CANACCORD GENUITY WEALTH LIMITED
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Next accounts due
2026-12-31 (in 7mo)
Last filed for 2025-03-31
Confirmation statement due
2027-04-07 (in 11mo)
Last made up 2026-03-24
Watchouts
None on the register
Cash
£73M
+3% vs 2024
Net assets
£284M
-3% vs 2024
Employees
439
+4.5% vs 2024
Profit before tax
£34M
-2% vs 2024
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2025-03-31
| Metric | Trend | 2024-03-31 | 2025-03-31 |
|---|---|---|---|
| Turnover | £134,015,000 | £137,970,000 | |
| Operating profit | £31,652,000 | £30,959,000 | |
| Profit before tax | £35,021,000 | £34,308,000 | |
| Net profit | £25,837,000 | £25,676,000 | |
| Cash | £70,961,000 | £73,076,000 | |
| Total assets less current liabilities | — | — | |
| Net assets | £293,128,000 | £284,374,000 | |
| Equity | £293,128,000 | £284,374,000 | |
| Average employees | 420 | 439 | |
| Wages | £50,585,000 | £53,282,000 | |
| Directors' remuneration | £2,698,000 | £2,882,000 |
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
FY2024 → FY2025 · period ending 2025-03-31 vs 2024-03-31
-
Turnover
+3%
£134,015,000 £137,970,000
-
Cash
+3%
£70,961,000 £73,076,000
-
Net assets
-3%
£293,128,000 £284,374,000
-
Employees
+4.5%
420 439
-
Operating profit
-2.2%
£31,652,000 £30,959,000
-
Profit before tax
-2%
£35,021,000 £34,308,000
-
Wages
+5.3%
£50,585,000 £53,282,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 | 2025-03-31 |
|---|---|---|---|
| Operating margin | 23.6% | 22.4% | |
| Net margin | 19.3% | 18.6% | |
| Gearing (liabilities / total assets) | 17.5% | 19.8% | |
| Current ratio | 3.07x | 2.70x | |
| Interest cover | 95.92x | 61.67x |
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 5 times since incorporation
- CANACCORD GENUITY WEALTH LIMITED 2013-04-30 → present
- COLLINS STEWART WEALTH MANAGEMENT LIMITED 2012-10-01 → 2013-04-30
- EDEN FINANCIAL LIMITED 2005-06-07 → 2012-10-01
- EDEN GROUP LIMITED 2005-03-30 → 2005-06-07
- EDEN GROUP PLC 1999-09-23 → 2005-03-30
- KIRKENWELL TRADING LIMITED 1999-03-24 → 1999-09-23
Audit & accounting basis
- Accounting basis
- IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- Ernst & Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The directors believe the Company is well positioned to manage its business risks effectively. Forecasts and projections incorporate the potential impact of adverse trading conditions and demonstrate that the Company has adequate resources to continue in operational existence for the foreseeable future.”
Group structure
- CANACCORD GENUITY WEALTH LIMITED · parent
- CGWL Nominees Limited 100%
- CGWL FD Nominees Limited 100%
- Hargreave Hale Nominees Limited 100%
- Progress Nominees Limited 100%
- Punter Southall Wealth Ltd 50%
- Adam & Co Company Investment Management Limited 100%
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 42 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| AHN, Nadine | Director | 2025-07-23 | Jul 1971 | Canadian |
| DAVIAU, Daniel Joseph | Director | 2016-12-09 | Oct 1964 | Canadian |
| ESFANDI, David | Director | 2014-05-28 | Aug 1978 | British |
| HALL, Peter Graham | Director | 2019-10-01 | Jun 1963 | British |
| MARTEL, Wayne David | Director | 2019-12-03 | Sep 1974 | British |
| MASSEY, Stephen Leigh | Director | 2003-12-18 | Sep 1957 | British |
| MCALEENAN, Jill Patricia | Director | 2014-01-01 | Dec 1950 | British |
Show 42 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FOTHERINGHAM, Philip | Secretary | 2000-12-13 | 2002-05-15 |
| GULLIVER, John Richard | Secretary | 2002-05-15 | 2009-09-14 |
| MCALEENAN, Jill | Secretary | 2009-09-14 | 2012-10-01 |
| MCGRATH, Adrian Martin | Secretary | 1999-06-16 | 2000-12-13 |
| SEVERNSIDE SECRETARIAL LIMITED | Corporate Nominee Secretary | 1999-03-24 | 1999-06-16 |
| BEARMAN, David Laurence | Director | 2001-12-08 | 2011-07-29 |
| BERNSTEIN, Richard Philip | Director | 2001-10-01 | 2004-06-30 |
| CHILDS, Curtis Malcolm | Director | 2007-01-19 | 2011-02-22 |
