Annual accounts
Micro Entity accounts
31/01/2027Filing deadline
Made up to 30/06/2025Due 31/01/2027
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/06/2025
SOUTH & WEST YORKSHIRE IFA LIMITED
Active- 09692729Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 5 Church Drive, Hoylandswaine, Sheffield S36 7LZ
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 31/07/2026View PDF (4 pages)
Confirmation statement made on 2026-07-19 with updates
- 26/01/2026View PDF (2 pages)
Appointment of Miss Leah Victoria Neale as a director on 2026-01-26
- 26/01/2026View PDF (2 pages)
Appointment of Miss Terri-Anne Rose Neale as a director on 2026-01-26
- 08/09/2025View PDF (5 pages)
Micro company accounts made up to 2025-06-30
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 19/07/2026
- Last statement dated
- 30/06/2025
Financial performance
The latest figures SOUTH & WEST YORKSHIRE IFA LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£72.22K2026
-28.89%vs 20252025: £101.55K
Total Assets
£82.78K2026
-29.96%vs 20252025: £118.20K
Total Liabilities
£10.57K2026
-36.52%vs 20252025: £16.65K
Employees
42026
+2vs 20252025: 2
Of the 3 measures with an earlier filing to compare against, 3 fell. Total assets moved furthest, down 29.96% on 2025. See the full financial analysis for SOUTH & WEST YORKSHIRE IFA LIMITED.
The full financial record
Four ways through SOUTH & WEST YORKSHIRE IFA LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -6.8% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2022–2026.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 4 | +2 |
| 2025 | 2 | 0 |
| 2024 | 2 | -1 |
| 2023 | 3 | 0 |
| 2022 | 3 | – |
Reported employee count increased from 3 in 2022 to 4 in 2026. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 20/07/2015–Present | 0 | |
| Director | 01/03/2019–Present | 2 | |
| Director | 20/07/2015–26/09/2018 | 2 | |
| Director | 26/01/2026–Present | 0 | |
| Director | 26/01/2026–Present | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 10 Since 31/07/2023
- Last 12 months
- 3 Same as the year before (3)
- Most recent filing
- 31/07/2026 1 month ago
What changed in the last year
- Confirmation statementLatest 31/07/2026
- Officer changes (2)Latest 26/01/2026
Filing timeline
- 31/07/2026View PDF (4 pages)
Confirmation statement made on 2026-07-19 with updates
- 26/01/2026View PDF (2 pages)
Appointment of Miss Leah Victoria Neale as a director on 2026-01-26
- 26/01/2026View PDF (2 pages)
Appointment of Miss Terri-Anne Rose Neale as a director on 2026-01-26
- 08/09/2025View PDF (5 pages)
Micro company accounts made up to 2025-06-30
- 14/08/2025View PDF (1 pages)
Current accounting period shortened from 2026-06-30 to 2026-04-30
- 30/07/2025View PDF (3 pages)
Confirmation statement made on 2025-07-19 with no updates
- 22/08/2024View PDF (5 pages)
Micro company accounts made up to 2024-06-30
- 30/07/2024View PDF (3 pages)
Confirmation statement made on 2024-07-19 with no updates
- 09/08/2023View PDF (5 pages)
Micro company accounts made up to 2023-06-30
- 31/07/2023View PDF (4 pages)
Confirmation statement made on 2023-07-19 with updates
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to SOUTH & WEST YORKSHIRE IFA LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About SOUTH & WEST YORKSHIRE IFA LIMITED
A short description of the company, written from its Companies House record.
SOUTH & WEST YORKSHIRE IFA LIMITED is a private limited company registered in the United Kingdom, based in 5 Church Drive, Hoylandswaine, Sheffield S36 7LZ. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 11 years 2 months.
The register currently records it as active. Its 2026 accounts report net assets of £72.22K and 4 employees.
SOUTH & WEST YORKSHIRE IFA LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SOUTH & WEST YORKSHIRE IFA LIMITED do?
Companies House records SOUTH & WEST YORKSHIRE IFA LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is SOUTH & WEST YORKSHIRE IFA LIMITED still active?
SOUTH & WEST YORKSHIRE IFA LIMITED is recorded as active on the Companies House register, and has been on it since 20/07/2015.
What are SOUTH & WEST YORKSHIRE IFA LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £72.22K, total assets of £82.78K and total liabilities of £10.57K.
When did SOUTH & WEST YORKSHIRE IFA LIMITED last file with Companies House?
The most recent document on the record is dated 31/07/2026: Confirmation statement made on 2026-07-19 with updates, 1 month ago.
When are SOUTH & WEST YORKSHIRE IFA LIMITED's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs SOUTH & WEST YORKSHIRE IFA LIMITED?
Companies House lists 5 officers (4 currently in post) and 2 people with significant control.