DOYLE & PALMER WEALTH MANAGEMENT LIMITED Financials
- Company number
- 07426424Copy
Copy - Registered office
- Mulberry House Church Lane, Curdridge, Southampton, Hampshire SO32 2DR
- Incorporated
- 02/11/2010
Company snapshot
- Status
- Active
- Employees
- 5 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
27.77%vs 20242024: £1.15M
Total Assets
22.48%vs 20242024: £1.57M
Cash in Bank
30.67%vs 20242024: £916.17K
Total Liabilities
76.07%vs 20242024: £94.55K
Employees
+1vs 20242024: 4
In 2025, DOYLE & PALMER WEALTH MANAGEMENT LIMITED reported net assets of £1.47M. The same filing shows total assets of £1.92M, cash in bank of £1.20M and total liabilities of £166.48K. Reported headcount was 5 in 2025. Total Assets rose from £1.57M in 2024 to £1.92M in 2025 (22.48%). 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
27.77%from £1.15M 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 DOYLE & PALMER WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+39.7%vs 2023+18.2% a year compound (CAGR)
Cash in Bank
+53.8%vs 2023+24% a year compound (CAGR)
Total Assets
+70.2%vs 2023+30.5% a year compound (CAGR)
Total Liabilities
+124%vs 2023+49.7% a year compound (CAGR)
Employees
+25%vs 2023+1Biggest increase
Total Liabilities+124%
£74.26K in 2023 to £166.48K in 2025
Every indicator Okredo holds for DOYLE & PALMER WEALTH MANAGEMENT LIMITED rose between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, with net assets, cash in bank, total assets and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from DOYLE & PALMER 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
- 76.70%2025
- Liabilities to total assets
- 8.68%2025
- Cash to liabilities
- 719.09%2025
- Cash to total assets
- 62.39%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.
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 DOYLE & PALMER WEALTH MANAGEMENT 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£ | 594.41K | 866.63K | 1.05M | 1.15M | 1.47M |
| Total Assets£ | 677.68K | 946.73K | 1.13M | 1.57M | 1.92M |
| Cash in Bank£ | 292.18K | 561.23K | 778.48K | 916.17K | 1.20M |
| Total Liabilities£ | 83.28K | 80.10K | 74.26K | 94.55K | 166.48K |
| Employees | 4 | 4 | 4 | 4 | 5 |
DOYLE & PALMER WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has DOYLE & PALMER WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for DOYLE & PALMER WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did DOYLE & PALMER WEALTH MANAGEMENT LIMITED report in 2025?
DOYLE & PALMER WEALTH MANAGEMENT LIMITED reported net assets of £1.47M for 2025. That compares with £1.15M in 2024, a change of 27.77%.
What total assets did DOYLE & PALMER WEALTH MANAGEMENT LIMITED report in 2025?
DOYLE & PALMER WEALTH MANAGEMENT LIMITED reported total assets of £1.92M for 2025. That compares with £1.57M in 2024, a change of 22.48%.
What cash in bank did DOYLE & PALMER WEALTH MANAGEMENT LIMITED report in 2025?
DOYLE & PALMER WEALTH MANAGEMENT LIMITED reported cash in bank of £1.20M for 2025. That compares with £916.17K in 2024, a change of 30.67%.
How many people does DOYLE & PALMER WEALTH MANAGEMENT LIMITED employ?
DOYLE & PALMER WEALTH MANAGEMENT LIMITED reported 5 employees in 2025, compared with 4 in 2024.
How have DOYLE & PALMER WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2023 and 2025, DOYLE & PALMER WEALTH MANAGEMENT LIMITED's net assets rose by 39.7%, cash in bank rose by 53.8%, total assets rose by 70.2% and total liabilities rose by 124%. Net assets compounded at 18.2% a year across the two years to 2025, from £1.05M to £1.47M. Reported headcount went from 4 in 2023 to 5 in 2025 (+1).
Which years of DOYLE & PALMER WEALTH MANAGEMENT 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.