“A modern, unconflicted Private Investment Office. We were founded with one aim; to make wealth management work for our clients. We have built the business to be as aligned as it can be and always focused on our clients’ best interests.”
Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Balance sheet as at 31 March 2026 · full accounts
| 2026 | 2025 | 2024 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £440,181 | £263,397 | £104,259 | ||||
| Cash | £2,627,522 | £1,317,102 | £413,106 | ||||
| Creditors (< 1 year) | £1,312,264 | £915,702 | £752,226 | ||||
| Shareholder Funds | £4,202,021 | £2,122,024 | £1,750,534 | ||||
| Turnover | £7,858,312 | £6,794,168 | £6,378,521 | ||||
| Cost of Sales | £976,997 | £882,552 | £948,404 | ||||
| Gross Profit | £6,881,315 | £5,911,616 | £5,430,117 | ||||
| Admin Expenses | £3,379,106 | £2,635,257 | £2,396,230 | ||||
| Staff Costs | £1,720,954 | £1,379,474 | £1,163,155 | ||||
| Operating Profit | £3,502,209 | £3,305,545 | £3,102,050 | ||||
| Profit Before Tax | £3,317,121 | ||||||
| Profit for Period | £0 | £0 | £0 | £2,116,278 | £2,239,877 | £1,481,397 | £896,942 |
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 October 2026 | Confirmation statement with no updates | 7 October 2026 | ||
| 27 July 2026 | Full accounts | 31 March 2026 | ||
| 12 February 2026 | Appointment of a member | |||
| 5 February 2026 | Appointment of a member | |||
| 6 January 2026 | Appointment of a member |
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