DAVID WILLIAMS I F A LIMITED

Company number 04638076 ·

Active

Free AI analysis

Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.

Get the analysis

Shareholders' funds

£10,784,322

Balance sheet as at 2025-03-31

View full accounts →

What it does

The principal activity of the company is holistic financial planning and wealth management. David Williams IFA Limited is an accredited Chartered Financial Planner firm.

The company's own description, from its latest filed accounts.

Overview

Company type
Private Limited Company
Incorporated
2003-01-15
Employees
66 (2025 accounts · was 64 in 2024)
Registered office
5 Waterside Way, Northampton, England, NN4 7XD
Postcode
NN4 7XD
Capital
100,000 GBP
Accounts category
Full

Accounts

Last made up to
2025-03-31
Next due by
2026-12-31
Financial year end
31 March

Confirmation statement

Last statement dated
2026-04-10
Next due by
2027-04-24
View filing history →

Nature of business (SIC)

  • 70221 Financial management

Officers 10 current · 11 resigned

Appointed 2026-01-01
Appointed 2026-01-01
Appointed 2026-01-01
Appointed 2019-06-01
Appointed 2018-04-01

View all officers and resignations →

Group structure

Controlled by DWIFA HOLDINGS (2019) LTD — since 2016-04-28

From persons-with-significant-control filings on the public register.

Previous registered addresses 2

AddressChanged on
REDLANDS CLIFTONVILLE, NORTHAMPTON, NORTHAMPTONSHIRE, NN1 5BE, UNITED KINGDOM2019-12-18
REDLANDS, CLIFTONVILLE, NORTHAMPTON, NORTHAMPTONSHIRE, NN1 5BE2017-03-01

Among its peers

Top 1%

by shareholders' funds, of 103 similar companies in NN

The largest employer among its local peers (66 staff).

Among the oldest 25% of its local peers, trading since 2003.

No.1 of the largest financial management companies in Northampton →

43 companies are registered at this postcode →

Competitors Northampton

This company ranks 1 among financial management in Northampton.

Full league table →

The class of 2003

42%

of the 266 companies in this sector incorporated in 2003 are still active today; 54% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →