METHOD INVESTMENTS & ADVISORY LTD
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-03-20 (in 10mo)
Last made up 2026-03-06
Watchouts
Cash
£11M
+162.5% highest in 9 filed years
Net assets
£41M
-1.5% vs 2023
Employees
35
-10.3% vs 2023
Profit before tax
-£633K
-7,127.4% vs 2023
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
Audit opinion: Qualified
Latest auditor's report carried a non-clean opinion.
-
4 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 2 times since incorporation
- METHOD INVESTMENTS & ADVISORY LTD 2009-03-11 → present
- ATHENA PARTNERS LIMITED 2004-12-17 → 2009-03-11
- DECA INVESTMENT MANAGEMENT LIMITED 2001-11-02 → 2004-12-17
Net assets
9-year trend · vs Financials median
Accounts
9-year trend · latest reflected 2024-12-31
| Metric | Trend | 2020-01-01 | 2020-12-31 | 2021-01-01 | 2021-12-31 | 2022-01-01 | 2022-12-31 | 2023-01-01 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | — | £13,940,364 | — | — | — | £10,630,047 | — | £11,466,966 | £9,037,777 | |
| Operating profit | — | £391,062 | — | — | — | -£4,009,605 | — | £947,005 | -£150,777 | |
| Profit before tax | — | £211,727 | — | £8,534,660 | — | -£870,492 | — | -£8,758 | -£632,976 | |
| Net profit | — | £101,301 | — | £8,530,773 | — | -£876,375 | — | -£37,070 | -£632,976 | |
| Cash | £8,272,739 | £10,676,881 | £10,615,126 | £9,090,781 | £8,747,815 | £9,585,714 | £3,875,764 | £4,265,642 | £11,195,993 | |
| Total assets less current liabilities | — | — | — | — | — | — | — | — | — | |
| Net assets | — | £13,139,894 | — | £30,670,667 | — | £22,694,291 | — | £41,705,111 | £41,072,135 | |
| Equity | £13,038,593 | £13,139,894 | £13,139,894 | £30,670,667 | £30,670,666 | £22,694,291 | £38,742,181 | £41,705,111 | £41,072,135 | |
| Average employees | — | 28 | — | 29 | — | 36 | — | 39 | 35 | |
| Wages | — | £3,373,629 | — | £2,488,749 | — | £2,734,028 | — | £3,088,233 | £3,196,051 |
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 | 2020-01-01 | 2020-12-31 | 2021-01-01 | 2021-12-31 | 2022-01-01 | 2022-12-31 | 2023-01-01 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | 2.8% | — | — | — | -37.7% | — | 8.3% | -1.7% | |
| Net margin | — | 0.7% | — | — | — | -8.2% | — | -0.3% | -7.0% | |
| Interest cover | — | 0.88x | — | — | — | -9.25x | — | 0.98x | -0.30x |
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
- MHA Audit Services LLP
- Audit opinion
- Qualified
- Going concern
- Affirmed
“In auditing the financial statements, e have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.”
Group structure
- METHOD INVESTMENTS & ADVISORY LTD · parent
- Agave Investments Holdings BV 100%
- Method Asset Management S.a.r.l 100%
- MSquared 100%
- Method Quant APAC Pte 100%
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 11 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| DE RIS, Theron | Director | 2021-02-19 | Dec 1972 | English |
| DESSI, Giuseppe | Director | 2001-11-26 | Jul 1963 | Italian |
Show 11 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BORSA, Marco | Secretary | 2011-01-10 | 2014-08-31 |
| MERGONI, Giacomo | Secretary | 2001-11-02 | 2011-01-10 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 2001-11-02 | 2001-11-02 |
| BIANCHI, Elisa | Director | 2014-12-01 | 2020-12-28 |
| BORSA, Marco | Director | 2010-02-17 | 2014-08-31 |
| CAGLIERO, Massimiiano | Director | 2001-11-02 | 2001-11-29 |
| CECCHIN, Andrea | Director | 2012-11-22 | 2014-12-01 |
| MAZZOCCHI, Matteo Francesco Giuseppe | Director | 2016-11-22 | 2017-10-30 |
| MERGONI, Giacomo | Director | 2001-11-02 | 2011-01-10 |
| INSTANT COMPANIES LIMITED | Corporate Nominee Director | 2001-11-02 | 2001-11-02 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Director | 2001-11-02 | 2001-11-02 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Gordon Investments Limited | Corporate entity | Shares 75–100%, Voting 75–100% | 2024-11-25 | Active |
| Mr Stefano Felice Reina | Individual | significant-influence-or-control-as-trust | 2023-01-25 | Ceased 2024-11-25 |
| Mr Giuseppe Dessi | Individual | Significant influence | 2022-03-18 | Ceased 2024-11-25 |
| Mr Georgios Savvides | Individual | ownership-of-shares-50-to-75-percent-as-trust, voting-rights-50-to-75-percent-as-trust, right-to-appoint-and-remove-directors-as-trust | 2022-03-18 | Ceased 2024-11-25 |
| Mr Charalambos Kartoudes | Individual | ownership-of-shares-25-to-50-percent-as-trust, voting-rights-25-to-50-percent-as-trust, right-to-appoint-and-remove-directors-as-trust | 2022-03-18 | Ceased 2024-11-25 |
| Giuseppe Dessi | Individual | Shares 75–100%, ownership-of-shares-75-to-100-percent-as-firm, Voting 75–100%, voting-rights-75-to-100-percent-as-firm, Appoints directors | 2016-06-04 | Ceased 2016-06-04 |
| Mr Georgios Savvides | Individual | ownership-of-shares-25-to-50-percent-as-trust, voting-rights-25-to-50-percent-as-trust, significant-influence-or-control-as-trust | 2016-04-06 | Ceased 2018-07-27 |
| Mr Charalambos Kartoudes | Individual | ownership-of-shares-25-to-50-percent-as-trust, voting-rights-25-to-50-percent-as-trust, significant-influence-or-control-as-trust | 2016-04-06 | Ceased 2018-07-27 |
Filing timeline
Last 20 of 164 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-05 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-05-01 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-03-09 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-10-02 | MR01 | mortgage | Mortgage create with deed with charge number charge creation date | |
| 2025-05-13 | AA | accounts | Accounts with accounts type full | |
| 2025-03-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-11-25 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-11-25 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-11-25 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-11-25 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-11-25 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-06-18 | AA | accounts | Accounts with accounts type full | |
| 2024-03-07 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2024-03-07 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2024-03-07 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2024-03-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-02-16 | CH01 | officers | Change person director company with change date | |
| 2024-02-16 | CH01 | officers | Change person director company with change date | |
| 2024-02-16 | AD01 | address | Change registered office address company with date old address new address | |
| 2023-11-17 | MR04 | mortgage | Mortgage satisfy charge full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 5
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
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
-21.2%
£11,466,966 £9,037,777
lowest in 4 filed years
-
Cash
+162.5%
£4,265,642 £11,195,993
highest in 9 filed years
-
Net assets
-1.5%
£41,705,111 £41,072,135
-
Employees
-10.3%
39 35
-
Operating profit
-115.9%
£947,005 -£150,777
-
Profit before tax
-7,127.4%
-£8,758 -£632,976
-
Wages
+3.5%
£3,088,233 £3,196,051
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