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Next accounts due

2027-06-30 (in 1y)

Last filed for 2025-09-30

Confirmation statement due

2027-03-15 (in 10mo)

Last made up 2026-03-01

Watchouts

None on the register

Cash

Latest balance sheet

Net assets

Equity attributable

Employees

Average over period

Profit before tax

£36M

Period ending 2025-09-30

Accounts

1-year trend · latest reflected 2025-09-30

Metric Trend 2025-09-30
Turnover £102,534,000
Operating profit £33,762,000
Profit before tax £35,836,000
Net profit £26,481,000
Cash
Total assets less current liabilities
Net assets
Equity
Average employees
Wages £32,996,000
Directors' remuneration £997,000

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

Latest filed period vs the prior one

No year-on-year comparison available — needs at least two filed periods with shared line items.

Ratios

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

Ratio Trend 2025-09-30
Operating margin 32.9%
Net margin 25.8%

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 3 times since incorporation

  1. AJ BELL MANAGEMENT LIMITED 2013-04-17 → present
  2. A J BELL MANAGEMENT LIMITED 2007-03-30 → 2013-04-17
  3. SIPPDEAL LIMITED 2000-07-28 → 2007-03-30
  4. ECHOVAR LIMITED 2000-03-15 → 2000-07-28

Audit & accounting basis

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)

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

People

10 active · 27 resigned

Name Role Appointed Born Nationality
SINCLAIR, Kina Secretary 2024-11-01
BIRCH, Peter Michael Director 2022-07-01 Apr 1978 British
CARRINGTON, Elizabeth Anne Director 2021-10-01 Sep 1974 British
GOODMAN, Karen Director 2021-09-20 Dec 1986 British
HUGHES, Ryan David Director 2024-10-10 Jun 1977 British
MUSSON, Charles Alan Director 2024-05-22 Jan 1974 British
SINCLAIR, Kina Director 2023-10-01 Jun 1991 British
SUMMERSGILL, Michael Thomas Director 2011-05-31 Dec 1983 British
TAGARI, Mohamed Director 2019-11-01 May 1979 British
VOWLES, Stephen Eliott Director 2025-01-01 Jul 1967 Australian,British
Show 27 resigned officers
Name Role Appointed Resigned
DOOTSON, Stuart John Secretary 2009-01-01 2011-05-31
LIKINYO, Olubunmi Secretary 2023-10-01 2024-11-01
LITTLEFAIR, Nicholas Francis Secretary 2000-03-15 2006-12-01
POOLEY, Robert Stephen Secretary 2006-12-01 2009-01-01
ROBINSON, Christopher Bruce Secretary 2012-11-01 2023-09-30
SUMMERSGILL, Michael Thomas Secretary 2011-05-31 2012-10-31
JPCORS LIMITED Corporate Nominee Secretary 2000-03-15 2000-04-18
BELL, Andrew James Director 2000-03-15 2022-10-01
BELL, Ian James Director 2006-12-01 2008-12-24
CARRINGTON, Elizabeth Anne Director 2006-12-01 2010-04-13
DOOTSON, Stuart John Director 2007-07-16 2011-05-31
DORAN, Kevin Director 2021-10-01 2023-12-14
GALBRAITH, Charles William Director 2011-07-01 2022-10-01
GORDON, Malcolm Neil Director 2008-07-01 2010-04-13
LITTLEFAIR, Nicholas Francis Director 2002-09-23 2006-12-01
LYONS, Fergus John Director 2011-07-01 2021-10-01
LYONS, Fergus John Director 2002-09-23 2010-04-13
MACKAY, William Findlay Director 2021-10-01 2026-04-30
MACKAY, William Findlay Director 2008-07-01 2010-04-13
PETHERICK, Louis Director 2017-07-01 2021-06-25
PIMBLETT, David Thomas Director 2006-12-01 2010-04-13
POOLEY, Robert Stephen Director 2006-12-01 2010-04-13
ROBINSON, Christopher Bruce Director 2014-10-01 2023-09-30
STOTT, Roger John Director 2012-07-02 2024-12-31
TAYLOR, Richard Stuart Director 2006-12-01 2017-06-30
YARDLEY, Bernard Nigel Director 2000-07-13 2007-09-01
JPCORD LIMITED Corporate Nominee Director 2000-03-15 2000-04-18

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
A J Bell Plc Corporate entity Shares 75–100%, Voting 75–100% 2016-04-06 Active

Filing timeline

Last 20 of 163 total filings

Date Type Category Description
2026-05-01 TM01 officers Termination director company with name termination date PDF
2026-03-11 CS01 confirmation-statement Confirmation statement with no updates PDF
2026-02-11 AA accounts Accounts with accounts type full
2025-03-21 AUD auditors Auditors resignation company
2025-03-17 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-03-11 CH01 officers Change person director company with change date PDF
2025-03-11 CH01 officers Change person director company with change date PDF
2025-03-03 AA accounts Accounts with accounts type full
2025-01-30 AP01 officers Appoint person director company with name date PDF
2025-01-03 TM01 officers Termination director company with name termination date PDF
2024-11-12 AP03 officers Appoint person secretary company with name date PDF
2024-11-12 TM02 officers Termination secretary company with name termination date PDF
2024-11-08 AP01 officers Appoint person director company with name date PDF
2024-06-07 AP01 officers Appoint person director company with name date PDF
2024-03-14 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-02-16 AA accounts Accounts with accounts type full
2023-12-20 TM01 officers Termination director company with name termination date PDF
2023-10-02 AP01 officers Appoint person director company with name date PDF
2023-10-02 AP03 officers Appoint person secretary company with name date PDF
2023-10-02 TM01 officers Termination director company with name termination date PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
3

last 12 months

Capital events
0

last 24 months

Officers appointed
0

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