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Margetts Fund Management Limited

Margetts Fund Management Limited is an active company incorporated on 12 February 2001 with the registered office located in Birmingham, West Midlands. Margetts Fund Management Limited was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04158249
Private limited company
Age
24 years
Incorporated 12 February 2001
Size
Medium
Turnover is under £54M
Under 250 employees
Confirmation
Submitted
Dated 12 February 2025 (6 months ago)
Next confirmation dated 12 February 2026
Due by 26 February 2026 (5 months remaining)
Last change occurred 1 year 6 months ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Medium
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Learn more about Margetts Fund Management Limited
Contact
Address
1 Sovereign Court
8 Graham Street
Birmingham
B1 3JR
Same address for the past 15 years
Telephone
01212362380
Email
Available in Endole App
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People
Officers
8
Shareholders
7
Controllers (PSC)
1
Ade Ogunnowo
Secretary • Director • Irish • Lives in UK • Born in Aug 1965
Mr Tobhias Jonathan Ricketts
Director • Fund Manager • British • Lives in England • Born in Nov 1974
Matthew David Jealous
Director • Investment Director • British • Lives in UK • Born in May 1981
Nicholas Volpe
Director • British • Lives in UK • Born in Dec 1970
James Harris
Director • Independent Non-Executive Director • British • Lives in UK • Born in Dec 1971
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Shareholders, PSCs & Group Structure
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Mutual Companies
Margetts Holdings Limited
Matthew David Jealous and Mr Tobhias Jonathan Ricketts are mutual people.
Active
Laurellis Associates Limited
Nicholas Volpe is a mutual person.
Active
Northern Trust Global Investments Limited
Jane Margaret Vessey is a mutual person.
Active
Future Money Limited
Mr Tobhias Jonathan Ricketts is a mutual person.
Active
Ashmole Trust
Lisa Rochelle Scott is a mutual person.
Active
Ground Rents Income Fund Plc
Jane Margaret Vessey is a mutual person.
Active
Camp Simcha
Lisa Rochelle Scott is a mutual person.
Active
MGTS Investment Services Limited
Matthew David Jealous is a mutual person.
Active
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Brands
Margetts
Margetts is a financial services firm that provides investment management and advisory services.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
£5.93M
Increased by £1.9M (+47%)
Turnover
£39.65M
Increased by £7.9M (+25%)
Employees
75
Increased by 6 (+9%)
Total Assets
£52.1M
Increased by £7.66M (+17%)
Total Liabilities
-£45.67M
Increased by £7.19M (+19%)
Net Assets
£6.43M
Increased by £476K (+8%)
Debt Ratio (%)
88%
Increased by 1.06% (+1%)
See 10 Year Full Financials
Latest Activity
Ade Ogunnowo Appointed
1 Month Ago on 31 Jul 2025
Jane Margaret Vessey Resigned
3 Months Ago on 7 Jun 2025
Mr Matthew David Jealous Details Changed
5 Months Ago on 25 Mar 2025
Confirmation Submitted
6 Months Ago on 12 Feb 2025
Medium Accounts Submitted
7 Months Ago on 24 Jan 2025
Nicholas Volpe Resigned
8 Months Ago on 18 Dec 2024
Mr James Harris Appointed
1 Year 2 Months Ago on 1 Jul 2024
Ms Lisa Rochelle Scott Appointed
1 Year 2 Months Ago on 1 Jul 2024
Confirmation Submitted
1 Year 6 Months Ago on 21 Feb 2024
Full Accounts Submitted
1 Year 7 Months Ago on 31 Jan 2024
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Documents
Appointment of Ade Ogunnowo as a secretary on 31 July 2025
Submitted on 31 Jul 2025
Termination of appointment of Jane Margaret Vessey as a director on 7 June 2025
Submitted on 8 Jul 2025
Director's details changed for Mr Matthew David Jealous on 25 March 2025
Submitted on 26 Mar 2025
Confirmation statement made on 12 February 2025 with no updates
Submitted on 12 Feb 2025
Accounts for a medium company made up to 30 September 2024
Submitted on 24 Jan 2025
Termination of appointment of Nicholas Volpe as a director on 18 December 2024
Submitted on 18 Dec 2024
Appointment of Ms Lisa Rochelle Scott as a director on 1 July 2024
Submitted on 1 Jul 2024
Appointment of Mr James Harris as a director on 1 July 2024
Submitted on 1 Jul 2024
Confirmation statement made on 12 February 2024 with updates
Submitted on 21 Feb 2024
Full accounts made up to 30 September 2023
Submitted on 31 Jan 2024
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Repayment History
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