Portcullis Financial Planning Limited
Registered name: PORTCULLIS FINANCIAL PLANNING LIMITED
Part of R C Brown Investment Management PLC groupPortcullis Financial Planning Limited made £630k revenue and £99.4k profit in the year to 31 Mar 2026. read from filing text
Portcullis Financial Planning Limited’s revenue grew 29% to £630k in the year to 31 Mar 2026, with £99.4k profit and 2 employees. The company is classified under “life insurance” and is based in Bromsgrove; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Bromsgrove, West Midlands
- Age
- 19 yrs · since 2007
- 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. From the filing: “The controlling party is Robert Brown by virtue of his majority shareholding in the parent company R C Brown Investment Management Plc.”
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2023 | 31 Mar 2024 | 31 Mar 2025 | 31 Mar 2026 |
|---|---|---|---|---|
| Disclosure | Full P&Lread from filing text | Full P&Lread from filing text | Full P&Lread from filing text | Full P&Lread from filing text |
| Profit & loss | ||||
| Revenue (turnover) | £320k | £422k | £489k | £630k |
| Cost of sales | £59.5k | £115k | £193k | £272k |
| Gross profit | £261k | £307k | £296k | £358k |
| Operating profit | £62.9k | £108k | £96.6k | £131k |
| Profit before tax | £63k | £110k | £101k | £133k |
| Profit after tax | £51.3k | £79.4k | £76.2k | £99.4k |
| Profit (best available) | £51.3k | £79.4k | £76.2k | £99.4k |
| Staff costs | £104k | £118k | £127k | £140k |
| Employees (average) | 2 | 2 | 2 | 2 |
| Ratios | ||||
| Profit margin | 16% | 18.8% | 15.6% | 15.8% |
| Gross margin | 81.4% | 72.7% | 60.5% | 56.9% |
| Revenue per employee | £160k | £211k | £244k | £315k |
| Profit per employee | £25.6k | £39.7k | £38.1k | £49.7k |
| Growth (year on year) | ||||
| Revenue growth | — | ▲31.9% | ▲15.7% | ▲28.9% |
| Profit growth | — | ▲54.8% | ▼4% | ▲30.5% |
| Headcount growth | — | 0% | 0% | 0% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £116k | £191k | £255k | £281k |
| Net assets | £61k | £140k | £217k | £234k |
| Fixed assets | £2.7k | £1.5k | £1.5k | £2.9k |
| Current assets | £119k | £234k | £283k | £312k |
| Debtors | £3.3k | £43.1k | £27.9k | £31.2k |
| Source | Accounts · bulk data Jul 2024 | Accounts · bulk data Jul 2024 | FullAccounts · bulk data Jul 2025 | FullAccounts · bulk data Jul 2026 |
How the business works
- Profit margin
- 15.8%
- Profit ÷ revenue.
- Gross margin
- 56.9%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £315k
- Revenue ÷ average employees.
- Profit per employee
- £49.7k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 0.5%
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 5%
- 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
- ▲8%
- Now £234k
- Cash at bank
- ▲10%
- Now £281k
- Headcount
- 0%
- Now 2
- Deferred income
- —
- Now —
- Fixed assets
- ▲92%
- Now £2.9k
Group structure
Ownership chain
- R C Brown Investment Management PLCultimate parent50–75%
- Portcullis Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Minority corporate shareholders
- RMB MGMT Limited 25–50%
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Mar 2026 (profit £99.4k), from the Companies House accounts bulk data published Jul 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.