CITRUS WEALTH MANAGEMENT LIMITED Financials
- Company number
- 05362909Copy
Copy - Registered office
- Orwell House The Strand, Wherstead, Ipswich, Suffolk IP2 8NJ
- Incorporated
- 14/02/2005
Company snapshot
- Status
- Active
- Employees
- 4 (2023)
- Latest financial data
- 2023
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2023.
Net Assets
1.37%vs 20222022: £256.50K
Cash in Bank
52.40%vs 20222022: £313.00
Employees
0vs 20222022: 4
In 2023, CITRUS WEALTH MANAGEMENT LIMITED reported net assets of £260.02K. The same filing shows cash in bank of £477.00. Reported headcount was 4 in 2023. Net Assets rose from £256.50K in 2022 to £260.02K in 2023 (1.37%). Okredo holds filed figures for 2021–2023; 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
1.37%from £256.50K in 2022Year-on-year change
Net Assets as filed for 2021–2023. Every figure in this chart is also in the financial history table.
3-year financial trend (2021–2023)
How the figures CITRUS WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2021, 2022 and 2023 — measured end to end rather than year on year.
Net Assets
+72.6%vs 2021+31.4% a year compound (CAGR)
Cash in Bank
-95.5%vs 2021-78.7% a year compound (CAGR)
Employees
0%vs 2021Biggest increase
Net Assets+72.6%
£150.61K in 2021 to £260.02K in 2023
Biggest decrease
Cash in Bank-95.5%
£10.51K in 2021 to £477.00 in 2023
CITRUS WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2021 and 2023. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in cash in bank, pointing to a tighter cash position. See the full year-by-year figures.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for CITRUS WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 |
|---|---|---|---|
| Net Assets£ | 150.61K | 256.50K | 260.02K |
| Total Assets£ | – | – | – |
| Cash in Bank£ | 10.51K | 313.00 | 477.00 |
| Total Liabilities£ | – | – | – |
| Employees | 4 | 4 | 4 |
CITRUS WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has CITRUS WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for CITRUS WEALTH MANAGEMENT LIMITED covering 2021–2023, across 3 reported indicators. The most recent reported year is 2023.
What net assets did CITRUS WEALTH MANAGEMENT LIMITED report in 2023?
CITRUS WEALTH MANAGEMENT LIMITED reported net assets of £260.02K for 2023. That compares with £256.50K in 2022, a change of 1.37%.
What cash in bank did CITRUS WEALTH MANAGEMENT LIMITED report in 2023?
CITRUS WEALTH MANAGEMENT LIMITED reported cash in bank of £477.00 for 2023. That compares with £313.00 in 2022, a change of 52.40%.
How many people does CITRUS WEALTH MANAGEMENT LIMITED employ?
CITRUS WEALTH MANAGEMENT LIMITED reported 4 employees in 2023, compared with 4 in 2022.
How have CITRUS WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2021 and 2023, CITRUS WEALTH MANAGEMENT LIMITED's net assets rose by 72.6%, cash in bank fell by 95.5% and employee numbers was unchanged. Net assets compounded at 31.4% a year across the two years to 2023, from £150.61K to £260.02K. Reported headcount went from 4 in 2021 to 4 in 2023.
Which years of CITRUS WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.