DALRIADA TRUSTEES LIMITED

1. DALRIADA TRUSTEES LIMITED 2003-08-05 → present
2. DALRIADA TRUSTEE SERVICES LIMITED 2003-07-07 → 2003-08-05
3. BSP TRUSTEE SERVICES LIMITED 2001-07-24 → 2003-07-07
4. BRIAN SPENCE & PARTNERS (INVESTMENT SERVICES) LIMITED 2000-09-06 → 2001-07-24
5. SARCON (NO.80) LIMITED 2000-04-10 → 2000-09-06

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

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.

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

RSM UK Audit LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“Directors have an expectation that the company has adequate resources to continue in operational existence for the foreseeable future, and consider there are no material uncertainties about the company's ability to continue as a going concern. Auditor concluded the use of going concern basis is appropriate and found no material uncertainties.”

Significant events

• “Expanded team to 100 professional staff. 58 professional trustees accredited by APPT. August 2024: New director appointments (total 17). September 2024: Shehzad Ahmad, Adrian Kennett, Charles Ward appointed Practice Managing Directors. January 2025: Stephen Soper appointed MD, Business Operations.”
• “Kerry Stafford stepped down as Company Secretary (Aug 2025) and is due to step down as Director (Sep 2025). Passing of Lisa Lenehan (June 2024) and Sarah Brough (Feb 2025). Charity event in May 2025 raised £8,500.”
• “Pensions Regulator rolled out formal oversight framework for trusteeship (Oct 2024). Re-appointed to Pension Protection Fund Trustee Services panel. Transferred 29 schemes to Standard Life. Ultimate controlling party changed on 24 March 2025.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

7

last 12 months

Capital events

0

last 24 months

Officers appointed

1

last 12 months

Officers resigned

2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  +28.3%

  £18,133,775 → £23,256,879

• Cash

  +620.3%

  £419,778 → £3,023,783

• Net assets

  +66.9%

  £8,019,014 → £13,379,950

• Employees

  —

  Not reported

• Operating profit

  +55.2%

  £4,579,194 → £7,104,897

• Profit before tax

  +56.1%

  £4,618,120 → £7,209,004

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