COLLINGBOURNE WEALTH MANAGEMENT LTD Financials
- Company number
- 05552872Copy
Copy - Registered office
- 45 Southgate Street, Winchester, Hampshire SO23 9EH
- Incorporated
- 02/09/2005
Company snapshot
- Status
- Active
- Employees
- 5 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
15.27%vs 20242024: £313.56K
Total Assets
11.54%vs 20242024: £345.43K
Total Liabilities
-25.15%vs 20242024: £31.87K
Employees
+1vs 20242024: 4
In 2025, COLLINGBOURNE WEALTH MANAGEMENT LTD reported net assets of £361.43K. The same filing shows total assets of £385.28K and total liabilities of £23.85K. Reported headcount was 5 in 2025. Net Assets rose from £313.56K in 2024 to £361.43K in 2025 (15.27%). 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
15.27%from £313.56K 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 COLLINGBOURNE 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
+43.6%vs 2023+19.8% a year compound (CAGR)
Total Assets
+55.2%vs 2023+24.6% a year compound (CAGR)
Total Liabilities
Increasedvs 2023Employees
0%vs 2023Biggest increase
Total Assets+55.2%
£248.30K in 2023 to £385.28K in 2025
Every measure that changed in COLLINGBOURNE WEALTH MANAGEMENT LTD's filings between 2023 and 2025 rose. The steepest rise came in total assets, pointing to a broader asset base, with net assets and total liabilities climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from COLLINGBOURNE 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
- 93.81%2025
- Liabilities to total assets
- 6.19%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 COLLINGBOURNE 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£ | 172.94K | 198.32K | 251.66K | 313.56K | 361.43K |
| Total Assets£ | 219.64K | 206.43K | 248.30K | 345.43K | 385.28K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 46.71K | 8.10K | -3.36K | 31.87K | 23.85K |
| Employees | 4 | 5 | 5 | 4 | 5 |
COLLINGBOURNE WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has COLLINGBOURNE WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for COLLINGBOURNE WEALTH MANAGEMENT LTD covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did COLLINGBOURNE WEALTH MANAGEMENT LTD report in 2025?
COLLINGBOURNE WEALTH MANAGEMENT LTD reported net assets of £361.43K for 2025. That compares with £313.56K in 2024, a change of 15.27%.
What total assets did COLLINGBOURNE WEALTH MANAGEMENT LTD report in 2025?
COLLINGBOURNE WEALTH MANAGEMENT LTD reported total assets of £385.28K for 2025. That compares with £345.43K in 2024, a change of 11.54%.
What total liabilities did COLLINGBOURNE WEALTH MANAGEMENT LTD report in 2025?
COLLINGBOURNE WEALTH MANAGEMENT LTD reported total liabilities of £23.85K for 2025. That compares with £31.87K in 2024, a change of -25.15%.
How many people does COLLINGBOURNE WEALTH MANAGEMENT LTD employ?
COLLINGBOURNE WEALTH MANAGEMENT LTD reported 5 employees in 2025, compared with 4 in 2024.
How have COLLINGBOURNE WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2023 and 2025, COLLINGBOURNE WEALTH MANAGEMENT LTD's net assets rose by 43.6%, total assets rose by 55.2% and employee numbers was unchanged. Net assets compounded at 19.8% a year across the two years to 2025, from £251.66K to £361.43K. Reported headcount went from 5 in 2023 to 5 in 2025.
Which years of COLLINGBOURNE 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.