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Life insurance · Bournemouth, Dorset

Insurance and Financial Services

Insurance and Financial Services Limited

Staff up 50%ActiveLatest figures: 2025Abridged accountsCompany only21 years on the register

Private limited company registered in Bournemouth, classed under “Life insurance” and 2 other activities.

Headline figures

FY to Oct 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£202120222023*20242025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
Fixed assets
Current assets
Creditors due within a year
Net current assets
Creditors due after a year
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

6 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-28

  1. Accounts
    Micro company accounts made up to 31 October 2025
  2. Accounts
    Micro company accounts made up to 31 October 2024
  3. Accounts
    Amended total exemption full accounts made up to 31 October 2023
  4. Accounts
    Micro company accounts made up to 31 October 2023
  5. Directors
    Appointment of Chloe Coleman as a secretary on 8 March 2024
  6. Directors
    Termination of appointment of Chloe Coleman as a director on 8 March 2024
  7. Accounts
    Micro company accounts made up to 31 October 2022
  8. Directors
    Director's details changed for Mrs Chloe Parmiter on 1 May 2022
  9. Ownership
    Change of details for Mrs Chloe Parmiter as a person with significant control on 1 May 2022
  10. Accounts
    Micro company accounts made up to 31 October 2021
  11. Directors
    Director's details changed for Mrs Chloe Parmiter on 25 July 2021 (and 1 more like it since 12 August 2021)
  12. Ownership
    Change of details for Mrs Chloe Parmiter as a person with significant control on 25 July 2021 (and 1 more like it since 12 August 2021)
  13. 25 earlier
    1. Directors
      Director's details changed for Mr Jason Peter Coleman on 25 July 2021
    2. Ownership
      Change of details for Mr Jason Peter Coleman as a person with significant control on 25 July 2021
    3. Accounts
      Micro company accounts made up to 31 October 2020
    4. Accounts
      Amended micro company accounts made up to 31 October 2019
    5. Accounts
      Micro company accounts made up to 31 October 2019
    6. Ownership
      Notification of Chloe Parmiter as a person with significant control on 1 February 2020
    7. Ownership
      Change of details for Mr Jason Peter Coleman as a person with significant control on 1 February 2020
    8. Accounts
      Amended micro company accounts made up to 31 October 2018
    9. Directors
      Appointment of Chloe Parmiter as a director on 20 November 2019
    10. Accounts
      Total exemption full accounts made up to 31 October 2018
    11. Accounts
      Total exemption full accounts made up to 31 October 2017
    12. Ownership
      Change of details for Mr Jason Peter Coleman as a person with significant control on 1 October 2017 (and 1 more like it since 19 June 2018)
    13. Address
      Registered office address changed from C/O Insurance and Financial Services Ltd T/a Ifs Wealth Consultancy 15 Griffin Close Waters Edge Wimborne Dorset BH21 2FE England to Ebene…
    14. Accounts
      Total exemption small company accounts made up to 31 October 2016
    15. Accounts
      Total exemption small company accounts made up to 31 October 2015
    16. Address
      Registered office address changed from C/O Insurance and Financial Services Ltd T/a Ifs Wealth Management 15 Griffin Close Waters Edge Wimborne Dorset BH21 2FE to C/O Insurance …
    17. Accounts
      Total exemption small company accounts made up to 31 October 2014
    18. Directors
      Director's details changed for Mr Jason Peter Coleman on 4 March 2015
    19. Address
      Registered office address changed from Estancia, Burley Street Burley Ringwood Hampshire BH24 4DD to C/O Insurance and Financial Services Ltd T/a Ifs Wealth Management 15 Griffi…
    20. Accounts
      Total exemption small company accounts made up to 31 October 2013
    21. Accounts
      Total exemption small company accounts made up to 31 October 2012
    22. Accounts
      Total exemption full accounts made up to 31 October 2011
    23. Accounts
      Total exemption full accounts made up to 31 October 2010
    24. Accounts
      Total exemption full accounts made up to 31 October 2009
    25. Directors
      Termination of appointment of Josephine Coleman as a secretary

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Insurance and Financial Services do?

Private limited company registered in Bournemouth, classed under “Life insurance” and 2 other activities.

›How much turnover does Insurance and Financial Services make?

Answered in the full report

›Is Insurance and Financial Services profitable?

Insurance and Financial Services's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Insurance and Financial Services?

Answered in the full report

›Who runs and owns Insurance and Financial Services?

Its directors are Chloe Coleman, Jason Peter Coleman. Its owners are shown to subscribers.

›Where is Insurance and Financial Services based?

Its registered office is Ebenezer House, 5a Poole Road, Bournemouth, Dorset, BH2 5QJ, in Bournemouth, Dorset.

›When was Insurance and Financial Services founded?

Insurance and Financial Services Limited was incorporated on 21 April 2005.

›Is Insurance and Financial Services still trading?

The register lists Insurance and Financial Services Limited as active.

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