PICTON-JONES IFA LTD
Company number 13148211 · Monitor this company
Executive summary
Picton-Jones IFA Ltd occupies a focused niche within the UK financial management sector, leveraging personalized advisory expertise and maintaining a solid financial base despite its micro-entity scale. To capitalize on growth, the company should diversify services, expand its client footprint, and integrate technology while mitigating risks tied to scale constraints and market competition. Strategic investments in talent and partnerships will be pivotal to transitioning from a sole-adviser model to a scalable, competitive player.
Shareholders' funds
£133,157
Balance sheet as at 2025-01-31
What it does
The principal activity of the company is financial management
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2021-01-20
- Employees
- 1 (2025 accounts)
- Registered office
- 41 Llanerch Goed, Llantwit Fardre, Pontypridd, United Kingdom, CF38 2TB
- Postcode
- CF38 2TB
- Capital
- 1 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-01-31
- Next due by
- 2026-10-31
- Financial year end
- 31 January
Confirmation statement
- Last statement dated
- 2026-01-24
- Next due by
- 2027-02-07
Nature of business (SIC)
- 70221 Financial management
Officers 1 current
Among its peers
Top 10%
by shareholders' funds, of 110 similar companies in CF
Trading since 2021.
No.11 of the largest financial management companies in Cardiff →
Competitors Cardiff
This company ranks 11 among financial management in Cardiff.