ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD Financials
- Company number
- SC675101Copy
Copy - Registered office
- 7 Ardross Street, Inverness IV3 5NN
- Incorporated
- 22/09/2020
Company snapshot
- Status
- Active
- Employees
- 8 (2025)
- Latest financial data
- 2025
- Accounts type
- Unaudited abridged
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
49.89%vs 20242024: £85.51K
Total Assets
32.32%vs 20242024: £165.76K
Cash in Bank
89.25%vs 20242024: £64.50K
Total Liabilities
13.61%vs 20242024: £80.25K
Employees
0vs 20242024: 8
In 2025, ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD reported net assets of £128.17K. The same filing shows total assets of £219.34K, cash in bank of £122.07K and total liabilities of £91.17K. Reported headcount was 8 in 2025. Cash in Bank rose from £64.50K in 2024 to £122.07K in 2025 (89.25%). 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
49.89%from £85.51K 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 ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+89.1%vs 2023+37.5% a year compound (CAGR)
Cash in Bank
+114%vs 2023+46.2% a year compound (CAGR)
Total Assets
+64.2%vs 2023+28.1% a year compound (CAGR)
Total Liabilities
+38.5%vs 2023+17.7% a year compound (CAGR)
Employees
+14.3%vs 2023+1Biggest increase
Cash in Bank+114%
£57.11K in 2023 to £122.07K in 2025
Every indicator Okredo holds for ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD rose between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, with net assets, total assets, total liabilities and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) 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
- 58.43%2025
- Liabilities to total assets
- 41.57%2025
- Cash to liabilities
- 133.88%2025
- Cash to total assets
- 55.65%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 ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) 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£ | 4.04K | 88.42K | 67.78K | 85.51K | 128.17K |
| Total Assets£ | 25.24K | 182.84K | 133.60K | 165.76K | 219.34K |
| Cash in Bank£ | – | 73.22K | 57.11K | 64.50K | 122.07K |
| Total Liabilities£ | 21.20K | 94.42K | 65.82K | 80.25K | 91.17K |
| Employees | 3 | 7 | 7 | 8 | 8 |
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD filed financial statements?
Yes. Okredo holds filed figures for ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD report in 2025?
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD reported net assets of £128.17K for 2025. That compares with £85.51K in 2024, a change of 49.89%.
What total assets did ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD report in 2025?
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD reported total assets of £219.34K for 2025. That compares with £165.76K in 2024, a change of 32.32%.
What cash in bank did ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD report in 2025?
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD reported cash in bank of £122.07K for 2025. That compares with £64.50K in 2024, a change of 89.25%.
How many people does ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD employ?
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD reported 8 employees in 2025, compared with 8 in 2024.
How have ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD financials changed over the last 3 years?
Between 2023 and 2025, ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD's net assets rose by 89.1%, cash in bank rose by 114%, total assets rose by 64.2% and total liabilities rose by 38.5%. Net assets compounded at 37.5% a year across the two years to 2025, from £67.78K to £128.17K. Reported headcount went from 7 in 2023 to 8 in 2025 (+1).
Which years of ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) 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.