7IM INVESTMENT AND RETIREMENT SOLUTIONS LIMITED
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Cash
£1.6k
-50.7% lowest in 3 filed years
Net assets
£3.9k
+41% vs 2024
Employees
—
Average over period
Profit before tax
£1.5k
+232% 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 | £1,569,000 | £2,035 | £3,497 | +71.8% | |
| Operating profit | £241,000 | £455 | £1,513 | +232.5% | |
| Profit before tax | £242,000 | £456 | £1,514 | +232% | |
| Net profit | £185,000 | £342 | £1,136 | +232.2% | |
| Cash | £618,000 | £3,284 | £1,619 | -50.7% | |
| Total assets less current liabilities | — | £2,773 | £3,909 | +41% | |
| Net assets | £2,431,000 | £2,773 | £3,909 | +41% | |
| Equity | £2,431,000 | £2,773 | £3,909 | +41% | |
| Average employees | — | — | — | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | — | — | — | — |
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 | 15.4% | 22.4% | 43.3% | |
| Net margin | 11.8% | 16.8% | 32.5% | |
| Return on capital employed | — | 16.4% | 38.7% | |
| Gearing (liabilities / total assets) | 9.8% | 43.3% | 17.0% | |
| Current ratio | 10.24x | 2.31x | 5.90x |
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 are satisfied that the Company has adequate resources to continue to operate as a going concern for a period of 12 months from when the financial statements were authorised for issue.”
Significant events
- “On 27 February 2026, the company acquired the entire share capital of CPN Financial Services Limited and its subsidiary CPN Private Wealth Limited.”
- “On 27 February 2026, the business and assets of Amicus Wealth Limited were transferred into the Company.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 5 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| INDIGO CORPORATE SECRETARY LIMITED | Corporate Secretary | 2021-09-29 | — | — |
| PROCTOR, Dean Michael | Director | 2019-05-29 | Aug 1971 | British |
| SIVANANTHAN, Janakan | Director | 2024-08-23 | Nov 1981 | British |
| WALKER, Duncan Richard | Director | 2019-10-21 | Oct 1969 | British |
Show 5 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| SPARROW, Charles Edward | Secretary | 2017-08-07 | 2019-10-21 |
| WALKER, Duncan Richard | Secretary | 2019-10-21 | 2020-02-26 |
| YOUNG, Bernadette Clare | Secretary | 2020-02-26 | 2021-09-29 |
| SHERIDAN, Thomas Gerard | Director | 2017-08-07 | 2019-07-26 |
| SPARROW, Charles Edward | Director | 2017-08-07 | 2019-10-11 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| 7im Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2021-01-29 | Active |
| Seven Investment Management Llp | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2017-08-07 | Ceased 2021-01-29 |
Filing timeline
Last 20 of 48 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-09-23 | AA | accounts | Accounts with accounts type full | |
| 2026-06-02 | SH01 | capital | Capital allotment shares | |
| 2026-04-14 | SH01 | capital | Capital allotment shares | |
| 2026-03-31 | SH01 | capital | Capital allotment shares | |
| 2026-03-09 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-12-17 | SH01 | capital | Capital allotment shares | |
| 2025-10-04 | AA | accounts | Accounts with accounts type full | |
| 2025-03-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-03-05 | CH04 | officers | Change corporate secretary company with change date | |
| 2024-09-24 | AA | accounts | Accounts with accounts type full | |
| 2024-09-06 | AP01 | officers | Appoint person director company with name date | |
| 2024-03-12 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-10-03 | AA | accounts | Accounts with accounts type full | |
| 2023-09-18 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2023-09-15 | AD01 | address | Change registered office address company with date old address new address | |
| 2023-06-26 | SH01 | capital | Capital allotment shares | |
| 2023-03-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-07-22 | CH01 | officers | Change person director company with change date | |
| 2022-05-20 | AA | accounts | Accounts with accounts type full | |
| 2022-03-09 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 7
- Capital events
- 4
- Officers appointed
- 0
- Officers resigned
- 0
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.