BALANCE: WEALTH PLANNING LIMITED Financials
- Company number
- 08552799Copy
Copy - Registered office
- The Point Loughborough Road, West Bridgford, Nottingham NG2 7QW
- Incorporated
- 03/06/2013
Company snapshot
- Status
- Active
- Employees
- 21 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
7.18%vs 20232023: £250.36K
Total Assets
11.81%vs 20232023: £293.94K
Cash in Bank
21.50%vs 20232023: £133.78K
Total Liabilities
94.70%vs 20232023: £22.82K
Employees
+4vs 20232023: 17
In 2024, BALANCE: WEALTH PLANNING LIMITED reported net assets of £268.34K. The same filing shows total assets of £328.67K, cash in bank of £162.54K and total liabilities of £44.43K. Reported headcount was 21 in 2024. Total Assets rose from £293.94K in 2023 to £328.67K in 2024 (11.81%). Okredo holds filed figures for 2021–2024; 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
7.18%from £250.36K in 2023Year-on-year change
Net Assets as filed for 2021–2024. Every figure in this chart is also in the financial history table.
3-year financial trend (2022–2024)
How the figures BALANCE: WEALTH PLANNING LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+4.8%vs 2022+2.4% a year compound (CAGR)
Cash in Bank
+22.2%vs 2022+10.6% a year compound (CAGR)
Total Assets
+6.4%vs 2022+3.2% a year compound (CAGR)
Total Liabilities
-15.9%vs 2022-8.3% a year compound (CAGR)
Employees
+40%vs 2022+6Biggest increase
Employees+40%
15 in 2022 to 21 in 2024
Biggest decrease
Total Liabilities-15.9%
£52.85K in 2022 to £44.43K in 2024
BALANCE: WEALTH PLANNING LIMITED's filings pull in both directions between 2022 and 2024. 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 BALANCE: WEALTH 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
- 81.64%2024
- Liabilities to total assets
- 13.52%2024
- Cash to liabilities
- 365.85%2024
- Cash to total assets
- 49.45%2024
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 BALANCE: WEALTH PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 198.33K | 256.03K | 250.36K | 268.34K |
| Total Assets£ | 415.67K | 308.88K | 293.94K | 328.67K |
| Cash in Bank£ | 271.35K | 132.98K | 133.78K | 162.54K |
| Total Liabilities£ | 217.34K | 52.85K | 22.82K | 44.43K |
| Employees | 12 | 15 | 17 | 21 |
BALANCE: WEALTH PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has BALANCE: WEALTH PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for BALANCE: WEALTH PLANNING LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did BALANCE: WEALTH PLANNING LIMITED report in 2024?
BALANCE: WEALTH PLANNING LIMITED reported net assets of £268.34K for 2024. That compares with £250.36K in 2023, a change of 7.18%.
What total assets did BALANCE: WEALTH PLANNING LIMITED report in 2024?
BALANCE: WEALTH PLANNING LIMITED reported total assets of £328.67K for 2024. That compares with £293.94K in 2023, a change of 11.81%.
What cash in bank did BALANCE: WEALTH PLANNING LIMITED report in 2024?
BALANCE: WEALTH PLANNING LIMITED reported cash in bank of £162.54K for 2024. That compares with £133.78K in 2023, a change of 21.50%.
How many people does BALANCE: WEALTH PLANNING LIMITED employ?
BALANCE: WEALTH PLANNING LIMITED reported 21 employees in 2024, compared with 17 in 2023.
How have BALANCE: WEALTH PLANNING LIMITED financials changed over the last 3 years?
Between 2022 and 2024, BALANCE: WEALTH PLANNING LIMITED's net assets rose by 4.8%, cash in bank rose by 22.2%, total assets rose by 6.4% and total liabilities fell by 15.9%. Net assets compounded at 2.4% a year across the two years to 2024, from £256.03K to £268.34K. Reported headcount went from 15 in 2022 to 21 in 2024 (+6).
Which years of BALANCE: WEALTH PLANNING LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.