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Registration number: 03151660

Symmetry Limited

Annual Report and Financial Statements

for the Year Ended 28 February 2026

 

Symmetry Limited

Contents

Company Information

1

Strategic Report

2 to 3

Directors' Report

4

Statement of Directors' Responsibilities

5

Independent Auditor's Report

6 to 8

Profit and Loss Account

9

Balance Sheet

10

Statement of Changes in Equity

11

Notes to the Financial Statements

12 to 18

 

Symmetry Limited

Company Information

Directors

S Kearsley

R Swan

S R Smith

S A Wilkins

L Allison

Registered office

7-11 Lodway
Pill
Bristol
BS20 0DH

Auditors

Jay & Jay Partnership Limited 2 Chesterfield Buildings
Westbourne Place
Clifton Bristol
BS8 1RU

 

Symmetry Limited

Strategic Report for the year ended 28 February 2026

Principal activity

The principal activity of the company is business and accounting software providers.

Fair review of the business

Symmetry has been in business since 1996 when it was formed as a management buyout from Oracle UK. In a market that has been becoming more commoditised over the years our approach has been to focus on a brand led, service-based approach.

The focus for the brand led approach is our product "bluQube".

bluQube is a highly configurable financial accounting system aimed at medium sized businesses. As a company we feel that it is a supplier's responsibility to provide systems like bluQube in such a way that they can be implemented quickly and simply by the customer to provide benefits to their business as quickly as possible.

Principal risks and uncertainties

Products and business streams

As financial accounting systems were developing over the last 30 years they tended to take one of two routes. Either to be integrated into a full "ERP" system or to specialise in the core accounting functionality ("best of breed"). Both routes have pros and cons but bluQube took the latter route which it is now becoming clear was the better strategy.

What has changed the environment massively is the growth in Cloud based systems (bluQube was one of the first) and "interoperability" that has been delivered by APls and web services. This means that a customer can now buy the finance system that best suits them and yet still expect it to work with their other systems without the need to become tied into one supplier and compromise on functionality.

Our experience over the years has been that these products typically have a major lifecycle of approximately 15 years. The underlying database technology (Oracle) is still the best available and our choice of development tools enable us to build software with a look and feel that matches user expectations set by the use of web-based applications.

Our current product (bluQube 4) was built before the COVID pandemic and was delivered on time without the need for external borrowing and with only minor use of cash reserves. We continue to invest in developing and improving our products.

The user interface alongside our approach to business has been very positive with our existing customers and this has allowed us to accelerate our reference site programme which will ultimately enhance our new business performance.

bluQube can be implemented either as a Cloud based product or an On-Premise product. Our customer base is now almost completely Cloud based using a software "rental" model which means that Symmetry's income streams are now over three quarters based on renewable revenues.

Markets

In the past Symmetry's traditional markets were the UK Further and Higher Education sectors.

 

Symmetry Limited

Over the years these markets have been reduced in size by government reducing funding levels and encouraging consolidation through a programme of mergers. This has resulted in the number of organisations being more than halved. Our customer retention has meant that the reduction in base has been proportionately less than in the market overall and the institutions within our customer base are now larger in size.

The reduction also happened at a time when our recurring revenues were increasing as a result of the move to Cloud by most of our base.

We have known for some time that the future for Symmetry must be based on an expansion into other market sectors. This was also one of the driving forces behind the launch product redevelopment.

In this respect we have had success and now have customers in the financial leasing sector, the telecoms sector, the charities sector, the retail sector, the transport sector and the marine industry sector.

Our expansion into other markets hasn’t diminished our appeal to our traditional markets who continue to approach Symmetry due to it’s strong reputation for customer service and it’s award winning software.

Financial approach

In some ways our financial strategy has been very simple. We have chosen to operate the business in a way that provides year on year profitability and only ever take dividends of less than half of the profits to allow us to build up a cash reserve.

This has meant that Symmetry has no borrowing and no involvement of external funding organisations such as venture capital companies.

We have a well-defined business strategy, a clear and effective brand, an experienced management team, the right product, the right people, and the right approach to doing business.

We make use of AI tools to increase the effectiveness of the software and the productivity of our customers, but we believe our key differentiator is how we do business.

In an era where many companies are starting to automate the customer interface, we believe that dealing direct with customers, listening to what they tell us, adapting the core product based on customer feedback, and always delivering on what we promise makes us different to most of our competitors.

Opportunities

One of the strengths of Symmetry is that we can adapt, replan, and find new ways of delivering high quality services. We continue to challenge what we do, and to find new opportunities to help our customers in ways that would benefit both their organisations and the wider business.

