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Cash

£9.6M

+62.8% highest in 3 filed years

Net assets

Equity attributable

Employees

Average over period

Profit before tax

£7.1M

+12.3% highest in 3 filed years

Watchouts

Facts from the Companies House register and the latest accounts — not a rating

Accounts

3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31

Metric Trend 2023-12-312024-12-312025-12-31 Δ vs prior
Turnover £6,506,336£7,458,663£8,248,771 +10.6%
Operating profit £5,552,719£6,319,597£7,097,019 +12.3%
Profit before tax £5,552,719£6,319,597£7,097,019 +12.3%
Net profit £4,241,155£4,724,768£5,334,332 +12.9%
Cash £5,896,978£5,881,357£9,576,143 +62.8%
Total assets less current liabilities
Net assets £6,160,094£6,884,862
Equity £6,160,094£6,884,862
Average employees 44
Wages £535,974£625,179
Directors' remuneration £381,271£348,822

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 2023-12-312024-12-312025-12-31
Operating margin 85.3%84.7%86.0%
Net margin 65.2%63.3%64.7%
Gearing (liabilities / total assets) 29.6%25.5%
Current ratio 3.37x3.89x

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 confirm that they are satisfied that the Company has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements.”

Significant events

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

People

3 active · 13 resigned

Name Role Appointed Born Nationality
JOHNSON, Ali Secretary 2016-05-01
APLIN, Simon Paul Director 2023-04-25 Dec 1981 British
TOWNER, Phil Director 2026-03-13 Mar 1962 British
Show 13 resigned officers
Name Role Appointed Resigned
LOADER, Richard Edwin Secretary 2015-12-31 2016-04-30
BUCKLEY, Ian Michael Director 2012-10-04 2018-04-30
EDWARDS, Helen Jane Director 2010-09-09 2015-12-31
EDWARDS, Roger Paul Director 2010-09-09 2019-12-10
ELLIS, Simon Charles Director 2020-04-21 2024-02-08
HORSLER, Steven Director 2016-04-11 2020-09-11
HOWELL, Philip Luard Director 2016-04-11 2019-05-09
JONES, Paul Colin Director 2024-01-19 2025-12-18
KING, Zoe Margaret Director 2019-12-10 2026-03-18
OWEN-JONES, Sarah Director 2016-04-11 2023-04-25
SWEATON, Paul Andrew Director 2010-09-09 2025-10-03
SWEATON, Tahnya Helen Director 2010-09-09 2015-12-31
WEBB, Michael Mark Director 2016-04-11 2023-09-29

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Vision Independent Financial Planning Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2017-12-18 Active
Rathbone Brothers Plc Corporate entity Shares 75–100% 2016-04-06 Ceased 2017-12-18

Filing timeline

Last 20 of 71 total filings

Date Type Category Description
2026-05-26 AA accounts Accounts with accounts type full
2026-03-24 TM01 officers Termination director company with name termination date PDF
2026-03-24 AP01 officers Appoint person director company with name date PDF
2026-03-05 TM01 officers Termination director company with name termination date PDF
2025-12-19 TM01 officers Termination director company with name termination date PDF
2025-09-10 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-07-11 AA accounts Accounts with accounts type full
2024-09-02 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-05-20 AA accounts Accounts with accounts type full
2024-02-21 TM01 officers Termination director company with name termination date PDF
2024-01-23 AP01 officers Appoint person director company with name date PDF
2023-10-03 TM01 officers Termination director company with name termination date PDF
2023-08-30 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-08-09 AP01 officers Appoint person director company with name date PDF
2023-06-22 TM01 officers Termination director company with name termination date PDF
2023-06-05 AA accounts Accounts with accounts type full
2023-02-08 AP01 officers Appoint person director company with name date PDF
2022-09-11 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-06-15 AA accounts Accounts with accounts type full
2021-09-01 CS01 confirmation-statement Confirmation statement with no updates PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
7

last 12 months

Capital events
0

last 24 months

Officers appointed
1

last 12 months

Officers resigned
3

last 12 months

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

Official Companies House page