J.M. FINN & CO.LTD

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

  +7.5%

  £75,841,703 → £81,500,477

• Cash

  -1.1%

  £57,558,989 → £56,931,256

• Net assets

  +4.1%

  £58,856,328 → £61,257,321

• Employees

  -1.2%

  321 → 317

• Operating profit

  +17.9%

  £12,808,372 → £15,098,006

• Profit before tax

  +16.9%

  £15,306,076 → £17,887,219

• Wages

  +4.9%

  £40,978,977 → £42,990,774

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.

Accounting basis

IFRS

Reporting scope

Standalone (parent only)

Auditor

Grant Thornton UK LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The directors believe that the Company has adequate resources to continue trading for the foreseeable future. Further details regarding the adoption of the going concern basis can be found in note 3(a) on page 24 in the statement of accounting policies. In addition to this, the Company has a large amount of cash reserves and has continued to be profitable throughout the events of recent years and therefore the directors are confident that the Company is still a going concern.”

Group structure

1. J.M. FINN & CO.LTD · parent
   1. J.M. Finn Nominees Limited 100% · United Kingdom · Nominee
   2. J.M. Finn (Own Name) Nominees Limited 100% · United Kingdom · Nominee

Significant events

• “The launch of the investment office is an exciting initiative that took place this year, as we look to build out a more robust asset allocation and stock selection process.”
• “The team has been working hard to implement a new IMS client proposition which looks to make full use of our enhanced multi-asset portfolios.”
• “The wealth planning team continues to go from strength to strength, with growing client engagement and record indirect new business flows.”
• “Our new Chief Operating Officer and change management function both in place from the beginning of the year, 2024 has been a year of significant progress.”
• “The year saw us transition our Consumer Duty project into business-as-usual working practices following Board sign-off of the inaugural Consumer Duty annual attestation in June.”
• “The Company moved the Winchester team into their new office premises in the early part of 2024, and began the project to update our Bury St Edmunds office, whilst it continued to look to strengthen its branch networks.”

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.