Website & contact details
- Website
Courtiers Investment Services Limited
- Incorporated
- 11 September 1978 (48 years)
- Industry
- Fund management activities (66300)
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- 18 Hart StreetHenley-On-ThamesRG9 2AU
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 3 July 2027
- Last conf. stmt
- 19 June 2026
Charges
- Total
- 5
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 5
Officers 6 active
Officer details are public data from the Companies House register.
British
Born September 1980 (46)
Director · Appointed 21 January 2026
British
Born March 1962 (64)
Director · Appointed 26 July 2019
British
Born May 1992 (34)
Director · Appointed 21 November 1997
British
Born February 1966 (60)
Secretary
British
Director
British
Born May 1957 (69)
Officer history (4 former)
25 June 2026
21 January 2026
19 November 2025
26 July 2019
26 July 2019
2 April 2004
27 November 1998
21 November 1997
21 November 1997
12 September 1991
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 10408446
Former controllers (2)
28 November 2016
28 November 2016
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Brunswick Investment Management Limited Owns 75–100% of shares
Courtiers Investment Services Limited This company Owns 75–100% of shares
Paragon Financial Planning Ltd Owns 75–100% of shares
SDB Strategic Planners Limited Owns 75–100% of shares
Snowdon Financial Limited Owns 75–100% of shares
The Davidson Group Limited Owns 75–100% of shares
Davidsons Independent Financial Advisers Limited Owns 75–100% of shares
Davidsons Portfolio Management Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £2,155,689
- Cash
- £1,721,939
- Turnover
- £7,205,762
- Profit Before Tax
- (£5,616,226)
- Employees
- 26
- Debt Ratio
- 88%
- Current Ratio
- 4.9x
- Profit Margin
- -78%
- Return on Equity
- -204%
Trend
Turnover
Balance sheet detail
| 2025 | 2021 | |
|---|---|---|
| Fixed Assets | £2,251 | £68,634 |
| Current Assets | £17,910,555 | £5,389,731 |
| Cash | £1,721,939 | £605,179 |
| Creditors (< 1 year) | £3,632,091 | £968,516 |
| Net Current Assets | £14,278,464 | £4,421,215 |
| Net Assets | £2,155,689 | £3,925,250 |
| Shareholder Funds | £2,155,689 | £3,925,250 |
| Turnover | £7,205,762 | £5,610,377 |
| Cost of Sales | £204,583 | £710,364 |
| Gross Profit | £7,001,179 | £4,900,013 |
| Admin Expenses | £3,662,405 | £3,634,079 |
| Staff Costs | £2,143,320 | £1,530,636 |
| Operating Profit | (£4,468,825) | £1,265,934 |
| Profit Before Tax | (£5,616,226) | £1,267,208 |
| Tax | (£1,212,019) | £243,326 |
| Profit for Period | (£4,404,207) | £1,023,882 |
What Courtiers Investment Services say about themselves
“Courtiers specialises in wealth management, with a range of private client and corporate client services to support individuals, families and businesses.”
Filings 150
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 July 2026 | Appointment of a director | |||
| 30 June 2026 | Confirmation statement with no updates | 19 June 2026 | ||
| 29 June 2026 | Termination of appointment of a director | |||
| 29 June 2026 | Appointment of a director | |||
| 31 March 2026 | Full accounts | 31 March 2025 |
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