Cash

£3M

+5% vs 2021

Net assets

£3M

+27.9% vs 2021

Employees

15

-16.7% vs 2021

Profit before tax

£3M

+42.3% vs 2021

Profile

Company number
06150317
Status
Active
Incorporation
2007-03-09
Last accounts made up
2025-06-30
Account category
FULL
Primary SIC
64999
Hubs
UK Fintech

Net assets

4-year trend · vs UK Fintech median

£0£2.5m£5m2019202020212022
YOU ASSET MANAGEMENT LIMITED

Accounts

4-year trend · latest 2022-03-31

Metric Trend 2019-03-312020-03-312021-03-312022-03-31
Turnover £3,720,723£4,699,843
Operating profit £1,992,883£2,838,006
Profit before tax £1,994,072£2,838,522
Net profit £1,914,313£2,560,315
Cash £2,496,715£2,621,757
Total assets less current liabilities £3,260,046£3,719,957
Net assets £2,314,785£2,960,787
Equity £821,798£1,000,472£2,314,785£2,960,787
Average employees 1815
Wages £952,729£1,001,896

Values shown as filed in iXBRL accounts. indicates the figure was not present in the extracted filing (either not filed under that concept or absent from the period). About these numbers

Audit & accounting basis

From AI-extracted PDF accounts

Accounting basis
FRS 102
Reporting scope
Standalone (parent only)
Auditor
Forvis Mazars LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“At the time of approving the financial statements, the Directors have a reasonable expectation that the Company has adequate resources to continue in operational existence for a period of at least twelve months from the date of approval of the financial statements. Thus the Directors continue to adopt the going concern basis of accounting in preparing the financial statements.”

Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers

People

4 active · 18 resigned

Name Role Appointed Born Nationality
DUNNE, Derrick William Director 2018-05-09 Sep 1969 British
GRIFFIN, Peter Denis Director 2023-09-04 Dec 1985 British
POULTON, Steven Craig Director 2021-01-27 Sep 1986 British
SHARKEY, Darren William John Director 2022-08-03 Jul 1970 Irish
Show 18 resigned officers
Name Role Appointed Resigned
BALKHAM, Shane Michael Secretary 2007-03-09 2013-01-01
JARDINE, Jacqueline Secretary 2013-01-01 2013-09-18
SNASHFOLD, Sandra Lee Secretary 2013-09-18 2016-03-01
BALKHAM, Shane Michael Director 2007-03-09 2014-02-26
BENNETT, Andrew John Director 2007-03-09 2023-07-17
EASTER, Alan James Director 2012-11-14 2013-09-27
GOLDTHORPE, Clive Simon Director 2012-11-14 2021-03-31
GOLDTHORPE, Simon Timothy Director 2018-08-22 2023-06-28
JARDINE, Jacqueline Director 2016-03-01 2021-04-30
JARDINE, Jacqueline Director 2013-01-01 2013-09-18
JARDINE, Jacqueline Director 2012-11-14 2013-09-18
MURRAY, Stewart Director 2017-04-15 2017-07-26
MURRAY, Stewart Director 2017-04-07 2017-07-26
SNASHFOLD, Sandra Lee Director 2013-09-18 2016-03-01
SWANSTON, Jade Marie Director 2021-01-27 2023-08-06
THOMPSON, Andy Director 2022-08-03 2023-07-04
WATSON, Stephen Grant Director 2018-08-30 2019-01-24
WATSON, Stephen Grant Director 2012-02-20 2018-08-30

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
You Investment Group Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2023-06-30 Active
The Beaufort Group Of Companies Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2019-12-11 Ceased 2023-06-30
Mr Simon Timothy Goldthorpe Individual Significant influence 2018-08-22 Ceased 2019-12-11
Mr Derrick William Dunne Individual Significant influence 2018-05-09 Ceased 2019-12-11
Mr Andrew John Bennett Individual Significant influence 2017-03-01 Ceased 2019-12-11
Mr Clive Simon Goldthorpe Individual Significant influence 2017-03-01 Ceased 2019-12-11
Mrs Jacqueline Jardine Individual Significant influence 2017-03-01 Ceased 2019-12-11
Mr Stephen Grant Watson Individual Significant influence 2017-03-01 Ceased 2019-01-24

Filing timeline

Last 20 of 127 total filings

Date Type Category Description
2025-11-26 CS01 confirmation-statement confirmation statement with no updates
2025-11-26 CH01 officers change person director company with change date
2025-10-21 AA accounts accounts with accounts type full
2024-12-02 CS01 confirmation-statement confirmation statement with updates
2024-12-02 PSC05 persons-with-significant-control change to a person with significant control
2024-11-04 AA accounts accounts with accounts type full
2024-04-10 AA accounts accounts with accounts type full
2023-11-17 CS01 confirmation-statement confirmation statement with updates
2023-11-10 PSC07 persons-with-significant-control cessation of a person with significant control
2023-11-10 PSC02 persons-with-significant-control notification of a person with significant control
2023-11-07 TM01 officers termination director company with name termination date
2023-09-04 AP01 officers appoint person director company with name date
2023-08-23 TM01 officers termination director company with name termination date
2023-08-23 TM01 officers termination director company with name termination date
2023-08-23 TM01 officers termination director company with name termination date
2023-06-29 AA01 accounts change account reference date company current extended
2023-05-02 AD01 address change registered office address company with date old address new address
2022-11-25 CS01 confirmation-statement confirmation statement with no updates
2022-11-25 CH01 officers change person director company with change date
2022-11-25 CH01 officers change person director company with change date

Credit score

Altman Z″ (private-firm) · reference 2022-03-31

12.07

SAFE

Altman Z″

  • Working capital / Total assets 0.847 × 6.56 = +5.55
  • Retained earnings / Total assets 0.000 × 3.26 = +0.00
  • EBIT / Total assets 0.647 × 6.72 = +4.34
  • Book equity / Total liabilities 2.072 × 1.05 = +2.18

Bands: > 2.6 safe · 1.1–2.6 grey · < 1.1 distress. Z″ is a public-formula baseline, not a substitute for adverse-data signals (CCJs, charges, gazette notices) — those land in a later pass.

Activity Score

Filings velocity, capital events, officer churn, accounts trajectory

Activity Score not yet computed for this company.

Official Companies House page