For various reasons Symmetry has focussed on methods and systems to make the company profitable. The company is therefore well placed for growth and as revenues grow the costs will grow at a much slower rate meaning that profitability would be greatly enhanced.

We see the recent creation of an Employee Ownership Trust (EOT) as a significant opportunity for the business. Our Directors and Senior Management Team have always been fully invested in our customers, and the business.

The EOT means that the wider team at Symmetry Ltd will be directly impacted, by the happiness of our customers, and the success of the business. This can only be a good thing for the business and means that the general outlook for the business is positive.

 

Symmetry Limited

Directors' Report for the Year Ended 28 February 2026

The directors present their report and the financial statements for the year ended 28 February 2026.

Directors of the company

The directors who held office during the year were as follows:

S Kearsley

R Swan - Company secretary and director

S R Smith

S A Wilkins

L Allison

Disclosure of information to the auditors

Each director has taken steps that they ought to have taken as a director in order to make themselves aware of any relevant audit information and to establish that the company's auditors are aware of that information. The directors confirm that there is no relevant information that they know of and of which they know the auditors are unaware.

Small companies provision statement

This report has been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006.

Approved and authorised by the Board on 2 September 2026 and signed on its behalf by:
 

.........................................
R Swan
Company secretary and director

 

Symmetry Limited

Statement of Directors' Responsibilities

The directors acknowledge their responsibilities for preparing the Annual Report and the financial statements in accordance with applicable law and regulations.

Company law requires the directors to prepare financial statements for each financial year. Under that law the directors have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). Under company law the directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the company and of the profit or loss of the company for that period. In preparing these financial statements, the directors are required to:

select suitable accounting policies and apply them consistently;

make judgements and accounting estimates that are reasonable and prudent;

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the company will continue in business.

The directors are responsible for keeping adequate accounting records that are sufficient to show and explain the company's transactions and disclose with reasonable accuracy at any time the financial position of the company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

 

Symmetry Limited

Independent Auditor's Report to the Members of Symmetry Limited

Opinion

We have audited the financial statements of Symmetry Limited (the 'company') for the year ended 28 February 2026, which comprise the Profit and Loss Account, Statement of Comprehensive Income, Balance Sheet, Statement of Changes in Equity, and Notes to the Financial Statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 Section 1A 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

give a true and fair view of the state of the company's affairs as at 28 February 2026 and of its profit for the year then ended;

have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and

have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor responsibilities for the audit of the financial statements section of our report. We are independent of the company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the director's use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the original financial statements were authorised for issue.

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

 

Symmetry Limited

Independent Auditor's Report to the Members of Symmetry Limited

Opinion on other matter prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Directors' Report for the financial year for which the financial statements are prepared is consistent with the financial statements; and

the Directors' Report has been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of our knowledge and understanding of the company and its environment obtained in the course of the audit, we have not identified material misstatements in the Directors' Report.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or

the financial statements are not in agreement with the accounting records and returns; or

certain disclosures of directors' remuneration specified by law are not made; or

we have not received all the information and explanations we require for our audit; or

the directors were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies’ exemptions in preparing the directors’ report and from the requirement to prepare a strategic report.

Responsibilities of directors

As explained more fully in the Statement of Directors' Responsibilities [set out on page 5], the directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the directors are responsible for assessing the company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the company or to cease operations, or have no realistic alternative but to do so.

Auditor Responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud, is detailed below:

 

Symmetry Limited

Independent Auditor's Report to the Members of Symmetry Limited

We obtained an understanding of laws and regulations that affect the company, focusing on those that had a direct effect on the financial statements or that had a fundamental effect on its operations. Key laws and regulations that we identified included the UK Companies Act and tax legislation.

The risk of fraud and non-compliance with laws and regulations was discussed within the audit team and tests were planned and performed to address these risks.

We reviewed the minutes of directors and shareholders meetings for evidence of non-compliance with relevant laws and regulations.

We considered the systems and controls that the directors have in place to prevent and detect fraud and to mitigate non-compliance with laws and regulations.

We performed analytical procedures to identify any unusual items that might indicate risks of material misstatements due to fraud.

We reviewed the disclosures in the financial statements and tested to supporting documentation to assess compliance with the relevant laws and regulations discussed above..

