Financial AdviserProfile

Idealistic Financial Services Ltd

Public-record profile
Barnwell House, Office No 7, Barnwell Drive, Cambridge, CB5 8UU
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Idealistic Financial Services Ltd is listed as a FCA appointed representative in the CB5 8UU area. Registered at Companies House in 2015. FCA records list HL Partnership Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2015
Type
FCA appointed representative
Company No.
09629339
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

HL Partnership Limited, FRN 303397 (Full)

Companies House

IDEALISTIC FINANCIAL SERVICES LTD is active and was incorporated on 9 June 2015.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: Barnwell House, Office No 7, Barnwell Drive, Cambridge, CB5 8UU, England

Authorisations

FCAactive
Reference: 719658
Type: FCA appointed representative
Company no.: 09629339
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 June 2025
Accounts next due
31 March 2027
Accounts type
Micro Entity
Employees
5
Equity
£96,858
Current assets
£146,412
Net current assets/liabilities
£96,858
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

THOMAS, Binoy
Appointed 9 June 2015
DOB: 5/1972

Persons with significant control

Mr Binoy Thomas
Individual Person With Significant Control, Significant Influence Or Control
DOB: 5/1972

Recent Filings

28 January 2026
AA
accounts with accounts type micro entity
24 June 2025
CS01
confirmation statement with no updates
16 June 2025
CH01
change person director company with change date
16 June 2025
PSC04
change to a person with significant control
16 June 2025
AD01
change registered office address company with date old address new address
30 December 2024
AA
accounts with accounts type micro entity

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Location

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You'll find Idealistic Financial Services Ltd at the location shown on the map in Cambridge.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.