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BANKS SHERIDAN WEALTH LIMITED Financials

Company number
13558124Copy
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Registered office
Datum House, Electra Way, Crewe CW1 6ZF
Incorporated
10/08/2021

Company snapshot

Status
Active
Employees
3 (2025)
Latest financial data
2025
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2022–2025.

Net Assets

£130.47K2025
24.63%vs 2024

2024: £104.68K

Total Assets

£211.54K2025
16.70%vs 2024

2024: £181.26K

Cash in Bank

£113.98K2025
59.40%vs 2024

2024: £71.51K

Total Liabilities

£80.12K2025
5.27%vs 2024

2024: £76.11K

Employees

32025
0vs 2024

2024: 3

In 2025, BANKS SHERIDAN WEALTH LIMITED reported net assets of £130.47K. The same filing shows total assets of £211.54K, cash in bank of £113.98K and total liabilities of £80.12K. Reported headcount was 3 in 2025. Cash in Bank rose from £71.51K in 2024 to £113.98K in 2025 (59.40%). Okredo holds filed figures for 2022–2025; 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

£130.47K2025
24.63%from £104.68K in 2024

Year-on-year change

Net Assets as filed for 2022–2025. Every figure in this chart is also in the financial history table.

3-year financial trend (2023–2025)

How the figures BANKS SHERIDAN WEALTH LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£86.62K2023£130.47K2025
+50.6%vs 2023

+22.7% a year compound (CAGR)

Cash in Bank

£31.46K2023£113.98K2025
+262%vs 2023

+90.3% a year compound (CAGR)

Total Assets

£171.14K2023£211.54K2025
+23.6%vs 2023

+11.2% a year compound (CAGR)

Total Liabilities

£83.70K2023£80.12K2025
-4.3%vs 2023

-2.2% a year compound (CAGR)

Employees

3202332025
0%vs 2023

Biggest increase

Cash in Bank+262%

£31.46K in 2023 to £113.98K in 2025

Biggest decrease

Total Liabilities-4.3%

£83.70K in 2023 to £80.12K in 2025

BANKS SHERIDAN WEALTH LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, 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 BANKS SHERIDAN WEALTH 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
61.68%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.

Liabilities to total assets
37.87%2025

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.

Cash to liabilities
142.27%2025

Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.

Cash to total assets
53.88%2025

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 BANKS SHERIDAN WEALTH LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator2022202320242025
Net Assets£71.90K86.62K104.68K130.47K
Total Assets£219.73K171.14K181.26K211.54K
Cash in Bank£82.37K31.46K71.51K113.98K
Total Liabilities£147.08K83.70K76.11K80.12K
Employees1333

BANKS SHERIDAN WEALTH LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

Has BANKS SHERIDAN WEALTH LIMITED filed financial statements?

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Yes. Okredo holds filed figures for BANKS SHERIDAN WEALTH LIMITED covering 2022–2025, across 5 reported indicators. The most recent reported year is 2025.

What net assets did BANKS SHERIDAN WEALTH LIMITED report in 2025?

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BANKS SHERIDAN WEALTH LIMITED reported net assets of £130.47K for 2025. That compares with £104.68K in 2024, a change of 24.63%.

What total assets did BANKS SHERIDAN WEALTH LIMITED report in 2025?

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BANKS SHERIDAN WEALTH LIMITED reported total assets of £211.54K for 2025. That compares with £181.26K in 2024, a change of 16.70%.

What cash in bank did BANKS SHERIDAN WEALTH LIMITED report in 2025?

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BANKS SHERIDAN WEALTH LIMITED reported cash in bank of £113.98K for 2025. That compares with £71.51K in 2024, a change of 59.40%.

How many people does BANKS SHERIDAN WEALTH LIMITED employ?

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BANKS SHERIDAN WEALTH LIMITED reported 3 employees in 2025, compared with 3 in 2024.

How have BANKS SHERIDAN WEALTH LIMITED financials changed over the last 3 years?

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Between 2023 and 2025, BANKS SHERIDAN WEALTH LIMITED's net assets rose by 50.6%, cash in bank rose by 262%, total assets rose by 23.6% and total liabilities fell by 4.3%. Net assets compounded at 22.7% a year across the two years to 2025, from £86.62K to £130.47K. Reported headcount went from 3 in 2023 to 3 in 2025.

Which years of BANKS SHERIDAN WEALTH LIMITED financial data are available?

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Okredo holds reported figures for the years 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.