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Next accounts due

2027-01-05 (in 8mo)

Last filed for 2025-04-05

Confirmation statement due

2027-01-30 (in 8mo)

Last made up 2026-01-16

Watchouts

None on the register

Cash

£17K

-80.3% vs 2024

Net assets

£816K

+7.5% vs 2024

Employees

Average over period

Profit before tax

£1M

+80.6% highest in 3 filed years

Name history

Renamed 5 times since incorporation

  1. HFMC WEALTH LIMITED 2019-07-30 → present
  2. GENERIC FINANCIAL MANAGEMENT LIMITED 2018-06-15 → 2019-07-30
  3. GENERIC FINANCIAL MANAGEMENT PLC 2005-04-20 → 2018-06-15
  4. GENERIC FINANCIAL MANAGEMENT LIMITED 1997-05-19 → 2005-04-20
  5. PROFILE FINANCIAL MANAGEMENT LIMITED 1990-01-11 → 1997-05-19
  6. PRIORITY PORTFOLIO MANAGERS LIMITED 1985-05-07 → 1990-01-11

Accounts

7-year trend · latest reflected 2025-04-05

Metric Trend 2019-04-052020-04-052021-04-052022-04-052023-04-052024-04-052025-04-05
Turnover £5,631,977£6,398,903£8,052,923
Operating profit £357,257£622,739£1,125,097
Profit before tax £353,520£622,822£1,125,097
Net profit £286,061£583,576£857,061
Cash £6,448£84,910£16,726
Total assets less current liabilities £1,268,049£771,625£828,686
Net assets £1,255,671£759,247£816,308
Equity £257,756£517,880£506,680£1,219,610£1,255,671£759,247£816,308
Average employees 00
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 2019-04-052020-04-052021-04-052022-04-052023-04-052024-04-052025-04-05
Operating margin 6.3%9.7%14.0%
Net margin 5.1%9.1%10.6%
Return on capital employed 28.2%80.7%135.8%
Current ratio 3.24x1.49x
Interest cover 91.44x7502.88x

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)
Auditor
Moore Kingston Smith LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“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

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

People

6 active · 12 resigned

Name Role Appointed Born Nationality
PARIS, Lee Anthony Robert Secretary 2018-10-01
HOYLAND, John Nicolas Jeremy Director 2019-08-06 Sep 1958 British
IBBOTSON, Ross Hamilton Director 2019-08-06 Feb 1976 British
PATIENT, Philip Richard Director 2018-10-01 Oct 1975 British
ROBERTS, James Director 2025-07-24 Jul 1976 British
WALLER, Mark Ellis Director 2018-09-27 Jan 1973 British
Show 12 resigned officers
Name Role Appointed Resigned
CERNER, Ronald Saul Nathan Secretary 1997-07-12 2009-05-01
PURR, Stephen Donald Secretary 2009-05-01 2018-09-27
THOMAS, Jane Mary Secretary 1997-07-12
CARLTON, Marcus Reinhard Anthony Director 2019-08-06 2020-05-26
DREW, Alan Byron Director 1997-07-12 1999-04-30
DUNN, Stephen James Director 2020-05-26 2025-04-07
FESTA, Gary John Director 2019-08-06 2020-05-26
IBBOTSON, Ross Hamilton Director 2018-09-27 2018-10-01
RUSE, Marc Peter Director 2010-11-01 2018-09-27
THOMAS, Jane Mary Director 1997-07-12
THOMAS, Paul Graham Director 2018-09-27
VERNEY, David Joseph Director 1998-03-20 2018-09-27

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Hfmc Group Holdings Ltd Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2018-09-27 Active
Mr Paul Graham Thomas Individual Shares 50–75% 2017-01-16 Ceased 2018-09-27

Filing timeline

Last 20 of 186 total filings

Date Type Category Description
2026-02-26 CS01 confirmation-statement Confirmation statement with no updates PDF
2026-01-09 AA accounts Accounts with accounts type full
2025-09-18 AP01 officers Appoint person director company with name date PDF
2025-07-04 PSC05 persons-with-significant-control Change to a person with significant control PDF
2025-07-03 CH03 officers Change person secretary company with change date PDF
2025-07-03 CH01 officers Change person director company with change date PDF
2025-07-03 CH01 officers Change person director company with change date PDF
2025-07-03 CH01 officers Change person director company with change date PDF
2025-07-03 PSC05 persons-with-significant-control Change to a person with significant control PDF
2025-07-03 CH01 officers Change person director company with change date PDF
2025-04-07 TM01 officers Termination director company with name termination date PDF
2025-04-03 CH01 officers Change person director company with change date PDF
2025-04-03 AD01 address Change registered office address company with date old address new address PDF
2025-01-28 MR01 mortgage Mortgage create with deed with charge number charge creation date PDF
2025-01-22 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-12-19 AA accounts Accounts with accounts type full PDF
2024-01-16 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-11-29 MR04 mortgage Mortgage satisfy charge full PDF
2023-10-05 AA accounts Accounts with accounts type full PDF
2023-01-18 CS01 confirmation-statement Confirmation statement with no updates PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
10

last 12 months

Capital events
0

last 24 months

Officers appointed
1

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 2025-04-05 vs 2024-04-05

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

Official Companies House page