BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED Financials
- Company number
- 07138035Copy
Copy - Registered office
- North House, Sterte Avenue West, Poole, Dorset BH15 2BX
- Incorporated
- 27/01/2010
Company snapshot
- Status
- Active
- Employees
- 24 (2026)
- Latest financial data
- 2026
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
36.84%vs 20252025: £521.20K
Total Assets
-1.44%vs 20252025: £1.29M
Cash in Bank
5.33%vs 20252025: £587.79K
Total Liabilities
-28.75%vs 20252025: £745.35K
Employees
+3vs 20252025: 21
In 2026, BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED reported net assets of £713.20K. The same filing shows total assets of £1.27M, cash in bank of £619.10K and total liabilities of £531.03K. Reported headcount was 24 in 2026. Total Liabilities fell from £745.35K in 2025 to £531.03K in 2026 (-28.75%). Okredo holds filed figures for 2022–2026; 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
36.84%from £521.20K in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
+147%vs 2024+57.2% a year compound (CAGR)
Cash in Bank
+57%vs 2024+25.3% a year compound (CAGR)
Total Assets
+13.6%vs 2024+6.6% a year compound (CAGR)
Total Liabilities
-33.9%vs 2024-18.7% a year compound (CAGR)
Employees
+33.3%vs 2024+6Biggest increase
Net Assets+147%
£288.48K in 2024 to £713.20K in 2026
Biggest decrease
Total Liabilities-33.9%
£802.87K in 2024 to £531.03K in 2026
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2024 and 2026. The steepest rise came in net assets, pointing to a strengthening balance sheet, 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 BAGGETTE & COMPANY WEALTH MANAGEMENT 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
- 55.96%2026
- Liabilities to total assets
- 41.67%2026
- Cash to liabilities
- 116.59%2026
- Cash to total assets
- 48.58%2026
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 BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 924.70K | 190.18K | 288.48K | 521.20K | 713.20K |
| Total Assets£ | 1.39M | 415.08K | 1.12M | 1.29M | 1.27M |
| Cash in Bank£ | 8.21K | 110.91K | 394.37K | 587.79K | 619.10K |
| Total Liabilities£ | 434.45K | 195.15K | 802.87K | 745.35K | 531.03K |
| Employees | 17 | 17 | 18 | 21 | 24 |
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED report in 2026?
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED reported net assets of £713.20K for 2026. That compares with £521.20K in 2025, a change of 36.84%.
What total assets did BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED report in 2026?
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED reported total assets of £1.27M for 2026. That compares with £1.29M in 2025, a change of -1.44%.
What cash in bank did BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED report in 2026?
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED reported cash in bank of £619.10K for 2026. That compares with £587.79K in 2025, a change of 5.33%.
How many people does BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED employ?
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED reported 24 employees in 2026, compared with 21 in 2025.
How have BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2024 and 2026, BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED's net assets rose by 147%, cash in bank rose by 57%, total assets rose by 13.6% and total liabilities fell by 33.9%. Net assets compounded at 57.2% a year across the two years to 2026, from £288.48K to £713.20K. Reported headcount went from 18 in 2024 to 24 in 2026 (+6).
Which years of BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.