LIAM THOMAS INDEPENDENT FINANCIAL ADVISOR LTD

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Executive Summary

Liam Thomas Independent Financial Advisor Ltd is a growing, owner-managed firm well-positioned within a niche segment of the financial services market, demonstrating solid financial health with increasing net assets and liquidity. Its competitive advantages lie in personalized service and operational agility, while growth can be accelerated through digital expansion and strategic partnerships. To sustain success, the company must address leadership concentration risks, manage regulatory and competitive pressures, and invest in scalable operational capabilities.

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Company Documents

DateDescription
14/05/2514 May 2025 Confirmation statement made on 2025-05-14 with updates

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05/11/245 November 2024 Total exemption full accounts made up to 2024-05-31

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31/05/2431 May 2024 Annual accounts for year ending 31 May 2024

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14/05/2414 May 2024 Confirmation statement made on 2024-05-14 with no updates

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22/11/2322 November 2023 Total exemption full accounts made up to 2023-05-31

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12/07/2312 July 2023 Confirmation statement made on 2023-05-17 with no updates

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31/05/2331 May 2023 Annual accounts for year ending 31 May 2023

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18/05/2218 May 2022 Incorporation

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