MONEYWISE INVESTMENTS PLC

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

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.

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

KLSA 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.”

Significant events

• “The company's business has experienced considerable changes with the introduction of the Retail Distribution Review by The Financial Conduct Authority and having to obtain further professional qualifications in order to continue work within financial services and the changes in our charging structure from commission to fee charging. These changes have had a considerable impact on our clients. Acceptance of fee payment for advice, as opposed to commission has meant an initial decline in our client base. However, the directors believe that the changes designed to improve the quality and standard of advice available to their existing clients are likely to have a positive impact in the long term.”

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

Filings

3

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.

• Turnover

  +26%

  £565,679 → £712,830

• Cash

  +40.3%

  £199,639 → £280,110

• Net assets

  +14.8%

  £421,213 → £483,677

• Employees

  +25%

  8 → 10

• Operating profit

  +54.3%

  £40,434 → £62,401

• Profit before tax

  +28.2%

  £57,654 → £73,922

• Wages

  +13.5%

  £212,165 → £240,847

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers