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REGISTERED NUMBER: 08499825 (England and Wales)









FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

FOR

PHILLIP TOWNSEND ASSOCIATES LIMITED

PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)






CONTENTS OF THE FINANCIAL STATEMENTS
for the year ended 31 December 2024




Page

Company Information 1

Balance Sheet 2

Notes to the Financial Statements 3


PHILLIP TOWNSEND ASSOCIATES LIMITED

COMPANY INFORMATION
for the year ended 31 December 2024







DIRECTORS: D M Bohmbach
I W Fairbairn
P L Townsend
B M Dastur





REGISTERED OFFICE: 1st Floor West Davidson House
Forbury Square
Reading
Berkshire
RG1 3EU





REGISTERED NUMBER: 08499825 (England and Wales)





AUDITORS: Haines Watts Scotland
Business Advisors, Accountants and
Statutory Auditors
Q Court
3 Quality Street
Edinburgh
EH4 5BP

PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)

BALANCE SHEET
31 December 2024

2024 2023
Notes £    £    £    £   
FIXED ASSETS
Tangible assets 4 2,925 5,117

CURRENT ASSETS
Debtors 5 831,252 538,657
Cash at bank and in hand 2,044,882 2,123,799
2,876,134 2,662,456
CREDITORS
Amounts falling due within one year 6 232,502 335,068
NET CURRENT ASSETS 2,643,632 2,327,388
TOTAL ASSETS LESS CURRENT
LIABILITIES

2,646,557

2,332,505

CAPITAL AND RESERVES
Called up share capital 100 100
Retained earnings 2,646,457 2,332,405
2,646,557 2,332,505

The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

In accordance with Section 444 of the Companies Act 2006, the Statement of Income and Retained Earnings has not been delivered.

The financial statements were approved by the Board of Directors and authorised for issue on 4 September 2025 and were signed on its behalf by:





I W Fairbairn - Director


PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)

NOTES TO THE FINANCIAL STATEMENTS
for the year ended 31 December 2024

1. STATUTORY INFORMATION

Phillip Townsend Associates Limited is a private company, limited by shares , registered in England and Wales. The company's registered number and registered office address can be found on the Company Information page.

The presentation currency of the financial statements is the Pound Sterling (£).


2. ACCOUNTING POLICIES

BASIS OF PREPARING THE FINANCIAL STATEMENTS
These financial statements have been prepared in accordance with Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" including the provisions of Section 1A "Small Entities" and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

GOING CONCERN
The directors, with reference to business forecasts, work pipeline, and strong cash position of the company believe that the company has adequate resources to continue in operational existence for the foreseeable future, defined as a period of at least 12 months from the date of signing the Phillip Townsend Associates Limited financial statements for the year ended 31 December 2024. They believe the company is well placed to withstand any future economic downturn, due to the secured contracts in place and therefore continue to adopt the going concern basis of accounting in preparing the financial statements.

TURNOVER
Turnover is recognised at the fair value of the consideration received or receivable for goods and services provided in the normal course of business, and is shown net of VAT and other sales related taxes. The fair value of consideration takes into account trade discounts, settlement discounts and volume rebates.

Revenue from contracts for the provision of professional services is recognised in full on delivery of the milestones set out within the contract.

TANGIBLE FIXED ASSETS
Depreciation is provided at the following annual rates in order to write off the cost less estimated residual value of each asset over its estimated useful life.
Fixtures and fittings - Straight line over 3 years
Computer equipment - Straight line over 3 years

IMPAIRMENT OF ASSETS
At each reporting date fixed assets are reviewed to determine whether there is any indication that those assets have suffered an impairment loss. If there is an indication of possible impairment, the recoverable amount of any affected asset is estimated and compared with its carrying amount. If estimated recoverable amount is lower, the carrying amount is reduced to its estimated recoverable amount, and an impairment loss is recognised immediately in profit or loss.

If an impairment loss subsequently reverses, the carry amount of the asset is increased to the revised estimate of its recoverable amount, but not in excess of the amount that would have been determined had no impairment loss been recognised for the asset in prior years. A reversal of an impairment loss is recognised immediately in profit or loss.

PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)

NOTES TO THE FINANCIAL STATEMENTS - continued
for the year ended 31 December 2024

2. ACCOUNTING POLICIES - continued

FINANCIAL INSTRUMENTS
The company has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised when the company becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

BASIC FINANCIAL ASSETS
Basic financial assets, which include trade and other debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the financial asset is measured at the present value of the future receipts discounted at a market rate of interest.

CLASSIFICATION OF FINANCIAL LIABILITIES
Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of its liabilities.

BASIC FINANCIAL LIABILITIES
Basic financial liabilities, including trade and other creditors, are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest.

EQUITY INSTRUMENTS
Equity instruments issued by the company are recorded at the fair value of proceeds received, net of transaction costs. Dividends payable on equity instruments are recognised as liabilities once they are no
longer at the discretion of the company.