| DARKE, Neil Michael | Director | 2012-10-16 | 2014-07-18 |
| DE ROSNAY, Alexis Marc Joel Louis | Director | 2012-10-16 | 2019-05-29 |
| ELLIS, Darren | Director | 2012-10-16 | 2015-07-28 |
| FOTHERINGHAM, Philip | Director | 1999-12-08 | 2002-05-15 |
| FROUD, Bruce Douglas Hayden | Director | 2009-12-14 | 2011-07-29 |
| FUTTER, Mark Steven | Director | 2006-04-25 | 2012-10-01 |
| GASKEN, David Michael | Director | 2001-10-01 | 2003-02-17 |
| GULLIVER, John Richard | Director | 2006-04-25 | 2012-10-16 |
| HARRINGTON, Richard Irwin | Director | 2006-04-25 | 2012-10-01 |
| HAYEEM, Gilad David | Director | 2003-01-22 | 2005-05-17 |
| JOHNSON, Patrick John Philip | Director | 1999-06-16 | 2012-10-01 |
| KOKKALIS, Pantelis | Director | 1999-06-16 | 2001-01-30 |
| KOTUSH, Bradley William | Director | 2013-07-19 | 2017-02-09 |
| KYTE, David Mark | Director | 1999-06-16 | 2001-04-03 |
| LAIKER, Antony Jon | Director | 1999-06-16 | 2000-02-17 |
| LYONS, Terrence Allan | Director | 2012-10-16 | 2020-09-30 |
| MACFAYDEN, Donald Duncan | Director | 2017-06-19 | 2025-10-29 |
| MANN, Andrew | Director | 2001-12-08 | 2003-06-02 |
| MCALEENAN, Jill Patricia | Director | 2009-07-08 | 2012-10-01 |
| MCGRATH, Adrian Martin | Director | 2001-04-03 | 2001-09-28 |
| MCGRATH, Adrian Martin | Director | 1999-06-16 | 2001-01-30 |
| MURPHY, Michael Stephen | Director | 1999-06-16 | 2003-09-23 |
| NAGIOFF, Roger Benjamin | Director | 2003-12-18 | 2004-05-17 |
| NATHANSON, Hilton Darren | Director | 1999-06-16 | 2005-05-17 |
| PETERMAN, Lawrence Craig | Director | 2000-04-04 | 2001-01-30 |
| REYNOLDS, Paul David | Director | 2012-10-16 | 2015-04-13 |
| ROSENGARTEN, Edward Louis | Director | 2011-03-21 | 2012-10-01 |
| SANDLER, Ronald Arnon | Director | 2001-01-30 | 2001-09-28 |
| SEET, Joe Lip Poh | Director | 2002-02-20 | 2004-07-20 |
| TENNANT, Sally Jennifer Joan | Director | 2021-09-01 | 2023-03-11 |
| WALKER, Michael | Director | 2011-01-31 | 2012-10-01 |
| WARNE, Adrian Charles | Director | 2013-01-03 | 2014-03-12 |
| ZAMKOW, Michael Jay | Director | 2008-12-10 | 2011-05-04 |
| SEVERNSIDE NOMINEES LIMITED | Corporate Nominee Director | 1999-03-24 | 1999-06-16 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Canaccord Genuity Wealth Group Limited | Corporate entity | Shares 75–100% | 2016-04-06 | Active |
Filing timeline
Last 20 of 274 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-12-03 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-27 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-03-27 | CH01 | officers | Change person director company with change date | |
| 2025-12-12 | AA | accounts | Accounts with accounts type full | |
| 2025-12-08 | SH19 | capital | Capital statement capital company with date currency figure | |
| 2025-12-03 | SH20 | capital | Legacy | |
| 2025-12-03 | CAP-SS | insolvency | Legacy | |
| 2025-12-03 | RESOLUTIONS | resolution | Resolution | |
| 2025-10-29 | TM01 | officers | Termination director company with name termination date | |
| 2025-08-20 | CH01 | officers | Change person director company with change date | |
| 2025-08-01 | SH01 | capital | Capital allotment shares | |
| 2025-07-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-03-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-12-20 | AA | accounts | Accounts with accounts type full | |
| 2024-03-25 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-12-29 | AA | accounts | Accounts with accounts type full | |
| 2023-04-04 | SH01 | capital | Capital allotment shares | |
| 2023-03-31 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-03-21 | TM01 | officers | Termination director company with name termination date | |
| 2022-12-08 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2022-12-05 | CH01 | officers | Change person director company with change date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 3
- Officers appointed
- 1
- Officers resigned
- 1
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.