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CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD

Active
06308841·incorporated 2007-07-11

CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD is an active UK private limited company, incorporated on 11 July 2007 at Companies House (number 06308841; OpenRegistry canonical ID GB-06308841-cheltenham-independent-financial-advisers-ltd). Sophymarine's OpenRegistry classifies it under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.), one of 7,799 active UK entities in that code and one of 14,418 active companies registered in Cheltenham, Gloucestershire (postcode GL50). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2007-07-11
Registered Address
5 ROYAL CRESCENT, CHELTENHAM, GLOUCESTERSHIRE, GL50 3DA
SIC
66190 — Activities auxiliary to financial intermediation n.e.c.
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD

Accounts

Last filed accounts made up to 2026-03-31. Next accounts due 2027-12-31. Financial year-end: 31/03. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-07-09. Next confirmation statement due 2026-07-23.

Mortgages and charges

1 charge recorded against the company at Companies House: 1 outstanding, 0 satisfied, 0 partially satisfied.

Persons with significant control

CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD has 2 persons with significant control on file:

  • Cheltenham Independent Financial Advisers (Eot) Ltd (England reg. 13675174). Notified 2022-03-23.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
  • Söderberg & Partners Wealth Management Ab (Sweden reg. 556674-7456). Notified 2024-08-19.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

3 historical PSC records have ceased:

  • Mr Mark Jason Stanley born 1972 resident in England, British national. Notified 2016-04-06. Ceased 2022-03-23.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mrs Ellen June Heeley born 1973 resident in England, British national. Notified 2016-04-06. Ceased 2022-03-23.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mr Christian Lee Heeley born 1973 resident in England, British national. Notified 2016-04-06. Ceased 2022-03-23.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Previous names

CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD has previously traded as:

  • LIFESPAN FINANCIAL PLANNING LIMITED (until 2008-02-14)

Similar UK companies

Other companies registered under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.):

Other companies registered in Cheltenham:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/06308841.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.