CAUSEWAY SECURITIES LIMITED
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Next accounts due
2027-06-30 (in 1y)
Last filed for 2025-09-30
Confirmation statement due
2026-06-25 (in 1mo)
Last made up 2025-06-11
Watchouts
None on the register
Accounts
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Consolidated group
- Auditor
- Grant Thornton (NI) LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. 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 Group's or the parent Company's ability to continue as a going concern for a period of at least twelve months from the date when the financial statements are authorised for issue.”
Group structure
- CAUSEWAY SECURITIES LIMITED · parent
- Causeway Securities LLC 1%
- Levendi Investment Management Limited 1%
Significant events
- “On 29 August 2025, the acquisition of Levendi Investment Management Limited completed.”
- “On 24 October 2024, the Group completed on a transaction which saw Westbridge III GP LLP, an award-winning private equity firm, take a material stake in the business alongside the Management Team.”
- “During the period the Company achieved a significant milestone, when it obtained permission from the FCA to hold client money and client assets.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 2 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| LITTLE, Jonathan Michael | Director | 2024-12-11 | Dec 1964 | British |
| MCDANIEL, Joseph Edward | Director | 2022-09-13 | Dec 1983 | Irish |
| O DONNELL, Conor | Director | 2017-03-02 | Feb 1984 | British |
Show 2 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| O'DONNELL, Conor Hugh | Director | 2016-04-07 | 2016-07-11 |
| TULLY, Mark John | Director | 2016-04-05 | 2019-05-10 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Westbridge Iii Gp Llp | Corporate entity | Shares 50–75%, Voting 50–75%, Appoints directors | 2024-10-24 | Active |
| Mr Conor Hugh O'Donnell | Individual | Shares 25–50%, Voting 25–50% | 2016-04-20 | Active |
| Mr Mark John Tully | Individual | Shares 25–50%, Voting 25–50% | 2016-04-06 | Ceased 2019-05-10 |
Filing timeline
Last 20 of 50 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-27 | AA | accounts | Accounts with accounts type group | |
| 2026-04-22 | AD01 | address | Change registered office address company with date old address new address | |
| 2025-06-12 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-04-07 | AA | accounts | Accounts with accounts type group | |
| 2025-01-06 | AP01 | officers | Appoint person director company with name date | |
| 2024-12-11 | RESOLUTIONS | resolution | Resolution | |
| 2024-12-11 | MA | incorporation | Memorandum articles | |
| 2024-12-09 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-12-09 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2024-10-31 | MR01 | mortgage | Mortgage create with deed with charge number charge creation date | |
| 2024-10-22 | AD01 | address | Change registered office address company with date old address new address | |
| 2024-07-08 | AA | accounts | Accounts with accounts type small | |
| 2024-06-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-06-12 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-04-05 | AA | accounts | Accounts with accounts type small | |
| 2022-09-13 | AP01 | officers | Appoint person director company with name date | |
| 2022-06-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-03-25 | AA | accounts | Accounts with accounts type small | |
| 2021-06-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-06-04 | AA | accounts | Accounts with accounts type small |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- 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
Latest filed period vs the prior one