ASCOT LLOYD FINANCIAL PLANNING LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-12-24 (in 7mo)
Last made up 2025-12-10
Watchouts
Cash
£5M
-72.5% vs 2023
Net assets
£16M
-65.4% vs 2023
Employees
207
-10.8% vs 2023
Profit before tax
-£32M
+8.6% vs 2023
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 7 times since incorporation — the current trading name was adopted 2026-02-02
- ASCOT LLOYD FINANCIAL PLANNING LIMITED 2026-02-02 → present
- ABRDN FINANCIAL PLANNING AND ADVICE LIMITED 2021-08-27 → 2026-02-02
- 1825 FINANCIAL PLANNING AND ADVICE LIMITED 2019-02-26 → 2021-08-27
- PEARSON JONES LIMITED 2018-12-18 → 2019-02-26
- PEARSON JONES PLC 1999-02-12 → 2018-12-18
- PEARSON, JONES & COMPANY LIMITED 1989-04-13 → 1999-02-12
- PEARSON, JONES LIMITED 1983-07-11 → 1989-04-13
- PRICE JONES LIMITED 1979-09-07 → 1983-07-11
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £28,526,000 | £25,439,000 | |
| Operating profit | -£35,393,000 | -£32,246,000 | |
| Profit before tax | -£34,679,000 | -£31,696,000 | |
| Net profit | -£29,962,000 | -£29,440,000 | |
| Cash | £16,560,000 | £4,558,000 | |
| Total assets less current liabilities | £50,567,000 | £19,285,000 | |
| Net assets | £45,000,000 | £15,560,000 | |
| Equity | £45,000,000 | £15,560,000 | |
| Average employees | 232 | 207 | |
| Wages | £13,667,000 | £12,273,000 |
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 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | -124.1% | -126.8% | |
| Net margin | -105.0% | -115.7% | |
| Return on capital employed | -70.0% | -167.2% | |
| Gearing (liabilities / total assets) | 32.6% | 37.2% | |
| Current ratio | 2.26x | 2.51x | |
| Interest cover | -804.39x | — |
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 101
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“On that basis, the directors believe that the Company will continue to trade for at least 12 months from the date of these financial statements and have therefore prepared the financial statements on a going concern basis.”
Group structure
- ASCOT LLOYD FINANCIAL PLANNING LIMITED · parent
- Pearson Jones Nominees Limited 100%
- Pearson Jones & Company (Trustees) Limited 100%
- North East Trustees Limited 100%
Significant events
- “On 20 August 2025, Aberdeen Group PLC announced it had agreed the sale of its financial planning business, comprising Abrdn Financial Planning and Advice Limited, to Ascot Lloyd Bidco Jersey Limited (the Transaction).”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 50 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ALLEN, Christiaan Thomas | Director | 2026-04-27 | Dec 1977 | British |
| JACKSON, Francis Joseph | Director | 2026-01-30 | Nov 1964 | British |
| REA, Felice | Director | 2026-01-30 | Jan 1965 | British |
| SCRIVENGER, Eden Claire | Director | 2026-01-30 | Nov 1978 | British |
| VELLA, Simon Pietro | Director | 2026-01-30 | May 1974 | British |
| WATERHOUSE, Benjamin Peter | Director | 2026-01-30 | Jul 1975 | British |
Show 50 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BURDETT, Susan Jean | Secretary | 1999-10-12 | 2001-06-15 |
| DAVIDSON, Gillian Mary | Secretary | 2006-10-01 | 2011-02-08 |
| DAWSON, John William | Secretary | 2003-03-07 | 2006-09-30 |
| DUNNE, Jeremy Robert | Secretary | 2002-03-21 | 2003-03-07 |
| GIBSON, John Joseph | Secretary | 2011-02-08 | 2015-05-11 |
| JONES, Trevor | Secretary | — | 1999-10-12 |
| MCKENNA, Paul Bernard | Secretary | 2015-05-11 | 2020-04-15 |
| PEARSON, Andrew | Secretary | 2001-06-15 | 2002-03-21 |
| ABRDN CORPORATE SECRETARY LIMITED | Corporate Secretary | 2020-04-15 | 2024-04-09 |
| BUCKLE, David Martin | Director | 1995-09-01 | 2003-03-07 |
| BUTWELL, Noel Thomas | Director | 2019-11-21 | 2021-11-02 |
| BYARD, Deborah | Director | 2024-07-08 | 2026-01-30 |
| CLEWS, Karen Louise | Director | 2021-03-09 | 2023-02-17 |
| CONNELLAN, Caroline Mary | Director | 2021-11-02 | 2022-08-01 |
| CONYERS, Nicholas Charles | Director | — | 2003-03-07 |
| COURBEBAISSE, Alain Khelil | Director | 2024-04-02 | 2026-01-30 |
| CRADDOCK, Peter Martin | Director | 2006-01-01 | 2011-02-25 |
