Forvis Mazars Financial Planning Limited
Registered name: FORVIS MAZARS FINANCIAL PLANNING LIMITED
Part of Forvis Mazars LLP groupForvis Mazars Financial Planning Limited made £21.6m revenue and £5.6m profit in the year to 31 Aug 2025.
Forvis Mazars Financial Planning Limited’s revenue grew 13% to £21.6m in the year to 31 Aug 2025, with £5.6m profit and 114 employees. The company is classified under “financial management” and is based in London; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- London, London
- Age
- 30 yrs · since 1996
- 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. From the filing: “The Company is owned by Forvis Mazars Services Limited, which is wholly owned and controlled by Forvis Mazars LLP, a limited liability partnership resident in England and Wales, which the directors co”
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Aug 2022 | 31 Aug 2023 | 31 Aug 2024 | 31 Aug 2025 |
|---|---|---|---|---|
| Disclosure | Full P&L | Full P&L | Full P&L | Full P&L |
| Profit & loss | ||||
| Revenue (turnover) | £15.9m | £17.6m | £19.2m | £21.6m |
| Gross profit | £15.9m | £17.6m | £19.2m | £21.6m |
| Operating profit | £4.2m | £4.3m | £5.7m | £7.4m |
| Profit before tax | £4.2m | £4.3m | £5.7m | £7.4m |
| Profit after tax | £3.4m | £3.4m | £4.3m | £5.6m |
| Profit (best available) | £3.4m | £3.4m | £4.3m | £5.6m |
| Staff costs | £6.1m | £7.5m | £7.7m | £7.4m |
| Employees (average) | 104 | 129 | 123 | 114 |
| Ratios | ||||
| Profit margin | 21.3% | 19.3% | 22.2% | 25.8% |
| Gross margin | 100% | 100% | 100% | 100% |
| Revenue per employee | £153k | £137k | £156k | £190k |
| Profit per employee | £32.5k | £26.4k | £34.6k | £48.8k |
| Growth (year on year) | ||||
| Revenue growth | — | ▲11.1% | ▲8.7% | ▲12.7% |
| Profit growth | — | ▲0.8% | ▲25.2% | ▲30.7% |
| Headcount growth | — | ▲24% | ▼4.7% | ▼7.3% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £834k | £923k | £987k | £1.1m |
| Net assets | £7.2m | £7.5m | £7.6m | £9.2m |
| Fixed assets | £575k | £515k | £455k | £395k |
| Current assets | £8.5m | £8.4m | £12.6m | £18.4m |
| Debtors | £171k | £274k | £164k | £125k |
| Deferred income | £450k | £296k | £552k | £391k |
| Source | Accounts · bulk data Mar 2024 | Accounts · bulk data Mar 2024 | FullAccounts · bulk data Apr 2025 | FullAccounts · bulk data Apr 2026 |
How the business works
- Profit margin
- 25.8%
- Profit ÷ revenue.
- Gross margin
- 100%
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £190k
- Revenue ÷ average employees.
- Profit per employee
- £48.8k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 1.8%
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- 1.8%
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 0.6%
- 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
- ▲21%
- Now £9.2m
- Cash at bank
- ▲11%
- Now £1.1m
- Headcount
- ▼7%
- Now 114
- Deferred income
- ▼29%
- Now £391k
- Fixed assets
- ▼13%
- Now £395k
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
- Forvis Mazars LLPultimate parent75–100%
- Forvis Mazars Services Limited75–100%
- Forvis Mazars Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Subsidiaries (1)
- Independent Women LimitedFigures not disclosed
Sister companies (12)
- Forvis Mazars London LimitedRev. £1.3m · Profit £264k
- Forvis Mazars Corporate Finance LimitedRev. £339k · Profit £123k
- Forvis Mazars Cyb Services LimitedRev. £0 · Profit £3.9k
- Arx Investments LimitedFigures not disclosed
- Forvis Mazars Company Secretaries LimitedFigures not disclosed
- Forvis Mazars MR LimitedFigures not disclosed
- Forvis Mazars Public Sector Internal Audit LimitedRev. — · Profit −£5k
- Forvis Mazars Trust Corporation LimitedFigures not disclosed
- Forvis Mazars Trustee Company (London) LimitedFigures not disclosed
- Forvis Mazars Trustee Company LimitedFigures not disclosed
- Mazars GB LimitedFigures not disclosed
- Rowanmoor Consultancy LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from FullAccounts for the year to 31 Aug 2025 (profit £5.6m), from the Companies House accounts bulk data published Apr 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.