ABACUS WEALTH PLANNING LTD. Financials
- Company number
- 02061670Copy
Copy - Registered office
- 18 St. Thomas Road, Brentwood CM14 4DB
- Incorporated
- 06/10/1986
Company snapshot
- Status
- Active
- Employees
- 9 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
16.86%vs 20242024: £185.88K
Total Assets
5.26%vs 20242024: £563.48K
Cash in Bank
53.39%vs 20242024: £59.70K
Total Liabilities
-0.46%vs 20242024: £377.60K
Employees
+1vs 20242024: 8
In 2025, ABACUS WEALTH PLANNING LTD. reported net assets of £217.23K. The same filing shows total assets of £593.09K, cash in bank of £91.57K and total liabilities of £375.86K. Reported headcount was 9 in 2025. Cash in Bank rose from £59.70K in 2024 to £91.57K in 2025 (53.39%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
16.86%from £185.88K in 2024Year-on-year change
Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures ABACUS WEALTH PLANNING LTD. filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+15.6%vs 2023+7.5% a year compound (CAGR)
Cash in Bank
+23.5%vs 2023+11.1% a year compound (CAGR)
Total Assets
+4.2%vs 2023+2.1% a year compound (CAGR)
Total Liabilities
-1.5%vs 2023-0.7% a year compound (CAGR)
Employees
+12.5%vs 2023+1Biggest increase
Cash in Bank+23.5%
£74.17K in 2023 to £91.57K in 2025
Biggest decrease
Total Liabilities-1.5%
£381.40K in 2023 to £375.86K in 2025
ABACUS WEALTH PLANNING LTD.'s filings pull in both directions between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, set against a fall in total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.
Ratios from the filed figures
Calculated from ABACUS WEALTH PLANNING LTD.'s own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 36.63%2025
- Liabilities to total assets
- 63.37%2025
- Cash to liabilities
- 24.36%2025
- Cash to total assets
- 15.44%2025
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for ABACUS WEALTH PLANNING LTD. by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 151.10K | 181.89K | 187.88K | 185.88K | 217.23K |
| Total Assets£ | 235.94K | 268.87K | 569.28K | 563.48K | 593.09K |
| Cash in Bank£ | 177.90K | 210.78K | 74.17K | 59.70K | 91.57K |
| Total Liabilities£ | 84.85K | 86.98K | 381.40K | 377.60K | 375.86K |
| Employees | 8 | 8 | 8 | 8 | 9 |
ABACUS WEALTH PLANNING LTD. financials: frequently asked questions
Answered from this company's own filed figures.
Has ABACUS WEALTH PLANNING LTD. filed financial statements?
Yes. Okredo holds filed figures for ABACUS WEALTH PLANNING LTD. covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did ABACUS WEALTH PLANNING LTD. report in 2025?
ABACUS WEALTH PLANNING LTD. reported net assets of £217.23K for 2025. That compares with £185.88K in 2024, a change of 16.86%.
What total assets did ABACUS WEALTH PLANNING LTD. report in 2025?
ABACUS WEALTH PLANNING LTD. reported total assets of £593.09K for 2025. That compares with £563.48K in 2024, a change of 5.26%.
What cash in bank did ABACUS WEALTH PLANNING LTD. report in 2025?
ABACUS WEALTH PLANNING LTD. reported cash in bank of £91.57K for 2025. That compares with £59.70K in 2024, a change of 53.39%.
How many people does ABACUS WEALTH PLANNING LTD. employ?
ABACUS WEALTH PLANNING LTD. reported 9 employees in 2025, compared with 8 in 2024.
How have ABACUS WEALTH PLANNING LTD. financials changed over the last 3 years?
Between 2023 and 2025, ABACUS WEALTH PLANNING LTD.'s net assets rose by 15.6%, cash in bank rose by 23.5%, total assets rose by 4.2% and total liabilities fell by 1.5%. Net assets compounded at 7.5% a year across the two years to 2025, from £187.88K to £217.23K. Reported headcount went from 8 in 2023 to 9 in 2025 (+1).
Which years of ABACUS WEALTH PLANNING LTD. financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.