Unique Financial Planning Limited
Registered name: UNIQUE FINANCIAL PLANNING LIMITED
Part of Schroders PLC groupUnique Financial Planning Limited made £6.7m revenue and a £926k loss in the year to 31 Dec 2025.
Unique Financial Planning Limited’s revenue grew 45% to £6.7m in the year to 31 Dec 2025, with a loss of £926k. The company is classified under “activities of financial services holding companies” and is based in Horsham; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Horsham, South East
- Age
- 12 yrs · since 2014
- 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 | 30 Apr 2022 | 30 Apr 2023 | 31 Dec 2024 | 31 Dec 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | Full P&L | Full P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | £4.6m | £6.7m |
| Cost of sales | — | — | −£1.2m | −£2.1m |
| Gross profit | — | — | £3.4m | £4.6m |
| Operating profit | — | — | −£40.2k | −£968k |
| Profit before tax | — | — | −£41.6k | −£976k |
| Profit after tax | — | — | −£237k | −£926k |
| Profit (best available) | — | — | −£237k | −£926k |
| Employees (average) | 29 | 31 | — | — |
| Ratios | ||||
| Profit margin | — | — | −5.1% | −13.8% |
| Gross margin | — | — | 73.2% | 68.9% |
| Growth (year on year) | ||||
| Revenue growth | — | — | — | ▲44.6% |
| Headcount growth | — | ▲6.9% | — | — |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £1.1m | £306k | — | — |
| Net assets | £5.1m | £5.4m | — | — |
| Fixed assets | £7.7m | £8.1m | — | — |
| Current assets | £1.2m | £555k | — | — |
| Debtors | £2.4k | £6.3k | — | — |
| Source | Accounts · bulk data Jan 2024 | Accounts · bulk data Jan 2024 | Accounts · bulk data Oct 2025 | Accounts · bulk data Sep 2026 |
How the business works
- Profit margin
- −13.8%
- Profit ÷ revenue.
- Gross margin
- 68.9%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- —
- Revenue ÷ average employees.
- Profit per employee
- —
- 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
- —
- 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
- —
- Now —
- Cash at bank
- —
- Now —
- Headcount
- —
- Now —
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Schroders PLCultimate parent75–100%
- Schroder Administration Limited75–100%
- Benchmark Capital Limited75–100%
- Unique Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (12)
- Schroders Investment Portfolio Services LimitedRev. £7.5m · Profit £1.7m
- Retirement Planning Partnership LtdLiquidationRev. £1.8m · Profit £678k
- Benchmark Financial Planning LimitedFigures not disclosed
- Best Practice Ifa Group LimitedFigures not disclosed
- Bright Square Pensions LimitedFigures not disclosed
- Creative Technologies LtdFigures not disclosed
- Evolution Wealth Network LimitedFigures not disclosed
- Finura Partners LimitedFigures not disclosed
- Fusion Wealth LimitedFigures not disclosed
- Oculus (Holdings) LimitedFigures not disclosed
- Redbourne Wealth Management LtdLiquidationFigures not disclosed
- Robertson Baxter LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from accounts for the year to 31 Dec 2025 (profit −£926k), from the Companies House accounts bulk data published Sep 2026. Spotted an error? Request a correction.
Updated from Companies House on 12 Oct 2026
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.