Davidsons Portfolio Management Ltd
Registered name: DAVIDSONS PORTFOLIO MANAGEMENT LTD
Part of Courtiers Group Holdings Limited groupDavidsons Portfolio Management Ltd made £50k revenue and £48.6k profit in the year to 31 Mar 2025.
Davidsons Portfolio Management Ltd’s revenue fell 45% to £50k in the year to 31 Mar 2025, with £48.6k profit and 2 employees. The company is classified under “activities auxiliary to financial intermediation” and is based in Henley-on-Thames; we hold 2 years of its filed accounts.
- Status
- Active
- Location
- Henley-on-Thames, South East
- Age
- 9 yrs · since 2017
- 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) | £90.4k | £50k |
| Gross profit | £90.4k | £50k |
| Operating profit | £87.7k | £48.3k |
| Profit before tax | £87.5k | £48.3k |
| Profit after tax | £0 | £48.6k |
| Profit (best available) | £0 | £48.6k |
| Employees (average) | 2 | 2 |
| Ratios | ||
| Profit margin | 0% | 97.3% |
| Gross margin | 100% | 100% |
| Revenue per employee | £45.2k | £25k |
| Profit per employee | £0 | £24.3k |
| Growth (year on year) | ||
| Revenue growth | — | ▼44.8% |
| Headcount growth | — | 0% |
| Balance sheet — indirect signals, not revenue | ||
| Cash at bank | £108k | £157k |
| Net assets | £328k | £377k |
| Current assets | £570k | £627k |
| Debtors | £0 | £7.3k |
| Source | FullAccounts · bulk data Mar 2026 | FullAccounts · bulk data Mar 2026 |
How the business works
- Profit margin
- 97.3%
- Profit ÷ revenue.
- Gross margin
- 100%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £25k
- Revenue ÷ average employees.
- Profit per employee
- £24.3k
- 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
- 14.6%
- 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
- ▲15%
- Now £377k
- Cash at bank
- ▲46%
- Now £157k
- Headcount
- 0%
- Now 2
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Courtiers Group Holdings Limitedultimate parent75–100%
- The Davidson Group Limited75–100%
- Davidsons Portfolio Management Ltdthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (1)
- Davidsons Independent Financial Advisers LimitedRev. £185k · Profit −£217k
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Mar 2025 (profit £48.6k), 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.