Cash

£88K

+3.3% vs 2023

Net assets

Equity attributable

Employees

0

-100% vs 2023

Profit before tax

£10K

-89.4% vs 2023

Profile

Company number
05973527
Status
Active
Incorporation
2006-10-20
Last accounts made up
2024-10-31
Account category
FULL
Primary SIC
64999
Hubs
UK Fintech

Profit before tax

3-year trend · vs UK Fintech median

£0£50k£100k202220232024
MULBERRY INDEPENDENT FINANCIAL ADVISERS LIMITED

Accounts

3-year trend · latest 2024-10-31

Metric Trend 2022-10-312023-10-312024-10-31
Turnover
Operating profit
Profit before tax £89,918£9,540
Net profit
Cash £85,453£88,252
Total assets less current liabilities
Net assets
Equity £561,664£653,582£663,122
Average employees 15,1450
Wages

Values shown as filed in iXBRL accounts. indicates the figure was not present in the extracted filing (either not filed under that concept or absent from the period). About these numbers

Audit & accounting basis

From AI-extracted PDF accounts

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)
Auditor
Saffery LLP
Audit opinion
Unqualified (clean)
Going concern
Material uncertainty disclosed

“Following the transfer of the trade and client banks of the company to other group entities as part of the wider group acquisition integration strategy, the directors intend to liquidate the company in the next twelve months. The company will continue to receive support from its parent undertakings to ensure an orderly wind down. As required by UK GAAP, the directors have prepared the financial statements of the company on the basis that it is no longer a going concern. No material adjustments arose as a result of ceasing to apply the going concern basis.”

Significant events

Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers

People

3 active · 6 resigned

Name Role Appointed Born Nationality
HUDSON, Alan Director 2019-09-12 Jul 1958 British
LARVIN, Alexis Director 2019-09-12 Jul 1982 British
ROBINSON, Hayden David Director 2023-06-15 Jun 1970 British
Show 6 resigned officers
Name Role Appointed Resigned
ALLEN, Matthew Sean Secretary 2006-10-20 2019-09-12
ALLEN, Matthew Sean Director 2006-10-20 2019-09-12
ALLEN, Simon John Director 2006-10-20 2019-09-12
MARTIN, David Frederick Director 2006-10-20 2010-09-17
PEARSON, Sarah Kemp Director 2017-03-31 2019-09-12
WRIGHT, Paul Keith Director 2019-09-12 2023-06-30

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Afh Group Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors, right-to-appoint-and-remove-directors-as-trust, right-to-appoint-and-remove-directors-as-firm 2019-09-12 Active
Mr Simon John Allen Individual Shares 25–50% 2016-06-30 Ceased 2019-09-12
Mr Matthew Sean Allen Individual Shares 25–50% 2016-06-30 Ceased 2019-09-12
Mr Matthew Sean Allen Individual Shares 25–50%, Voting 25–50% 2016-04-06 Ceased 2016-04-06

Filing timeline

Last 20 of 70 total filings

Date Type Category Description
2026-01-14 CH01 officers change person director company with change date
2025-08-04 CS01 confirmation-statement confirmation statement with no updates
2025-07-31 AA accounts accounts with accounts type full
2024-07-24 CS01 confirmation-statement confirmation statement with no updates
2024-02-20 AA accounts accounts with accounts type full
2023-11-09 CS01 confirmation-statement confirmation statement with no updates
2023-07-04 TM01 officers termination director company with name termination date
2023-06-15 AP01 officers appoint person director company with name date
2023-02-13 AA accounts accounts with accounts type full
2022-11-04 CS01 confirmation-statement confirmation statement with no updates
2022-04-07 AA accounts accounts with accounts type full
2021-11-02 CS01 confirmation-statement confirmation statement with no updates
2021-03-09 AA accounts accounts with accounts type full
2020-11-02 CS01 confirmation-statement confirmation statement with updates
2020-02-19 AA01 accounts change account reference date company current extended
2020-02-18 AA01 accounts change account reference date company current extended
2020-01-30 AA accounts accounts with accounts type unaudited abridged
2019-11-04 CS01 confirmation-statement confirmation statement with updates
2019-09-20 AA01 accounts change account reference date company previous shortened
2019-09-13 AP01 officers appoint person director company with name date

Credit score

Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage

Credit score requires total assets, working capital, retained earnings proxy, book equity — not present in the latest extracted accounts.

Activity Score

Filings velocity, capital events, officer churn, accounts trajectory

Activity Score not yet computed for this company.

Official Companies House page