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Cash

£633k

+60.7% vs 2025

Net assets

£1.1m

+2% highest in 3 filed years

Employees

5

0% vs 2025

Profit before tax

£22k

+216% vs 2025

Accounts

3-year trend · Δ = latest vs prior filed period · latest reflected 2026-03-31

Metric Trend 2024-03-312025-03-312026-03-31 Δ vs prior
Turnover £668,110£679,732£728,829 +7.2%
Operating profit £33,436£7,111£22,471 +216%
Profit before tax £33,436£7,111£22,471 +216%
Net profit £33,436£7,111£22,471 +216%
Cash £728,702£394,072£633,217 +60.7%
Total assets less current liabilities £1,210,203£1,217,314£1,239,785 +1.8%
Net assets £1,110,203£1,117,314£1,139,785 +2%
Equity £1,110,203£1,117,314£1,139,785 +2%
Average employees 555 0%
Wages
Directors' remuneration £50,432£40,081£38,088 -5%

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 2024-03-312025-03-312026-03-31
Operating margin 5.0%1.0%3.1%
Net margin 5.0%1.0%3.1%
Return on capital employed 2.8%0.6%1.8%
Gearing (liabilities / total assets) 24.9%24.3%23.8%
Current ratio 5.52x5.71x5.85x

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 2 times since incorporation

  1. RF TRUSTEE CO. LIMITED 2000-08-11 → present
  2. ROBERT FLEMING TRUSTEE CO. LIMITED 1979-12-31 → 2000-08-11
  3. SOUTHERN INVESTMENT TRUST LIMITED 1923-01-24 → 1979-12-31

Audit & accounting basis

Accounting basis
FRS 102
Reporting scope
Standalone (parent only)
Abridged
Yes — abridged accounts (limited disclosure)
Auditor
Moore Kingston Smith LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”

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

People

6 active · 12 resigned

Name Role Appointed Born Nationality
SCOTT, Celia Eileen Susan Secretary 2001-05-01 British
FLEMING, Philip Director 1996-09-18 Apr 1965 British
FLEMING, Rupert Michael Director 1999-01-01 May 1969 British
PERKS, Edward Roland Haslewood Director 2018-02-16 Mar 1958 British
SCHUSTER, Richard Douglas Director 2007-11-22 Jun 1953 British
SUTRO, Lucy Jane Director 2014-03-25 Apr 1963 British
Show 12 resigned officers
Name Role Appointed Resigned
HALL, Derek Secretary 1992-03-31
POHLING, Michael Secretary 1992-04-01 2001-05-01
BOSTOCK, Peter Anthony Director 2014-07-23 2018-03-31
COLLINS, Jonathan Roger Director 2005-12-15 2012-08-31
FLEMING, Adam Richard Director 2005-01-25 2011-09-27
FLEMING, Robert Director 2016-07-31
FLEMING, Roderick John Director 1991-10-23 2010-05-19
FLEMING, Valentine Patrick Director 2012-03-07
GOODLAD, Victoria Mary Sophia Director 2011-10-26 2014-07-24
HALL, Derek Director 1992-03-31
LODER, Alexander Hugh Director 2004-01-27 2010-05-19
RICHARDS, Geoffrey Adrian Director 1992-04-01 2009-12-31

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Mr Philip Fleming Individual Shares 25–50%, Voting 25–50% 2017-03-30 Ceased 2023-01-18
Rf Trustee Co. (Holdings) Limited Corporate entity Shares 75–100%, Voting 75–100% 2016-04-06 Active

Filing timeline

Last 20 of 183 total filings

Date Type Category Description
2026-08-04 AA accounts Accounts with accounts type full
2026-06-22 CS01 confirmation-statement Confirmation statement with no updates PDF
2026-05-31 CH01 officers Change person director company with change date PDF
2025-09-09 CH01 officers Change person director company with change date PDF
2025-08-19 AA accounts Accounts with accounts type full
2025-06-23 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-08-01 AA accounts Accounts with accounts type full
2024-06-24 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-02-07 PSC05 persons-with-significant-control Change to a person with significant control PDF
2024-02-07 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2024-02-06 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2023-10-25 AA accounts Accounts with accounts type full
2023-06-21 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-12-22 AA accounts Accounts with accounts type full
2022-11-28 MR04 mortgage Mortgage satisfy charge full
2022-08-02 MR05 mortgage Mortgage charge whole cease with charge number
2022-06-21 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-06-01 CH01 officers Change person director company with change date PDF
2022-06-01 CH03 officers Change person secretary company with change date PDF
2022-06-01 AD01 address Change registered office address company with date old address new address PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
4

last 12 months

Capital events
0

last 24 months

Officers appointed
0

last 12 months

Officers resigned
0

last 12 months

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

Official Companies House page