TATTON INVESTMENT 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

  +30.8%

  £28,060,000 → £36,701,000

• Cash

  +161.8%

  £4,553,000 → £11,922,000

• Net assets

  +40.4%

  £19,970,000 → £28,034,000

• Employees

  +6.5%

  46 → 49

• Operating profit

  +33.3%

  £19,525,000 → £26,021,000

• Profit before tax

  +32.9%

  £19,853,000 → £26,388,000

• Wages

  +14.7%

  £4,776,000 → £5,477,000

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. TATTON INVESTMENT MANAGEMENT LIMITED 2012-11-22 → present
2. AGHOCO 1129 LIMITED 2012-09-18 → 2012-11-22

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

Deloitte LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“Having given due consideration to the risks, uncertainties and contingencies disclosed in the financial statements and accompanying reports, the Directors believe that the business is well placed to manage its business risk successfully and are satisfied that the Company has adequate resources to continue in operational existence for at least 12 months from the date that the financial statements are authorised for issue. Accordingly, the financial statements have been prepared on a going concern basis.”

Group structure

1. TATTON INVESTMENT MANAGEMENT LIMITED · parent
   1. Fintegrate Financial Solutions Ltd 53.36% · United Kingdom · digital financial planning software company

Significant events

• “On 29 November 2023, the Company acquired 56.49% of Fintegrate Financial Solutions Limited ("Fintegrate"), a digital financial planning software company. Following the issuance, vesting and exercise of the Fintegrate Share Option Scheme in February 2025, the Company's ownership of Fintegrate reduced to 53.36%.”
• “We have now received contractual notice for termination of the long-standing agreement between Tatton and PFG, whereby Tatton provides investment management services to PFG's fund management capability ("Cambridge"). It therefore remains highly probable that this will conclude the partnership between Tatton and PFG in January 2026.”

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

Filings

3

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.