CLEVER ADVISER TECHNOLOGY LIMITED

1. CLEVER ADVISER TECHNOLOGY LIMITED 2007-02-16 → present
2. INVESTMENTS DIRECT LIMITED 1994-03-21 → 2007-02-16

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

Consolidated group

Auditor

Barlow Andrews LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“At the time of approving the financial statements, the directors have a reasonable expectation that the group has adequate resources to continue in operational existence for the foreseeable future. Thus the directors continue to adopt the going concern basis of accounting in preparing the financial statements.”

Group structure

1. CLEVER ADVISER TECHNOLOGY LIMITED · parent
   1. Clever Investment Management Limited 100% · England and Wales · Management of discretionary portfolios

Significant events

• “The company's assets under management (AUM), the key driver of revenue, have decreased as at the financial year end date of 31 March 2025 to £608m (2024: £1,434m). This was primarily due to the transfer of its Managed Portfolio Service (MPS) business to its wholly owned subsidiary, Clever Investment Management Limited (CIM), in February, which accounted for £740m.”

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

Filings

11

last 12 months

Capital events

7

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.

• Turnover

  +10.9%

  £1,689,037 → £1,873,400

• Cash

  +111.4%

  £789,617 → £1,669,491

  highest in 5 filed years

• Net assets

  +87.2%

  £1,128,694 → £2,113,359

  highest in 5 filed years

• Employees

  0%

  23 → 23

• Operating profit

  -32.4%

  -£455,211 → -£602,896

• Profit before tax

  -29.2%

  -£428,697 → -£553,984

• Wages

  +0.5%

  £1,146,269 → £1,152,492

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