ADLER FINANCIAL PLANNING LIMITED Financials
- Company number
- 06848531Copy
Copy - Registered office
- Prudent House 50 Yardley Road, Acocks Green, Birmingham B27 6LG
- Incorporated
- 16/03/2009
Company snapshot
- Status
- Active
- Employees
- 10 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-4.86%vs 20242024: £252.65K
Total Assets
-4.92%vs 20242024: £410.94K
Cash in Bank
3.20%vs 20242024: £309.11K
Total Liabilities
-5.01%vs 20242024: £158.29K
Employees
0vs 20242024: 10
In 2025, ADLER FINANCIAL PLANNING LIMITED reported net assets of £240.36K. The same filing shows total assets of £390.72K, cash in bank of £319.00K and total liabilities of £150.36K. Reported headcount was 10 in 2025. Total Assets fell from £410.94K in 2024 to £390.72K in 2025 (-4.92%). 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
-4.86%from £252.65K 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 ADLER 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
-28.4%vs 2023-15.4% a year compound (CAGR)
Cash in Bank
-9.4%vs 2023-4.8% a year compound (CAGR)
Total Assets
-21.2%vs 2023-11.2% a year compound (CAGR)
Total Liabilities
-5.9%vs 2023-3% a year compound (CAGR)
Employees
0%vs 2023Biggest decrease
Net Assets-28.4%
£335.82K in 2023 to £240.36K in 2025
Every measure that changed in ADLER FINANCIAL PLANNING LIMITED's filings between 2023 and 2025 fell. The steepest fall came in net assets, pointing to a weakening balance sheet, with cash in bank, total assets and total liabilities falling alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from ADLER 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
- 61.52%2025
- Liabilities to total assets
- 38.48%2025
- Cash to liabilities
- 212.16%2025
- Cash to total assets
- 81.64%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 ADLER 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£ | 223.59K | 318.37K | 335.82K | 252.65K | 240.36K |
| Total Assets£ | 352.85K | 572.66K | 495.59K | 410.94K | 390.72K |
| Cash in Bank£ | 312.25K | 434.24K | 352.29K | 309.11K | 319.00K |
| Total Liabilities£ | 120.38K | 200.18K | 159.78K | 158.29K | 150.36K |
| Employees | 10 | 10 | 10 | 10 | 10 |
ADLER FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has ADLER FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for ADLER FINANCIAL PLANNING LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did ADLER FINANCIAL PLANNING LIMITED report in 2025?
ADLER FINANCIAL PLANNING LIMITED reported net assets of £240.36K for 2025. That compares with £252.65K in 2024, a change of -4.86%.
What total assets did ADLER FINANCIAL PLANNING LIMITED report in 2025?
ADLER FINANCIAL PLANNING LIMITED reported total assets of £390.72K for 2025. That compares with £410.94K in 2024, a change of -4.92%.
What cash in bank did ADLER FINANCIAL PLANNING LIMITED report in 2025?
ADLER FINANCIAL PLANNING LIMITED reported cash in bank of £319.00K for 2025. That compares with £309.11K in 2024, a change of 3.20%.
How many people does ADLER FINANCIAL PLANNING LIMITED employ?
ADLER FINANCIAL PLANNING LIMITED reported 10 employees in 2025, compared with 10 in 2024.
How have ADLER FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2023 and 2025, ADLER FINANCIAL PLANNING LIMITED's net assets fell by 28.4%, cash in bank fell by 9.4%, total assets fell by 21.2% and total liabilities fell by 5.9%. Net assets contracted at 15.4% a year across the two years to 2025, from £335.82K to £240.36K. Reported headcount went from 10 in 2023 to 10 in 2025.
Which years of ADLER FINANCIAL PLANNING LIMITED 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.