David Williams I F A Limited
Active04638076Professional servicesIncorporated 15 Jan 2003 · Northampton
The principal activity of the company is holistic financial planning and wealth management. David Williams IFA Limited is an accredited Chartered Financial Planner firm.
Revenue
£9.8m
▲ +17.2% vs prior ~12m period
Profit after tax
£3.2m
Margin 41.8%
Employees
66
▲ +3.1% vs prior ~12m period
Net assets
£10.8m
Total assets £12.5m
Financial history
Revenue by accounting period
5 periods available · ▲ growth ▼ decline
Mar 2021Not available
Mar 2022
£9.4m
Mar 2023
£8.8m▼ -7.0%
Mar 2024
£8.4m▼ -4.6%
Mar 2025
£9.8m▲ +17.2%
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Mar 2025 | £9.8m | ▲ +17.2% | £4.1m | 66 | £10.8m |
| 31 Mar 2024 | £8.4m | ▼ -4.6% | £3.2m | 64 | £7.6m |
| 31 Mar 2023 | £8.8m | ▼ -7.0% | £3.5m | 64 | £5.0m |
| 31 Mar 2022 | £9.4m | — | £4.8m | 59 | £3.9m |
| 31 Mar 2021 | — | — | — | — | £2.7m |
Latest available figures
Period ending 31 Mar 2025. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £9.8m
- Gross profit
- £9.8m
- Operating profit
- Not available
- Profit before tax
- £4.1m
- Profit after tax
- £3.2m
Balance sheet
- Total assets
- £12.5m
- Cash
- £9.1m
- Total liabilities
- £1.7m
- Net assets
- £10.8m
- Revenue per employee
- £149k
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