NEWTON INVESTMENT MANAGEMENT LIMITED
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Cash
£66M
-2.5% vs 2024
Net assets
£181M
+2.4% highest in 3 filed years
Employees
194
-26.8% lowest in 3 filed years
Profit before tax
£3.6M
-53.5% lowest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
6 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £135,720,000 | £123,267,000 | £108,988,000 | -11.6% | |
| Operating profit | £8,652,000 | £3,342,000 | -£120,000 | -103.6% | |
| Profit before tax | £13,752,000 | £7,673,000 | £3,569,000 | -53.5% | |
| Net profit | £12,960,000 | £5,213,000 | £2,577,000 | -50.6% | |
| Cash | £61,176,000 | £68,113,000 | £66,384,000 | -2.5% | |
| Total assets less current liabilities | £181,092,000 | £189,653,000 | £195,294,000 | +3% | |
| Net assets | £168,630,000 | £176,422,000 | £180,684,000 | +2.4% | |
| Equity | £168,630,000 | £176,422,000 | £180,684,000 | +2.4% | |
| Average employees | 325 | 265 | 194 | -26.8% | |
| Wages | £65,926,000 | £55,459,000 | £49,444,000 | -10.8% | |
| Directors' remuneration | £2,965,000 | £2,060,000 | £2,610,000 | +26.7% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | 6.4% | 2.7% | -0.1% | |
| Net margin | 9.5% | 4.2% | 2.4% | |
| Return on capital employed | 4.8% | 1.8% | -0.1% | |
| Gearing (liabilities / total assets) | — | 21.2% | 20.3% | |
| Current ratio | 4.74x | 5.51x | 6.25x | |
| Interest cover | 65.05x | 22.13x | -1.88x |
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.
Name history
Renamed 2 times since incorporation
- NEWTON INVESTMENT MANAGEMENT LIMITED 1986-12-31 → present
- REED STENHOUSE INVESTMENT SERVICES LIMITED 1979-12-31 → 1986-12-31
- STENHOUSE REED SHAW INVESTMENT SERVICES LIMITED 1978-06-06 → 1979-12-31
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have prepared the financial statements on the going concern basis as they do not intend to liquidate the Company or to cease its operations, and as they have concluded that the Company's financial position means that this is realistic. They have also concluded that there are no material uncertainties that could have cast significant doubt over its ability to continue as a going concern for at least a year from the date of approval of the financial statements ("the going concern period").”
Significant events
- “In March 2025 it was announced that the Company's operations and distribution business areas would move into a BNY enterprise platform during 2025 (to be aligned with similar functions for other affiliated BNY investment management legal entity firms).”
- “On 1 Jan 2026, the Company alongside other UK based investment management entities transferred all of their employees into a local service entity. This service entity will contain staff who are aligned to both client-focussed platforms and operational platforms. The service entity will recharge expenses back to Company governed by service level agreements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 94 resigned
Showing the first 100 officers on file — Companies House returns these 100 per page and this record sits at that limit, so the list (and any former officers) may be incomplete. Full register on Companies House
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BNY MELLON SECRETARIES (UK) LIMITED | Corporate Secretary | 2026-04-21 | — | — |
| HELBY, James Morecroft | Director | 2023-04-01 | May 1977 | British |
| NOBLE, Susan Margaret | Director | 2025-12-15 | Mar 1957 | British |
| POTTER, Stephen | Director | 2025-12-23 | Dec 1956 | American |
| SRIVASTAVA, Raman | Director | 2026-02-12 | Jun 1975 | Canadian |
| WATT, Richard | Director | 2025-12-15 | Jun 1958 | British |
Show 94 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| AKADIRI, Evelyn | Secretary | 2005-11-30 | 2008-11-20 |
