PARTNERS WEALTH MANAGEMENT LLP
Get an alert when PARTNERS WEALTH MANAGEMENT LLP 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
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-06-16 (in 1mo)
Last made up 2025-06-02
Watchouts
None on the register
Cash
£5M
+28.8% vs 2023
Net assets
£3M
+11.2% vs 2023
Employees
70
+9.4% vs 2023
Profit before tax
£17M
+34.2% vs 2023
Net assets
2-year trend · vs Unclassified median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £22,711,000 | £26,498,000 | |
| Operating profit | £12,508,000 | £16,784,000 | |
| Profit before tax | £12,564,000 | £16,866,000 | |
| Net profit | £0 | £0 | |
| Cash | £3,913,000 | £5,040,000 | |
| Total assets less current liabilities | £4,160,000 | £5,846,000 | |
| Net assets | £2,605,000 | £2,896,000 | |
| Equity | £2,605,000 | £2,896,000 | |
| Average employees | 64 | 70 | |
| Wages | £3,294,000 | £3,831,000 |
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 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 55.1% | 63.3% | |
| Net margin | 0.0% | 0.0% | |
| Return on capital employed | 300.7% | 287.1% | |
| Gearing (liabilities / total assets) | 58.0% | 63.4% | |
| Current ratio | 2.99x | 3.80x | |
| Interest cover | 6254.00x | — |
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 101
- Reporting scope
- Standalone (parent only)
- Auditor
- Deloitte LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors are satisfied that the LLP has adequate resources to continue to operate as a going concern for a period of 12 months from when the financial statements were authorised for issue in reaching this conclusion, they have considered the current and forecast regulatory capital and liquidity positions, as well as budgets and financial models together with its principal risks and uncertainties.”
Significant events
- “Ontario Teachers Pension Plan Board completed its acquisition of a majority holding in the Group from Caledonia Investments plc on 18 January 2024, triggering the exit event for Members Capital Rights.”
- “The LLP won several awards in 2024, including FT Adviser's Top 100, 2024 PAM NextGen Leaders - Partner Ben Aukett, Citywealth Magic Circle Awards (runner up), Citywire New Model Adviser Top 100, and International Adviser's Best Practice Adviser Awards.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
42 active · 13 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ATHERTON, Richard James William | Llp Designated Member | 2014-04-06 | Dec 1967 | — |
| CLARKE, Christopher Michael | Llp Designated Member | 2014-04-06 | Dec 1963 | — |
| CULLIS, Paul Richard | Llp Designated Member | 2019-04-06 | Jan 1968 | — |
| DAVIES, Timothy Clive | Llp Designated Member | 2004-04-24 | Jul 1965 | — |
| JOHNSTON, Matthew James | Llp Designated Member | 2014-04-06 | Jul 1974 | — |
| KILLINGLEY, David | Llp Designated Member | 2014-04-06 | Apr 1964 | — |
| MALINS, Paul Stephen | Llp Designated Member | 2018-07-01 | Dec 1963 | — |
| MILLS, Stephen George | Llp Designated Member | 2017-04-06 | Apr 1960 | — |
| MULLALLY, John Bernard | Llp Designated Member | 2020-04-06 | Nov 1962 | — |
| OLIVER, Fiona | Llp Designated Member | 2018-04-24 | Jun 1972 | — |
| PRIOR, Nathan Robert | Llp Designated Member | 2019-04-06 | Jan 1984 | — |
| SKIPPER, Brett Ashley | Llp Designated Member | 2014-04-06 | Aug 1974 | — |
| STOLL, David Anthony | Llp Designated Member | 2008-10-21 | Sep 1960 | — |
| TUSTIN, Andrew Mark | Llp Designated Member | 2019-04-06 | Apr 1963 | — |
| WARD, Simon Jonathan | Llp Designated Member | 2018-07-01 | Jun 1972 | — |
| WASSELL, Anthony Mark | Llp Designated Member | 2020-04-06 | Feb 1966 | — |
| WILSON, Duncan Alexander | Llp Designated Member | 2019-04-06 | Mar 1974 | — |
| YOUNG, Gregory Neil | Llp Designated Member | 2019-04-06 | Apr 1971 | — |
| 7IM HOLDINGS LIMITED | Corporate Llp Designated Member | 2020-09-30 | — | — |
| ARMITAGE, Richard | Llp Member | 2022-08-01 | Jul 1980 | — |
| AUKETT, Benjamin | Llp Member | 2023-07-01 | Jul 1992 | — |
| BENNETT, Georgina Elizabeth | Llp Member | 2023-07-01 | Sep 1984 | — |
| BULL, David | Llp Member | 2022-08-01 | Mar 1979 | — |
| BURT, Nicholas | Llp Member | 2023-07-01 | Apr 1977 | — |
| CAMERON, Robin | Llp Member | 2022-08-01 | Mar 1967 | — |
| CLARKE, Daniel | Llp Member | 2022-08-01 | Oct 1971 | — |
| DAVIS, Nigel | Llp Member | 2021-10-01 | May 1968 | — |
| GALE, James Major | Llp Member | 2022-08-01 | May 1973 | — |
| HENDRY, Craig Scott | Llp Member | 2025-03-17 | Sep 1969 | — |
