WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS LTD

Accounts Submitted 6 May 2025

Confirmation Statement Submitted 8 Apr 2025

Net assets £17.05K £9.29K 2023 year on year

Total assets £18.89K £9.45K 2023 year on year

Total Liabilities £1.84K £160.00 2023 year on year

Charges None No charges registered

AI Analysis

Analyze director networks, ownership patterns, and company connections

CompanyTrack AI can make mistakes. Check important info.

Contact & Details

Contact

Update Details

Registered Address

Dettingen House Dettingen Way Bury St Edmunds Suffolk IP33 3TU United Kingdom

Office (Harleston)

2 Church St, Harleston IP20 9BB

Telephone

0113 239 0011

david@wvifa.co.uk

Website

wvifa.co.uk

Credit Report

Discover WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS LTD's Credit Score, limit, and payment likelihood.

Mutual Companies

See All Mutual Companies

Financials

Period 1 Jan → 31 Dec 2023

Type Total Exemption Full

Next accounts 31 December 2024

Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2019–2023)

Cash in Bank

N/A

Net Assets

£17.05k

Decreased by £9.29k (-35%)

Total Liabilities

£1.84k

Decreased by £160.00 (-8%)

Turnover

N/A

Employees

Debt Ratio

10%

Increased by 3 (+43%)

Financial History

Revenue, profit, EBITDA and key financial figures

	2023 Dec Year End	2022 Dec Year End
P&L
Revenue	£142.3M	£128.7M
Gross Profit	£48.2M	£43.1M
Operating Profit	£22.4M	£19.8M
Net Profit	£18.1M	£15.9M
EBITDA	£31.5M	£28.2M
Assets
Cash	£24.7M	£21.3M
Total Assets	£89.4M	£82.1M
Liabilities
Total Liabilities	£45.2M	£41.8M
Key Metrics
Employees	1,247	1,156

Latest Revenue

£142.3M

Latest EBITDA

£31.5M

Cash Position

£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

3 active 3 resigned

Show resigned officers

						Status
Gavin James Wood	Director	British	England	52	22 Mar 2024	Active
Ian White	Director	British	United Kingdom	60	22 Mar 2024	Active
Mark David Hall	Director	British	England	43	22 Mar 2024	Active

Shareholders

Shareholders (0)

No shareholder data available

Persons with Significant Control

Persons with Significant Control (1)

1 Active 3 Ceased

The Beckett Investment Management Group Limited

United Kingdom

Active

Notified 22 Mar 2024

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

Lee Disney

Ceased 22 Mar 2024

Ceased

David Bullard

Ceased 22 Mar 2024

Ceased

Paul Burnham

Ceased 22 Mar 2024

Ceased

See All Controllers

Group Structure

THE BECKETT INVESTMENT MANAGEMENT GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

BIMG LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

FORESIGHT REGIONAL INVESTMENT II GENERAL PARTNER LLP united kingdom voting rights 75 to 100 percent limited liability partnership

FORESIGHT COMPANY 1 LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

FORESIGHT GROUP HOLDINGS (UK) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

FORESIGHT GROUP HOLDINGS LIMITED british channel islands

WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS LTD Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
6 May 2025	Accounts	Annual accounts made up to 2024-12-31	View(1 page)
8 Apr 2025	Confirmation Statement	Confirmation statement made on 2025-02-21 with no updates	View(3 pages)
14 May 2024	Accounts	Annual accounts made up to 2023-12-31	View(5 pages)
2 Apr 2024	Officers	Termination of Lee Disney as director on 2024-04-02	View(1 page)
2 Apr 2024	Officers	Termination of David Bullard as director on 2024-04-02	View(1 page)