr 2025 |
|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L |
| Profit & loss | |||
| Revenue (turnover) | — | — | — |
| Profit (best available) | — | — | — |
| Employees (average) | 3 | 3 | 4 |
| Ratios | |||
| Profit margin | — | — | — |
| Growth (year on year) | |||
| Headcount growth | — | 0% | ▲33.3% |
| Balance sheet — indirect signals, not revenue | |||
| Cash at bank | £1.4m | £1.5m | £1.8m |
| Net assets | £1.3m | £1.4m | £1.7m |
| Current assets | £1.4m | £1.5m | £1.8m |
| Deferred income | £981 | £0 | £1.1k |
| Source | FullAccounts · bulk data Apr 2024 | FullAccounts · bulk data Apr 2024 | FullAccounts · bulk data May 2025 |
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
- ▲18%
- Now £1.7m
- Cash at bank
- ▲19%
- Now £1.8m
- Headcount
- ▲33%
- Now 4
- Deferred income
- —
- Now £1.1k
- Fixed assets
- —
- Now —
Deferred income is reported together with accruals in this filing (“accruals and deferred income”), so it is an approximate signal only.
Group structure
Ownership chain
- Awi Services Limitedultimate parent75–100%
- Ias Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (3)
- Quorum Capital LimitedRev. £264k · Profit £180k
- Asquire Wealth Management LimitedFigures not disclosed
- Cade and Co LLPFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from FullAccounts for the year to 5 Apr 2025, from the Companies House accounts bulk data published May 2025. 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.