Morgan Lloyd Invest Ltd
Registered name: MORGAN LLOYD INVEST LTD
Part of Cbpe Capital LLP groupMorgan Lloyd Invest Ltd made £1m revenue and £458k profit in the year to 30 Apr 2025.
Morgan Lloyd Invest Ltd’s revenue grew 34% to £1m in the year to 30 Apr 2025, with £458k profit. The company is classified under “financial intermediation not elsewhere classified” and is based in Bristol; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Bristol
- Age
- 11 yrs · since 2014
- Type
- Private Limited Company
Key figures
Financial history
| Year to | 30 Apr 2023 | 30 Apr 2024 | 30 Apr 2025 |
|---|---|---|---|
| Disclosure | Full P&L | Full P&L | Full P&L |
| Profit & loss | |||
| Revenue (turnover) | £514k | £759k | £1m |
| Cost of sales | −£196k | −£281k | −£380k |
| Gross profit | £319k | £478k | £636k |
| Operating profit | £310k | £459k | £610k |
| Profit before tax | £310k | £459k | £610k |
| Profit after tax | £310k | £459k | £458k |
| Profit (best available) | £310k | £459k | £458k |
| Employees (average) | — | — | — |
| Ratios | |||
| Profit margin | 60.2% | 60.5% | 45% |
| Gross margin | 62% | 63% | 62.6% |
| Growth (year on year) | |||
| Revenue growth | — | ▲47.5% | ▲33.9% |
| Profit growth | — | ▲48.2% | ▼0.3% |
| Balance sheet — indirect signals, not revenue | |||
| Net assets | — | — | — |
| Source | Accounts · bulk data Apr 2025 | Accounts · bulk data Apr 2025 | Accounts · bulk data Jan 2026 |
How the business works
- Profit margin
- 45%
- Profit ÷ revenue.
- Gross margin
- 62.6%
- 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
- Cbpe Capital LLPultimate parent50–75%
- Clifton Asset Management Limited75–100%
- Morgan Lloyd Invest Ltdthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (19)
- Capel Court Holdings LimitedRev. £1.3m · Profit £288k
- Clifton Compliance Services LtdFigures not disclosed
- Clifton Connects LimitedFigures not disclosed
- Clifton Consulting LtdFigures not disclosed
- Clifton Ifa Acquisitions LtdLiquidationFigures not disclosed
- Clifton Wealth LtdLiquidationFigures not disclosed
- Clifton Wealth Partnership (Aberdeen) LimitedFigures not disclosed
- Clifton Wealth Partnership (Stroud) LtdFigures not disclosed
- Clifton Wealth Partnership LtdFigures not disclosed
- Clifton Wealth Partnership Portishead LimitedFigures not disclosed
- Eden Park Investment Management LtdFigures not disclosed
- Leonard Gold Financial Management LimitedLiquidationFigures not disclosed
- London Private Wealth LimitedFigures not disclosed
- Mark Phillips LimitedLiquidationFigures not disclosed
- Morgan Lloyd Administration LimitedFigures not disclosed
- Morgan Lloyd Sipp Services LimitedFigures not disclosed
- Morgan Lloyd Sipp Trustees LimitedFigures not disclosed
- Morgan Lloyd Trustees LtdFigures not disclosed
- Tailormade Financial Services LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from accounts for the year to 30 Apr 2025 (profit £458k), from the Companies House accounts bulk data published Jan 2026. Spotted an error? Request a correction.
Updated from Companies House on 23 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.