Yorkshire Independent Financial Advisers Limited
Reference number: 474338
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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Website
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Phone number
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Address
Sentinel House, Peasholme Green, York, North Yorkshire, YO1 7PP, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When yifal.co.uk first appeared online, and whether it can receive email
- What kind of line 01904 716000 is
- Who else gives the postcode YO1 7PP
Other names (1)
If you were contacted under any of these names, it is this firm.
- Ware & Kay Financial Services Ltd Former name: A name it was registered under before.
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.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- 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 (14 permissions)
- Advising on a home purchase plan
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home purchase plan
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Dealing in investments as agent
- Making arrangements with a view to a home purchase plan
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- 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
- 06400787 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 October 2007 (19 years old)
- Registered office
- Sentinel House, Peasholme Green, York, YO1 7PP
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Peter Arthur Kay | Director | Mar 1956 | 16 Oct 2007 | 24 other companies |
| Leslie James Cantlay | Director | Feb 1953 | 19 Oct 2007 | 36 other companies |
| Owen Roger Thomas | Director | Sep 1981 | 1 Sep 2016 | 1 other company |
| Peter Arthur Kay | Secretary | Not published | 16 Oct 2007 | 24 other companies |
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
- 55
- closed down
- 24
- went insolvent
- 11
In the full report: all 55 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- The 11 that went into liquidation or administration
- The one on the FCA register
- The 6 companies these 3 directors run together
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£219k
+34% from £163k
Cash at bank
£289k
+62% from £178k
Owed within a year
£80.4k
+167% from £30.1k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- 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.
Accounts filed at Companies House for company 06400787. 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
Yorkshire Independent Financial Advisers’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Walnut Securities Ltd became a part-owner (25–50% of shares)
- Ware & Kay Solicitors Ltd became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2012
4 October 2012
- Changed its registered name from "Ware & Kay Financial Services Ltd"
FCA register
2007
26 November 2007
- Became authorised by the FCA
FCA register
5 November 2007
- Regulated by the Financial Services Authority from this date
FCA register
16 October 2007
- Incorporated at Companies House
Companies House
In the full report: all 24 events
- All 24 events in its history (7 shown here)
- Every director appointment and resignation: 13
Firms connected to Yorkshire Independent Financial Advisers
Other FCA-listed firms that share a director, phone number or address with Yorkshire Independent Financial Advisers. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Yorkshire Independent Financial Advisers
Other firms of the same type (financial adviser), nearest first.
In York
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 Yorkshire Independent Financial Advisers
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 55 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 24 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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What do Yorkshire Independent Financial Advisers’ latest accounts show?
Does Yorkshire Independent Financial Advisers use any other names?
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