Check the

XL INDEPENDENT FINANCIAL ADVISERS LIMITED

Company
XL INDEPENDENT FINANCIAL ADVISERS LIMITED (04743263)

XL INDEPENDENT FINANCIAL ADVISERS

Phone: 01449 723 526
A⁺ rating

ABOUT XL INDEPENDENT FINANCIAL ADVISERS LIMITED

XL Independent Financial Advisers is a highly respected financial services company. Established for over 15 years, we are experienced at providing professional independent advice and financial planning solutions to individuals and corporate clients.

Based in the thriving market town of Needham Market, Suffolk, we are a local firm with roots firmly planted in our community. Our good name and reputation are important to us because we grow through referrals and recommendations.

Behind the scenes, our office team is run by Lynn Tomaney, office manager, with the support of a highly experienced client services team of four providing research, technical expertise and paraplanning. They support our team of five qualified advisers all of whom hold current statements of professional standing, confirming that they have met and maintain the required level of knowledge in all product areas, taxation and current legislation.

XL Independent Financial Advisers Ltd

We hope to offer you peace of mind from the worries of unexpected costs, reacting to market ups and downs and tax planning by providing a personal, professional service. We place our experience, expertise and good name at your disposal to help you plan for your financial future.

Your interests are at the heart of everything we do. We accompany you every step of the way on your journey towards greater financial security. We listen to your needs and to your own attitude towards investment so that we can help you create and execute a strategy tailored to meet your objectives within your preferred levels of risk.

Our philosophy

We take a proactive approach to improving our practices, moving away from commission based rewards for advisers so that their only incentive is to give you the right advice, at the right time, for your investment needs. All of our independent financial advisers are accredited by the UK’s Financial Services Regulator, guaranteeing our adherence to the Financial Conduct Authority code of ethics (our FCA number is 415232).

Our professional, independent, financial advice is a value-based service that gives you access to highly qualified, industry accredited advisers who are familiar with a wide range of financial products to protect your money and your family. All of our advisers keep themselves fully up to date with the financial product markets in order to identify the most suitable products or service providers to meet your needs.

XL IFA has been a part of the scene in the thriving market town of Needham Market, Suffolk, for more than 15 years. We are a highly regarded financial services company with a local name that people trust. Directors Stephen Bloomfield and Andrew Bullingham, between them, have more than 50 years’ experience working in the financial industry and both are well-established and respected figures in their field.

The comprehensive information given by my adviser in such a pleasant and relaxed manner made it easier to make the final decisions. Receiving such detailed paperwork after each meeting was also especially helpful.

KEY FINANCES

Year
2017
Assets
£139.53k ▲ £32.03k (29.80 %)
Cash
£118.21k ▲ £39k (49.24 %)
Liabilities
£78.11k ▲ £13.12k (20.20 %)
Net Worth
£61.42k ▲ £18.91k (44.47 %)

REGISTRATION INFO

Company name
XL INDEPENDENT FINANCIAL ADVISERS LIMITED
Company number
04743263
Status
Active
Categroy
Private Limited Company
Date of Incorporation
24 Apr 2003
Age - 21 years
Home Country
United Kingdom

CONTACTS

Website
xlifa.co.uk
Phones
01449 723 526
Registered Address
NORFOLK HOUSE WILLIAMSPORT WAY,
NEEDHAM MARKET,
IPSWICH,
SUFFOLK,
IP6 8NZ

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

07 Jul 2016
Total exemption small company accounts made up to 31 March 2016
26 Apr 2016
Annual return made up to 24 April 2016 with full list of shareholders Statement of capital on 2016-04-26 GBP 10,004
11 Sep 2015
Total exemption small company accounts made up to 31 March 2015

See Also


Last update 2018

XL INDEPENDENT FINANCIAL ADVISERS LIMITED DIRECTORS

Stephen Bloomfield

  Acting
Appointed
29 October 2012
Role
Secretary
Address
Norfolk House, Williamsport Way, Needham Market, Ipswich, Suffolk, IP6 8NZ
Name
BLOOMFIELD, Stephen

Stephen Charles Bloomfield

  Acting
Appointed
24 April 2003
Occupation
Financial Adviser
Role
Director
Age
64
Nationality
British
Address
10 Sewell Wontner Close, Kesgrave, Ipswich, Suffolk, England, IP5 2GB
Country Of Residence
England
Name
BLOOMFIELD, Stephen Charles

Andrew Mark Bullingham

  Acting
Appointed
24 April 2003
Occupation
Financial Adviser
Role
Director
Age
56
Nationality
British
Address
21 College Road, Framlingham, Woodbridge, Suffolk, IP13 9EJ
Country Of Residence
England
Name
BULLINGHAM, Andrew Mark

David William Lawson

  Resigned
Appointed
24 April 2003
Resigned
28 October 2012
Role
Secretary
Address
61 Main Road, Shortwood, Mangotsfield, Bristol, Avon, England, BS16 9NQ
Name
LAWSON, David William

Martin John Cornell

  Resigned
Appointed
21 February 2005
Resigned
26 August 2008
Occupation
Financial Advice
Role
Director
Age
56
Nationality
British
Address
5 Willow Close, Claydon, Ipswich, Suffolk, IP6 0DW
Country Of Residence
United Kingdom
Name
CORNELL, Martin John

David William Lawson

  Resigned
Appointed
24 April 2003
Resigned
28 October 2012
Occupation
Financial Adviser
Role
Director
Age
64
Nationality
British
Address
61 Main Road, Shortwood, Mangotsfield, Bristol, Avon, England, BS16 9NQ
Country Of Residence
England
Name
LAWSON, David William

Steven John Wicks

  Resigned
Appointed
24 April 2003
Resigned
28 August 2009
Occupation
Financial Adviser
Role
Director
Age
73
Nationality
British
Address
41 Edgware Road, Clacton On Sea, Essex, CO16 7HH
Name
WICKS, Steven John

REVIEWS


Check The Company
Excellent according to the company’s financial health.