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Company No: 11322378 (England and Wales)

BELIEVE MONEY SERVICES LIMITED

Financial Statements
For the financial year ended 31 December 2024
Pages for filing with the registrar

BELIEVE MONEY SERVICES LIMITED

Financial Statements

For the financial year ended 31 December 2024

Contents

BELIEVE MONEY SERVICES LIMITED

BALANCE SHEET

As at 31 December 2024
BELIEVE MONEY SERVICES LIMITED

BALANCE SHEET (continued)

As at 31 December 2024
Note 2024 2023
£ £
Current assets
Debtors 3 70,588 522,371
Cash at bank and in hand 5,657 4,734
76,245 527,105
Creditors: amounts falling due within one year 4 ( 660,141) ( 553,559)
Net current liabilities (583,896) (26,454)
Total assets less current liabilities (583,896) (26,454)
Net liabilities ( 583,896) ( 26,454)
Capital and reserves
Called-up share capital 1 1
Profit and loss account ( 583,897 ) ( 26,455 )
Total shareholder's deficit ( 583,896) ( 26,454)

The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime and a copy of the Statement of Income and Retained Earnings has not been delivered.

The financial statements of Believe Money Services Limited (registered number: 11322378) were approved and authorised for issue by the Board of Directors on 15 December 2025. They were signed on its behalf by:

R Wagstaff
Director
BELIEVE MONEY SERVICES LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial year ended 31 December 2024
BELIEVE MONEY SERVICES LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial year ended 31 December 2024
1. Accounting policies

The principal accounting policies are summarised below. They have all been applied consistently throughout the financial year and to the preceding financial year, unless otherwise stated.

General information and basis of accounting

Believe Money Services Limited (the Company) is a private company, limited by shares, incorporated in the United Kingdom under the Companies Act 2006 and is registered in England and Wales. The address of the Company's registered office is Alexander House 4 Station Road, Cheadle Hulme, Cheadle, SK8 5AE, United Kingdom.

The financial statements have been prepared under the historical cost convention, modified to include certain items at fair value, and in accordance with Section 1A of Financial Reporting Standard 102 (FRS 102) ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ issued by the Financial Reporting Council and the requirements of the Companies Act 2006 as applicable to companies subject to the small companies regime.

The financial statements are presented in pounds sterling which is the functional currency of the Company and rounded to the nearest £.

Going concern

The directors have assessed the Balance Sheet and likely future cash flows at the date of approving these financial statements. The directors note that the business has net liabilities of £583,896 (2023 - £26,454 ). The Company is supported through loans from other Group Companies. The directors have received assurances that the loan facilities will continue to be available for at least 12 months from the date of signing these financial statements and the other Group Companies will continue to support the Company. The group within which the company resides was acquired by Pivotal Growth Limited, as described in note 8 and some liabilities of the parent company were settled at that time. After making enquiries, the directors believe that the company has sufficient funds to be able to meet its financial obligations as they fall due for at least 12 months from the date of approving the financial statements. Accordingly, they continue to adopt the going concern basis in preparing the financial statements.

Turnover

Other income comprises amounts recharged to other group companies in respect of payroll and related staff costs incurred on their behalf. Income is recognised when the associated costs are incurred and recoverable.

Interest income

Interest income is recognised in profit and loss using the effective interest method.

Employee benefits

Defined contribution schemes
The Company operates a defined contribution scheme. The amount charged to the Statement of Income and Retained Earnings in respect of pension costs and other post-retirement benefits is the contributions payable in the financial year. Differences between contributions payable in the financial year and contributions actually paid are included as either accruals or prepayments in the Balance Sheet.

Taxation

Current tax
Current tax is provided at amounts expected to be paid (or recoverable) using the tax rates and laws that have been enacted or substantively enacted at the Balance Sheet date.

