EVERARD INVESTMENT PLANNING LTD. Financials
- Company number
- 03836796Copy
Copy - Registered office
- 6 Kelston Road, Keynsham, Bristol, Avon BS31 2JH
- Incorporated
- 06/09/1999
Company snapshot
- Status
- Active
- Employees
- 4 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
3.93%vs 20242024: £37.63K
Total Assets
2.38%vs 20242024: £41.02K
Total Liabilities
-14.87%vs 20242024: £3.39K
Employees
0vs 20242024: 4
In 2025, EVERARD INVESTMENT PLANNING LTD. reported net assets of £39.11K. The same filing shows total assets of £42.00K and total liabilities of £2.89K. Reported headcount was 4 in 2025. Net Assets rose from £37.63K in 2024 to £39.11K in 2025 (3.93%). 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
3.93%from £37.63K 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 EVERARD INVESTMENT PLANNING LTD. filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+12.5%vs 2023+6.1% a year compound (CAGR)
Total Assets
+13.1%vs 2023+6.4% a year compound (CAGR)
Total Liabilities
+21.7%vs 2023+10.3% a year compound (CAGR)
Employees
+33.3%vs 2023+1Biggest increase
Employees+33.3%
3 in 2023 to 4 in 2025
Every indicator Okredo holds for EVERARD INVESTMENT PLANNING LTD. rose between 2023 and 2025. The steepest rise came in employee numbers, pointing to an expanding team, with net assets, total assets and total liabilities climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from EVERARD INVESTMENT 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
- 93.13%2025
- Liabilities to total assets
- 6.87%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 EVERARD INVESTMENT 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£ | 30.41K | 33.31K | 34.76K | 37.63K | 39.11K |
| Total Assets£ | 38.44K | 35.64K | 37.13K | 41.02K | 42.00K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 8.03K | 2.33K | 2.37K | 3.39K | 2.89K |
| Employees | 3 | 3 | 3 | 4 | 4 |
EVERARD INVESTMENT PLANNING LTD. financials: frequently asked questions
Answered from this company's own filed figures.
Has EVERARD INVESTMENT PLANNING LTD. filed financial statements?
Yes. Okredo holds filed figures for EVERARD INVESTMENT PLANNING LTD. covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did EVERARD INVESTMENT PLANNING LTD. report in 2025?
EVERARD INVESTMENT PLANNING LTD. reported net assets of £39.11K for 2025. That compares with £37.63K in 2024, a change of 3.93%.
What total assets did EVERARD INVESTMENT PLANNING LTD. report in 2025?
EVERARD INVESTMENT PLANNING LTD. reported total assets of £42.00K for 2025. That compares with £41.02K in 2024, a change of 2.38%.
What total liabilities did EVERARD INVESTMENT PLANNING LTD. report in 2025?
EVERARD INVESTMENT PLANNING LTD. reported total liabilities of £2.89K for 2025. That compares with £3.39K in 2024, a change of -14.87%.
How many people does EVERARD INVESTMENT PLANNING LTD. employ?
EVERARD INVESTMENT PLANNING LTD. reported 4 employees in 2025, compared with 4 in 2024.
How have EVERARD INVESTMENT PLANNING LTD. financials changed over the last 3 years?
Between 2023 and 2025, EVERARD INVESTMENT PLANNING LTD.'s net assets rose by 12.5%, total assets rose by 13.1%, total liabilities rose by 21.7% and employee numbers rose by 33.3%. Net assets compounded at 6.1% a year across the two years to 2025, from £34.76K to £39.11K. Reported headcount went from 3 in 2023 to 4 in 2025 (+1).
Which years of EVERARD INVESTMENT 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.