Forvis Mazars Financial Planning Limited

Active03172233Professional servicesIncorporated 13 Mar 1996 · London

The principal activity of the Company is the provision of investment advice as defined by the Financial Conduct Authority. The Company is regulated by the Financial Conduct Authority.

Revenue

£21.6m

▲ +12.7% vs prior ~12m period

Profit after tax

£5.6m

Margin 34.1%

Employees

114

▼ -7.3% vs prior ~12m period

Net assets

£9.2m

Total assets £18.8m

Financial history

Revenue by accounting period

7 periods available · ▲ growth ▼ decline

Sept 2019
Not available
Sept 2020
£11.1m
Aug 2021
£13.9m▲ +25.1%
Aug 2022
£15.9m▲ +14.3%
Aug 2023
£17.6m▲ +11.1%
Aug 2024
£19.2m▲ +8.7%
Aug 2025
£21.6m▲ +12.7%
Period endRevenueGrowthProfit before taxEmployeesNet assets
31 Aug 2025£21.6m▲ +12.7%£7.4m114£9.2m
31 Aug 2024£19.2m▲ +8.7%£5.7m123£7.6m
31 Aug 2023£17.6m▲ +11.1%£4.3m129£7.5m
31 Aug 2022£15.9m▲ +14.3%£4.2m104£7.2m
31 Aug 2021£13.9m▲ +25.1%£2.7m84£5.6m
1 Sept 2020£11.1m—£1.9m91£5.4m
1 Sept 2019————£3.9m

Latest available figures

Period ending 31 Aug 2025. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.

Profit & loss

Revenue
£21.6m
Gross profit
£21.6m
Operating profit
£7.4m
Profit before tax
£7.4m
Profit after tax
£5.6m

Balance sheet

Total assets
£18.8m
Cash
£1.1m
Total liabilities
£9.6m
Net assets
£9.2m
Revenue per employee
£190k

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