J.P. MORGAN PERSONAL INVESTING LIMITED
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Cash
£135m
+22.7% highest in 3 filed years
Net assets
£235m
+65.2% highest in 3 filed years
Employees
427
+18.6% highest in 3 filed years
Profit before tax
-£58m
-46.1% lowest in 3 filed years
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 | £31,356,068 | £39,298,748 | £48,485,526 | +23.4% | |
| Operating profit | -£44,046,425 | -£41,969,597 | -£59,676,972 | -42.2% | |
| Profit before tax | -£43,808,165 | -£39,858,626 | -£58,241,827 | -46.1% | |
| Net profit | -£43,808,165 | -£39,858,626 | £12,375,235 | +131% | |
| Cash | £87,961,305 | £110,110,980 | £135,129,934 | +22.7% | |
| Total assets less current liabilities | £81,994,202 | £142,135,576 | £234,770,711 | +65.2% | |
| Net assets | £81,994,202 | £142,135,576 | £234,770,711 | +65.2% | |
| Equity | £81,994,202 | £142,135,576 | £234,770,711 | +65.2% | |
| Average employees | 290 | 360 | 427 | +18.6% | |
| Wages | £23,385,149 | £22,091,605 | £26,984,854 | +22.1% | |
| Directors' remuneration | £118,968 | £148,201 | £177,543 | +19.8% |
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 | -140.5% | -106.8% | -123.1% | |
| Net margin | -139.7% | -101.4% | 25.5% | |
| Return on capital employed | -53.7% | -29.5% | -25.4% | |
| Gearing (liabilities / total assets) | 19.7% | 11.8% | 9.0% | |
| Current ratio | 4.75x | 6.93x | 8.24x |
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 3 times since incorporation — the current trading name was adopted 2025-10-27
- J.P. MORGAN PERSONAL INVESTING LIMITED 2025-10-27 → present
- J.P MORGAN PERSONAL INVESTING LIMITED 2025-10-24 → 2025-10-27
- NUTMEG SAVING AND INVESTMENT LIMITED 2012-05-23 → 2025-10-24
- HUNGRY FINANCE LIMITED 2011-01-24 → 2012-05-23
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“It is the policy of the Firm, JPMorgan Chase & Co., to provide the Company with support as required to maintain adequate capital and liquidity levels. The directors have concluded that this allows the Company to continue as a going concern for the foreseeable future.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 31 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| O'MALLEY, Danielle | Secretary | 2025-09-23 | — | — |
| J. P. MORGAN SECRETARIES (UK) LIMITED | Corporate Secretary | 2021-09-24 | — | — |
| ABA, Christophe | Director | 2025-09-30 | Aug 1977 | French |
| ADAMSON, Clive Peter | Director | 2021-09-24 | Mar 1956 | British |
| CROZIER, Richard | Director | 2026-03-12 | Sep 1975 | British |
| MCMANUS, James Alexander | Director | 2026-02-05 | Sep 1986 | British |
| MELLING, Matthew Paul | Director | 2022-03-15 | Mar 1971 | British |
| WANG, Alice | Director | 2021-09-24 | Apr 1960 | American |
Show 31 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| PATEL, Hina | Secretary | 2021-09-24 | 2025-07-18 |
| TAYLOR WESSING SECRETARIES LIMITED | Corporate Secretary | 2011-01-24 | 2021-09-24 |
| AEGERTER, Daniel Simon | Director | 2012-10-30 | 2019-03-08 |
| AEGERTER, Daniel Simon | Director | 2012-03-30 | 2012-10-05 |
| ALEXANDER, Neil Ross | Director | 2018-06-13 | 2022-04-30 |
| ANDERSON, Craig Brian | Director | 2011-08-10 | 2021-09-24 |
| BUNTING, Timothy Brian | Director | 2014-07-07 | 2019-03-08 |
| BURSBY, Richard Michael | Director | 2011-01-24 | 2011-01-26 |
| CHEN, Johnny | Director | 2016-12-15 | 2020-12-31 |
| CHENG, Roman | Director | 2019-05-09 | 2021-09-24 |
| CLARK, Stephen | Director | 2014-02-17 | 2021-09-24 |
| COWLES, Lee Andrew | Director | 2013-02-20 | 2016-04-15 |
| GATRELL, Matthew Christopher | Director | 2024-05-09 | 2026-01-30 |
| GATRELL, Matthew Christopher | Director | 2020-05-13 | 2021-09-24 |
| GEORGE, Nicholas | Director | 2012-10-30 | 2019-03-08 |
| HAYWARD, James Paul | Director | 2020-12-11 | 2021-09-24 |
| HUANG, I Meng | Director | 2017-10-26 | 2019-03-08 |
| HUNGERFORD, Nicholas Walter | Director | 2011-01-26 | 2019-03-08 |
| MOENS, Marc Frans Julia | Director | 2011-04-14 | 2011-08-10 |
| PORT, Shaun Peter Alan | Director | 2018-07-05 | 2019-03-08 |
| PYE, David John | Director | 2011-10-06 | 2012-10-30 |
| REEVE, William | Director | 2018-12-21 | 2021-09-24 |
| SOMANI, Sanjiv Dwarka | Director | 2022-11-17 | 2023-08-06 |
| STEAD, Martin Clive | Director | 2016-05-13 | 2019-12-11 |
| TODD, William Robert | Director | 2011-02-01 | 2014-08-12 |
| TOSATO, Massimo | Director | 2014-07-07 | 2016-12-31 |
| VISWANATHAN, Sanoke | Director | 2023-11-17 | 2024-05-09 |
| YAP, Hock | Director | 2020-12-31 | 2021-09-24 |
| YARED, Rana | Director | 2019-04-03 | 2020-03-04 |
| HUNTSMOOR LIMITED | Corporate Director | 2011-01-24 | 2011-01-26 |
| HUNTSMOOR NOMINEES LIMITED | Corporate Director | 2011-01-24 | 2011-01-26 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 278 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-10-24 CERTNM Certificate change of name company
- 2025-10-24 CONNOT Change of name notice
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-07-23 | AA | accounts | Accounts with accounts type full | |
| 2026-06-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-03-23 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-27 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-02-19 | RP01AP01 | officers | Replacement filing of director appointment with name | |
| 2026-02-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-13 | TM01 | officers | Termination director company with name termination date | |
| 2025-10-27 | MISC | miscellaneous | Miscellaneous | |
| 2025-10-24 | ANNOTATION | |||
| 2025-10-24 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-10-24 | CONNOT | change-of-name | Change of name notice | |
| 2025-10-17 | SH01 | capital | Capital allotment shares | |
| 2025-10-02 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-30 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-07-29 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-07-07 | AA | accounts | Accounts with accounts type full | |
| 2025-02-04 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-07-17 | AA | accounts | Accounts with accounts type full | |
| 2024-07-05 | SH01 | capital | Capital allotment shares | |
| 2024-05-17 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 14
- Capital events
- 1
- Officers appointed
- 4
- Officers resigned
- 1
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.