SATIS ASSET MANAGEMENT LIMITED
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Cash
£1.5M
+14.8% highest in 3 filed years
Net assets
£1.4M
+5.1% highest in 3 filed years
Employees
27
-3.6% vs 2024
Profit before tax
£573K
+64.1% highest in 3 filed years
Net assets
3-year trend · vs Industrials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-03-31
| Metric | Trend | 2023-03-31 | 2024-03-31 | 2025-03-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £2,590,295 | £2,686,593 | £3,049,221 | +13.5% | |
| Operating profit | £491,484 | £331,873 | £551,853 | +66.3% | |
| Profit before tax | £501,626 | £349,012 | £572,624 | +64.1% | |
| Net profit | £401,043 | £248,137 | £419,024 | +68.9% | |
| Cash | £1,332,434 | £1,300,028 | £1,492,396 | +14.8% | |
| Total assets less current liabilities | £1,337,492 | £1,362,222 | £1,431,246 | +5.1% | |
| Net assets | £1,337,492 | £1,362,222 | £1,431,246 | +5.1% | |
| Equity | £1,337,492 | £1,362,222 | £1,431,246 | +5.1% | |
| Average employees | 26 | 28 | 27 | -3.6% | |
| Wages | £840,285 | £942,051 | £991,690 | +5.3% | |
| Directors' remuneration | £193,784 | £212,962 | £210,346 | -1.2% |
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 | 2023-03-31 | 2024-03-31 | 2025-03-31 |
|---|---|---|---|---|
| Operating margin | 19.0% | 12.4% | 18.1% | |
| Net margin | 15.5% | 9.2% | 13.7% | |
| Return on capital employed | 36.7% | 24.4% | 38.6% | |
| Gearing (liabilities / total assets) | — | 20.1% | 21.8% | |
| Current ratio | — | 4.98x | 4.58x |
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 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Price Bailey LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“At the time of approving the financial statements, the directors have a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable future. Thus the directors continue to adopt the going concern basis of accounting in preparing the financial statements.”
Group structure
- SATIS ASSET MANAGEMENT LIMITED · parent
- Satis Wealth Management Limited 100%
- Satis Trustees Limited 100%
Significant events
- “Turnover did not meet budget for the year but exceeded the previous year by 13.5% and resulted in a gross profit for the year up 22.6% from the previous year.”
- “We did not experience the growth we would have liked in the second half of the year as we experienced larger than usual client's withdrawals.”
- “While Satis continue to have a strong client base moving into and enjoying the retirement phase of their life. We have noted an increase in younger clients joining Satis. ... spent significant time this year working on our proposition for US clients and expect to see an increase in growth in this side of the business.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 6 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BOTTOM, Alexander Michael | Director | 2019-04-01 | Jul 1976 | British |
| HOWE, Colin John | Director | 2014-01-23 | Jan 1955 | British |
| SHERWOOD, Ben | Director | 2012-03-20 | Mar 1964 | British |
| WEST, Nicholas Adrian | Director | 2020-11-05 | Jan 1979 | British |
Show 6 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ABREY, Ian Nicholas | Director | 2016-04-01 | 2018-04-27 |
| BADGER, Ross Wyndham | Director | 2012-04-25 | 2025-09-24 |
| FRANKLIN, Grant David | Director | 2012-11-12 | 2019-04-01 |
| FRANKS, Jonathan Leslie | Director | 2012-04-25 | 2012-11-16 |
| HEARNE, David James | Director | 2016-04-01 | 2021-01-04 |
| NYE, David William | Director | 2013-01-25 | 2024-02-09 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 59 total filings
Material constitutional events — rename, articles re-file, resolution
- 2023-04-14 MA Memorandum articles
- 2023-03-21 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-12-22 | AA | accounts | Accounts with accounts type full | |
| 2025-09-25 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-25 | CH01 | officers | Change person director company with change date | |
| 2025-09-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-02-27 | CH01 | officers | Change person director company with change date | |
| 2024-12-20 | AA | accounts | Accounts with accounts type full | |
| 2024-12-04 | DISS40 | gazette | Gazette filings brought up to date | |
| 2024-12-03 | GAZ1 | gazette | Gazette notice compulsory | |
| 2024-12-02 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-11-17 | SH08 | capital | Capital name of class of shares | |
| 2024-02-13 | TM01 | officers | Termination director company with name termination date | |
| 2023-12-23 | AA | accounts | Accounts with accounts type full | |
| 2023-09-11 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-08-17 | SH01 | capital | Capital allotment shares | |
| 2023-04-14 | MA | incorporation | Memorandum articles | |
| 2023-03-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-03-21 | RESOLUTIONS | resolution | Resolution | |
| 2022-12-08 | AA | accounts | Accounts with accounts type group | |
| 2022-03-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-12-03 | AA | accounts | Accounts with accounts type group |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 1
- Officers appointed
- 0
- 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.