| BASSIL, Jeremy | Secretary | 2005-07-22 | 2005-11-30 |
| BASSIL, Jeremy | Secretary | 2004-09-17 | 2004-11-22 |
| COX, Matthew Brian | Secretary | 2014-01-24 | 2014-10-31 |
| FULLER, Charles | Secretary | 2003-01-03 | 2004-07-23 |
| FULLER, Charles | Secretary | 1998-07-01 | 2002-05-01 |
| GRAHAM, Dara Tracey | Secretary | 2004-07-23 | 2004-09-17 |
| HAMPTON, Keith Martin | Secretary | 2002-05-01 | 2003-01-03 |
| HARRIS, Colin Robert | Secretary | 1998-01-25 | 1998-07-01 |
| HARRIS, Colin Robert | Secretary | — | 1995-02-01 |
| HIGSON, Francoise Kate | Secretary | 2013-05-22 | 2014-01-24 |
| PARTRIDGE, Isabella Iona Alison | Secretary | 2014-10-31 | 2026-04-21 |
| SHERLOCK, Michael John | Secretary | 1995-02-01 | 1998-01-25 |
| STRIKER, Jenny | Secretary | 2004-11-22 | 2005-07-22 |
| BNY MELLON SECRETARIES (UK) LIMITED | Corporate Secretary | 2008-11-20 | 2014-10-31 |
| ABBOTT, Peter David | Director | 1997-01-01 | 2001-10-29 |
| ALLERSTON, Mark Frederick | Director | 2000-03-01 | 2001-07-23 |
| ANWYL-HARRIS, Peter David | Director | 2000-03-01 | 2001-11-26 |
| BAGGE, Richard A | Director | 2000-06-01 | 2001-10-29 |
| BATTY, Nigel Martin | Director | 1997-07-01 | 2001-11-26 |
| BAXTER, David Arnott | Director | — | 1997-03-31 |
| BEAGLES, Clive | Director | 2000-03-01 | 2001-10-29 |
| BEAUFORT, Howard Colin | Director | — | 1998-12-27 |
| BELL, Jonathan Anthony | Director | 2000-03-01 | 2001-11-26 |
| BLACK, Alan John | Director | 1995-03-01 | 1999-11-04 |
| BOWEN, Joanna | Director | 1999-01-01 | 2001-11-26 |
| BOWLES, Guy Rupert | Director | 1996-01-02 | 2001-08-08 |
| BRADLEY, Joanna Mary | Director | 1998-01-01 | 2001-10-29 |
| BRIDSON, Patricia Margaret | Director | 2000-03-01 | 2001-10-29 |
| BRISK, Gregory Allan | Director | 2016-05-08 | 2023-03-01 |
| BRITTON, Edward James Gurney | Director | 2000-03-01 | 2001-10-29 |
| BURGESS, Stephen Howard | Director | — | 2000-06-30 |
| BUTLER, Paul William | Director | 1994-11-17 | 2001-10-29 |
| BUTLER, Roger John | Director | 1996-01-08 | 1998-08-31 |
| CAMPBELL, Colin Douglas | Director | 2001-08-22 | 2004-06-30 |
| CAMPBELL, Colin Douglas | Director | 1993-08-02 | 2001-04-30 |
| CAMPBELL, Julian Vincent | Director | 1998-01-01 | 2001-11-26 |
| CARTER, Kevin James, Dr | Director | 2019-03-01 | 2025-12-12 |
| CHRISTIE, Guy Charles | Director | 2000-03-01 | 2001-11-26 |
| CLIFTON, Paul Alexander | Director | 1993-02-01 | 2001-02-17 |
| COLLINS, Philip | Director | 2000-03-01 | 2001-10-29 |
| CONNOR, Michael Stewart | Director | 1998-01-01 | 2001-10-29 |
| COWIE, Colin David | Director | 2013-08-08 | 2016-06-17 |
| CUSTARD, Curtis William | Director | 2017-09-11 | 2021-09-01 |
| DOWNS, Andrew Terence | Director | 2004-06-30 | 2023-03-31 |
| DOWNS, Andrew | Director | 1999-01-01 | 2001-04-30 |
| DOYNO, Judith Anne | Director | 2022-07-01 | 2025-12-12 |
| DUNCAN, Matthieu Benoit | Director | 2009-12-11 | 2013-05-07 |
| EATON, Stuart Michael | Director | 1999-01-01 | 2001-10-29 |
| ETHERDEN, Jeanette Elaine | Director | 1997-07-01 | 2001-07-23 |
| FRENCH, Sharon | Director | 2021-12-14 | 2025-12-12 |
| FULLER, Graham Maitland | Director | 1996-01-02 | 2001-11-26 |
| GALLAGHER, Keiran Peter | Director | 1997-07-01 | 2001-11-26 |
| GREEN, Lawrence Barrie | Director | — | 1998-10-16 |
| GROOM, Jon | Director | 2001-07-01 | 2001-11-30 |
| HARDING, Ian | Director | 2000-06-01 | 2001-05-15 |
| HARRIS, Colin Robert | Director | — | 2001-07-01 |
| HARRIS, Mitchell Evan | Director | 2014-11-27 | 2020-10-01 |
| HARRIS, Richard | Director | 1998-01-01 | 2000-01-26 |
| HARRISON, Peter | Director | 1994-11-17 | 1996-08-31 |
| HEADLEY, Andrew Nicholas | Director | 2000-03-01 | 2001-07-23 |
| HELBY, James Morecroft | Director | 2012-01-26 | 2017-09-11 |
