THESIS UNIT TRUST MANAGEMENT LIMITED
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Cash
£35m
-10.3% vs 2025
Net assets
£20m
-19.9% lowest in 3 filed years
Employees
25
+4.2% highest in 3 filed years
Profit before tax
£4.5m
-11% lowest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2026-04-30
| Metric | Trend | 2024-04-30 | 2025-04-30 | 2026-04-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £164,487,000 | £188,023,000 | £196,014,000 | +4.3% | |
| Operating profit | £4,115,000 | £4,138,000 | £3,971,000 | -4% | |
| Profit before tax | £5,010,000 | £5,021,000 | £4,471,000 | -11% | |
| Net profit | £4,138,000 | £3,967,000 | £3,674,000 | -7.4% | |
| Cash | £30,619,000 | £39,489,000 | £35,408,000 | -10.3% | |
| Total assets less current liabilities | £24,369,000 | £24,845,000 | £19,929,000 | -19.8% | |
| Net assets | £24,252,000 | £24,719,000 | £19,803,000 | -19.9% | |
| Equity | £24,252,000 | £24,719,000 | £19,803,000 | -19.9% | |
| Average employees | 24 | 24 | 25 | +4.2% | |
| Wages | £1,509,000 | £1,537,000 | £1,646,000 | +7.1% | |
| Directors' remuneration | £659,000 | £691,000 | £676,000 | -2.2% | |
| Directors' pension contributions | £47,000 | £46,000 | £42,000 | -8.7% | |
| Highest paid director | £220,000 | £232,000 | £255,000 | +9.9% |
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 | 2024-04-30 | 2025-04-30 | 2026-04-30 |
|---|---|---|---|---|
| Operating margin | 2.5% | 2.2% | 2.0% | |
| Net margin | 2.5% | 2.1% | 1.9% | |
| Return on capital employed | 16.9% | 16.7% | 19.9% | |
| Gearing (liabilities / total assets) | 87.5% | — | — | |
| Current ratio | 1.12x | 1.18x | 1.14x |
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 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Grant Thornton UK LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
Significant events
- “Change of Ownership”
- “Fund Transfer”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 16 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| IRWIN MITCHELL SECRETARIES LIMITED | Corporate Secretary | 1998-02-06 | — | — |
| LAWSON, Carol Ann Elizabeth | Director | 2023-12-08 | Jul 1964 | British |
| MACDONALD, Sally Helen Hunt | Director | 2025-07-15 | Apr 1964 | English |
| MUGFORD, Stephen Ronald | Director | 2002-03-21 | Oct 1966 | British |
| PALIOS, Nicola Claire | Director | 2018-10-01 | Jun 1967 | British |
| ROBINSON, Linda Ruth | Director | 2025-07-28 | Nov 1963 | British |
| TYERMAN, David William | Director | 1998-03-12 | Sep 1965 | British |
| WILLSON, Caroline Jane | Director | 2019-11-14 | Aug 1963 | British |
Show 16 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DALTON, Gregory Sydney | Director | 2008-02-15 | 2015-05-01 |
| DOYLE, James | Director | 1998-03-12 | 1999-07-02 |
| EDWARDS, Anthony John | Director | 2005-04-19 | 2017-07-21 |
| FISHER, Rodney Brian Neville | Director | 1998-03-12 | 2003-08-27 |
| GILBERT, Anne Helen King | Director | 2012-05-25 | 2017-07-21 |
| KNIGHT, Craig | Director | 2004-11-15 | 2007-10-31 |
| LALLY, Michael Joseph | Director | 1998-03-12 | 2011-08-31 |
| MCKEOWN, Thomas William | Director | 2005-02-22 | 2007-12-05 |
| MYTNIK, Daniel Konrad | Director | 2018-04-12 | 2026-05-29 |
| NOONE, Sarah Elizabeth | Director | 2009-04-29 | 2026-05-29 |
| PREW, William David | Director | 2019-11-12 | 2022-04-29 |
| SMITH, Vincent Robert | Director | 2018-04-18 | 2026-05-29 |
| SOUTAR, David William | Director | 1998-03-12 | 1998-07-29 |
| STAPLETON, John Nicholas | Director | 1998-02-06 | 2005-02-22 |
| STEWART, Gavin Macneill | Director | 2022-04-29 | 2023-12-08 |
| WANDS, Thomas Anthony | Director | 1998-02-06 | 2006-04-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Jlc Tigerco Limited | Corporate entity | Voting 25–50% | 2017-07-28 | Ceased 2017-07-28 |
| Thesis Asset Management Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2018-09-19 |
Filing timeline
Last 20 of 188 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-09-04 | AA | accounts | Accounts with accounts type full | |
| 2026-06-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-06-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-06-03 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-09 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-12-05 | CH01 | officers | Change person director company with change date | |
| 2025-12-04 | CH01 | officers | Change person director company with change date | |
| 2025-12-04 | CH01 | officers | Change person director company with change date | |
| 2025-09-24 | CH01 | officers | Change person director company with change date | |
| 2025-09-19 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2025-09-19 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-08-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-08-07 | AA | accounts | Accounts with accounts type full | |
| 2025-07-21 | AP01 | officers | Appoint person director company with name date | |
| 2024-12-08 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-12-06 | RP04CS01 | confirmation-statement | Second filing of confirmation statement with made up date | |
| 2024-12-02 | AD02 | address | Change sail address company with old address new address | |
| 2024-11-22 | CH01 | officers | Change person director company with change date | |
| 2024-11-22 | CH01 | officers | Change person director company with change date | |
| 2024-11-22 | CH01 | officers | Change person director company with change date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 3
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.