AFS WEALTH MANAGEMENT LTD Financials
- Company number
- 05264623Copy
Copy - Registered office
- Old Stables Court, 6a Queen Street, Newcastle ST5 1ED
- Incorporated
- 20/10/2004
Company snapshot
- Status
- Active
- Employees
- 12 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
28.00%vs 20242024: £44.55K
Total Assets
-11.20%vs 20242024: £795.75K
Cash in Bank
-45.65%vs 20242024: £110.41K
Total Liabilities
-13.76%vs 20242024: £693.61K
Employees
+4vs 20242024: 8
In 2025, AFS WEALTH MANAGEMENT LTD reported net assets of £57.02K. The same filing shows total assets of £706.63K, cash in bank of £60.01K and total liabilities of £598.21K. Reported headcount was 12 in 2025. Total Liabilities fell from £693.61K in 2024 to £598.21K in 2025 (-13.76%). 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
28.00%from £44.55K 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 AFS WEALTH MANAGEMENT LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+6.9%vs 2023+3.4% a year compound (CAGR)
Cash in Bank
+15.8%vs 2023+7.6% a year compound (CAGR)
Total Assets
-13.4%vs 2023-7% a year compound (CAGR)
Total Liabilities
-13.5%vs 2023-7% a year compound (CAGR)
Employees
+50%vs 2023+4Biggest increase
Employees+50%
8 in 2023 to 12 in 2025
Biggest decrease
Total Liabilities-13.5%
£691.49K in 2023 to £598.21K in 2025
AFS WEALTH MANAGEMENT LTD's filings pull in both directions between 2023 and 2025. The steepest rise came in employee numbers, pointing to an expanding team, 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 AFS WEALTH MANAGEMENT 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
- 8.07%2025
- Liabilities to total assets
- 84.66%2025
- Cash to liabilities
- 10.03%2025
- Cash to total assets
- 8.49%2025
- Revenue per employee
- £60.31K2025
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.
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 AFS WEALTH MANAGEMENT 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£ | 19.68K | 57.35K | 53.32K | 44.55K | 57.02K |
| Total Assets£ | 811.48K | 790.43K | 816.21K | 795.75K | 706.63K |
| Cash in Bank£ | 69.32K | 78.91K | 51.81K | 110.41K | 60.01K |
| Total Liabilities£ | 782.77K | 719.27K | 691.49K | 693.61K | 598.21K |
| Employees | 7 | 7 | 8 | 8 | 12 |
AFS WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has AFS WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for AFS WEALTH MANAGEMENT LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did AFS WEALTH MANAGEMENT LTD report in 2025?
AFS WEALTH MANAGEMENT LTD reported net assets of £57.02K for 2025. That compares with £44.55K in 2024, a change of 28.00%.
What total assets did AFS WEALTH MANAGEMENT LTD report in 2025?
AFS WEALTH MANAGEMENT LTD reported total assets of £706.63K for 2025. That compares with £795.75K in 2024, a change of -11.20%.
What cash in bank did AFS WEALTH MANAGEMENT LTD report in 2025?
AFS WEALTH MANAGEMENT LTD reported cash in bank of £60.01K for 2025. That compares with £110.41K in 2024, a change of -45.65%.
How many people does AFS WEALTH MANAGEMENT LTD employ?
AFS WEALTH MANAGEMENT LTD reported 12 employees in 2025, compared with 8 in 2024.
How have AFS WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2023 and 2025, AFS WEALTH MANAGEMENT LTD's net assets rose by 6.9%, cash in bank rose by 15.8%, total assets fell by 13.4% and total liabilities fell by 13.5%. Net assets compounded at 3.4% a year across the two years to 2025, from £53.32K to £57.02K. Reported headcount went from 8 in 2023 to 12 in 2025 (+4).
Which years of AFS WEALTH MANAGEMENT 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.