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Courtiers Investment Services Limited

01387954

active
Private Limited Company
england wales
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Loss before tax (-10)
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

18 HART STREET, HENLEY-ON-THAMES, RG9 2AU
Incorporated 11/09/1978

Compliance

Last accounts

31/03/2025

full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 19/06/2025

Due 03/07/2026

On track

Industry

66300
Fund management activities

Officers

Mr Gary Derek Reynolds

secretary · Since 31/03/1991

BRITISH · UNITED KINGDOM · Age 69

Also on 24 other boards

Mr Gary Derek Reynolds

director · Since 31/03/1991

DIRECTOR

BRITISH · UNITED KINGDOM · Age 69

Also on 24 other boards

Mr James Stewart Shepperd

director · Since 21/11/1997

DIRECTOR

BRITISH · UNITED KINGDOM · Age 60

Also on 13 other boards

Mrs Gabriella Evans

director · Since 26/07/2019

HEAD OF INVESTMENT & FUND ACCOUNTING

BRITISH · ENGLAND · Age 34

Also on 2 other boards

Mr Jacob Edward Reynolds

director · Since 26/07/2019

QUANTITATIVE ANALYST & DATA SCIENTIST

BRITISH · ENGLAND · Age 39

Also on 2 other boards

Persons with Significant Control

Courtiers Group Holdings Limited

75–100% shares

18 Hart Street, Hart Street, Henley-On-Thames, RG9 2AU

Reg: 10408446 · England · Limited Company

Notified 14/03/2017

Former PSCs

Mr Gary Derek Reynolds

Ceased 28/11/2016

Mr James Stewart Shepperd

Ceased 28/11/2016

Charges0 outstanding

charge
satisfied

EARL GEORGE LYON MACKIE AND OLIVE CLARKE BOND

Created 29/03/2007Registered 31/03/2007Satisfied 23/06/2020
charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 27/10/1995Registered 11/11/1995Satisfied 25/11/1997
charge
satisfied

ROYSCOT TRUST PLC

Created 30/06/1993Registered 02/07/1993Satisfied 14/10/2009
charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 29/08/1991Registered 12/09/1991Satisfied 25/11/1997
charge
satisfied

HILL SAMUEL & CO LIMITED

Created 13/08/1984Registered 15/08/1984

CompanyRankvs 15+ SIC 66300 peers
78

Financial strength93th percentile among SIC peers · 23/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 4.93× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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How is this score calculated?
Financial strength23/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Going concern doubt: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

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 are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to going co

Key FinancialsYear ending 31/03/2025

Turnover

£7.2M

Annual revenue

Net Worth

£2.2M

Balance sheet strength

Cash

£1.7M

Cash in the bank

Profit Before Tax

-£5.6M

Bottom line earnings

Net Current Assets

£14.3M

Working capital

Current Assets

£17.9M

Current Liabilities

£3.6M

Fixed Assets

£2k

Debtors

£16.2M

Cost of Sales

£205k

Gross Profit

£7.0M

Admin Expenses

£3.7M

Operating Profit

-£4.5M

Profit After Tax

-£4.4M

22avg. employees

Tax at Year End(2021)

Corp tax£281k

People Costs

Wages & salaries£1.8M
NI contributions£180k

Balance Sheet

Assets less current liabilities£14.3M
Prepared with Caseware UK (AP4) 2024.0.164

EstimatesDerived

YearCurrent RatioImplied Profit
20254.93+£0
20254.93-£1.8M
20215.56+£1.0M
20204.56

Derived from filed accounts. Not audited figures.