BOWMORE ASSET MANAGEMENT LIMITED
Get an alert when BOWMORE ASSET MANAGEMENT LIMITED files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2026-06-05 (in 1mo)
Last made up 2025-05-22
Watchouts
None on the register
Cash
—
Latest balance sheet
Net assets
£2M
+20.1% vs 2024
Employees
7
0% vs 2024
Profit before tax
£371K
-30.3% vs 2024
Net assets
7-year trend · vs Financials median
Accounts
7-year trend · latest reflected 2025-06-30
| Metric | Trend | 2019-09-30 | 2020-09-30 | 2021-06-30 | 2022-06-30 | 2023-06-30 | 2024-06-30 | 2025-06-30 |
|---|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | — | — | — | — | |
| Operating profit | — | — | — | — | — | — | — | |
| Profit before tax | — | — | — | — | — | £532,164 | £370,682 | |
| Net profit | — | — | — | — | — | £395,440 | £275,397 | |
| Cash | — | — | — | — | — | — | — | |
| Total assets less current liabilities | — | — | — | — | — | — | — | |
| Net assets | — | — | — | — | — | £1,373,131 | £1,648,528 | |
| Equity | £361,672 | £528,767 | £697,601 | £737,695 | — | £1,373,131 | £1,648,528 | |
| Average employees | — | — | — | — | — | 7 | 7 | |
| Wages | — | — | — | — | — | £553,238 | £686,035 |
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
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Abridged
- Yes — abridged accounts (limited disclosure)
- Auditor
- Pareto Analysis Limited
- 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
- “We have successfully migrated our trading and custodian platform from Platform Securities onto Third Financial. This will greatly enhance our client experience and provide our business with quantifiable efficiency and the potential to run and ultimately unitise our MPS offering off a single platform.”
- “Our primary focus continues to be sustainable organic growth and methods of effective distribution for building FUM. We have brought our digital marketing activity completely in house and are starting to generate quality leads both directly through our website and google ad campaigns.”
- “We have also strengthened the management team to allow its members to be more focused on the execution of our 5-year strategic business plan.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 2 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| DANIELS, Jonathan Mark Brewis | Director | 2025-01-30 | Apr 1963 | British |
| GANPATSINGH, Roger Ian | Director | 2025-01-30 | Jan 1974 | British |
| INCLEDON, Charles Thomas | Director | 2021-05-21 | Sep 1991 | British |
| INCLEDON, Mark Wayne | Director | 2014-05-22 | Sep 1956 | British |
| MILLEN, Gillian Pamela | Director | 2020-05-31 | Oct 1965 | British |
| WEBSTER-SMITH, Ormonde Jonathan | Director | 2021-05-21 | May 1977 | British |
Show 2 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| KEEN, James | Director | 2014-05-22 | 2020-03-10 |
| YATES, Christian James Kurt | Director | 2018-03-01 | 2020-09-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Bowmore Wealth Group Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2020-09-30 | Active |
| Mark Wayne Incledon | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2020-09-30 |
Filing timeline
Last 20 of 50 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-12-23 | AA | accounts | Accounts with accounts type full | |
| 2025-05-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-01-31 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-31 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-16 | AA | accounts | Accounts with accounts type full | |
| 2024-09-10 | CH01 | officers | Change person director company with change date | |
| 2024-05-24 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-02-01 | AA | accounts | Accounts with accounts type full | |
| 2023-05-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-10-14 | AA | accounts | Accounts with accounts type full | |
| 2022-05-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-03-10 | AA | accounts | Accounts with accounts type full | |
| 2021-11-29 | AD02 | address | Change sail address company with old address new address | |
| 2021-06-02 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2021-05-21 | AP01 | officers | Appoint person director company with name date | |
| 2021-05-21 | AP01 | officers | Appoint person director company with name date | |
| 2021-04-29 | AA01 | accounts | Change account reference date company current shortened | |
| 2021-04-29 | AA | accounts | Accounts with accounts type full | |
| 2020-11-12 | AD03 | address | Move registers to sail company with new address | |
| 2020-11-12 | PSC07 | persons-with-significant-control | Cessation of a person with significant control |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- 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
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
—
Not reported
-
Cash
—
Not reported
-
Net assets
+20.1%
£1,373,131 £1,648,528
-
Employees
0%
7 7
-
Profit before tax
-30.3%
£532,164 £370,682
-
Wages
+24%
£553,238 £686,035
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