How much does Wilfred T. Fry (Personal Financial Planning) Limited make?

Wilfred T. Fry (Personal Financial Planning) Limited reported revenue of £12m and £176k profit in the year to 31 Mar 2023, according to its accounts filed at Companies House.

How many employees does Wilfred T. Fry (Personal Financial Planning) Limited have?

Wilfred T. Fry (Personal Financial Planning) Limited reported an average of 13 employees in the year to 31 Mar 2023.

Is Wilfred T. Fry (Personal Financial Planning) Limited profitable?

Yes — Wilfred T. Fry (Personal Financial Planning) Limited reported a profit of £176k in the year to 31 Mar 2023.

Company No. 00913711 · Incorporated 22 Aug 1967

Wilfred T. Fry (Personal Financial Planning) Limited

Registered name: WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED

Part of Progeny Holdings Limited group

Wilfred T. Fry (Personal Financial Planning) Limited made £12m revenue and £176k profit in the year to 31 Mar 2023. read from filing text

Wilfred T. Fry (Personal Financial Planning) Limited’s revenue fell 6% to £12m in the year to 31 Mar 2023, with £176k profit and 13 employees. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in Leeds; we hold 2 years of its filed accounts.

Full P&L filedSection K · Financial and insurance activitiesSIC 66290Other activities auxiliary to insurance and pension funding

Status: Active
Location: Leeds, Yorkshire and The Humber
Age: 59 yrs · since 1967
Type: Private Limited Company

Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.

Latest accounts · year to 31 Mar 2023

Key figures

Revenue

£12m

Growth ▼5.8%

Profit

£176k

Growth ▼29%

Profit margin

1.5%

Employees

Change ▲30%

Profit / employee

£13.5k

Revenue/employee £921k

Profitable streak

2yrs

Consecutive profitable years in our data

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

2 filed years

Financial history

Multi-year financials, oldest to newest
Year to	31 Mar 2022	31 Mar 2023
Disclosure	Full P&Lread from filing text	Full P&Lread from filing text
Profit & loss
Revenue (turnover)	£12.7m	£12m
Operating profit	£139k	£366k
Profit before tax	£277k	£233k
Profit after tax	£247k	£176k
Profit (best available)	£247k	£176k
Staff costs	£984k	£1.3m
Employees (average)	10	13
Ratios
Profit margin	1.9%	1.5%
Revenue per employee	£1.3m	£921k
Profit per employee	£24.7k	£13.5k
Growth (year on year)
Revenue growth	—	▼5.8%
Profit growth	—	▼29%
Headcount growth	—	▲30%
Balance sheet — indirect signals, not revenue
Cash at bank	£1.6m	£893k
Net assets	£1.6m	£1.8m
Current assets	£2.9m	£2.2m
Debtors	£1.2m	£1.2m
Deferred income	£160k	£172k
Source	FullAccounts · bulk data Dec 2023	FullAccounts · bulk data Dec 2023

Derived from the latest filing

How the business works

Profit margin: 1.5%; Profit ÷ revenue.
Gross margin: —; Gross profit ÷ revenue. High for software and services.
Revenue per employee: £921k; Revenue ÷ average employees.
Profit per employee: £13.5k; Profit ÷ average employees.
Cash conversion: —; Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
Fixed assets ÷ revenue: —; Capital intensity. Low = capital-light, cheaper to start.
Deferred income ÷ revenue: 1.4%; Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
Debtors ÷ revenue: 10%; Money owed by customers. Low = customers pay quickly.

Indirect — not revenue

Balance-sheet signals

Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.

Net assets: ▲11%; Now £1.8m
Cash at bank: ▼43%; Now £893k
Headcount: ▲30%; Now 13
Deferred income: ▲7%; Now £172k
Fixed assets: —; Now —

Deferred income is reported together with accruals in this filing (“accruals and deferred income”), so it is an approximate signal only.

Corporate ownership

Group structure

Ownership chain

Progeny Holdings Limitedultimate parent75–100%
The Progeny Group Limited75–100%
Fry Wealth Limited75–100%
Wilfred T Fry Limited75–100%
Wilfred T. Fry (Personal Financial Planning) Limitedthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (1)

Wilfred T. Fry (Executor and Trustee) LimitedRev. £0 · Profit −£5k

From the Persons with Significant Control register (corporate controllers only).

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Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 31 Mar 2023 (profit £176k), from the Companies House accounts bulk data published Dec 2023. Spotted an error? Request a correction.

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.