South West Investment Group Limited
Registered name: SOUTH WEST INVESTMENT GROUP LIMITED
South West Investment Group Limited made £2.9m revenue and a £111k loss in the year to 31 Mar 2024.
South West Investment Group Limited’s revenue grew 37% to £2.9m in the year to 31 Mar 2024, with a loss of £111k and 26 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Truro; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Truro, South West
- Age
- 36 yrs · since 1990
- Type
- PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital)
Non-profit. It is limited by guarantee (typically an association, club or management company), so it isn't run for profit. It is excluded from our opportunity lists.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2022 | 31 Mar 2023 | 31 Mar 2024 |
|---|---|---|---|
| Disclosure | Full P&L | Full P&L | Full P&L |
| Profit & loss | |||
| Revenue (turnover) | £1.4m | £2.1m | £2.9m |
| Cost of sales | £646k | £1.1m | £614k |
| Gross profit | £739k | £1m | £2.3m |
| Operating profit | £195k | £703k | £1.2m |
| Profit before tax | £120k | £315k | £318k |
| Profit after tax | £120k | £595k | −£111k |
| Profit (best available) | £120k | £595k | −£111k |
| Employees (average) | 28 | 25 | 26 |
| Ratios | |||
| Profit margin | 8.6% | 28% | −3.8% |
| Gross margin | 53.4% | 47.7% | 78.9% |
| Revenue per employee | £49.5k | £85.1k | £112k |
| Profit per employee | £4.3k | £23.8k | −£4.3k |
| Growth (year on year) | |||
| Revenue growth | — | ▲53.6% | ▲37.1% |
| Profit growth | — | ▲397.2% | ▼118.6% |
| Headcount growth | — | ▼10.7% | ▲4% |
| Balance sheet — indirect signals, not revenue | |||
| Cash at bank | £11m | £597k | £188k |
| Net assets | £3.5m | £4.1m | £4m |
| Fixed assets | £45.4k | £69.4k | £32.1k |
| Current assets | £19.5m | £597k | £188k |
| Debtors | £97.7k | £44.2k | £29.4k |
| Source | Accounts · bulk data Nov 2023 | Accounts · bulk data Nov 2023 | Accounts · bulk data Mar 2025 |
How the business works
- Profit margin
- −3.8%
- Profit ÷ revenue.
- Gross margin
- 78.9%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £112k
- Revenue ÷ average employees.
- Profit per employee
- −£4.3k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 1.1%
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 1%
- Money owed by customers. Low = customers pay quickly.
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
- ▼3%
- Now £4m
- Cash at bank
- ▼69%
- Now £188k
- Headcount
- ▲4%
- Now 26
- Deferred income
- —
- Now —
- Fixed assets
- ▼54%
- Now £32.1k
Group structure
Subsidiaries (1)
- South West Investment Group (Capital) LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from accounts for the year to 31 Mar 2024 (profit −£111k), from the Companies House accounts bulk data published Mar 2025. 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.