Cheltenham Independent Financial Advisers Ltd
Reference number: 603065
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Cheltenham I F A Ltd, 5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA, United Kingdom
In the full report: 3 background checks
- When cheltenhamifa.co.uk first appeared online, and whether it can receive email
- What kind of line 01242 269656 is
- Who else gives the postcode GL50 3DA
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 06308841 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 11 July 2007 (19 years old)
- Registered office
- 5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
- Other activities auxiliary to insurance and pension funding (SIC 66290)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Mark Jason Stanley | Director | May 1972 | 6 Apr 2008 | 6 other companies |
| Christian Lee Heeley | Director | Oct 1973 | 10 May 2008 | 4 other companies |
| Johan William Zethraeus | Director | Nov 1963 | 7 Jul 2025 | 1 other company |
| Ellen June Heeley | Secretary | Not published | 11 Jul 2007 | – |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 7
- closed down
- 5
- is FCA-registered
- 1
In the full report: all 7 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 4 companies these 3 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1.22m
+17% from £1.04m
Cash at bank
£1.55m
+33% from £1.16m
Employees (average)
18
+5.9% from 17
Owed within a year
£525k
+15% from £454k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 06308841. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2024
19 August 2024
- Söderberg & Partners Wealth Management Ab became a part-owner (25–50% of shares)
Companies House
2022
23 March 2022
- Cheltenham Independent Financial Advisers (Eot) Ltd became the majority owner (50–75% of shares)
- Christian Lee Heeley stopped being a part-owner
- Ellen June Heeley stopped being a part-owner
- Mark Jason Stanley stopped being a part-owner
Companies House
2016
6 April 2016
- Christian Lee Heeley became a part-owner (25–50% of shares)
- Ellen June Heeley became a part-owner (25–50% of shares)
- Mark Jason Stanley became a part-owner (25–50% of shares)
Companies House
2013
15 October 2013
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2007
11 July 2007
- Incorporated at Companies House
Companies House
In the full report: all 20 events
- All 20 events in its history (11 shown here)
- Every director appointment and resignation: 7
Connected firms
Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.
- past link
- 1
In the full report: all 0 connected firms, named
- 1 past link through former directors
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Cheltenham
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 20 events in its history
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Frequently asked questions about this firm
Is Cheltenham Independent Financial Advisers Ltd FCA authorised?
What is Cheltenham Independent Financial Advisers’ phone number and website?
Is Cheltenham Independent Financial Advisers a scam or clone?
Is my money safe with Cheltenham Independent Financial Advisers?
Who owns Cheltenham Independent Financial Advisers?
Who runs Cheltenham Independent Financial Advisers?
How long has Cheltenham Independent Financial Advisers been in business?
What do Cheltenham Independent Financial Advisers’ latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk