ARTORIUS WEALTH MANAGEMENT LIMITED
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Next accounts due
2027-01-31 (in 8mo)
Last filed for 2025-04-30
Confirmation statement due
2026-11-12 (in 6mo)
Last made up 2025-10-29
Watchouts
None on the register
Cash
£4M
+3.6% vs 2024
Net assets
£5M
+4% highest in 3 filed years
Employees
42
-16% vs 2024
Profit before tax
£268K
+19.6% vs 2024
Name history
Renamed 2 times since incorporation
- ARTORIUS WEALTH MANAGEMENT LIMITED 2017-04-07 → present
- ALFRED SIMMONS INVESTMENT MANAGEMENT LIMITED 2015-01-23 → 2017-04-07
- ENSCO 1097 LIMITED 2014-10-29 → 2015-01-23
Net assets
3-year trend · vs Industrials median
Accounts
3-year trend · latest reflected 2025-04-30
| Metric | Trend | 2023-04-30 | 2024-04-30 | 2025-04-30 |
|---|---|---|---|---|
| Turnover | £8,045,640 | £8,667,868 | £8,502,357 | |
| Operating profit | -£782,161 | £223,795 | £263,669 | |
| Profit before tax | — | £223,795 | £267,609 | |
| Net profit | — | £509,484 | £200,707 | |
| Cash | — | £3,683,907 | £3,814,854 | |
| Total assets less current liabilities | — | — | — | |
| Net assets | £4,559,778 | £5,069,262 | £5,269,969 | |
| Equity | £4,559,778 | £5,069,262 | £5,269,969 | |
| Average employees | — | 50 | 42 | |
| Wages | — | £4,816,336 | £4,482,030 |
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 | 2023-04-30 | 2024-04-30 | 2025-04-30 |
|---|---|---|---|---|
| Operating margin | -9.7% | 2.6% | 3.1% | |
| Net margin | — | 5.9% | 2.4% | |
| Current ratio | — | 5.61x | 5.58x |
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
- Azets Audit Services
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The directors remain confident that the business will continue to trade profitably over the next 12 months from the date of the directors' report, and as a consequence, the going concern assumption continues to be the appropriate basis on which to prepare the Company's accounts.”
Significant events
- “On 1 May 2025, Artorius Wealth Management Limited exchanged on the acquisition of the entire issued share capital of Castle Stede Limited, and conditional completion is scheduled for September 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 8 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BENNETT, Ian Lewis | Director | 2017-09-18 | Dec 1976 | British |
| LANE, Gerard Hugh Mostyn | Director | 2016-01-22 | Jun 1971 | British |
| LEWIS, Patrick Charles Mansel | Director | 2021-04-01 | Nov 1965 | British |
Show 8 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GATELEY SECRETARIES LIMITED | Corporate Secretary | 2014-10-29 | 2015-01-12 |
| ALGAR, Richard Gregory | Director | 2015-01-12 | 2016-01-07 |
| DE BURGH MARSH, Ian Alastair | Director | 2016-03-30 | 2024-01-01 |
| FLETCHER, Michael James | Director | 2015-01-12 | 2015-03-19 |
| SHONE, Kevin Stephen | Director | 2016-01-22 | 2017-05-22 |
| TOOLE, Michael John Oliver | Director | 2015-03-19 | 2022-03-01 |
| WARD, Michael James | Director | 2014-10-29 | 2015-01-12 |
| GATELEY INCORPORATIONS LIMITED | Corporate Director | 2014-10-29 | 2015-01-12 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Artorius Wealth Limited | Corporate entity | Shares 75–100% | 2022-03-22 | Active |
| Artorius Wealth (Uk) Limited | Corporate entity | Shares 75–100%, Voting 75–100% | 2019-11-07 | Active |
| Alfred Simmons Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100% | 2016-04-06 | Ceased 2019-11-07 |
Filing timeline
Last 20 of 58 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-01-23 | AA | accounts | Accounts with accounts type full | |
| 2025-12-18 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-12-10 | CH01 | officers | Change person director company with change date | |
| 2025-09-16 | CH01 | officers | Change person director company with change date | |
| 2025-01-09 | AA | accounts | Accounts with accounts type full | |
| 2024-11-12 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-01-30 | TM01 | officers | Termination director company with name termination date | |
| 2024-01-15 | AA | accounts | Accounts with accounts type full | |
| 2023-11-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-01-18 | AA | accounts | Accounts with accounts type full | |
| 2022-11-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-03-24 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2022-03-01 | TM01 | officers | Termination director company with name termination date | |
| 2022-01-14 | AA | accounts | Accounts with accounts type full | |
| 2021-12-01 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-04-29 | AA | accounts | Accounts with accounts type full | |
| 2021-04-13 | AP01 | officers | Appoint person director company with name date | |
| 2020-11-06 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2020-11-06 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2020-11-06 | PSC02 | persons-with-significant-control | Notification of a person with significant control |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- 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 2025-04-30 vs 2024-04-30
-
Turnover
-1.9%
£8,667,868 £8,502,357
-
Cash
+3.6%
£3,683,907 £3,814,854
-
Net assets
+4%
£5,069,262 £5,269,969
highest in 3 filed years
-
Employees
-16%
50 42
-
Operating profit
+17.8%
£223,795 £263,669
highest in 3 filed years
-
Profit before tax
+19.6%
£223,795 £267,609
-
Wages
-6.9%
£4,816,336 £4,482,030
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers