CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-05-11 (in 1y)
Last made up 2026-04-27
Watchouts
None on the register
Cash
£41M
+30.2% vs 2023
Net assets
£44M
-23.3% vs 2023
Employees
512
+4.1% vs 2023
Profit before tax
£25M
+23% vs 2023
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £90,943,000 | £103,817,000 | |
| Operating profit | £19,774,000 | £23,813,000 | |
| Profit before tax | £20,324,000 | £24,991,000 | |
| Net profit | £15,651,000 | £18,681,000 | |
| Cash | £31,395,000 | £40,861,000 | |
| Total assets less current liabilities | £68,122,000 | £54,908,000 | |
| Net assets | £57,134,000 | £43,815,000 | |
| Equity | £57,134,000 | £43,815,000 | |
| Average employees | 492 | 512 | |
| Wages | £38,423,000 | £43,177,000 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 21.7% | 22.9% | |
| Net margin | 17.2% | 18.0% | |
| Return on capital employed | 29.0% | 43.4% | |
| Current ratio | 2.60x | 1.20x | |
| Interest cover | 43.75x | 57.24x |
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 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“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.”
Group structure
- CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED · parent
- Medical Money Management
- Principal & Prosper Limited
- Mackay Hall Wealth Ltd
- GRC Financial Management Limited
- Lloyd & Whyte (Financial Services) Limited
- Cameron Chase
Significant events
- “On 26 April 2024, the Company acquired the business of Lloyd & Whyte (Financial Services) Limited.”
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 219 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 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 | |
| 2018-05-31 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2018-05-04 | AP03 | officers | Appoint person secretary company with name date |
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.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+14.2%
£90,943,000 £103,817,000
-
Cash
+30.2%
£31,395,000 £40,861,000
-
Net assets
-23.3%
£57,134,000 £43,815,000
-
Employees
+4.1%
492 512
-
Operating profit
+20.4%
£19,774,000 £23,813,000
-
Profit before tax
+23%
£20,324,000 £24,991,000
-
Wages
+12.4%
£38,423,000 £43,177,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers