ATOMOS FINANCIAL PLANNING LIMITED

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

• Turnover

  +15.5%

  £17,225,000 → £19,888,000

• Cash

  +206.2%

  £1,185,000 → £3,628,000

• Net assets

  +9.3%

  £4,470,000 → £4,884,000

• Employees

  +4.6%

  151 → 158

• Operating profit

  -1,521.1%

  £19,000 → -£270,000

• Profit before tax

  -1,521.1%

  £19,000 → -£270,000

• Wages

  +4.2%

  £7,567,000 → £7,882,000

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

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.

1. ATOMOS FINANCIAL PLANNING LIMITED 2022-09-21 → present
2. SANLAM WEALTH PLANNING UK LIMITED 2014-07-14 → 2022-09-21
3. SANLAM PRIVATE WEALTH UK LIMITED 2011-05-03 → 2014-07-14
4. BUCKLES INVESTMENT SERVICES LIMITED 2001-04-09 → 2011-05-03
5. BUCKLES NORTH LIMITED 2000-12-04 → 2001-04-09
6. BUCKLES INVESTMENT SERVICES LIMITED 1999-11-19 → 2000-12-04

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

RSM UK Audit LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The Directors have examined the Company's business activities, along with its financial position, financial forecasts, capital structure, risk management approach and factors likely to affect its future performance. The Directors are satisfied that the Company has a viable business proposition and robust strategic plan which is expected to continue and produce adequate resources to continue in business for a period of at least 12 months from the date of approval of the financial statements.”

Significant events

• “On 3 October 2024 Willis Towers Watson ("WTW") acquired a minority stake in the atomos Group.”
• “On 5 August 2022 AFPH acquired Ergowealth Group Limited ("Ergo") with the trade and assets of Ergo transferring to AFPL on 1 March 2023 as part of a group re-organisation. Prior to the acquisition, Ergowealth Limited was an Appointed Representative of AFPL, with the Appointed Representative agreement being terminated on 10 October 2023.”
• “On 1 September 2023, AFPH acquired Equanimity Independent Financial Advisers Limited ("Equanimity") with the trade and assets of Equanimity transferring to the Company on 1 November 2023 as part of a group re-organisation.”
• “On 8 December 2023, AFPH acquired Shore Financial Planning (Plymouth) Limited ("Shore") and Define Financial Planning Limited ("Define"). The trade and assets of Shore transferred to the Company on 5 February 2024 and the trade and assets of Define transferred to the Company on 30 April 2024 as part of group re-organisations.”

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

Filings

2

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.