| CUTTER, David John | Director | 2006-01-01 | 2012-11-30 |
| DEAVES, Sarah Jane | Director | 2022-10-03 | 2024-02-23 |
| DUNNE, Jeremy Robert | Director | 2002-08-20 | 2019-02-20 |
| DYER, Colin Mccracken | Director | 2021-03-09 | 2023-02-17 |
| FLEET, Mark Russell | Director | 2011-02-25 | 2014-12-31 |
| GIBSON, John Joseph | Director | 2003-03-07 | 2005-12-31 |
| GOODFELLOW, John Graham | Director | 2003-03-07 | 2008-12-31 |
| GRANT, Clive Terence | Director | 2001-07-02 | 2003-03-07 |
| HECKINGBOTTOM, Peter Richard | Director | 2007-01-15 | 2015-10-06 |
| HOLT, Simon Jeremy | Director | 2003-03-07 | 2005-12-31 |
| JENKINS, Michelle Ann | Director | 1993-09-01 | 1998-10-09 |
| JOHNSON, Timothy William | Director | 2006-02-01 | 2017-07-18 |
| JONES, Trevor | Director | — | 2006-02-01 |
| LEE, Robin | Director | 1995-06-01 | 2007-01-15 |
| MCBIRNIE, Graeme James | Director | 2021-12-23 | 2024-07-08 |
| MCLAUGHLIN, Shaun Patrick | Director | 1998-09-01 | 2003-03-07 |
| MCLAUGHLIN, Shaun Patrick | Director | 1993-09-01 | 1997-01-20 |
| MESSENGER, Neil James | Director | 2021-03-09 | 2021-09-30 |
| MURRAY, Steven Grant | Director | 2015-05-11 | 2018-06-01 |
| PEARSON, Andrew | Director | — | 2005-01-27 |
| ROBINSON, Alexander Charles | Director | 2009-01-01 | 2015-05-11 |
| RUMBLE, Nicholas Eric Charles | Director | — | 1992-02-19 |
| RUSSELL, Julie Agnes | Director | 2015-05-11 | 2020-10-30 |
| SAYER, Paul Jonathan | Director | — | 1997-01-20 |
| SCOTT, Julie Frances | Director | 2018-06-01 | 2021-02-26 |
| SCOTTER, John Alan | Director | 2003-03-07 | 2005-12-31 |
| SCULLY, Yvonne Ruth | Director | 1993-09-01 | 1997-01-20 |
| TITTERTON, Paul James | Director | 2022-06-30 | 2023-05-31 |
| VEASEY, Catherine Ann | Director | — | 1994-08-31 |
| WARNER, Andrew Simon | Director | 2019-02-20 | 2019-08-07 |
| WILKINSON, Patrick Richard | Director | 1993-03-01 | 1995-09-07 |
| WILSON, Richard Simon | Director | 2022-08-01 | 2026-01-30 |
| WOOD, Robert Stanley | Director | 1993-09-01 | 1996-10-13 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Interactive Investor Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2024-01-01 | Ceased 2026-01-30 |
| Abrdn Financial Planning Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-12-14 | Ceased 2024-01-01 |
| Standard Life Plc | Corporate entity | Shares 75–100% | 2016-04-06 | Ceased 2016-12-14 |
Filing timeline
Last 20 of 326 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-02-02 CERTNM Certificate change of name company PDF
- 2025-12-20 RESOLUTIONS Resolution
- 2025-12-20 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-30 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-05 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2026-02-04 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-02-04 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-03 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-03 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-03 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-03 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-02 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-02-02 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-12-20 | RESOLUTIONS | resolution | Resolution | |
| 2025-12-20 | RESOLUTIONS | resolution | Resolution | |
| 2025-12-10 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-12-09 | SH01 | capital | Capital allotment shares | |
| 2025-10-06 | AA | accounts | Accounts with accounts type full | |
| 2025-09-26 | CH01 | officers | Change person director company with change date | |
| 2025-04-09 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 19
- Capital events
- 1
- Officers appointed
- 6
- Officers resigned
- 3
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
-10.8%
£28,526,000 £25,439,000
-
Cash
-72.5%
£16,560,000 £4,558,000
-
Net assets
-65.4%
£45,000,000 £15,560,000
-
Employees
-10.8%
232 207
-
Operating profit
+8.9%
-£35,393,000 -£32,246,000
-
Profit before tax
+8.6%
-£34,679,000 -£31,696,000
-
Wages
-10.2%
£13,667,000 £12,273,000
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