MORGAN LLOYD INVEST LTD

09310773
Active Bristol

Financial intermediation not elsewhere classified

0 employees website.com
Financial services Financial intermediation not elsewhere classified
M

MORGAN LLOYD INVEST LTD

09310773

Financial intermediation not elsewhere classified

Founded 14 Nov 2014 Active Bristol, United Kingdom 0 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

VIEWPOINT PORTFOLIO LTD 14 Nov 2014 — 30 Apr 2021
Accounts Submitted 28 Jan 2026 Next due 31 Jan 2027 6 months remaining
Confirmation Submitted 5 May 2026 Next due 10 May 2027 10 months remaining
Net assets £128K £342K 2025 year on year
Total assets £335K £163K 2025 year on year
Total Liabilities £207K £179K 2025 year on year
Charges 2
1 outstanding 1 satisfied

Contact & Details

Contact

Registered Address

The Pavilions Eden Park Ham Green Bristol BS20 0DD

Telephone

0800 000 0000

Website

www.example.com

Full company profile for MORGAN LLOYD INVEST LTD (09310773), an active financial services company based in Bristol, United Kingdom. Incorporated 14 Nov 2014. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 May → 30 Apr 2025
Type audit-exemption-subsidiary
Next accounts 30 Apr 2026
Due by 31 Jan 2027 6 months remaining

Balance Sheet & P&L (2015–2025)

Cash in Bank

£172.00

Increased by £103.00 (+149%)

Net Assets

£127.75k

Decreased by £342.32k (-73%)

Total Liabilities

£206.84k

Increased by £179.36k (+653%)

Turnover

£1.02M

Increased by £257.40k (+34%)

Employees

N/A

Debt Ratio

62%

Increased by 56 (+933%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
30 Apr Year End
2024
30 Apr Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

3 active
Status
Carty, Anthony ValentineDirectorBritishUnited Kingdom5914 Nov 2014Active
Greenaway, NeilDirectorBritishUnited Kingdom5514 Nov 2014Active
Thomas Edward ChambersSecretaryUnknownUnknown15 Nov 2014Active

Shareholders

Shareholders (1)

Clifton Asset Management Limited
100.0%
100

Persons with Significant Control

Persons with Significant Control (2)

2 Active 2 Ceased
Active
Notified 26 Apr 2019
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors
Notified 26 Apr 2019
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Adam Jason Tavener

Ceased 26 Apr 2019

Ceased

Neil Greenaway

Ceased 26 Apr 2019

Ceased

Group Structure

Group Structure

CBPE CAPITAL LLP united kingdom
CBPE HOLDINGS LIMITED united kingdom
CBPE LIMITED united kingdom
CBPE CAPITAL X GP LLP united kingdom
MORGAN LLOYD INVEST LTD Current Company

Charges

Charges

1 outstanding 1 satisfied

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
5 May 2026Confirmation StatementConfirmation statement made on 26 Apr 2026 with updates
1 May 2026Persons With Significant ControlChange to Clifton Asset Management Plc as a person with significant control on 24 Oct 2024
28 Jan 2026AccountsAnnual accounts filed
28 Jan 2026AccountsAnnual accounts made up to 30 Apr 2025
28 Jan 2026OtherAudit exemption statement of guarantee by parent company for period ending 30/04/25
5 May 2026 Confirmation Statement

Confirmation statement made on 26 Apr 2026 with updates

1 May 2026 Persons With Significant Control

Change to Clifton Asset Management Plc as a person with significant control on 24 Oct 2024

28 Jan 2026 Accounts

Annual accounts filed

28 Jan 2026 Accounts

Annual accounts made up to 30 Apr 2025

28 Jan 2026 Other

Audit exemption statement of guarantee by parent company for period ending 30/04/25

Recent Activity

Latest Activity

Confirmation statement made on 26 Apr 2026 with updates

2 months ago on 5 May 2026

Change to Clifton Asset Management Plc as a person with significant control on 24 Oct 2024

2 months ago on 1 May 2026

Annual accounts filed

5 months ago on 28 Jan 2026

Annual accounts made up to 30 Apr 2025

5 months ago on 28 Jan 2026

Audit exemption statement of guarantee by parent company for period ending 30/04/25

5 months ago on 28 Jan 2026