IAM Financial Services Ltd 07427216 false 2024-12-01 2025-11-30 2025-11-30 The principal activity of the company is Independent Financial advice Digita Accounts Production Advanced 6.30.9574.0 true 07427216 2024-12-01 2025-11-30 07427216 2025-11-30 07427216 core:CurrentFinancialInstruments core:WithinOneYear 2025-11-30 07427216 bus:Micro-entities 2024-12-01 2025-11-30 07427216 bus:AuditExemptWithAccountantsReport 2024-12-01 2025-11-30 07427216 bus:FilletedAccounts 2024-12-01 2025-11-30 07427216 bus:SmallCompaniesRegimeForAccounts 2024-12-01 2025-11-30 07427216 bus:RegisteredOffice 2024-12-01 2025-11-30 07427216 bus:Director1 2024-12-01 2025-11-30 07427216 bus:PrivateLimitedCompanyLtd 2024-12-01 2025-11-30 07427216 countries:EnglandWales 2024-12-01 2025-11-30 07427216 2023-12-01 2024-11-30 07427216 2024-11-30 07427216 core:CurrentFinancialInstruments core:WithinOneYear 2024-11-30 iso4217:GBP xbrli:pure

Registration number: 07427216

IAM Financial Services Ltd

Unaudited Filleted Financial Statements

for the Year Ended 30 November 2025

 

IAM Financial Services Ltd

Contents

Company Information

1

Balance Sheet

2 to 3

Notes to the Unaudited Financial Statements

2

 

IAM Financial Services Ltd

Company Information

Director

Mr G R Pendleton

Registered office

Westgate House
2 Union Road East
Abergavenny
Gwent
NP7 5UW

Accountants

Mr Philip Catherall
Philip Catherall ACA
21 Brunel Way
Honeybourne
Worcestershire
WR11 7GJ

 

IAM Financial Services Ltd

(Registration number: 07427216)
Balance Sheet as at 30 November 2025

2025
£

2024
£

Fixed assets

855,537

869,078

Current assets

304,307

195,723

Creditors: Amounts falling due within one year

(69,059)

(55,467)

Net current assets

235,248

140,256

 

1,090,785

1,009,334

Capital and reserves

1,090,785

1,009,334

1

General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
Westgate House
2 Union Road East
Abergavenny
Gwent
NP7 5UW
Wales

These financial statements were authorised for issue by the director on 17 December 2025.

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime'.

2

Staff numbers

The average number of persons employed by the company (including the director) during the year, was 1 (2024 - 1).

For the financial year ending 30 November 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

 

IAM Financial Services Ltd

(Registration number: 07427216)
Balance Sheet as at 30 November 2025

These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the director has not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the director on 17 December 2025
 

.........................................
Mr G R Pendleton
Director