Deferred tax
Deferred tax arises as a result of including items of income and expenditure in taxation computations in periods different from those in which they are included in the Company's financial statements. Deferred tax is provided in full on timing differences which result in an obligation to pay more or less tax at a future date, at the average tax rates that are expected to apply when the timing differences reverse, based on current tax rates and laws. Deferred tax assets and liabilities are not discounted.

The carrying amount of deferred tax assets are reviewed at each reporting date and a valuation allowance is set up against deferred tax assets so that the net carrying amount equals the highest amount that is more likely than not to be recovered based on current or future taxable profit.

Impairment of assets

Assets, other than those measured at fair value, are assessed for indicators of impairment at each Balance Sheet date. If there is objective evidence of impairment, an impairment loss is recognised in the Statement of Income and Retained Earnings as described below.

Trade and other debtors

Trade and other debtors are initially recognised at fair value and thereafter stated at amortised cost using the effective interest method less impairment losses for bad and doubtful debts, except where the effect of discounting would be immaterial. In such cases the receivables are stated at cost less impairment losses for bad and doubtful debts.

Cash and cash equivalents

Cash and cash equivalents are basic financial assets and include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in creditors: amounts falling due within one year.

Trade and other creditors

Trade and other creditors are initially recognised at fair value and thereafter stated at amortised cost using the effective interest rate method, unless the effect of discounting would be immaterial, in which case they are stated at cost.

Financial instruments

Financial assets and financial liabilities are recognised when the Company becomes a party to the contractual provisions of the instrument.

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.

Financial assets and liabilities are only offset in the Balance Sheet when, and only when there exists a legally enforceable right to set off the recognised amounts and the Company intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously.

Government grants

Government grants are recognised based on the accruals model and are measured at the fair value of the asset received or receivable. Grants are classified as relating either to revenue or to assets. Grants relating to revenue are recognised in income over the period in which the related costs are recognised. Grants relating to assets are recognised over the expected useful life of the asset. Where part of a grant relating to an asset is deferred, it is recognised as deferred income.

2. Employees

2024 2023
Number Number
Monthly average number of persons employed by the Company (excluding directors) during the year. 113 113

During the year, the company recharged its salary costs to fellow subsidiary companies.

3. Debtors

2024 2023
£ £
Amounts owed by Group undertakings 61,277 503,433
Deferred tax asset 0 1,577
Other debtors 9,311 17,361
70,588 522,371

4. Creditors: amounts falling due within one year

2024 2023
£ £
Amounts owed to Group undertakings 425,891 383,100
Other taxation and social security 196,073 139,108
Other creditors 38,177 31,351
660,141 553,559

5. Provision for liabilities

During the year, it was identified that the group within which the company resides had not correctly included VAT on a number of inter-company recharges. As a result, an additional VAT liability has been calculated and a provision recognised in the Group financial statements of £1.2m. This liability has been recognised in the company's parent, Believe Money Group Limited. This liability will be settled by the shareholders out of the proceeds received from the sale of the business to Pivotal Growth and a corresponding debtor has been recognised in the group financial statements. As a result, there is no impact on the Company statement of comprehensive income.

6. Financial commitments

Pensions

The Company operates a defined contribution pension scheme for the directors and employees. The assets of the scheme are held separately from those of the Company in an independently administered fund.

2024 2023
£ £
Unpaid contributions due to the fund (inc. in other creditors) 26,760 26,527

7. Audit Opinion

The auditor's report on the accounts for the financial year ended 31 December 2024 was unqualified.

The audit report was signed by Helen Besant-Roberts on behalf of Hurst Accountants Limited.

8. Ultimate controlling party

At the start of the financial year, and at the year end, the Company’s immediate and ultimate controlling party was Oak Barrel Investments LLC, a company incorporated in the United States of America.

On 18 September 2025, Pivotal Growth Limited, a company incorporated in the United Kingdom, acquired 100% of the issued share capital of the Company. From that date, Pivotal Growth Limited became the immediate and ultimate controlling party of the Group.