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Company registration number: 04297551
Summerley Investments Ltd
Company limited by guarantee
Unaudited financial statements
31 December 2025
Summerley Investments Ltd
Company limited by guarantee
Contents
Directors and other information
Directors report
Statement of income and retained earnings
Statement of financial position
Notes to the financial statements
Summerley Investments Ltd
Company limited by guarantee
Directors and other information
Directors Mr Malcolm Heald
Mrs Beverley Heald
Company number 04297551
Registered office Littleworth Common
Bucks
SL1 8QE
Business address Horseshoe Hill House
Littleworth Common
Bucks
SL1 8QE
Summerley Investments Ltd
Company limited by guarantee
Directors report
Year ended 31 December 2025
The directors present their report and the unaudited financial statements of the company for the year ended 31 December 2025.
Directors
The directors who served the company during the year were as follows:
Mr Malcolm Heald
Mrs Beverley Heald
Small company provisions
This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.
This report was approved by the board of directors on 26 August 2026 and signed on behalf of the board by:
Mr Malcolm Heald
Director
Summerley Investments Ltd
Company limited by guarantee
Statement of income and retained earnings
Year ended 31 December 2025
2025 2024
Note £ £
Turnover - -
Cost of sales - -
Administrative expenses ( 17,387) ( 13,276)
_______ _______
Operating loss ( 17,387) ( 13,276)
Gain on financial assets at fair value through profit or loss 196,249 191,535
Income from other fixed asset investments 24,160 23,443
Other interest receivable and similar income 4,845 5,858
Profit before taxation 4 207,867 207,560
Tax on profit - -
_______ _______
Profit for the financial year and total comprehensive income 207,867 207,560
_______ _______
Dividends declared and paid or payable during the year ( 1,003,800) -
Retained earnings at the start of the year 1,991,858 1,784,298
_______ _______
Retained earnings at the end of the year 1,195,925 1,991,858
_______ _______
All the activities of the company are from continuing operations.
Summerley Investments Ltd
Company limited by guarantee
Statement of financial position
31 December 2025
2025 2024
Note £ £ £ £
Fixed assets
Investments 5 1,733,207 2,391,725
_______ _______
1,733,207 2,391,725
Current assets
Debtors 7,119 -
Cash at bank and in hand 85,103 124,637
_______ _______
92,222 124,637
Creditors: amounts falling due
within one year ( 557,804) ( 452,804)
_______ _______
Net current liabilities ( 465,582) ( 328,167)
_______ _______
Total assets less current liabilities 1,267,625 2,063,558
_______ _______
Net assets 1,267,625 2,063,558
_______ _______
Capital and reserves
Called up share capital 71,700 71,700
Profit and loss account 1,195,925 1,991,858
_______ _______
Members funds 1,267,625 2,063,558
_______ _______
For the year ending 31 December 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
Directors responsibilities:
- The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476;
- The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of financial statements.
These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with Section 1A of FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'.
These financial statements were approved by the board of directors and authorised for issue on 26 August 2026 , and are signed on behalf of the board by:
Mr Malcolm Heald
Director
Company registration number: 04297551
Summerley Investments Ltd
Company limited by guarantee
Notes to the financial statements
Year ended 31 December 2025
1. General information
The company is a private company limited by guarantee, registered in England. The address of the registered office is Horseshoe Hill House, Littleworth Common, Bucks, SL1 8QE.
2. Statement of compliance
These financial statements have been prepared in compliance with the provisions of FRS 102, Section 1A, 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'.
3. Accounting policies
Basis of preparation
The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through profit or loss.
The financial statements are prepared in sterling, which is the functional currency of the entity.
Fixed asset investments
Fixed asset investments are initially recorded at cost, and subsequently stated at cost less any accumulated impairment losses. Listed investments are measured at fair value with changes in fair value being recognised in profit or loss.
Impairment
A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date. When it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that are largely independent of the cash inflows from other assets or groups of assets.
5. Investments
Shares in group undertakings and participating interests Other investments other than loans Total
£ £ £
Cost or valuation
At 1 January 2025 699,850 1,691,875 2,391,725
Additions - 680,918 680,918
Disposals - ( 1,529,153) ( 1,529,153)
Revaluations - 189,717 189,717
_______ _______ _______
At 31 December 2025 699,850 1,033,357 1,733,207
_______ _______ _______
Impairment
At 1 January 2025 and 31 December 2025 - - -
_______ _______ _______
Carrying amount
At 31 December 2025 699,850 1,033,357 1,733,207
_______ _______ _______
At 31 December 2024 699,850 1,691,875 2,391,725
_______ _______ _______
Quoted investments are carried at market value with revaluations taken to the profit and loss account.