BW FINANCIAL PLANNING LIMITED Financials
- Company number
- 06649429Copy
Copy - Registered office
- Ldp Luckmans 1110 Elliott Court, Coventry Business Park, Coventry CV5 6UB
- Incorporated
- 17/07/2008
Company snapshot
- Status
- Active
- Employees
- 7 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-62.23%vs 20242024: £15.15K
Total Assets
-5.60%vs 20242024: £93.07K
Total Liabilities
5.41%vs 20242024: £77.92K
Employees
+2vs 20242024: 5
In 2025, BW FINANCIAL PLANNING LIMITED reported net assets of £5.72K. The same filing shows total assets of £87.86K and total liabilities of £82.14K. Reported headcount was 7 in 2025. Net Assets fell from £15.15K in 2024 to £5.72K in 2025 (-62.23%). 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
-62.23%from £15.15K 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 BW FINANCIAL PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
-94%vs 2023-75.6% a year compound (CAGR)
Total Assets
-42.8%vs 2023-24.3% a year compound (CAGR)
Total Liabilities
+42.8%vs 2023+19.5% a year compound (CAGR)
Employees
0%vs 2023Biggest increase
Total Liabilities+42.8%
£57.53K in 2023 to £82.14K in 2025
Biggest decrease
Net Assets-94%
£95.95K in 2023 to £5.72K in 2025
BW FINANCIAL PLANNING LIMITED'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 BW FINANCIAL 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
- 6.51%2025
- Liabilities to total assets
- 93.49%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 BW FINANCIAL PLANNING LIMITED 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£ | 223.71K | 77.38K | 95.95K | 15.15K | 5.72K |
| Total Assets£ | 313.33K | 132.83K | 153.47K | 93.07K | 87.86K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 89.61K | 55.45K | 57.53K | 77.92K | 82.14K |
| Employees | 7 | 7 | 7 | 5 | 7 |
BW FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has BW FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for BW FINANCIAL PLANNING LIMITED covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did BW FINANCIAL PLANNING LIMITED report in 2025?
BW FINANCIAL PLANNING LIMITED reported net assets of £5.72K for 2025. That compares with £15.15K in 2024, a change of -62.23%.
What total assets did BW FINANCIAL PLANNING LIMITED report in 2025?
BW FINANCIAL PLANNING LIMITED reported total assets of £87.86K for 2025. That compares with £93.07K in 2024, a change of -5.60%.
What total liabilities did BW FINANCIAL PLANNING LIMITED report in 2025?
BW FINANCIAL PLANNING LIMITED reported total liabilities of £82.14K for 2025. That compares with £77.92K in 2024, a change of 5.41%.
How many people does BW FINANCIAL PLANNING LIMITED employ?
BW FINANCIAL PLANNING LIMITED reported 7 employees in 2025, compared with 5 in 2024.
How have BW FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2023 and 2025, BW FINANCIAL PLANNING LIMITED's net assets fell by 94%, total assets fell by 42.8%, total liabilities rose by 42.8% and employee numbers was unchanged. Net assets contracted at 75.6% a year across the two years to 2025, from £95.95K to £5.72K. Reported headcount went from 7 in 2023 to 7 in 2025.
Which years of BW FINANCIAL PLANNING LIMITED 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.