Foundation Investment Management Limited
Registered name: FOUNDATION INVESTMENT MANAGEMENT LIMITED
Part of Greystone Financial Services (Holdings) Limited groupFoundation Investment Management Limited made £2.7m revenue and £1.1m profit in the year to 31 Dec 2025. read from filing text
Foundation Investment Management Limited’s revenue fell 1% to £2.7m in the year to 31 Dec 2025, with £1.1m profit and 7 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Altrincham; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Altrincham, North West
- Age
- 14 yrs · since 2012
- 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 immediate parent company is Greystone Financial Services (Holdings) Limited, a company registered in England and Wales.”
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Dec 2022 | 31 Dec 2023 | 31 Dec 2024 | 31 Dec 2025 |
|---|---|---|---|---|
| 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) | £2.8m | £2.9m | £2.7m | £2.7m |
| Cost of sales | £877k | £924k | £276k | £665k |
| Gross profit | £1.9m | £2m | £2.4m | £2m |
| Operating profit | £116k | £440k | £853k | £1.5m |
| Profit before tax | £115k | £441k | £883k | £1.5m |
| Profit after tax | £92.5k | £338k | £663k | £1.1m |
| Profit (best available) | £92.5k | £338k | £663k | £1.1m |
| Staff costs | — | — | £0 | £342k |
| Employees (average) | 2 | 2 | 2 | 7 |
| Ratios | ||||
| Profit margin | 3.3% | 11.6% | 24.8% | 42.5% |
| Gross margin | 68.3% | 68.4% | 89.7% | 74.9% |
| Revenue per employee | £1.4m | £1.5m | £1.3m | £379k |
| Profit per employee | £46.2k | £169k | £331k | £161k |
| Growth (year on year) | ||||
| Revenue growth | — | ▲5.6% | ▼8.6% | ▼0.6% |
| Profit growth | — | ▲265% | ▲96.4% | ▲70.1% |
| Headcount growth | — | 0% | 0% | ▲250% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £891k | £1.1m | £1.3m | £2.8m |
| Net assets | £871k | £1.2m | £1.9m | £3m |
| Current assets | £1.1m | £1.3m | £1.9m | £3.1m |
| Debtors | £175k | £202k | £560k | £315k |
| Deferred income | £8.4k | £9.4k | £10.6k | £12.1k |
| Source | FullAccounts · bulk data Apr 2024 | FullAccounts · bulk data Apr 2024 | FullAccounts · bulk data May 2025 | FullAccounts · bulk data Sep 2026 |
How the business works
- Profit margin
- 42.5%
- Profit ÷ revenue.
- Gross margin
- 74.9%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £379k
- Revenue ÷ average employees.
- Profit per employee
- £161k
- 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
- 0.5%
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 11.9%
- 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
- ▲60%
- Now £3m
- Cash at bank
- ▲111%
- Now £2.8m
- Headcount
- ▲250%
- Now 7
- Deferred income
- ▲15%
- Now £12.1k
- Fixed assets
- —
- Now —
Deferred income is reported together with accruals in this filing (“accruals and deferred income”), so it is an approximate signal only.
Group structure
Ownership chain
- Greystone Financial Services (Holdings) Limitedultimate parent75–100%
- Foundation Investment Management Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (4)
- Greystone Financial Services LimitedRev. £8.7m · Profit £252k
- Trident Financial Planning LimitedRev. £2m · Profit £466k
- Connectus Wealth Management LimitedRev. £806k · Profit −£81.3k
- Greystone Wealth Management LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Dec 2025 (profit £1.1m), from the Companies House accounts bulk data published Sep 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.