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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2026-08-12 (in 3mo)

Last made up 2025-07-29

Watchouts

1 item

Cash

£115K

lowest in 6 filed years

Net assets

£4M

highest in 6 filed years

Employees

Average over period

Profit before tax

£268K

Period ending 2024-12-31

Watchouts

Facts from the Companies House register and the latest accounts — not a rating

Accounts

6-year trend · latest reflected 2024-12-31

Metric Trend 2019-09-302020-09-302021-09-302022-09-302023-07-312024-12-31
Turnover £385,000£739,000
Operating profit £132,000£272,000
Profit before tax £128,000£268,000
Net profit £101,000£197,000
Cash £161,583£242,747£236,358£141,024£139,000£115,000
Total assets less current liabilities £69,151£86,336£49,062£41,818£118,000£3,739,000
Net assets £73,000£3,739,000
Equity £69,151£86,336£49,062£41,818£73,000£3,739,000
Average employees 661010
Wages £149,000£279,000
Directors' remuneration £14,000£37,000

Values shown as filed in the company's annual accounts. indicates the figure wasn't present under that line item in that period. About these numbers

Year-on-year

FY2023 → FY2024 · period ending 2024-12-31 vs 2023-07-31

Year-on-year comparison hidden: this filing covers about 17 months versus 10 months prior.

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2019-09-302020-09-302021-09-302022-09-302023-07-312024-12-31
Operating margin 34.3%36.8%
Net margin 26.2%26.7%
Return on capital employed 111.9%7.3%
Current ratio 1.11x28.49x
Interest cover 26.40x38.86x

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. SORVIO INSURANCE BROKERS LIMITED 2014-04-17 → present
  2. D. PHILLIPS (INSURANCE BROKERS) LIMITED 1993-11-23 → 2014-04-17
  3. D. PHILLIPS (I.B.) LIMITED 1993-07-29 → 1993-11-23

Audit & accounting basis

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)
Auditor
Forvis Mazars
Audit opinion
Unqualified (clean)
Going concern
Material uncertainty disclosed

“The Director's intend to liquidate the Company and as such these statements are prepared on a basis other than that of a going concern.”

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

People

3 active · 7 resigned

Name Role Appointed Born Nationality
ARDONAGH CORPORATE SECRETARY LIMITED Corporate Secretary 2023-08-01
BAYLES, Phil, Mr. Director 2026-02-27 Jan 1967 British
YEANDLE, James Director 2024-03-13 May 1983 British
Show 7 resigned officers
Name Role Appointed Resigned
HUNT, Jennifer Irene Nominee Secretary 1993-07-29 1993-07-29
PHILLIPS, Rosalind Mary Secretary 1993-07-29 2008-10-22
HODGKINSON, Paul James Director 2006-10-02 2024-03-13
PHILLIPS, David Director 1993-07-29 2010-02-28
REDDING, Diana Elizabeth Nominee Director 1993-07-29 1993-07-29
SPALDING, Ian Maurice Director 2006-10-02 2024-03-13
TUPLIN, Richard Director 2023-12-08 2025-12-03

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Ardonagh Advisory Broking Holdings Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2023-08-01 Active
Mr Paul James Hodgkinson Individual Shares 25–50% 2016-04-06 Ceased 2023-08-01
Mr Ian Maurice Spalding Individual Shares 25–50% 2016-04-06 Ceased 2023-08-01

Filing timeline

Last 20 of 108 total filings

Material constitutional events — rename, articles re-file, resolution

  • 2023-09-05 RESOLUTIONS Resolution
  • 2023-09-05 MA Memorandum articles
Date Type Category Description
2026-03-02 AP01 officers Appoint person director company with name date PDF
2026-01-23 AA accounts Accounts with accounts type full
2025-12-12 TM01 officers Termination director company with name termination date PDF
2025-08-05 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-08-01 RP04CS01 confirmation-statement Second filing of confirmation statement with made up date PDF
2024-12-10 AA01 accounts Change account reference date company current extended PDF
2024-08-10 CS01 confirmation-statement Confirmation statement with no updates
2024-05-16 CH01 officers Change person director company with change date PDF
2024-03-29 AA accounts Accounts with accounts type total exemption full
2024-03-25 TM01 officers Termination director company with name termination date PDF
2024-03-22 TM01 officers Termination director company with name termination date PDF
2024-03-22 AP01 officers Appoint person director company with name date PDF
2024-01-05 AA01 accounts Change account reference date company previous shortened PDF
2023-12-22 SH01 capital Capital allotment shares PDF
2023-12-13 AP01 officers Appoint person director company with name date PDF
2023-11-27 PSC05 persons-with-significant-control Change to a person with significant control PDF
2023-09-05 RESOLUTIONS resolution Resolution
2023-09-05 MA incorporation Memorandum articles
2023-08-03 AP04 officers Appoint corporate secretary company with name date PDF
2023-08-03 PSC02 persons-with-significant-control Notification of a person with significant control PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
5

last 12 months

Capital events
0

last 24 months

Officers appointed
1

last 12 months

Officers resigned
1

last 12 months

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

Official Companies House page