DOHERTY PENSION & INVESTMENT CONSULTANCY LIMITED
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Next accounts due
2027-02-28 (in 9mo)
Last filed for 2025-05-31
Confirmation statement due
2027-01-16 (in 8mo)
Last made up 2026-01-02
Watchouts
None on the register
Cash
£1M
-54.7% vs 2024
Net assets
£3M
+11.2% vs 2024
Employees
32
+3.2% vs 2024
Profit before tax
£2M
+336.3% vs 2024
Name history
Renamed 3 times since incorporation
- DOHERTY PENSION & INVESTMENT CONSULTANCY LIMITED 1999-04-15 → present
- PENSION & INVESTMENT CONSULTANCY LIMITED 1999-03-26 → 1999-04-15
- WILLIS & DOHERTY PENSION & INVESTMENT CONSULTANCY LIMITED 1997-06-23 → 1999-03-26
- WILLIS & DOHERTY (LIFE & PENSIONS) LTD 1997-02-07 → 1997-06-23
Net assets
2-year trend · vs Industrials median
Accounts
2-year trend · latest reflected 2025-05-31
| Metric | Trend | 2024-05-31 | 2025-05-31 |
|---|---|---|---|
| Turnover | £5,025,363 | £4,484,160 | |
| Operating profit | £360,281 | £2,128,156 | |
| Profit before tax | £497,850 | £2,172,339 | |
| Net profit | £383,436 | £1,635,813 | |
| Cash | £2,930,613 | £1,326,291 | |
| Total assets less current liabilities | £3,006,955 | £3,334,602 | |
| Net assets | £2,993,913 | £3,329,726 | |
| Equity | £2,993,913 | £3,329,726 | |
| Average employees | 31 | 32 | |
| Wages | £3,123,079 | £1,259,108 |
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 | 2024-05-31 | 2025-05-31 |
|---|---|---|---|
| Operating margin | 7.2% | 47.5% | |
| Net margin | 7.6% | 36.5% | |
| Return on capital employed | 12.0% | 63.8% | |
| Current ratio | 4.57x | 11.44x |
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 §1A
- Reporting scope
- Standalone (parent only)
- Abridged
- Yes — abridged accounts (limited disclosure)
- Auditor
- Morris & Young
- 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 were authorised for issue.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 4 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| CROSS, Stephen | Director | 2018-09-14 | Jun 1971 | British |
| DOOHER, John | Director | 2015-06-01 | Dec 1981 | Irish |
| LAPPIN, Terence Henry | Director | 1997-02-07 | Sep 1961 | British |
| RODGERS, Lorraine Sarah | Director | 2021-06-01 | Jul 1973 | Northern Irish |
| THOMSON, Alan John | Director | 2005-07-08 | Sep 1971 | British |
| WRIGHT, Michael David | Director | 2023-04-19 | Apr 1982 | British |
Show 4 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| LAPPIN, Ursula Louise | Secretary | 2004-09-23 | 2021-02-04 |
| CURRAN, Gavin | Director | 2015-06-01 | 2024-06-19 |
| DOHERTY, William Alexander | Director | 1997-02-07 | 2004-09-23 |
| SMITH, Murray Beveridge | Director | 2023-04-19 | 2025-05-16 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mattioli Woods Plc | Corporate entity | Shares 75–100%, Voting 75–100% | 2023-04-19 | Active |
| Mr Terence Henry Lappin | Individual | Shares 75–100%, Voting 25–50% | 2021-12-31 | Ceased 2023-04-19 |
| Mr Terence Henry Lappin (As Executor Of Urusla Lappin’S Estate) | Individual | Shares 75–100%, Voting 75–100% | 2021-02-04 | Ceased 2021-12-31 |
| Mrs Ursula Louise Lappin | Individual | Shares 75–100%, voting-rights-75-to-100-percent-as-trust | 2021-01-11 | Ceased 2021-02-04 |
| Mr Terence Henry Lappin | Individual | Shares 75–100%, Voting 75–100% | 2016-12-31 | Ceased 2021-01-11 |
| Mr Gavin Curran | Individual | Significant influence | 2016-12-31 | Ceased 2017-01-01 |
| Mr John Dooher | Individual | Significant influence | 2016-12-31 | Ceased 2017-01-01 |
| Mr Alan John Thomson | Individual | Significant influence | 2016-12-31 | Ceased 2017-01-01 |
Filing timeline
Last 20 of 116 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-09 | AA | accounts | Accounts with accounts type full | |
| 2026-01-29 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-25 | TM01 | officers | Termination director company with name termination date | |
| 2025-03-05 | AA | accounts | Accounts with accounts type full | |
| 2025-01-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-09 | AD01 | address | Change registered office address company with date old address new address | |
| 2024-06-26 | TM01 | officers | Termination director company with name termination date | |
| 2024-01-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-11-20 | AA01 | accounts | Change account reference date company current extended | |
| 2023-09-27 | AA | accounts | Accounts with accounts type full | |
| 2023-05-17 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-05-17 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-05-17 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-05-17 | SH01 | capital | Capital allotment shares | |
| 2023-04-24 | CH01 | officers | Change person director company with change date | |
| 2023-04-21 | AP01 | officers | Appoint person director company with name date | |
| 2023-04-21 | AP01 | officers | Appoint person director company with name date | |
| 2023-03-24 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2023-01-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-05-20 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 1
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 2025-05-31 vs 2024-05-31
-
Turnover
-10.8%
£5,025,363 £4,484,160
-
Cash
-54.7%
£2,930,613 £1,326,291
-
Net assets
+11.2%
£2,993,913 £3,329,726
-
Employees
+3.2%
31 32
-
Operating profit
+490.7%
£360,281 £2,128,156
-
Profit before tax
+336.3%
£497,850 £2,172,339
-
Wages
-59.7%
£3,123,079 £1,259,108
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