AVOCA WEALTH MANAGEMENT LTD Financials
- Company number
- SC656603Copy
Copy - Registered office
- Wright Business Centre, 1 Lonmay Road, Glasgow G33 4EL
- Incorporated
- 06/03/2020
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
-35.26%vs 20242024: £247.57K
Total Assets
-7.18%vs 20242024: £751.34K
Cash in Bank
-17.48%vs 20242024: £297.13K
Total Liabilities
9.56%vs 20242024: £302.37K
Employees
0vs 20242024: 8
In 2025, AVOCA WEALTH MANAGEMENT LTD reported net assets of £160.29K. The same filing shows total assets of £697.36K, cash in bank of £245.19K and total liabilities of £331.27K. Reported headcount was 8 in 2025. Net Assets fell from £247.57K in 2024 to £160.29K in 2025 (-35.26%). 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
-35.26%from £247.57K 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 AVOCA 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
-62.4%vs 2023-38.7% a year compound (CAGR)
Cash in Bank
+4.4%vs 2023+2.2% a year compound (CAGR)
Total Assets
-18.7%vs 2023-9.9% a year compound (CAGR)
Total Liabilities
+53.3%vs 2023+23.8% a year compound (CAGR)
Employees
0%vs 2023Biggest increase
Total Liabilities+53.3%
£216.03K in 2023 to £331.27K in 2025
Biggest decrease
Net Assets-62.4%
£426.20K in 2023 to £160.29K in 2025
AVOCA WEALTH MANAGEMENT LTD's filings pull in both directions between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, set against a fall in net assets, pointing to a weakening balance sheet. See the full year-by-year figures.
Ratios from the filed figures
Calculated from AVOCA 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
- 22.98%2025
- Liabilities to total assets
- 47.50%2025
- Cash to liabilities
- 74.01%2025
- Cash to total assets
- 35.16%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 AVOCA 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£ | -3.55K | 310.04K | 426.20K | 247.57K | 160.29K |
| Total Assets£ | 49.54K | 478.52K | 858.17K | 751.34K | 697.36K |
| Cash in Bank£ | 21.98K | 374.00K | 234.76K | 297.13K | 245.19K |
| Total Liabilities£ | 53.08K | 168.49K | 216.03K | 302.37K | 331.27K |
| Employees | 2 | 6 | 8 | 8 | 8 |
AVOCA WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has AVOCA WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for AVOCA WEALTH MANAGEMENT LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did AVOCA WEALTH MANAGEMENT LTD report in 2025?
AVOCA WEALTH MANAGEMENT LTD reported net assets of £160.29K for 2025. That compares with £247.57K in 2024, a change of -35.26%.
What total assets did AVOCA WEALTH MANAGEMENT LTD report in 2025?
AVOCA WEALTH MANAGEMENT LTD reported total assets of £697.36K for 2025. That compares with £751.34K in 2024, a change of -7.18%.
What cash in bank did AVOCA WEALTH MANAGEMENT LTD report in 2025?
AVOCA WEALTH MANAGEMENT LTD reported cash in bank of £245.19K for 2025. That compares with £297.13K in 2024, a change of -17.48%.
How many people does AVOCA WEALTH MANAGEMENT LTD employ?
AVOCA WEALTH MANAGEMENT LTD reported 8 employees in 2025, compared with 8 in 2024.
How have AVOCA WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2023 and 2025, AVOCA WEALTH MANAGEMENT LTD's net assets fell by 62.4%, cash in bank rose by 4.4%, total assets fell by 18.7% and total liabilities rose by 53.3%. Net assets contracted at 38.7% a year across the two years to 2025, from £426.20K to £160.29K. Reported headcount went from 8 in 2023 to 8 in 2025.
Which years of AVOCA 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.