 

Due to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some irregularities, even though we have properly planned and performed our audit in accordance with auditing standards. There is a higher risk of non-detection of material misstatements that arise due to fraud than those that arise from error as they may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. We are not responsible for preventing fraud or non-compliance with laws and regulations, and cannot be expected to detect all fraud and non-compliance with laws and regulations.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the company and the company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

......................................
Mr Richard Jay (Senior Statutory Auditor)
For and on behalf of Jay & Jay Partnership Limited, Statutory Auditor
 2 Chesterfield Buildings
Westbourne Place
Clifton Bristol
BS8 1RU

3 September 2026

 

Symmetry Limited

Profit and Loss Account for the Year Ended 28 February 2026

Note

2026
£

2025
£

Turnover

 

2,991,044

2,716,324

Cost of sales

 

488,709

479,868

Gross profit

 

2,502,335

2,236,456

Administrative expenses

 

2,120,643

2,033,504

Operating profit

 

381,692

202,952

Other interest receivable and similar income

 

6,840

14,169

Interest payable and similar expenses

 

(7,799)

-

   

(959)

14,169

Profit before tax

5

380,733

217,121

Tax on profit

 

94,942

67,437

Profit for the financial year

 

285,791

149,684

The above results were derived from continuing operations.

The company has no recognised gains or losses for the year other than the results above.

 

Symmetry Limited

(Registration number: 03151660)
Balance Sheet as at 28 February 2026

Note

2026
£

2025
£

Fixed assets

 

Intangible assets

6

703,246

748,147

Tangible assets

7

82,829

112,888

 

786,075

861,035

Current assets

 

Debtors

8

426,952

310,619

Cash at bank and in hand

 

1,289,092

1,064,256

 

1,716,044

1,374,875

Creditors: Amounts falling due within one year

9

(1,668,900)

(1,395,165)

Net current assets/(liabilities)

 

47,144

(20,290)

Total assets less current liabilities

 

833,219

840,745

Creditors: Amounts falling due after more than one year

9

(8,740)

(89,803)

Provisions for liabilities

(175,252)

(187,506)

Net assets

 

649,227

563,436

Capital and reserves

 

Called up share capital

26,777

26,777

Capital redemption reserve

24,583

24,583

Retained earnings

597,867

512,076

Shareholders' funds

 

649,227

563,436

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and FRS 102 ‘The Financial Reporting Standard Applicable in the UK and Republic of Ireland’.

Approved and authorised by the Board on 2 September 2026 and signed on its behalf by:
 

.........................................
R Swan
Company secretary and director

 

Symmetry Limited

Statement of Changes in Equity for the Year Ended 28 February 2026

Share capital
£

Capital redemption reserve
£

Retained earnings
£

Total
£

At 1 March 2025

26,777

24,583

512,076

563,436

Profit for the year

-

-

285,791

285,791

EOT Contribution

-

-

(200,000)

(200,000)

At 28 February 2026

26,777

24,583

597,867

649,227

Share capital
£

Capital redemption reserve
£

Retained earnings
£

Total
£

At 29 February 2024

26,777

24,583

1,062,392

1,113,752

Profit for the year

-

-

149,684

149,684

EOT Contribution

-

-

(700,000)

(700,000)

At 28 February 2025

26,777

24,583

512,076

563,436

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

1

General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
7-11 Lodway
Pill
Bristol
BS20 0DH

These financial statements were authorised for issue by the Board on 2 September 2026.

2

Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

These financial statements have been prepared in accordance with Financial Reporting Standard 102 Section 1A smaller entities - 'The Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland' and the Companies Act 2006 (as applicable to companies subject to the small companies' regime).

Basis of preparation

These financial statements have been prepared using the historical cost convention except that as disclosed in the accounting policies certain items are shown at fair value.

Revenue recognition

Turnover comprises the fair value of the consideration received or receivable for the sale of goods and provision of services in the ordinary course of the company’s activities. Turnover is shown net of sales/value added tax, returns, rebates and discounts.

The company recognises revenue when:
The amount of revenue can be reliably measured;
it is probable that future economic benefits will flow to the entity;
and specific criteria have been met for each of the company's activities.

Tax

The tax expense for the period comprises current and deferred tax. Tax is recognised in profit or loss, except that a change attributable to an item of income or expense recognised as other comprehensive income is also recognised directly in other comprehensive income.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the reporting date in the countries where the company operates and generates taxable income.

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

Deferred tax is recognised in respect of all timing differences between taxable profits and profits reported in the financial statements.

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

Deferred tax is measured using the tax rates and laws that have been enacted or substantively enacted by the reporting date and that are expected to apply to the reversal of the timing difference.

Tangible assets

Tangible assets are stated in the balance sheet at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

The cost of tangible assets includes directly attributable incremental costs incurred in their acquisition and installation.

Depreciation

Depreciation is charged so as to write off the cost of assets, other than land and properties under construction over their estimated useful lives, as follows:

Asset class

Depreciation method and rate

Leasehold improvements

straight line over the terms of the lease

Furniture, fittings and equipment

33% reducing balance

Amortisation

Amortisation is provided on intangible assets so as to write off the cost, less any estimated residual value, over their useful life as follows:

Leases

Leases are classified as finance leases whenever the terms of the lease transfer substantially all the risks and rewards of ownership to the lessee.