TAXATION
Taxation for the year comprises current and deferred tax. Tax is recognised in the Statement of Income and Retained Earnings, except to the extent that it relates to items recognised in other comprehensive income or directly in equity.

Current or deferred taxation assets and liabilities are not discounted.

Current tax is recognised at the amount of tax payable using the tax rates and laws that have been enacted or substantively enacted by the balance sheet date.

DEFERRED TAX
Deferred tax is recognised in respect of all timing differences that have originated but not reversed at the balance sheet date.

Timing differences arise from the inclusion of income and expenses in tax assessments in periods different from those in which they are recognised in financial statements. Deferred tax is measured using tax rates and laws that have been enacted or substantively enacted by the year end and that are expected to apply to the reversal of the timing difference.

Unrelieved tax losses and other deferred tax assets are recognised only to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits.

PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)

NOTES TO THE FINANCIAL STATEMENTS - continued
for the year ended 31 December 2024

2. ACCOUNTING POLICIES - continued

FOREIGN EXCHANGE
Transactions in currencies other than the functional currency (foreign currency) are initially recorded at the exchange rate prevailing on the date of the transaction.

Monetary assets and liabilities denominated in foreign currencies are translated at the rate of exchange ruling at the reporting date. Non-monetary assets and liabilities denominated in foreign currencies are translated at the rate ruling at the date of the transaction, or, if the asset or liability is measured at fair value, the rate when that fair value was determined.

All translation differences are taken to profit or loss, except to the extent that they relate to gains or losses on non-monetary items recognised in other comprehensive income, when the related translation gain or loss is also recognised in other comprehensive income.

HIRE PURCHASE AND LEASING COMMITMENTS
Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

PENSION COSTS AND OTHER POST-RETIREMENT BENEFITS
The company operates a defined contribution pension scheme. Contributions payable to the company's pension scheme are charged to profit or loss in the period to which they relate.

SHARE BASED PAYMENTS
For cash-settled share-based payments, a liability is recognised for the goods and services acquired,measured initially at the fair value of the liability. At the balance sheet date until the liability is settled, and at the date of settlement, the fair value of the liability is remeasured, with any changes in fair value recognised in profit or loss for the year.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 10 (2023 - 9 ) .

4. TANGIBLE FIXED ASSETS
Fixtures
and Computer
fittings equipment Totals
£    £    £   
COST
At 1 January 2024
and 31 December 2024 1,173 20,108 21,281
DEPRECIATION
At 1 January 2024 130 16,034 16,164
Charge for year 391 1,801 2,192
At 31 December 2024 521 17,835 18,356
NET BOOK VALUE
At 31 December 2024 652 2,273 2,925
At 31 December 2023 1,043 4,074 5,117

PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)

NOTES TO THE FINANCIAL STATEMENTS - continued
for the year ended 31 December 2024

5. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024 2023
£    £   
Trade debtors 544,816 313,537
Other debtors 27,152 14,211
VAT - 1,081
Deferred tax asset - 22,381
Prepayments and accrued income 259,284 187,447
831,252 538,657

6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024 2023
£    £   
Trade creditors 2,401 23,349
Taxation and social security 118,015 107,414
Other creditors 112,086 204,305
232,502 335,068

Included within other creditors due in less than one year are amounts of £Nil (2023: £103,152) relating to accruals for long-term incentive schemes payable to one former director who resigned as director on 7 February 2023 but has remained employed at the company as a consultant.

The scheme pays out in the event that the director maintains continuous service within the group for three years from the inception of the scheme. At the end of 2020, the criteria had been met and a cash payment of £25,000 had been made but the director had not yet exercised their option over 74 shares in Phillip Townsend Associates Inc. The option over these 74 shares was exercised in April 2022, which resulted in a payment to the director of £103,275. During 2020, a further long-term incentive bonus of £25,000 was also agreed in the event that the director maintains continuous service within the group for a further three years.

7. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:
2024 2023
£    £   
Within one year 17,730 17,520
Between one and five years 72,604 11,680
90,334 29,200

8. DISCLOSURE UNDER SECTION 444(5B) OF THE COMPANIES ACT 2006

The Report of the Auditors was unqualified.

Craig Hunter (Senior Statutory Auditor)
for and on behalf of Haines Watts Scotland

9. RELATED PARTY DISCLOSURES

The company has taken advantage of exemption, under the terms of Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland', not to disclose related party transactions with wholly owned subsidiaries within the group.

PHILLIP TOWNSEND ASSOCIATES LIMITED (REGISTERED NUMBER: 08499825)

NOTES TO THE FINANCIAL STATEMENTS - continued
for the year ended 31 December 2024

10. PARENT COMPANY

The directors consider Phillip Townsend Associates Inc. to be the immediate and ultimate parent company and the parent of the smallest and largest group for which consolidated financial statements are prepared which include the results of Phillip Townsend Associates Limited. The registered office of Phillip Townsend Associates Inc. is 7904 North Sam Houston Parkway East, Suite 600, Houston, Texas 77064, USA.