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Company No. 13850171 · Incorporated 14 Jan 2022

Clever Investment Management Ltd

Registered name: CLEVER INVESTMENT MANAGEMENT LTD

Part of Clever Adviser Technology Limited group

Clever Investment Management Ltd made £185k revenue and £7.6k profit in the year to 31 Mar 2025. read from filing text

Clever Investment Management Ltd’s revenue was £185k in the year to 31 Mar 2025, with £7.6k profit and 7 employees. The company is classified under “fund management activities” and is based in Chester; we hold 3 years of its filed accounts.

Full P&L filedSection K · Financial and insurance activitiesSIC 66300Fund management activities
Status
Active
Location
Chester, North West
Age
4 yrs · since 2022
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 parent company is Clever Adviser Technology Limited.”

Latest accounts · year to 31 Mar 2025

Key figures

Small teamYoung and profitable
Revenue
£185k
Growth —
Profit
£7.6k
Growth —
Profit margin
4.1%
 
Employees
7
Change —
Profit / employee
£1.1k
Revenue/employee £26.4k
Profitable streak
1yr
Consecutive profitable years in our data

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

3 filed years

Financial history

Multi-year financials, oldest to newest
Year to31 Jan 202331 Jan 202431 Mar 2025
DisclosureNo P&LFull P&Lread from filing textFull P&Lread from filing text
Profit & loss
Revenue (turnover)—£0£185k
Operating profit—£0£2.3k
Profit before tax—£0£7.6k
Profit after tax—£0£7.6k
Profit (best available)—£0£7.6k
Staff costs—£0£95.4k
Employees (average)007
Ratios
Profit margin——4.1%
Revenue per employee——£26.4k
Profit per employee——£1.1k
Balance sheet — indirect signals, not revenue
Cash at bank£1£1£462k
Net assets£1£1£433k
Current assets—£1£605k
Debtors—£0£143k
Deferred income—£0£13.7k
SourceFullAccounts · bulk data Apr 2024FullAccounts · bulk data Apr 2024FullAccounts · bulk data Dec 2025
Derived from the latest filing

How the business works

Profit margin
4.1%
Profit ÷ revenue.
Gross margin
—
Gross profit ÷ revenue. High for software and services.
Revenue per employee
£26.4k
Revenue ÷ average employees.
Profit per employee
£1.1k
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
7.4%
Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
Debtors ÷ revenue
77.4%
Money owed by customers. Low = customers pay quickly.
Indirect — not revenue

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 £433k
Cash at bank
—
Now £462k
Headcount
—
Now 7
Deferred income
—
Now £13.7k
Fixed assets
—
Now —

Deferred income is reported together with accruals in this filing (“accruals and deferred income”), so it is an approximate signal only.

Corporate ownership

Group structure

Ownership chain

  1. Clever Adviser Technology Limitedultimate parent75–100%
  2. Clever Investment Management Ltdthis company

Bands show the share of ownership each company holds in the one below it.

From the Persons with Significant Control register (corporate controllers only).

Sources

Latest figures from FullAccounts for the year to 31 Mar 2025 (profit £7.6k), 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.