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Next accounts due

2027-09-30 (in 1y)

Last filed for 2025-12-31

Confirmation statement due

2027-01-04 (in 8mo)

Last made up 2025-12-21

Watchouts

None on the register

Cash

£6M

+27.5% vs 2024

Net assets

£9M

+1.9% vs 2024

Employees

Average over period

Profit before tax

£162K

+239% vs 2024

Name history

Renamed 5 times since incorporation

  1. TRAFALGAR HOUSE INVESTCO LIMITED 2017-12-19 → present
  2. TRAFALGAR HOUSE TRUST LIMITED 2006-04-28 → 2017-12-19
  3. KVAERNER TRUSTEES (KEPS) LIMITED 1996-08-01 → 2006-04-28
  4. TRAFALGAR HOUSE TRUSTEES (THEPS) LIMITED 1995-09-08 → 1996-08-01
  5. COMBEN GROUP PENSION TRUSTEES LIMITED 1980-12-31 → 1995-09-08
  6. ORME TRUST LIMITED 1971-09-29 → 1980-12-31

Accounts

2-year trend · latest reflected 2025-12-31

Metric Trend 2024-12-312025-12-31
Turnover
Operating profit -£105,000-£47
Profit before tax £47,858£162,233
Net profit £47,858£162,233
Cash £4,914,427£6,267,386
Total assets less current liabilities £8,509,468£8,671,701
Net assets £8,509,468£8,671,701
Equity £8,509,468£8,671,701
Average employees
Wages

Values shown as filed in the company's annual accounts. indicates the figure wasn't present under that line item in that period. About these numbers

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2024-12-312025-12-31
Return on capital employed -1.2%-0.0%
Gearing (liabilities / total assets) 0.0%0.0%

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Audit & accounting basis

Accounting basis
FRS 102
Reporting scope
Standalone (parent only)
Abridged
Yes — abridged accounts (limited disclosure)
Auditor
Crowe U.K. LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”

Group structure

  1. TRAFALGAR HOUSE INVESTCO LIMITED · parent
    1. Trafalgar House Pensions Administration Limited 75% · England and Wales · provision of pensions administration services

Significant events

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

3 active · 27 resigned

Name Role Appointed Born Nationality
BARTLEY, Roger Michael Director 2020-05-01 Apr 1952 British
ELLIS, Marilyn Rosemary Anne Director 2024-10-01 Jun 1947 British
JENSEN, Niels Clemen Director 2007-07-01 Jul 1959 Danish
Show 27 resigned officers
Name Role Appointed Resigned
ELLIS, Marilyn Rosemary Anne Secretary 2007-07-01 2008-02-04
ELLIS, Marilyn Rosemary Anne Secretary 1995-09-01 1998-09-30
SCOTT, Annette Secretary 1995-01-24
STARLING, John Andrew Secretary 1998-09-30 2007-07-01
WAKE, Garry Secretary 2008-02-04 2018-01-01
ELLIS, Marilyn Rosemary Anne Director 1998-09-30 2018-01-01
ELLIS, Marilyn Rosemary Anne Director 1992-12-31 1995-09-29
FORSTER, Archibald William, Sir Director 1995-09-29 1996-05-20
FOWLER, Ian Director 1997-09-01 2001-10-09
FOWLER, Ian Director 1995-08-07 1996-06-28
FROESHAUG, Jan Director 2018-01-01 2020-04-30
GAWLER, David Director 1995-09-29 1996-04-18
HAGUE, Nigel Simon Director 2002-03-05 2002-07-31
HEGGELUND, Jan Magne Director 1996-04-18 1999-04-06
HENDERSON, Donald Cruden Director 1995-10-02
LEVER, Colin David Director 1996-03-21 1998-09-30
LOW, John David Director 1995-09-01
OVESEN, Georg Arne Director 1999-04-01 2001-11-30
PARKER, Eric Wilson, Sir Director 2001-10-09 2006-06-01
SIMPSON, Larry Norman Director 1997-12-11 2002-03-22
SMITH, Thomas William Mclardy Director 1997-09-01 2000-03-31
SORENSEN, Tore Normann Director 1996-04-18 1997-12-11
STAINES, Geoffrey Michael Director 1992-12-31
STARLING, John Andrew Director 2002-09-01 2007-07-01
THOMAS, Peter Llewellyn Director 1995-09-01
URSIN-SMITH, Kjell Director 1996-04-18 1999-03-31
WILLIAMS, Nigel Edward Oliver Director 2000-09-01 2006-06-01

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Trafalgar House Trustees Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2016-04-06 Active

Filing timeline

Last 20 of 173 total filings

Date Type Category Description
2026-05-10 AA accounts Accounts with accounts type full
2025-12-29 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-04-08 AA accounts Accounts with accounts type full
2025-02-07 RP04AP01 officers Second filing of director appointment with name PDF
2025-01-13 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-01-13 CH01 officers Change person director company with change date PDF
2024-11-27 AP01 officers Appoint person director company with name date
2024-04-22 AA accounts Accounts with accounts type full
2023-12-21 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-12-21 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-04-22 AA accounts Accounts with accounts type small
2023-01-03 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-04-07 AA accounts Accounts with accounts type small
2022-02-09 CH01 officers Change person director company with change date PDF
2021-12-17 CS01 confirmation-statement Confirmation statement with no updates PDF
2021-08-23 CH01 officers Change person director company with change date PDF
2021-06-08 AA accounts Accounts with accounts type small
2021-05-12 AD01 address Change registered office address company with date old address new address PDF
2021-01-13 CS01 confirmation-statement Confirmation statement with updates PDF
2020-06-09 AP01 officers Appoint person director company with name date PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
2

last 12 months

Capital events
0

last 24 months

Officers appointed
0

last 12 months

Officers resigned
0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

FY2024 → FY2025 · period ending 2025-12-31 vs 2024-12-31

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Official Companies House page