RTB Wealth Planning Limited
Registered name: RTB WEALTH PLANNING LIMITED
RTB Wealth Planning Limited made £1.3m revenue and £315k profit in the year to 31 Dec 2025. read from filing text
RTB Wealth Planning Limited’s revenue grew 3% to £1.3m in the year to 31 Dec 2025, with £315k profit and 16 employees. The company is classified under “activities auxiliary to financial intermediation” and is based in Lanark; we hold 2 years of its filed accounts.
- Status
- Active
- Location
- Lanark, Scotland
- 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.
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Dec 2024 | 31 Dec 2025 |
|---|---|---|
| Disclosure | Full P&Lread from filing text | Full P&Lread from filing text |
| Profit & loss | ||
| Revenue (turnover) | £1.3m | £1.3m |
| Operating profit | £289k | £452k |
| Profit before tax | £297k | £456k |
| Profit after tax | £195k | £315k |
| Profit (best available) | £195k | £315k |
| Employees (average) | 17 | 16 |
| Ratios | ||
| Profit margin | 15.2% | 23.8% |
| Revenue per employee | £75.4k | £82.8k |
| Profit per employee | £11.5k | £19.7k |
| Growth (year on year) | ||
| Revenue growth | — | ▲3.4% |
| Profit growth | — | ▲61.3% |
| Headcount growth | — | ▼5.9% |
| Balance sheet — indirect signals, not revenue | ||
| Cash at bank | £1.4k | £1.4k |
| Net assets | £1.3m | £1.6m |
| Fixed assets | £2.5m | £2.5m |
| Source | FullAccounts · bulk data Aug 2026 | FullAccounts · bulk data Aug 2026 |
How the business works
- Profit margin
- 23.8%
- Profit ÷ revenue.
- Gross margin
- —
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £82.8k
- Revenue ÷ average employees.
- Profit per employee
- £19.7k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 187.3%
- 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
- ▲20%
- Now £1.6m
- Cash at bank
- ▼0%
- Now £1.4k
- Headcount
- ▼6%
- Now 16
- Deferred income
- —
- Now —
- Fixed assets
- 0%
- Now £2.5m
Group structure
Subsidiaries (1)
- Executive Benefit Services (U.K.) 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 £315k), from the Companies House accounts bulk data published Aug 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.