FAMILY EQUITY PLAN LIMITED

1. FAMILY EQUITY PLAN LIMITED 1990-02-23 → present
2. FAMILY INVESTMENT MANAGEMENT LIMITED 1989-05-30 → 1990-02-23
3. FAMILY EQUITY PLAN LTD 1988-02-17 → 1989-05-30
4. INTERCEDE 513 LIMITED 1987-12-24 → 1988-02-17

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

Deloitte LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“Based on these assessments, the Directors believe that the Company has adequate resources to continue in operational existence for the foreseeable future. Therefore, the Directors have presented the financial statements on a going concern basis. This conclusion is supported by the assessment of the Group's forecast profitability and capital resilience over the period of at least 12 months from the date of approval of the financial statements.”

Significant events

• “The Post Office have introduced thirty-two Fixed Rate ISAs, seven Easy Access ISAs and fifteen Loyalty ISAs in 2024.”
• “During 2024 turnover has increased by £519k to £43,623k (2023: £43,104k), this is largely due to an increase in income from Cash ISA funds managed on behalf of a key partner. Funds under management as at 31 December 2024 were £4,163m (2023: £3,953m). Key factors driving the change in funds under management in 2024 were increases in holdings relating to Junior, Lifetime and Cash ISAs and improved stock markets, offset partially by reductions in holdings relating to Child Trust Fund policies.”
• “Profit for the financial year before tax has increased by £5,029k to £7,758k (2023: £2,729k), largely driven by the decrease in the company's share of the Group recharge of administration costs.”
• “In 2024, the Company entered into a new sublease agreement to let out a further part of the Group's property in West Street, Brighton to a 3rd party. This agreement runs to September 2029.”

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

Filings

4

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

  +1.2%

  £43,104,216 → £43,623,584

• Cash

  +79%

  £2,972,796 → £5,321,207

• Net assets

  +56.3%

  £6,786,664 → £10,605,405

• Employees

  —

  Not reported

• Operating profit

  +200.8%

  £2,495,441 → £7,505,054

• Profit before tax

  +184.3%

  £2,729,006 → £7,757,741

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