CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
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Cash
£40m
-2.5% vs 2024
Net assets
£44m
-0.1% vs 2024
Employees
518
+1.2% highest in 3 filed years
Profit before tax
£28m
+10.9% highest in 3 filed years
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £90,943,000 | £103,817,000 | £114,852,000 | +10.6% | |
| Operating profit | £19,774,000 | £23,813,000 | £26,408,000 | +10.9% | |
| Profit before tax | £20,324,000 | £24,991,000 | £27,706,000 | +10.9% | |
| Net profit | £15,651,000 | £18,681,000 | £20,967,000 | +12.2% | |
| Cash | £31,395,000 | £40,861,000 | £39,833,000 | -2.5% | |
| Total assets less current liabilities | £68,122,000 | £54,908,000 | £53,544,000 | -2.5% | |
| Net assets | £57,134,000 | £43,815,000 | £43,782,000 | -0.1% | |
| Equity | £57,134,000 | £43,815,000 | £43,782,000 | -0.1% | |
| Average employees | 492 | 512 | 518 | +1.2% | |
| Wages | £38,423,000 | £43,177,000 | £48,926,000 | +13.3% | |
| Directors' remuneration | £1,178,000 | £1,534,000 | £1,521,000 | -0.8% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | 21.7% | 22.9% | 23.0% | |
| Net margin | 17.2% | 18.0% | 18.3% | |
| Return on capital employed | 29.0% | 43.4% | 49.3% | |
| Gearing (liabilities / total assets) | — | 57.2% | 58.8% | |
| Current ratio | 2.60x | 1.25x | 1.17x | |
| Interest cover | 43.75x | 57.24x | 61.27x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 6 times since incorporation
- CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED 2013-05-09 → present
- AWD CHASE DE VERE LIMITED 2010-07-02 → 2013-05-09
- AWD CHASE DE VERE WEALTH MANAGEMENT LIMITED 2006-07-03 → 2010-07-02
- AWD WEALTH MANAGEMENT LIMITED 2004-09-28 → 2006-07-03
- THOMSON'S WEALTH MANAGEMENT LIMITED 2001-12-19 → 2004-09-28
- THOMSON'S FINANCIAL PLANNING CONSULTANTS LIMITED 1987-09-22 → 2001-12-19
- RIVERWING LIMITED 1987-01-19 → 1987-09-22
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“As set out in the Basis of preparation section (note 2.1) of the notes forming part of the financial statements, the Directors are satisfied that the Company has adequate resources to continue in business for the foreseeable future. Consequently, the going concern basis is considered appropriate in preparing the financial statements.”
Significant events
- “On 1 September 2025, the Company acquired the business of UnaVida Wealth Management Ltd.”
- “The Company upgraded and relocated its Exeter office in 2025, and renovated and improved its Cambridge office, and in 2026 will be relocating its Glasgow office to one of the most modern and prestigious office buildings in the city.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 36 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| MCKIE, Iain James | Secretary | 2018-04-06 | — | — |
| CHAPMAN, Gavin Paul | Director | 2009-10-28 | Sep 1968 | British |
| GALLAGHER, Kathleen | Director | 2022-05-03 | Apr 1978 | British |
| KAVANAGH, Stephen | Director | 2006-04-03 | Jan 1962 | British |
| MCKIE, Iain James | Director | 2023-08-08 | Dec 1970 | British |
Show 36 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GEIER, Thorsten | Secretary | 2007-05-21 | 2009-02-13 |
| MORRISSY, Clare Elizabeth | Secretary | 2006-04-03 | 2007-05-21 |
| ORGAN, Robert Charles William | Secretary | 2009-09-23 | 2010-03-26 |
| RUSSELL, Peter James | Secretary | 2010-03-26 | 2018-04-06 |
| RUSSELL, Peter | Secretary | 2009-02-13 | 2009-09-23 |
| THOMASON, Richard Stephen Jeremy | Secretary | — | 2006-04-30 |
| BALDWIN, David Keith | Director | 2000-10-01 | 2003-09-05 |
| BEST, Robert Trevor | Director | 2006-04-03 | 2006-12-31 |
| BLANCKLEY, Simon Mark | Director | 2000-10-01 | 2005-01-02 |
| BROADHEAD, Mark William | Director | 2007-06-04 | 2009-11-30 |
| COLLOM, Robert Craig | Director | 2000-10-01 | 2006-04-30 |
| DALTON, John Charles Tyndall | Director | — | 1997-03-27 |
| DRAYSON, David Michael | Director | — | 1997-03-27 |
| DYSON, John William | Director | — | 1997-03-27 |
| FLEET, Mark Russell | Director | 2007-02-28 | 2007-11-30 |
| FOGARTY, Michael John Owen | Director | — | 1997-03-27 |
| FRANCIS, Ian Richard | Director | 2006-05-05 | 2007-03-31 |
| GARDNER, Douglas | Director | 1997-03-27 | 2005-08-05 |
| GEIER, Thorsten | Director | 2007-05-21 | 2009-02-13 |
| HOLME, Thomas Gordon Anthony | Director | 1997-03-27 | 2004-12-16 |
| HOOPER, Graham | Director | 2006-05-12 | 2006-12-31 |
| ISARD, Christopher David Venning | Director | 1997-03-27 | 2003-06-19 |
| JOHNS, Michael Antony | Director | 2000-10-01 | 2006-03-31 |
| KAVANAGH, Stephen | Director | 2000-10-01 | 2005-06-30 |
| KIRSCH, Michael Terence | Director | 2007-03-01 | 2009-03-20 |
| LAVERICK, Martyn Nicholas | Director | 2008-03-01 | 2010-09-28 |
| MORRISSY, Clare Elizabeth | Director | 2006-04-03 | 2007-05-21 |
| MOSS, Peter William Kenneth | Director | — | 1996-12-09 |
| OPPELT, Dietram Willibald | Director | 2007-02-28 | 2007-05-24 |
| ORGAN, Robert Charles William | Director | 2007-09-01 | 2010-09-28 |
| PHILLIPS, Shaun Stuart | Director | 2000-10-01 | 2005-01-02 |
| POWELL, Jack Vernon | Director | — | 1991-07-31 |
| RICHARDS, Douglas John | Director | 2006-04-03 | 2007-08-30 |
| STABLES, Eric Stephen | Director | 1997-03-27 | 2005-12-01 |
| THOMASON, Richard Stephen Jeremy | Director | 1997-03-27 | 2006-04-30 |
| WAUGH, Simon John | Director | 2005-09-01 | 2009-12-11 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Nils Frowein | Individual | Appoints directors | 2016-04-06 | Ceased 2016-04-06 |
| Chase De Vere Ifa Group Plc | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 220 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-07-02 | AA | accounts | Accounts with accounts type full | |
| 2026-05-09 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-07 | AA | accounts | Accounts with accounts type full | |
| 2025-05-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-01 | AA | accounts | Accounts with accounts type full | |
| 2024-05-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-09-23 | AA | accounts | Accounts with accounts type full | |
| 2023-08-21 | AP01 | officers | Appoint person director company with name date | |
| 2023-05-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-08-15 | AA | accounts | Accounts with accounts type full | |
| 2022-05-31 | CH01 | officers | Change person director company with change date | |
| 2022-05-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-05-06 | AP01 | officers | Appoint person director company with name date | |
| 2021-07-07 | AA | accounts | Accounts with accounts type full | |
| 2021-05-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2020-12-22 | AA | accounts | Accounts with accounts type full | |
| 2020-05-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2019-06-06 | AA | accounts | Accounts with accounts type full | |
| 2019-05-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2018-06-29 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.