Wilfred T. Fry (Personal Financial Planning) Limited
Registered name: WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED
Part of Progeny Holdings Limited groupWilfred T. Fry (Personal Financial Planning) Limited made £1.2m revenue and a £360k loss in the year to 31 Dec 2025.
Wilfred T. Fry (Personal Financial Planning) Limited’s revenue fell 83% to £1.2m in the year to 31 Dec 2025, with a loss of £360k. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in Leeds; we hold 5 years of its filed accounts.
- Status
- Active
- Location
- Leeds, Yorkshire and The Humber
- Age
- 59 yrs · since 1967
- Type
- Private Limited Company
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 2022 | 31 Mar 2023 | 31 Dec 2023 | 31 Dec 2024 | 31 Dec 2025 |
|---|---|---|---|---|---|
| Disclosure | Full P&Lread from filing text | Full P&Lread from filing text | Full P&L | Full P&L | Full P&L |
| Profit & loss | |||||
| Revenue (turnover) | £12.7m | £12m | £10.1m | £6.6m | £1.2m |
| Operating profit | £139k | £366k | £46k | £1.8m | −£962k |
| Profit before tax | £277k | £233k | £72k | £1.9m | −£533k |
| Profit after tax | £247k | £176k | £131k | £1.3m | −£360k |
| Profit (best available) | £247k | £176k | £131k | £1.3m | −£360k |
| Staff costs | £984k | £1.3m | — | — | — |
| Employees (average) | 10 | 13 | — | — | — |
| Ratios | |||||
| Profit margin | 1.9% | 1.5% | 1.3% | 20.3% | −31.2% |
| Revenue per employee | £1.3m | £921k | — | — | — |
| Profit per employee | £24.7k | £13.5k | — | — | — |
| Growth (year on year) | |||||
| Revenue growth | — | ▼5.8% | — | ▼34.7% | ▼82.6% |
| Profit growth | — | ▼29% | — | ▲922.9% | ▼126.9% |
| Headcount growth | — | ▲30% | — | — | — |
| Balance sheet — indirect signals, not revenue | |||||
| Cash at bank | £1.6m | £893k | — | — | — |
| Net assets | £1.6m | £1.8m | — | — | — |
| Current assets | £2.9m | £2.2m | — | — | — |
| Debtors | £1.2m | £1.2m | — | — | — |
| Deferred income | £160k | £172k | — | — | — |
| Source | FullAccounts · bulk data Dec 2023 | FullAccounts · bulk data Dec 2023 | Accounts · bulk data Oct 2025 | Accounts · bulk data Oct 2025 | Accounts · bulk data May 2026 |
How the business works
- Profit margin
- −31.2%
- Profit ÷ revenue.
- Gross margin
- —
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- —
- Revenue ÷ average employees.
- Profit per employee
- —
- 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
- —
- Now —
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Progeny Holdings Limitedultimate parent75–100%
- The Progeny Group Limited75–100%
- Fry Wealth Limited75–100%
- Wilfred T Fry Limited75–100%
- Wilfred T. Fry (Personal Financial Planning) Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (1)
- Wilfred T. Fry (Executor and Trustee) LimitedRev. £0 · Profit −£5k
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from accounts for the year to 31 Dec 2025 (profit −£360k), from the Companies House accounts bulk data published May 2026. Spotted an error? Request a correction.
Updated from Companies House on 25 Oct 2026
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.