ACUMEN FINANCIAL PLANNING LIMITED Financials
- Company number
- SC215343CopyCopy
- Registered office
- 4 Kingshill Park, Venture Drive, Arnhall Business Park, Westhill, Aberdeenshire AB32 6FL
- Incorporated
- 02/02/2001
Company snapshot
- Status
- Active
- Employees
- 81 (2025)
- Latest financial data
- 2025
- Accounts type
- Medium
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
9.10%vs 20242024: £1.05M
Total Assets
5.74%vs 20242024: £2.04M
Cash in Bank
-1.03%vs 20242024: £350.78K
Total Liabilities
4.07%vs 20242024: £888.04K
Employees
+2vs 20242024: 79
In 2025, ACUMEN FINANCIAL PLANNING LIMITED reported net assets of £1.15M. The same filing shows total assets of £2.16M, cash in bank of £347.17K and total liabilities of £924.15K. Reported headcount was 81 in 2025. Total Assets rose from £2.04M in 2024 to £2.16M in 2025 (5.74%). 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
9.10%from £1.05M 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 ACUMEN FINANCIAL PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+12.2%vs 2023+5.9% a year compound (CAGR)
Cash in Bank
+46.4%vs 2023+21% a year compound (CAGR)
Total Assets
+21.1%vs 2023+10.1% a year compound (CAGR)
Total Liabilities
+47.1%vs 2023+21.3% a year compound (CAGR)
Employees
+17.4%vs 2023+12Biggest increase
Total Liabilities+47.1%
£628.34K in 2023 to £924.15K in 2025
Every indicator Okredo holds for ACUMEN FINANCIAL PLANNING LIMITED rose between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, with net assets, cash in bank, total assets and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from ACUMEN FINANCIAL PLANNING LIMITED'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
- 53.20%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.
- Liabilities to total assets
- 42.79%2025
- 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.
- Cash to liabilities
- 37.57%2025
- Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
- Cash to total assets
- 16.07%2025
- Reported cash in bank divided by reported total assets, for the latest year both were filed.
- Revenue per employee
- £105.34K2025
- Reported turnover divided by the reported average number of employees, for the latest year both were filed. Shows how much revenue the business generates per employee.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for ACUMEN FINANCIAL PLANNING LIMITED 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£ | 1.39M | 1.33M | 1.02M | 1.05M | 1.15M |
| Total Assets£ | 2.25M | 2.16M | 1.78M | 2.04M | 2.16M |
| Cash in Bank£ | 462.51K | 453.40K | 237.08K | 350.78K | 347.17K |
| Total Liabilities£ | 731.25K | 755.77K | 628.34K | 888.04K | 924.15K |
| Employees | 54 | 67 | 69 | 79 | 81 |
ACUMEN FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Yes. Okredo holds filed figures for ACUMEN FINANCIAL PLANNING LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
ACUMEN FINANCIAL PLANNING LIMITED reported net assets of £1.15M for 2025. That compares with £1.05M in 2024, a change of 9.10%.
ACUMEN FINANCIAL PLANNING LIMITED reported total assets of £2.16M for 2025. That compares with £2.04M in 2024, a change of 5.74%.
ACUMEN FINANCIAL PLANNING LIMITED reported cash in bank of £347.17K for 2025. That compares with £350.78K in 2024, a change of -1.03%.
ACUMEN FINANCIAL PLANNING LIMITED reported 81 employees in 2025, compared with 79 in 2024.
Between 2023 and 2025, ACUMEN FINANCIAL PLANNING LIMITED's net assets rose by 12.2%, cash in bank rose by 46.4%, total assets rose by 21.1% and total liabilities rose by 47.1%. Net assets compounded at 5.9% a year across the two years to 2025, from £1.02M to £1.15M. Reported headcount went from 69 in 2023 to 81 in 2025 (+12).
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.