CVS FINANCIAL PLANNING LTD Financials
- Company number
- 06068332Copy
Copy - Registered office
- Unit 5 1st Floor, Highgate Business Centre Highgate Road, Birmingham B12 8EA
- Incorporated
- 25/01/2007
Company snapshot
- Status
- Active
- Employees
- 3 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
346.08%vs 20242024: £217.00
Total Assets
-29.77%vs 20242024: £64.32K
Cash in Bank
First reported yearTotal Liabilities
-31.04%vs 20242024: £64.10K
Employees
0vs 20242024: 3
In 2025, CVS FINANCIAL PLANNING LTD reported net assets of £968.00. The same filing shows total assets of £45.18K, cash in bank of £2.22K and total liabilities of £44.21K. Reported headcount was 3 in 2025. Total Liabilities fell from £64.10K in 2024 to £44.21K in 2025 (-31.04%). 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
346.08%from £217.00 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 CVS FINANCIAL PLANNING LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
-87.6%vs 2023-64.8% a year compound (CAGR)
Total Assets
-33.3%vs 2023-18.3% a year compound (CAGR)
Total Liabilities
-26.2%vs 2023-14.1% a year compound (CAGR)
Employees
0%vs 2023Biggest decrease
Net Assets-87.6%
£7.83K in 2023 to £968.00 in 2025
Every measure that changed in CVS FINANCIAL PLANNING LTD's filings between 2023 and 2025 fell. The steepest fall came in net assets, pointing to a weakening balance sheet, with total assets and total liabilities falling alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from CVS FINANCIAL PLANNING 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
- 2.14%2025
- Liabilities to total assets
- 97.86%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 CVS FINANCIAL PLANNING 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£ | 28.10K | 5.06K | 7.83K | 217.00 | 968.00 |
| Total Assets£ | – | 61.10K | 67.75K | 64.32K | 45.18K |
| Cash in Bank£ | 2.22K | – | – | – | – |
| Total Liabilities£ | – | 56.04K | 59.92K | 64.10K | 44.21K |
| Employees | 3 | 3 | 3 | 3 | 3 |
CVS FINANCIAL PLANNING LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has CVS FINANCIAL PLANNING LTD filed financial statements?
Yes. Okredo holds filed figures for CVS FINANCIAL PLANNING LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did CVS FINANCIAL PLANNING LTD report in 2025?
CVS FINANCIAL PLANNING LTD reported net assets of £968.00 for 2025. That compares with £217.00 in 2024, a change of 346.08%.
What total assets did CVS FINANCIAL PLANNING LTD report in 2025?
CVS FINANCIAL PLANNING LTD reported total assets of £45.18K for 2025. That compares with £64.32K in 2024, a change of -29.77%.
What cash in bank did CVS FINANCIAL PLANNING LTD report in 2021?
CVS FINANCIAL PLANNING LTD reported cash in bank of £2.22K for 2021. There is no earlier filing to compare it against.
How many people does CVS FINANCIAL PLANNING LTD employ?
CVS FINANCIAL PLANNING LTD reported 3 employees in 2025, compared with 3 in 2024.
How have CVS FINANCIAL PLANNING LTD financials changed over the last 3 years?
Between 2023 and 2025, CVS FINANCIAL PLANNING LTD's net assets fell by 87.6%, total assets fell by 33.3%, total liabilities fell by 26.2% and employee numbers was unchanged. Net assets contracted at 64.8% a year across the two years to 2025, from £7.83K to £968.00. Reported headcount went from 3 in 2023 to 3 in 2025.
Which years of CVS FINANCIAL PLANNING 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.