Finli Advice Holdings Limited
Registered name: FINLI ADVICE HOLDINGS LIMITED
Finli Advice Holdings Limited made £37.6m revenue and a £9.6m loss in the year to 30 Jun 2025.
Finli Advice Holdings Limited’s revenue grew 43% to £37.6m in the year to 30 Jun 2025, with a loss of £9.6m and 335 employees. The company is classified under “activities of other holding companies” and is based in Milton Keynes; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Milton Keynes, South East
- 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.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2025 |
|---|---|---|---|
| Disclosure | Full P&L | Full P&L | Full P&L |
| Profit & loss | |||
| Revenue (turnover) | £1.5m | £26.3m | £37.6m |
| Cost of sales | −£572k | −£3.2m | −£2.9m |
| Gross profit | £973k | £23m | £34.7m |
| Operating profit | £67.8k | −£8.6m | −£6.7m |
| Profit before tax | £207k | −£8.9m | −£7.8m |
| Profit after tax | £101k | −£8.3m | −£9.6m |
| Profit (best available) | £101k | −£8.3m | −£9.6m |
| Employees (average) | 87 | 298 | 335 |
| Ratios | |||
| Profit margin | 6.5% | −31.7% | −25.4% |
| Gross margin | 63% | 87.7% | 92.2% |
| Revenue per employee | £17.8k | £88.2k | £112k |
| Profit per employee | £1.2k | −£27.9k | −£28.5k |
| Growth (year on year) | |||
| Revenue growth | — | — | ▲43% |
| Headcount growth | — | — | ▲12.4% |
| Balance sheet — indirect signals, not revenue | |||
| Net assets | — | — | — |
| Source | Accounts · bulk data Feb 2025 | Accounts · bulk data Feb 2025 | Accounts · bulk data Dec 2025 |
How the business works
- Profit margin
- −25.4%
- Profit ÷ revenue.
- Gross margin
- 92.2%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £112k
- Revenue ÷ average employees.
- Profit per employee
- −£28.5k
- 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
- ▲12%
- Now 335
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Subsidiaries (17)
- Ashley Phillips LimitedFigures not disclosed
- Beaufort Financial (Forth Valley) LtdFigures not disclosed
- Beaufort Financial Planning (North West) LimitedFigures not disclosed
- Beaufort Financial Planning (Three Counties) LtdFigures not disclosed
- David Pinder Wealth Management LimitedFigures not disclosed
- Finli (Client Assets) LimitedFigures not disclosed
- Finli (FLP) Holdings LtdFigures not disclosed
- Finli (GPH) LtdFigures not disclosed
- Finli (Kent) LimitedFigures not disclosed
- Finli (PDB) LtdFigures not disclosed
- Finli (Thames Valley) LtdFigures not disclosed
- Finli LimitedFigures not disclosed
- Ian O'Brien LimitedFigures not disclosed
- Lifestyle Financial Choices LimitedFigures not disclosed
- Prosperity Associates (UK) LimitedRev. — · Profit £1.5m
- Wallis Dolphin LtdFigures not disclosed
- Whitechurch Financial Planning LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from accounts for the year to 30 Jun 2025 (profit −£9.6m), from the Companies House accounts bulk data published Dec 2025. 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.