MONUMENT ASSET MANAGEMENT LIMITED
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Cash
£1.7m
Latest balance sheet
Net assets
£3.6m
Equity attributable
Employees
4
Average over period
Profit before tax
£220k
Period ending 2024-03-31
Net assets
1-year trend · vs Industrials median
Accounts
1-year trend · Δ = latest vs prior filed period · latest reflected 2026-03-31
| Metric | Trend | 2024-03-31 | Δ vs prior |
|---|---|---|---|
| Turnover | £360,072 | — | |
| Operating profit | £126,550 | — | |
| Profit before tax | £220,264 | — | |
| Net profit | £162,114 | — | |
| Cash | £1,683,308 | — | |
| Total assets less current liabilities | £3,648,223 | — | |
| Net assets | £3,648,223 | — | |
| Equity | £3,648,223 | — | |
| Average employees | 4 | — | |
| Wages | — | — | |
| Directors' remuneration | £52,500 | — |
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 —. Year-on-year comparison hidden: this filing's period length differs materially from the prior year. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 |
|---|---|---|
| Operating margin | 35.1% | |
| Net margin | 45.0% | |
| Return on capital employed | 3.5% | |
| Gearing (liabilities / total assets) | 6.2% | |
| Current ratio | 7.39x |
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
- MONUMENT ASSET MANAGEMENT LIMITED 1992-05-07 → present
- SPEEDMOBILE LIMITED 1992-03-02 → 1992-05-07
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Consolidated group
- Auditor
- Kreston Reeves Audit LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. 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 Group's or the Parent 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.”
Group structure
- MONUMENT ASSET MANAGEMENT LIMITED · parent
- Private Fund Managers (Guernsey) Limited 99.96%
Significant events
- “There have been no significant events affecting the Group since the year end.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 7 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SOFER, Edna | Secretary | 2004-03-31 | — | British |
| CORNHILL SECRETARIES LIMITED | Corporate Nominee Secretary | 1995-07-26 | — | — |
| KATZ, Davina Karen | Director | 2008-08-01 | Jun 1980 | British |
| POWELL, Ian Baden | Director | 2018-11-29 | May 1963 | British |
| SOFER, Joseph Arthur | Director | 1992-04-27 | Dec 1943 | British |
Show 7 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DE SOUZA, Katherine Mary | Secretary | 1993-06-19 | 1995-05-30 |
| STUART-BUTTLE, Peter David John | Secretary | 1992-03-18 | 1993-06-19 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 1992-03-02 | 1992-03-18 |
| LYONS, Marcella Marie | Director | 1992-03-18 | 1992-04-27 |
| ROGERS, John Herbert | Director | 1994-09-01 | 2018-05-23 |
| SOFAER, Michael Elias | Director | 1992-08-25 | 1994-04-13 |
| INSTANT COMPANIES LIMITED | Corporate Nominee Director | 1992-03-02 | 1992-03-18 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Joseph Arthur Sofer | Individual | Shares 75–100%, Voting 75–100% | 2016-04-06 | Active |
Filing timeline
Last 20 of 123 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-10 | AA | accounts | Accounts with accounts type group | |
| 2026-03-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-31 | AA | accounts | Accounts with accounts type group | |
| 2025-03-24 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-31 | AA | accounts | Accounts with accounts type group | |
| 2024-03-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-09-05 | AA | accounts | Accounts with accounts type group | |
| 2023-03-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-10-17 | AA | accounts | Accounts with accounts type group | |
| 2022-03-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-12-23 | AA | accounts | Accounts with accounts type group | |
| 2021-03-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-03-04 | AA | accounts | Accounts with accounts type group | |
| 2020-10-12 | AD01 | address | Change registered office address company with date old address new address | |
| 2020-04-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2019-11-22 | AA | accounts | Accounts with accounts type group | |
| 2019-04-02 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2019-04-01 | AP01 | officers | Appoint person director company with name date | |
| 2018-12-06 | AA | accounts | Accounts with accounts type group | |
| 2018-06-19 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- 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.