Paragon Financial Planning Ltd
Registered name: PARAGON FINANCIAL PLANNING LTD
Part of Courtiers Group Holdings Limited groupParagon Financial Planning Ltd made £241 revenue and a £2k loss in the year to 31 Mar 2025.
Paragon Financial Planning Ltd’s revenue fell 73% to £241 in the year to 31 Mar 2025, with a loss of £2k and 2 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Henley-on-Thames; we hold 2 years of its filed accounts.
- Status
- Active
- Location
- Henley-on-Thames, South East
- Age
- 23 yrs · since 2003
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
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.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2024 | 31 Mar 2025 |
|---|---|---|
| Disclosure | Full P&L | Full P&L |
| Profit & loss | ||
| Revenue (turnover) | £877 | £241 |
| Gross profit | £877 | £241 |
| Operating profit | −£2.3k | −£2k |
| Profit before tax | −£2.3k | −£2k |
| Profit after tax | −£2.3k | −£2k |
| Profit (best available) | −£2.3k | −£2k |
| Employees (average) | 2 | 2 |
| Ratios | ||
| Profit margin | −267.7% | −823.2% |
| Gross margin | 100% | 100% |
| Revenue per employee | £438 | £120 |
| Profit per employee | −£1.2k | −£992 |
| Growth (year on year) | ||
| Revenue growth | — | ▼72.5% |
| Headcount growth | — | 0% |
| Balance sheet — indirect signals, not revenue | ||
| Cash at bank | £14k | £14.1k |
| Net assets | £16.9k | £14.9k |
| Current assets | £16.9k | £14.9k |
| Debtors | £2.8k | £753 |
| Source | FullAccounts · bulk data Mar 2026 | FullAccounts · bulk data Mar 2026 |
How the business works
- Profit margin
- −823.2%
- Profit ÷ revenue.
- Gross margin
- 100%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £120
- Revenue ÷ average employees.
- Profit per employee
- −£992
- 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
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 312.4%
- 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
- ▼12%
- Now £14.9k
- Cash at bank
- ▲1%
- Now £14.1k
- Headcount
- 0%
- Now 2
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Courtiers Group Holdings Limitedultimate parent75–100%
- Paragon Financial Planning Ltdthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (11)
- Courtiers Support Services LtdRev. £8.1m · Profit −£124k
- Courtiers Investment Services LimitedRev. £7.2m · Profit −£4.4m
- Brunswick Investment Management LimitedRev. £409k · Profit £422k
- SDB Strategic Planners LimitedRev. £57.6k · Profit −£104k
- Courtiers Asset Management LimitedRev. — · Profit £3.7m
- Courtiers Isa Nominee LimitedFigures not disclosed
- Courtiers Nominees LimitedFigures not disclosed
- Courtiers Pep Nominee LimitedFigures not disclosed
- Courtiers Trustees LimitedFigures not disclosed
- Snowdon Financial LimitedRev. — · Profit −£2.4k
- The Davidson Group LimitedRev. — · Profit −£38
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Mar 2025 (profit −£2k), from the Companies House accounts bulk data published Mar 2026. 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.