Trident Financial Planning Limited
Registered name: TRIDENT FINANCIAL PLANNING LIMITED
Part of Greystone Financial Services (Holdings) Limited groupTrident Financial Planning Limited made £2m revenue and £466k profit in the year to 31 Dec 2025. read from filing text
Trident Financial Planning Limited’s revenue grew 9% to £2m in the year to 31 Dec 2025, with £466k profit and 9 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
- 4 yrs · since 2021
- 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. Greystone Financial Services (Holdings) Limited is the smallest and largest ”
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 | No P&L | No P&L | Full P&Lread from filing text | Full P&Lread from filing text |
| Profit & loss | ||||
| Revenue (turnover) | — | — | £1.8m | £2m |
| Cost of sales | — | — | £152k | £421k |
| Gross profit | — | — | £1.7m | £1.6m |
| Operating profit | — | — | £361k | £609k |
| Profit before tax | — | — | £363k | £622k |
| Profit after tax | — | — | £270k | £466k |
| Profit (best available) | — | — | £270k | £466k |
| Staff costs | — | — | £178k | £864k |
| Employees (average) | 3 | 2 | 4 | 9 |
| Ratios | ||||
| Profit margin | — | — | 14.6% | 23.1% |
| Gross margin | — | — | 91.8% | 79.1% |
| Revenue per employee | — | — | £462k | £224k |
| Profit per employee | — | — | £67.6k | £51.8k |
| Growth (year on year) | ||||
| Revenue growth | — | — | — | ▲9.2% |
| Profit growth | — | — | — | ▲72.3% |
| Headcount growth | — | ▼33.3% | ▲100% | ▲125% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £127k | £42.9k | £316k | £602k |
| Net assets | £28.9k | £92.3k | £363k | £828k |
| Fixed assets | — | £1 | £5.2k | £4.3k |
| Current assets | £262k | £198k | £528k | £913k |
| Debtors | £134k | £154k | £167k | £221k |
| Deferred income | — | — | £20.9k | £57.5k |
| Source | FullAccounts · bulk data Aug 2024 | FullAccounts · bulk data Aug 2024 | FullAccounts · bulk data Sep 2025 | FullAccounts · bulk data Sep 2026 |
How the business works
- Profit margin
- 23.1%
- Profit ÷ revenue.
- Gross margin
- 79.1%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £224k
- Revenue ÷ average employees.
- Profit per employee
- £51.8k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 0.2%
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- 2.9%
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 10.9%
- 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
- ▲128%
- Now £828k
- Cash at bank
- ▲91%
- Now £602k
- Headcount
- ▲125%
- Now 9
- Deferred income
- ▲175%
- Now £57.5k
- Fixed assets
- ▼17%
- Now £4.3k
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%
- Trident Financial Planning 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
- Foundation Investment Management LimitedRev. £2.7m · Profit £1.1m
- 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 £466k), 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.