WILLIAM HIGHBOURNE WEALTH MANAGEMENT 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

  +14.7%

  £622,313 → £713,764

• Cash

  +28.6%

  £158,049 → £203,175

  highest in 5 filed years

• Net assets

  +62.5%

  £110,903 → £180,214

  highest in 5 filed years

• Employees

  0%

  8 → 8

• Operating profit

  +67.7%

  £90,297 → £151,409

• Profit before tax

  +69.2%

  £91,783 → £155,279

• Wages

  +45%

  £164,534 → £238,562

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. WILLIAM HIGHBOURNE WEALTH MANAGEMENT LIMITED 2018-12-18 → present
2. PIETER BURGER & ASSOCIATES LIMITED 2010-03-17 → 2018-12-18

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

Bishop Fleming LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”

Significant events

• “The investment side of the business changed its key research tool to Morningstar Direct giving space for better and more automated data retrieval.”
• “Our efforts to improve our client onboarding process was improved but will see a shake up from Artificial Intelligence (Al) being integrated in the process during the coming year.”
• “Accounting and auditing is now settled down with our new providers.”
• “WH employed four wealth managers and four support staff during 24/25 and plans to add three new wealth managers to the business over the next 12 months, the first is due to start training.”
• “The firm has engaged a continuous client survey process with 194 surveys completed to date with the firm achieving a quality of service score of 4.8/5.0.”
• “The firm now has Cyber insurance and is in the process of improving the outsourced IT service with a new provider.”
• “The firm has several sports related sponsorships. In Exmouth it has provided funds for new post protectors for the Exmouth Rugby Football Club. William Highbourne supported the 'Party on the Exe@ to celebrate 150 years of Exmouth Rugby in aid of the Macmillan and anticipate that the firm will do so again in 2025.”

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.