DIRECT WEALTH MANAGEMENT LIMITED Financials
- Company number
- 10376509Copy
Copy - Registered office
- Riverside, Mountbatten Way, Congleton CW12 1DY
- Incorporated
- 15/09/2016
Company snapshot
- Status
- Active
- Employees
- 4 (2026)
- Latest financial data
- 2026
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
-17.96%vs 20252025: £161.23K
Total Assets
-17.88%vs 20252025: £162.23K
Cash in Bank
-33.17%vs 20252025: £46.31K
Total Liabilities
-4.12%vs 20252025: £995.00
Employees
-6vs 20252025: 10
In 2026, DIRECT WEALTH MANAGEMENT LIMITED reported net assets of £132.27K. The same filing shows total assets of £133.23K, cash in bank of £30.95K and total liabilities of £954.00. Reported headcount was 4 in 2026. Total Assets fell from £162.23K in 2025 to £133.23K in 2026 (-17.88%). Okredo holds filed figures for 2022–2026; 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
-17.96%from £161.23K in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures DIRECT WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
-30.1%vs 2024-16.4% a year compound (CAGR)
Cash in Bank
-52.7%vs 2024-31.2% a year compound (CAGR)
Total Assets
-29.7%vs 2024-16.2% a year compound (CAGR)
Total Liabilities
+421%vs 2024+128% a year compound (CAGR)
Employees
-60%vs 2024-6Biggest increase
Total Liabilities+421%
£183.00 in 2024 to £954.00 in 2026
Biggest decrease
Employees-60%
10 in 2024 to 4 in 2026
DIRECT WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2024 and 2026. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from DIRECT WEALTH MANAGEMENT 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
- 99.28%2026
- Liabilities to total assets
- 0.72%2026
- Cash to liabilities
- 3,244.03%2026
- Cash to total assets
- 23.23%2026
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.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for DIRECT WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 211.40K | 159.09K | 189.33K | 161.23K | 132.27K |
| Total Assets£ | 211.64K | 230.49K | 189.51K | 162.23K | 133.23K |
| Cash in Bank£ | 64.78K | 93.39K | 65.36K | 46.31K | 30.95K |
| Total Liabilities£ | 241.00 | 71.40K | 183.00 | 995.00 | 954.00 |
| Employees | 5 | 10 | 10 | 10 | 4 |
DIRECT WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has DIRECT WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for DIRECT WEALTH MANAGEMENT LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did DIRECT WEALTH MANAGEMENT LIMITED report in 2026?
DIRECT WEALTH MANAGEMENT LIMITED reported net assets of £132.27K for 2026. That compares with £161.23K in 2025, a change of -17.96%.
What total assets did DIRECT WEALTH MANAGEMENT LIMITED report in 2026?
DIRECT WEALTH MANAGEMENT LIMITED reported total assets of £133.23K for 2026. That compares with £162.23K in 2025, a change of -17.88%.
What cash in bank did DIRECT WEALTH MANAGEMENT LIMITED report in 2026?
DIRECT WEALTH MANAGEMENT LIMITED reported cash in bank of £30.95K for 2026. That compares with £46.31K in 2025, a change of -33.17%.
How many people does DIRECT WEALTH MANAGEMENT LIMITED employ?
DIRECT WEALTH MANAGEMENT LIMITED reported 4 employees in 2026, compared with 10 in 2025.
How have DIRECT WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2024 and 2026, DIRECT WEALTH MANAGEMENT LIMITED's net assets fell by 30.1%, cash in bank fell by 52.7%, total assets fell by 29.7% and total liabilities rose by 421%. Net assets contracted at 16.4% a year across the two years to 2026, from £189.33K to £132.27K. Reported headcount went from 10 in 2024 to 4 in 2026 (-6).
Which years of DIRECT WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.