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INDEPENDENT INVESTMENT ASSOCIATES LIMITED

Company
INDEPENDENT INVESTMENT ASSOCIATES LIMITED (04328527)

INDEPENDENT INVESTMENT ASSOCIATES

Phone: 01539 536 964
A⁺ rating

ABOUT INDEPENDENT INVESTMENT ASSOCIATES LIMITED

Founded in 2001, Independent Investment Associates Limited is a Chartered Financial Planning firm and specialises in the provision of comprehensive and truly independent investment and estate planning advice to private clients and trusts.

As a firm we enjoy corporate Chartered Financial Planner status – one of only a few firms locally to do so. Chartered status is instantly recognised. It is the benchmark for high professional standards, demanding excellence in everything you do. To achieve this status a Chartered firm must, amongst other requirements, ensure:

the client’s best interests are at the heart of the advice they provide.

The company has a major focus on client care and service which we believe to be crucial. Whilst the financial services industry is constantly changing our aim remains the same - to provide outstanding service to our clients in a personalised and professional manner.

The company has grown strongly since inception and now operates from large premises in the centre of Grange over Sands. The firm is widely regarded as being a leading specialist in the North West with a justifiable reputation for quality and excellence.

The market data above is provided by a third party and is for informational purposes only.

Independent Investment Associates Ltd is authorised and regulated by the Financial Conduct Authority

Independent Investment Associates Limited (IIA) is a leading independent chartered financial planning firm offering high quality unbiased financial planning advice to individuals and trustees.

Welcome to our website, which explains about our services, the firm, our staff and our approach to financial planning.

KEY FINANCES

Year
2016
Assets
£528.51k ▲ £339.29k (179.31 %)
Cash
£519.44k ▲ £340.16k (189.74 %)
Liabilities
£143.24k ▲ £32.48k (29.32 %)
Net Worth
£385.27k ▲ £306.81k (391.07 %)

REGISTRATION INFO

Company name
INDEPENDENT INVESTMENT ASSOCIATES LIMITED
Company number
04328527
Status
Active
Categroy
Private Limited Company
Date of Incorporation
26 Nov 2001
Age - 18 years
Home Country
United Kingdom

CONTACTS

Website
iialtd.co.uk
Phones
01539 536 964
Registered Address
CRAGDALE HOUSE,
KENTS BANK ROAD,
GRANGE OVER SANDS,
CUMBRIA,
LA11 7EY

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

07 Dec 2016
Confirmation statement made on 26 November 2016 with updates
26 Apr 2016
Total exemption small company accounts made up to 31 December 2015
02 Dec 2015
Annual return made up to 26 November 2015 with full list of shareholders Statement of capital on 2015-12-02 GBP 1,200

See Also

INDEPENDENT INVESTMENT ASSOCIATES LIMITED DIRECTORS

Leigh Steven Hornby

  Acting
Appointed
12 May 2010
Role
Secretary
Address
Cragdale House, Kents Bank Road, Grange Over Sands, Cumbria, LA11 7EY
Name
HORNBY, Leigh Steven

Jason Crane

  Acting
Appointed
04 February 2014
Occupation
Financial Adviser
Role
Director
Age
44
Nationality
British
Address
Cragdale House, Kents Bank Road, Grange Over Sands, Cumbria, LA11 7EY
Country Of Residence
England
Name
CRANE, Jason

Leigh Steven Hornby

  Acting
Appointed
26 November 2001
Occupation
Financial Advisor
Role
Director
Age
50
Nationality
British
Address
Cragdale House, Kents Bank Road, Grange Over Sands, Cumbria, LA11 7EY
Country Of Residence
England
Name
HORNBY, Leigh Steven

Gary Richardson

  Acting PSC
Appointed
26 November 2001
Occupation
Financial Advisor
Role
Director
Age
49
Nationality
British
Address
Cragdale House, Kents Bank Road, Grange Over Sands, Cumbria, LA11 7EY
Country Of Residence
England
Name
RICHARDSON, Gary
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Leigh Steven Hornby

  Resigned PSC
Appointed
26 November 2001
Resigned
30 September 2008
Role
Secretary
Address
1 Helsington Laithes, Helsington, Kendal, Cumbria, LA9 5RN
Name
HORNBY, Leigh Steven
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

CONSOLIDATED ASSET MANAGEMENT LIMITED

  Resigned
Appointed
30 September 2008
Resigned
12 May 2010
Role
Secretary
Address
58 Queen Anne Street, London, United Kingdom, W1G 8HW
Name
CONSOLIDATED ASSET MANAGEMENT LIMITED

SWIFT INCORPORATIONS LIMITED

  Resigned
Appointed
26 November 2001
Resigned
26 November 2001
Role
Nominee Secretary
Address
26 Church Street, London, NW8 8EP
Name
SWIFT INCORPORATIONS LIMITED

Ian Stephen Jones

  Resigned
Appointed
26 November 2001
Resigned
01 February 2002
Occupation
Financial Advisor
Role
Director
Age
63
Nationality
British
Address
South Barn Hollin Hall, Lupton, Carnforth, Lancashire, LA6 2PT
Name
JONES, Ian Stephen

INSTANT COMPANIES LIMITED

  Resigned
Appointed
26 November 2001
Resigned
26 November 2001
Role
Nominee Director
Address
1 Mitchell Lane, Bristol, Avon, BS1 6BU
Name
INSTANT COMPANIES LIMITED

REVIEWS


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Excellent according to the company’s financial health.