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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2026-07-12 (in 2mo)

Last made up 2025-06-28

Watchouts

None on the register

Cash

£839K

-76.8% vs 2023

Net assets

£12M

+4.8% vs 2023

Employees

9

-91.3% vs 2023

Profit before tax

£13M

+2.4% vs 2023

Accounts

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

Metric Trend 2023-12-312024-12-31
Turnover £10,249,000£3,594,000
Operating profit £599,000£558,000
Profit before tax £12,315,000£12,612,000
Net profit £12,364,000£12,575,000
Cash £3,624,000£839,000
Total assets less current liabilities £13,119,000£13,286,000
Net assets £11,032,000£11,567,000
Equity £11,032,000£11,567,000
Average employees 1049
Wages
Directors' remuneration

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 2023-12-31

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 2023-12-312024-12-31
Operating margin 5.8%15.5%
Net margin 120.6%
Return on capital employed 4.6%4.2%
Gearing (liabilities / total assets) 32.6%32.6%
Current ratio 1.32x1.25x
Interest cover 5.35x4.23x

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. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.

Name history

Renamed 3 times since incorporation

  1. NUCLEUS FINANCIAL LIMITED 2022-01-04 → present
  2. NUCLEUS FINANCIAL PLC 2022-01-04 → 2022-01-04
  3. NUCLEUS FINANCIAL GROUP PLC 2018-07-06 → 2022-01-04
  4. MM&S (4094) LIMITED 2005-07-29 → 2005-09-22

Audit & accounting basis

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)
Auditor
Deloitte LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The Directors believe, after reviewing both the Company's forecasts and projections and taking into account any relevant macro-economic factors including inflation and interest rate movements, and changes in trading performance, that the Company will have sufficient current financial resources to continue to operate and to meet its financial obligations as they fall due, for at least the 12 months from the date of approval of these financial statements.”

Group structure

  1. NUCLEUS FINANCIAL LIMITED · parent
    1. Nucleus Financial Services Limited 100% · United Kingdom · Provision of wrap administration services to selected financial advisers in the UK

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

People

3 active · 38 resigned

Name Role Appointed Born Nationality
WAKEFORD, Helen Mary Secretary 2026-02-04
REGAN, Michael Robert Director 2022-09-12 Feb 1979 British
ROWNEY, Richard Alexander Director 2021-08-06 Nov 1970 British
Show 38 resigned officers
Name Role Appointed Resigned
BRUCE, Michelle Secretary 2020-07-01 2025-02-01
DIXIE, Alice Sian Rhiannon Secretary 2025-02-01 2025-12-15
MATHIESON, Aileen Jeanette Secretary 2012-08-10 2013-07-08
MATHIESON, Aileen Janette Secretary 2011-05-31 2012-05-01
MCNEIL, John Secretary 2012-05-01 2012-08-10
MEGAW, Nicola Secretary 2013-04-25 2020-07-01
PETHERICK, Louis Secretary 2025-12-15 2026-02-04
PROWSE, Leanne Secretary 2010-08-25 2011-05-31
MACLAY MURRAY & SPENS LLP Corporate Nominee Secretary 2006-11-17 2013-04-25
MACLAY MURRAY & SPENS LLP Corporate Nominee Secretary 2005-07-29 2006-11-17
BLOCH, Andrew Charles Danby Director 2010-07-27 2016-05-31
BRADSHAW, Paul Richard Director 2006-07-03 2017-01-12
CHRISTODOULOU, Nicholas Theodoro Director 2006-07-03 2008-06-19
DEARSLEY, Arthur Mark Director 2021-08-06 2022-11-11
DUNLEY-OWEN, Tracy Director 2018-07-19 2021-08-06
FERGUSON, David Ritchie Director 2005-10-28 2021-09-06
GEARD, Stuart James Director 2009-03-05 2022-09-12
GIBSON, Jeremy Paul Director 2013-02-06 2020-02-25
HASSALL, Margaret Grace Director 2018-07-19 2021-08-06
HOWITT, Neil Julian Albric Director 2005-10-28 2006-07-03
LEVIN, John Anthony Director 2017-04-11 2021-08-06
MARTIN, Philip Torbet Director 2006-02-03 2009-06-03
MATHIESON, Aileen Janette Director 2010-04-09 2014-08-06
MOORE, John Clark Director 2011-06-20 2013-01-20
OWEN, Robert Richardson Director 2006-07-03 2009-12-31
PAIGE, David Victor Director 2021-08-23 2022-12-02
POLIN, Jonathan Charles Director 2016-07-07 2021-08-06
PRIESTLEY, William De Bretton Director 2021-09-24 2022-09-21
PURVES, Kathryn Elizabeth Director 2021-08-23 2023-04-19
SAMUELS, James Anthony Angus Director 2006-07-03 2021-08-06
SEDDON, Michael David Director 2014-04-16 2018-07-19
TAGLIABUE, Alfio Director 2020-02-25 2021-08-06
TUCKER, Stephen James Director 2014-11-20 2018-07-19
VAN DER WALT, Lukas Director 2008-06-19 2016-01-20
WILSON, Nigel Bruce Director 2011-06-20 2014-06-30
WILSON, Owen Henry Director 2021-08-06 2022-09-21
VINDEX LIMITED Corporate Director 2005-07-29 2005-10-28
VINDEX SERVICES LIMITED Corporate Director 2005-07-29 2005-10-28

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
James Hay Holdings Limited Corporate entity Shares 75–100%, Voting 75–100% 2021-08-20 Active
Mrs Nicola Clare Megaw Individual Shares 50–75% 2018-05-08 Ceased 2018-07-26
Sanlam Uk Limited Corporate entity Shares 50–75%, Voting 50–75% 2016-04-06 Ceased 2021-08-20
Nucleus Ifa Company Limited Corporate entity Shares 25–50%, Voting 25–50% 2016-04-06 Ceased 2018-01-29

Filing timeline

Last 20 of 237 total filings

Date Type Category Description
2026-03-02 AP03 officers Appoint person secretary company with name date PDF
2026-03-02 TM02 officers Termination secretary company with name termination date PDF
2026-01-07 AP03 officers Appoint person secretary company with name date PDF
2026-01-07 TM02 officers Termination secretary company with name termination date PDF
2025-09-29 AA accounts Accounts with accounts type full
2025-06-30 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-02-10 CH01 officers Change person director company with change date PDF
2025-02-06 AP03 officers Appoint person secretary company with name date PDF
2025-02-03 TM02 officers Termination secretary company with name termination date PDF
2025-01-31 AD01 address Change registered office address company with date old address new address PDF
2025-01-23 AD01 address Change registered office address company with date old address new address PDF
2024-10-08 AA accounts Accounts with accounts type full
2024-07-05 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-07-04 CH01 officers Change person director company with change date PDF
2024-07-04 CH01 officers Change person director company with change date PDF
2023-10-02 AA accounts Accounts with accounts type full
2023-07-07 CS01 confirmation-statement Confirmation statement with updates PDF
2023-06-22 TM01 officers Termination director company with name termination date PDF
2023-02-06 TM01 officers Termination director company with name termination date PDF
2023-01-18 TM01 officers Termination director company with name termination date PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
6

last 12 months

Capital events
0

last 24 months

Officers appointed
1

last 12 months

Officers resigned
2

last 12 months

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

Official Companies House page