Assets held under finance leases are recognised at the lower of their fair value at inception of the lease and the present value of the minimum lease payments. These assets are depreciated on a straight-line basis over the shorter of the useful life of the asset and the lease term. The corresponding liability to the lessor is included in the balance sheet as a finance lease obligation.

Lease payments are apportioned between finance costs in the profit and loss account and reduction of the lease obligation so as to achieve a constant periodic rate of interest on the remaining balance of the liability.

Defined contribution pension obligation

A defined contribution plan is a pension plan under which fixed contributions are paid into a pension fund and the company has no legal or constructive obligation to pay further contributions even if the fund does not hold sufficient assets to pay all employees the benefits relating to employee service in the current and prior periods.

Contributions to defined contribution plans are recognised as employee benefit expense when they are due. If contribution payments exceed the contribution due for service, the excess is recognised as a prepayment.

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

Financial instruments


Financial instruments are classified and accounted for, according to the substance of the contractual arrangement, as either financial assets, financial liabilities, or equity instruments. An equity instrument is any contact that evidences a residual interest in the assets of the company after deducting all of its liabilities.
 

3

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 26 (2025 - 27).

4

Auditors' remuneration

2026
£

2025
£

Audit of the financial statements

10,000

21,420

Other fees to auditors

Taxation compliance services

-

4,500


 

5

Profit before tax

Arrived at after charging/(crediting)

2026
£

2025
£

Depreciation expense

46,577

83,680

Amortisation expense

109,901

105,511

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

6

Intangible assets

Internally generated software development costs
 £

Other intangible assets
 £

Total
£

Cost or valuation

At 1 March 2025

2,521,512

152,938

2,674,450

Additions internally developed

65,000

-

65,000

At 28 February 2026

2,586,512

152,938

2,739,450

Amortisation

At 1 March 2025

1,842,186

84,117

1,926,303

Amortisation charge

79,313

30,588

109,901

At 28 February 2026

1,921,499

114,705

2,036,204

Carrying amount

At 28 February 2026

665,013

38,233

703,246

At 28 February 2025

679,326

68,821

748,147

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

7

Tangible assets

Long leasehold land and buildings
£

Fixtures and fittings
£

Total
£

Cost or valuation

At 1 March 2025

32,919

486,825

519,744

Additions

-

16,518

16,518

At 28 February 2026

32,919

503,343

536,262

Depreciation

At 1 March 2025

32,138

374,718

406,856

Charge for the year

781

45,796

46,577

At 28 February 2026

32,919

420,514

453,433

Carrying amount

At 28 February 2026

-

82,829

82,829

At 28 February 2025

781

112,107

112,888

Included within the net book value of land and buildings above is £Nil (2025 - £781) in respect of long leasehold land and buildings.
 

8

Debtors

Current

2026
£

2025
£

Trade debtors

265,069

163,661

Prepayments

142,067

90,722

Other debtors

19,816

56,236

 

426,952

310,619

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

9

Creditors

Creditors: amounts falling due within one year

Note

2026
£

2025
£

Due within one year

 

Loans and borrowings

10

35,370

26,302

Trade creditors

 

133,035

25,845

Taxation and social security

 

375,713

348,320

Accruals and deferred income

 

1,117,666

962,159

Other creditors

 

7,116

32,539

 

1,668,900

1,395,165


Creditors include bank loans and overdrafts and net obligations under finance lease and hire purchase contracts which are secured of £35,370 (2025 - £26,302).

Creditors: amounts falling due after more than one year

Note

2026
£

2025
£

Due after one year

 

Loans and borrowings

10

8,740

89,803


Creditors include bank loans and overdrafts and net obligations under finance lease and hire purchase contracts which are secured of £8,740 (2025 - £89,803).

10

Loans and borrowings

Non-current loans and borrowings

2026
£

2025
£

Hire purchase contracts

8,740

89,803

Current loans and borrowings

2026
£

2025
£

Hire purchase contracts

35,370

26,302

 

Symmetry Limited

Notes to the Financial Statements for the Year Ended 28 February 2026

11

Obligations under leases and hire purchase contracts

Operating leases

The total of future minimum lease payments is as follows:

2026
£

2025
£

Not later than one year

72,415

88,085

Later than one year and not later than five years

212,189

204,913

Later than five years

186,480

290,562

471,084

583,560

12

Parent and ultimate parent undertaking

The company's immediate parent is Symmetry EOT Limited, incorporated in England and Wales.