| HENLEY, Raymond Alan | Director | — | 2001-11-26 |
| HORLICK, Richard Miles Andrew | Director | — | 1994-05-06 |
| HUDSON, Guy Andrew | Director | 1997-01-01 | 2001-04-30 |
| JANE, David Peter | Director | 1998-01-01 | 1998-11-10 |
| JOWITT, Henrietta | Director | 2015-01-29 | 2019-05-15 |
| JUDGE, Deborah Clare | Director | 1998-01-01 | 2001-11-26 |
| KEELER, Philip Howard | Director | 1994-11-17 | 2001-04-30 |
| KIRK, Nicholas John | Director | — | 1996-01-31 |
| KORNER, James Robert Dominic | Director | 1997-01-01 | 2001-11-26 |
| LADD, Edward Homer | Director | 2014-11-27 | 2017-11-20 |
| MACCALLUM, David James | Director | 1993-03-04 | 2000-12-09 |
| MAGINNIS, Kevin Patrick Hargreaves | Director | 2000-03-01 | 2001-11-26 |
| MCEUEN, David Stewart Painter | Director | — | 2001-11-26 |
| MCMAHON, Julia Clare | Director | 2000-03-01 | 2001-10-29 |
| MEADON, William George | Director | 1994-02-01 | 1996-08-31 |
| MILLER, John Randolph | Director | 2023-02-23 | 2026-05-06 |
| MONNERY, Jonathan Christopher | Director | 1995-05-12 | 1999-11-04 |
| MORRISSEY, Helena Louise | Director | 1997-01-01 | 2016-12-31 |
| MUNRO, Euan George | Director | 2021-06-23 | 2025-04-11 |
| MUNROE, Robert Jeffrey | Director | 1998-01-01 | 2017-09-04 |
| NARAGHI, Fatemeh, Dr | Director | 2000-03-01 | 2001-10-29 |
| NEWTON, Stewart Worth | Director | — | 2000-11-20 |
| NOBLE, Susan Margaret | Director | 2015-03-12 | 2022-11-03 |
| O'HARA, Mary Ann | Director | 1999-02-05 | 2000-12-18 |
| O`LOUGHLIN, Patricia Marie | Director | 1995-03-01 | 2001-10-29 |
| PANDAY, Shreekant Prasad | Director | — | 2001-11-26 |
| PARK, Malcolm John | Director | 1999-01-01 | 2001-04-30 |
| PARKER, Richard Martin | Director | 1998-01-01 | 2001-06-30 |
| PISKORZ, Richard Jozef | Director | 1995-05-12 | 1997-09-12 |
| POINTON, Russell Harry | Director | 2000-03-01 | 2001-10-22 |
| PORTER, John | Director | 2025-07-17 | 2026-01-05 |
| POWELL, Anthony Jonathan Weir | Director | — | 2000-10-31 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Newton Management Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 453 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-26 | AA | accounts | Accounts with accounts type full | |
| 2026-05-12 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-05-07 | TM01 | officers | Termination director company with name termination date | |
| 2026-04-21 | TM02 | officers | Termination secretary company with name termination date | |
| 2026-04-21 | AP04 | officers | Appoint corporate secretary company with name date | |
| 2026-02-17 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-07 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-31 | AP01 | officers | Appoint person director company with name date | |
| 2025-12-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-12-23 | AP01 | officers | Appoint person director company with name date | |
| 2025-12-23 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-23 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-23 | TM01 | officers | Termination director company with name termination date | |
| 2025-11-06 | AD01 | address | Change registered office address company with date old address new address | |
| 2025-07-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-05-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-13 | AA | accounts | Accounts with accounts type full | |
| 2025-04-14 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-24 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-24 | AD01 | address | Change registered office address company with date old address new address |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 15
- Capital events
- 0
- Officers appointed
- 5
- Officers resigned
- 6
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.