BERRY WEALTH MANAGEMENT LTD Financials
- Company number
- 09738124Copy
Copy - Registered office
- Bowden House, 36 Northampton Road, Market Harborough, Leicestershire LE16 9HE
- Incorporated
- 18/08/2015
Company snapshot
- Status
- Active
- Employees
- 8 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
7.98%vs 20242024: £251.91K
Total Assets
9.04%vs 20242024: £312.39K
Total Liabilities
13.44%vs 20242024: £60.48K
Employees
+1vs 20242024: 7
In 2025, BERRY WEALTH MANAGEMENT LTD reported net assets of £272.02K. The same filing shows total assets of £340.62K and total liabilities of £68.61K. Reported headcount was 8 in 2025. Total Assets rose from £312.39K in 2024 to £340.62K in 2025 (9.04%). 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
7.98%from £251.91K 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 BERRY 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
+15.3%vs 2023+7.4% a year compound (CAGR)
Total Assets
+18.6%vs 2023+8.9% a year compound (CAGR)
Employees
+14.3%vs 2023+1Biggest increase
Total Assets+18.6%
£287.14K in 2023 to £340.62K in 2025
Every indicator Okredo holds for BERRY WEALTH MANAGEMENT LTD rose between 2023 and 2025. The steepest rise came in total assets, pointing to a broader asset base, with net assets and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from BERRY 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
- 79.86%2025
- Liabilities to total assets
- 20.14%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.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for BERRY 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£ | 190.22K | 246.26K | 235.97K | 251.91K | 272.02K |
| Total Assets£ | 234.06K | 296.83K | 287.14K | 312.39K | 340.62K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 43.84K | 50.57K | – | 60.48K | 68.61K |
| Employees | 6 | 7 | 7 | 7 | 8 |
BERRY WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has BERRY WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for BERRY WEALTH MANAGEMENT LTD covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did BERRY WEALTH MANAGEMENT LTD report in 2025?
BERRY WEALTH MANAGEMENT LTD reported net assets of £272.02K for 2025. That compares with £251.91K in 2024, a change of 7.98%.
What total assets did BERRY WEALTH MANAGEMENT LTD report in 2025?
BERRY WEALTH MANAGEMENT LTD reported total assets of £340.62K for 2025. That compares with £312.39K in 2024, a change of 9.04%.
What total liabilities did BERRY WEALTH MANAGEMENT LTD report in 2025?
BERRY WEALTH MANAGEMENT LTD reported total liabilities of £68.61K for 2025. That compares with £60.48K in 2024, a change of 13.44%.
How many people does BERRY WEALTH MANAGEMENT LTD employ?
BERRY WEALTH MANAGEMENT LTD reported 8 employees in 2025, compared with 7 in 2024.
How have BERRY WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2023 and 2025, BERRY WEALTH MANAGEMENT LTD's net assets rose by 15.3%, total assets rose by 18.6% and employee numbers rose by 14.3%. Net assets compounded at 7.4% a year across the two years to 2025, from £235.97K to £272.02K. Reported headcount went from 7 in 2023 to 8 in 2025 (+1).
Which years of BERRY 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.