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
-
Check the company
-
UK
-
South Lakeland
- Company name
- INDEPENDENT INVESTMENT ASSOCIATES LIMITED
- Company number
- 04328527
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
26 Nov 2001
Age - 23 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
Last update 2018
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
- 49
- 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
- 55
- 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
- 54
- 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
- 68
- 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
Check The Company
Excellent according to the company’s financial health.
