DAVID WILLIAMS I F A LIMITED
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Cash
£9.1M
+51.5% highest in 3 filed years
Net assets
£11M
+42.1% highest in 3 filed years
Employees
66
+3.1% highest in 3 filed years
Profit before tax
£4.1M
+26.4% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
3-year trend · vs Industrials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-03-31
| Metric | Trend | 2020-03-31 | 2024-03-31 | 2025-03-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | — | £8,364,747 | £9,804,853 | +17.2% | |
| Operating profit | — | £3,086,023 | £3,703,558 | +20% | |
| Profit before tax | — | £3,243,762 | £4,100,630 | +26.4% | |
| Net profit | — | £2,539,121 | £3,197,666 | +25.9% | |
| Cash | £1,416,034 | £5,989,668 | £9,076,395 | +51.5% | |
| Total assets less current liabilities | £2,557,473 | £8,518,395 | £11,786,722 | +38.4% | |
| Net assets | £1,650,959 | £7,586,656 | £10,784,322 | +42.1% | |
| Equity | £1,650,959 | £7,586,656 | £10,784,322 | +42.1% | |
| Average employees | 49 | 64 | 66 | +3.1% | |
| Wages | — | £3,020,972 | £3,189,356 | +5.6% | |
| Directors' remuneration | — | £184,787 | £184,146 | -0.3% |
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 | 2020-03-31 | 2024-03-31 | 2025-03-31 |
|---|---|---|---|---|
| Operating margin | — | 36.9% | 37.8% | |
| Net margin | — | 30.4% | 32.6% | |
| Return on capital employed | — | 36.2% | 31.4% | |
| Gearing (liabilities / total assets) | — | 17.6% | 13.8% | |
| Current ratio | — | 13.19x | 17.02x |
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.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Sumer Auditco Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In preparing these financial statements, the directors have assessed the ability of the company to continue to operate for the period of at least twelve months from the date of signing the financial statements. Based on the current position the directors have a reasonable expectation that the company has adequate resources to continue in operational existence, along with the financial support of its directors, for a period of at least twelve months from the date of signing these financial statements and accordingly they adopt the going concern basis in preparing these financial statements.”
Group structure
- DAVID WILLIAMS I F A LIMITED · parent
- The Retirement Desk Limited 25%
Significant events
- “As of 26th May 2023 a temporary and precautionary restriction on the Firm's assets has been agreed with the FCA. This is a public notice that can be seen in full on the FCA's register.”
- “After the year end the company paid a dividend of £6,931,097 to it's parent company, David Williams IFA Holdings Limited. This dividend was approved by the FCA.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 13 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BEAL, Joanna Charlotte | Director | 2016-04-01 | Mar 1969 | British |
| BEAL, Nicholas David | Director | 2010-09-01 | Dec 1970 | British |
| COOWAR, Rachel Valerie | Director | 2026-01-01 | Nov 1986 | British |
| FREEMAN, John Daniel | Director | 2026-01-01 | Apr 1984 | British |
| SLACK, Daniel Lewis | Director | 2026-01-01 | Oct 1980 | British |
| SPARROW, David Antony | Director | 2018-04-01 | Oct 1960 | British |
| SPARROW, Mark James | Director | 2026-01-01 | Nov 1986 | British |
| WOMACK, Lucy Jane | Director | 2019-06-01 | May 1966 | British |
| WOMACK, Stephen John Watson | Director | 2016-04-01 | Sep 1969 | British |
Show 13 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BEAL, Nicholas David | Secretary | 2012-12-31 | 2016-08-01 |
| KNIGHT, David John | Secretary | 2003-01-15 | 2012-12-31 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 2003-01-15 | 2003-01-15 |
| COX, Debra | Director | 2017-04-01 | 2019-05-10 |
| COX, Phillip Brian | Director | 2010-09-01 | 2019-05-10 |
| KNIGHT, David John | Director | 2012-03-01 | 2012-12-31 |
| KNIGHT, David John | Director | 2003-01-15 | 2010-10-31 |
| LOWE, Ian James | Director | 2003-01-15 | 2021-05-27 |
| LOWE, Karin | Director | 2016-04-01 | 2021-05-27 |
| SPARROW, David Antony | Director | 2003-01-15 | 2016-04-28 |
| SPARROW, Gillian Elaine | Director | 2018-04-01 | 2023-03-31 |
| SPARROW, Gillian Elaine | Director | 2015-01-01 | 2016-04-28 |
| INSTANT COMPANIES LIMITED | Corporate Nominee Director | 2003-01-15 | 2003-01-15 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Dwifa Holdings 234 Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors, Appoints directors (as firm) | 2026-03-23 | Active |
| David Williams Ifa Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors, Appoints directors (as firm) | 2016-04-28 | Ceased 2026-03-23 |
Filing timeline
Last 20 of 108 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-10 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-04-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-04-10 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-01-02 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-02 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-02 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-02 | AP01 | officers | Appoint person director company with name date | |
| 2025-12-23 | AA | accounts | Accounts with accounts type full | |
| 2025-09-24 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-12-16 | AA | accounts | Accounts with accounts type full | |
| 2024-09-24 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-07-29 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-12-11 | AA | accounts | Accounts with accounts type full | |
| 2023-07-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-04-03 | TM01 | officers | Termination director company with name termination date | |
| 2022-12-19 | AA | accounts | Accounts with accounts type small | |
| 2022-12-07 | CH01 | officers | Change person director company with change date | |
| 2022-12-07 | CH01 | officers | Change person director company with change date | |
| 2022-12-07 | CH01 | officers | Change person director company with change date | |
| 2022-07-21 | PSC05 | persons-with-significant-control | Change to a person with significant control |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 9
- Capital events
- 0
- Officers appointed
- 4
- 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.