ASCOT LLOYD INVESTMENT MANAGEMENT LIMITED
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Cash
£3.7m
+1.5% highest in 3 filed years
Net assets
£35m
+19.1% highest in 3 filed years
Employees
0
Average over period
Profit before tax
£5.6m
+4% vs 2024
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 | £9,657,804 | £9,836,000 | £10,243,000 | +4.1% | |
| Operating profit | £5,966,709 | £5,389,000 | £5,609,000 | +4.1% | |
| Profit before tax | £5,960,959 | £5,387,000 | £5,601,000 | +4% | |
| Net profit | £5,964,656 | £5,385,000 | £5,603,000 | +4% | |
| Cash | £3,396,158 | £3,621,000 | £3,677,000 | +1.5% | |
| Total assets less current liabilities | £24,377,989 | £29,261,000 | £34,862,000 | +19.1% | |
| Net assets | £24,373,733 | £29,259,000 | £34,862,000 | +19.1% | |
| Equity | £24,373,733 | £29,259,000 | £34,862,000 | +19.1% | |
| Average employees | 14 | 0 | 0 | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | £655,510 | £819,000 | £821,000 | +0.2% |
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 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | 61.8% | 54.8% | 54.8% | |
| Net margin | 61.8% | 54.7% | 54.7% | |
| Return on capital employed | 24.5% | 18.4% | 16.1% | |
| Gearing (liabilities / total assets) | 0.8% | 1.1% | 1.2% | |
| Current ratio | — | 95.06x | 81.67x |
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 1 time since incorporation
- ASCOT LLOYD INVESTMENT MANAGEMENT LIMITED 2025-07-01 → present
- AVELLEMY LIMITED 2012-08-31 → 2025-07-01
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have a reasonable expectation that the Company has adequate resources to continue in operational existence and compliance with all regulatory requirements for the foreseeable future. The Company therefore continues to adopt the going concern basis in preparing its financial statements.”
Significant events
- “On the 1 July 2025, the Company changed its name from Avellemy Limited to Ascot Lloyd Investment Management Limited.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 9 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ALLEN, Christiaan Thomas | Director | 2026-04-27 | Dec 1977 | British |
| GARDNER, St John Nicholas Rollo | Director | 2026-01-14 | Nov 1966 | British |
| JACKSON, Francis Joseph | Director | 2024-11-08 | Nov 1964 | British |
| MORCHER, David | Director | 2025-09-05 | Feb 1983 | British |
| REA, Felice | Director | 2020-07-31 | Jan 1965 | British |
Show 9 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BENTLEY, Graham | Director | 2020-07-23 | 2025-09-30 |
| BRESCIA, Jessica Anne | Director | 2022-03-23 | 2025-09-12 |
| BURGESS, Christian John | Director | 2023-07-04 | 2025-07-31 |
| CHRISTENSEN, Mona Helen | Director | 2024-11-05 | 2026-03-05 |
| LLOYD, Steven Paul | Director | 2017-05-20 | 2025-02-12 |
| MOORE, Matthew Charles | Director | 2015-07-28 | 2019-10-25 |
| NATHAN, Paul Jason Roger | Director | 2022-06-08 | 2026-01-30 |
| RONALDSON, Kevin Hugh | Director | 2012-08-31 | 2015-06-30 |
| STOCKTON, Nigel Geoffrey | Director | 2015-08-25 | 2024-08-31 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Al Investment Management Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2024-06-28 | Active |
| Cpl Bidco Ltd | Corporate entity | Shares 75–100% | 2017-07-01 | Ceased 2020-05-06 |
| Oaktree Capital Group Llc | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors, Significant influence | 2016-04-06 | Ceased 2017-07-01 |
Filing timeline
Last 20 of 87 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-07-01 CERTNM Certificate change of name company PDF
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-09-29 | AA | accounts | Accounts with accounts type full | |
| 2026-09-21 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-04-30 | AP01 | officers | Appoint person director company with name date | |
| 2026-03-09 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-30 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-15 | AP01 | officers | Appoint person director company with name date | |
| 2025-10-29 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2025-10-02 | RP01AP01 | officers | Replacement filing of director appointment with name | |
| 2025-09-30 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-23 | AA | accounts | Accounts with accounts type full | |
| 2025-09-17 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-09-16 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-12 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-31 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-01 | AD01 | address | Change registered office address company with date old address new address | |
| 2025-07-01 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-02-27 | TM01 | officers | Termination director company with name termination date | |
| 2025-01-20 | CH01 | officers | Change person director company with change date | |
| 2024-12-19 | CH01 | officers | Change person director company with change date | |
| 2024-11-15 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 2
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.