FIDUCIA WEALTH MANAGEMENT LIMITED Financials
- Company number
- 03029164Copy
Copy - Registered office
- Dedham Hall Business Centre, Brook Street, Dedham, Colchester CO7 6AD
- Incorporated
- 06/03/1995
Company snapshot
- Status
- Active
- Employees
- 18 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
29.87%vs 20242024: £192.40K
Total Assets
51.20%vs 20242024: £349.68K
Cash in Bank
2.86%vs 20242024: £275.15K
Total Liabilities
73.79%vs 20242024: £147.37K
Employees
0vs 20242024: 18
In 2025, FIDUCIA WEALTH MANAGEMENT LIMITED reported net assets of £249.87K. The same filing shows total assets of £528.70K, cash in bank of £283.02K and total liabilities of £256.10K. Reported headcount was 18 in 2025. Total Assets rose from £349.68K in 2024 to £528.70K in 2025 (51.20%). 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
29.87%from £192.40K 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 FIDUCIA 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
+77.4%vs 2023+33.2% a year compound (CAGR)
Cash in Bank
+10.7%vs 2023+5.2% a year compound (CAGR)
Total Assets
+62.5%vs 2023+27.5% a year compound (CAGR)
Total Liabilities
+38.9%vs 2023+17.8% a year compound (CAGR)
Employees
0%vs 2023Biggest increase
Net Assets+77.4%
£140.87K in 2023 to £249.87K in 2025
Every measure that changed in FIDUCIA WEALTH MANAGEMENT LIMITED's filings between 2023 and 2025 rose. The steepest rise came in net assets, pointing to a strengthening balance sheet, with cash in bank, total assets and total liabilities climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from FIDUCIA 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
- 47.26%2025
- Liabilities to total assets
- 48.44%2025
- Cash to liabilities
- 110.51%2025
- Cash to total assets
- 53.53%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 FIDUCIA 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£ | 323.67K | 271.14K | 140.87K | 192.40K | 249.87K |
| Total Assets£ | 494.75K | 386.05K | 325.27K | 349.68K | 528.70K |
| Cash in Bank£ | 389.77K | 288.72K | 255.65K | 275.15K | 283.02K |
| Total Liabilities£ | 171.08K | 114.91K | 184.41K | 147.37K | 256.10K |
| Employees | 17 | 18 | 18 | 18 | 18 |
FIDUCIA WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has FIDUCIA WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for FIDUCIA WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did FIDUCIA WEALTH MANAGEMENT LIMITED report in 2025?
FIDUCIA WEALTH MANAGEMENT LIMITED reported net assets of £249.87K for 2025. That compares with £192.40K in 2024, a change of 29.87%.
What total assets did FIDUCIA WEALTH MANAGEMENT LIMITED report in 2025?
FIDUCIA WEALTH MANAGEMENT LIMITED reported total assets of £528.70K for 2025. That compares with £349.68K in 2024, a change of 51.20%.
What cash in bank did FIDUCIA WEALTH MANAGEMENT LIMITED report in 2025?
FIDUCIA WEALTH MANAGEMENT LIMITED reported cash in bank of £283.02K for 2025. That compares with £275.15K in 2024, a change of 2.86%.
How many people does FIDUCIA WEALTH MANAGEMENT LIMITED employ?
FIDUCIA WEALTH MANAGEMENT LIMITED reported 18 employees in 2025, compared with 18 in 2024.
How have FIDUCIA WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2023 and 2025, FIDUCIA WEALTH MANAGEMENT LIMITED's net assets rose by 77.4%, cash in bank rose by 10.7%, total assets rose by 62.5% and total liabilities rose by 38.9%. Net assets compounded at 33.2% a year across the two years to 2025, from £140.87K to £249.87K. Reported headcount went from 18 in 2023 to 18 in 2025.
Which years of FIDUCIA 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.