| HODGETTS, Jeffrey | Llp Member | 2023-07-01 | Oct 1977 | — |
| JONES, Robert Maximillian | Llp Member | 2021-10-01 | May 1985 | — |
| MARTINEAU, Timothy | Llp Member | 2023-07-01 | Jan 1962 | — |
| MINA, Andrew | Llp Member | 2022-08-01 | Jan 1989 | — |
| MOTTERSHAW, Aaron | Llp Member | 2021-10-01 | Feb 1983 | — |
| PRIESTLEY, Mark | Llp Member | 2023-07-01 | May 1961 | — |
| RECORD, Robert Oswald | Llp Member | 2024-06-01 | Oct 1976 | — |
| SCHOFIELD, Hilary | Llp Member | 2021-10-01 | Feb 1961 | — |
| STRATTON-BROWN, Robert | Llp Member | 2021-10-01 | Mar 1970 | — |
| STRICKLAND, Matthew | Llp Member | 2022-08-01 | Apr 1983 | — |
| THOMPSON, Adam | Llp Member | 2025-07-01 | Aug 1994 | — |
| WILDMAN, Matthew | Llp Member | 2025-07-01 | Nov 1992 | — |
| WOOD, Phillip | Llp Member | 2023-07-01 | Sep 1964 | — |
Show 13 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GARBER, Andrew Louis | Llp Designated Member | 2005-11-04 | 2024-01-19 |
| GRIMMOND, Simon | Llp Designated Member | 2018-07-01 | 2021-12-31 |
| HORLER, Jonathan Michael Ramsay | Llp Designated Member | 2005-11-04 | 2012-03-31 |
| RADONICH, George Vincent Peter | Llp Designated Member | 2014-04-06 | 2018-04-24 |
| ROBERTS, James Welch | Llp Designated Member | 2004-04-24 | 2024-06-30 |
| SMITH, Daniel John | Llp Designated Member | 2020-04-06 | 2024-01-19 |
| SMITH, Robert Andrew | Llp Designated Member | 2014-04-06 | 2024-04-05 |
| SUTTON, John Laurence | Llp Designated Member | 2004-04-24 | 2024-04-05 |
| WARING, Mark Taylor | Llp Designated Member | 2004-04-24 | 2005-11-04 |
| ENERGIZE SECRETARY LIMITED | Corporate Llp Designated Member | 2004-04-24 | 2004-04-24 |
| HORLER, Jonathan Michael Ramsay | Llp Member | 2022-12-01 | 2024-01-19 |
| KELLY, John | Llp Member | 2023-07-01 | 2024-01-19 |
| RIDER, Rebecca | Llp Member | 2022-12-01 | 2024-01-19 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| 7im Holdings Limited | Corporate entity | voting-rights-75-to-100-percent-limited-liability-partnership, right-to-share-surplus-assets-75-to-100-percent-limited-liability-partnership, right-to-appoint-and-remove-members-limited-liability-partnership | 2020-09-30 | Active |
| Mr James Welch Roberts | Individual | voting-rights-25-to-50-percent-limited-liability-partnership, right-to-share-surplus-assets-25-to-50-percent-limited-liability-partnership | 2018-03-31 | Ceased 2020-09-30 |
| Mr David Anthony Stoll | Individual | voting-rights-25-to-50-percent-limited-liability-partnership, right-to-share-surplus-assets-25-to-50-percent-limited-liability-partnership | 2018-03-31 | Ceased 2020-09-30 |
Filing timeline
Last 20 of 165 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-10-04 | AA | accounts | Accounts with accounts type full | |
| 2025-07-11 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2025-07-11 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2025-06-12 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-03-19 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2024-09-24 | AA | accounts | Accounts with accounts type full | |
| 2024-07-12 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-06-28 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2024-06-05 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-19 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-04-19 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-01-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-01-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-01-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-01-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2024-01-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2023-10-06 | AA | accounts | Accounts with accounts type full | |
| 2023-09-18 | LLCH02 | officers | Change corporate member limited liability partnership with name change date | |
| 2023-09-18 | LLPSC05 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2023-07-21 | LLAD01 | address | Change registered office address limited liability partnership with date old address new address |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 0
- Officers appointed
- 2
- 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
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+16.7%
£22,711,000 £26,498,000
-
Cash
+28.8%
£3,913,000 £5,040,000
-
Net assets
+11.2%
£2,605,000 £2,896,000
-
Employees
+9.4%
64 70
-
Operating profit
+34.2%
£12,508,000 £16,784,000
-
Profit before tax
+34.2%
£12,564,000 £16,866,000
-
Wages
+16.3%
£3,294,000 £3,831,000
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