Website & contact details
- Website
Courtiers Asset Management Limited
- Incorporated
- 13 January 2014 (12 years)
- Industry
- Activities of open-ended investment companies (64304)
- Directors
- Michael Joseph O'Sullivan
- Owned by
- Courtiers Group Holdings Limited
- 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
- 25 January 2027
- Last conf. stmt
- 11 January 2026
Officers 6 active
Officer details are public data from the Companies House register.
O'Sullivan, Michael Joseph, Dr
Director · Appointed 4 January 2024
Irish
Born January 1971 (55)
Director · Appointed 1 October 2019
British
Born October 1953 (73)
Director · Appointed 26 July 2019
British
Born May 1992 (34)
Director · Appointed 26 July 2019
Also at Courtiers Support Services Ltd · more companies
British
Born May 1987 (39)
Director · Appointed 13 January 2014
British
Born May 1957 (69)
Director · Appointed 13 January 2014
British
Born February 1966 (60)
Officer history (1 former)
4 January 2024
Appointed O'Sullivan, Michael Joseph, Dr as Director
31 December 2023
Resigned Dyer, Stuart Charles Elliot as Director
1 October 2019
1 October 2019
Appointed Dyer, Stuart Charles Elliot as Director
26 July 2019
26 July 2019
13 January 2014
13 January 2014
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Courtiers Group Holdings Limited
Corporate entity · Notified 14 March 2017
Owns 75–100% of shares (as a firm)
Limited Company
Former controllers (1)
14 March 2017
Ceased Courtiers Investment Services — Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £5,742,603
- Cash
- £6,341,084
- Profit Before Tax
- £7,252,610
- Employees
- 9
- Debt Ratio
- 51%
- Current Ratio
- 1.8x
- Return on Equity
- 64%
Trend
Net Assets
Balance sheet detail
| 2025 | 2021 | 2020 | |
|---|---|---|---|
| Fixed Assets | £1,476,012 | £1,268,728 | £847,120 |
| Current Assets | £10,190,017 | £4,507,926 | £4,730,725 |
| Cash | £6,341,084 | £3,359,718 | £3,906,953 |
| Creditors (< 1 year) | £5,749,247 | £3,016,875 | £2,879,980 |
| Net Current Assets | £4,440,770 | £1,491,051 | £1,850,745 |
| Net Assets | £5,742,603 | £2,621,746 | £2,627,872 |
| Shareholder Funds | £5,742,603 | £2,621,746 | £2,627,872 |
| Turnover | £10,571,248 | £9,089,477 | |
| Cost of Sales | £14,564,861 | ||
| Gross Profit | £10,571,248 | £9,089,477 | |
| Admin Expenses | £7,006,862 | £6,196,842 | |
| Staff Costs | £644,064 | £462,718 | £290,546 |
| Operating Profit | £3,564,386 | £2,892,635 | |
| Profit Before Tax | £7,252,610 | £3,988,172 | £2,753,225 |
| Tax | £3,552,526 | £757,885 | £520,237 |
| Profit for Period | £3,700,084 | £3,230,287 | £2,232,988 |
What Courtiers Asset Management 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 41
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 31 March 2026 | Full accounts | 31 March 2025 | ||
| 22 January 2026 | Confirmation statement with no updates | 11 January 2026 | ||
| 21 January 2026 | Appointment of a director | |||
| 15 January 2025 | Confirmation statement with no updates | 11 January 2025 | ||
| 3 January 2025 | Full accounts | 31 March 2024 |
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