FINANCIAL PLANNING FOR PROFESSIONALS LIMITED Financials
- Company number
- 07022172Copy
Copy - Registered office
- Winchester House, Deane Gate Avenue, Taunton TA1 2UH
- Incorporated
- 17/09/2009
Company snapshot
- Status
- Active
- Employees
- 6 (2025)
- Latest financial data
- 2025
- Accounts type
- Small
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
21.31%vs 20242024: £534.31K
Total Assets
9.14%vs 20242024: £790.88K
Cash in Bank
No changevs 20222022: £261.00
Total Liabilities
-16.22%vs 20242024: £256.56K
Employees
-1vs 20242024: 7
In 2025, FINANCIAL PLANNING FOR PROFESSIONALS LIMITED reported net assets of £648.18K. The same filing shows total assets of £863.14K, cash in bank of £261.00 and total liabilities of £214.96K. Reported headcount was 6 in 2025. Net Assets rose from £534.31K in 2024 to £648.18K in 2025 (21.31%). 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
21.31%from £534.31K 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 FINANCIAL PLANNING FOR PROFESSIONALS LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+629%vs 2023+170% a year compound (CAGR)
Total Assets
+91.3%vs 2023+38.3% a year compound (CAGR)
Total Liabilities
-40.6%vs 2023-23% a year compound (CAGR)
Employees
+20%vs 2023+1Biggest increase
Net Assets+629%
£88.97K in 2023 to £648.18K in 2025
Biggest decrease
Total Liabilities-40.6%
£362.12K in 2023 to £214.96K in 2025
FINANCIAL PLANNING FOR PROFESSIONALS LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.
Ratios from the filed figures
Calculated from FINANCIAL PLANNING FOR PROFESSIONALS 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
- 75.10%2025
- Liabilities to total assets
- 24.90%2025
- Cash to liabilities
- 0.07%2023
- Cash to total assets
- 0.06%2023
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 FINANCIAL PLANNING FOR PROFESSIONALS 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£ | 367.32K | 107.60K | 88.97K | 534.31K | 648.18K |
| Total Assets£ | 825.12K | 637.69K | 451.09K | 790.88K | 863.14K |
| Cash in Bank£ | 261.00 | 261.00 | 261.00 | – | – |
| Total Liabilities£ | – | 546.42K | 362.12K | 256.56K | 214.96K |
| Employees | 10 | 6 | 5 | 7 | 6 |
FINANCIAL PLANNING FOR PROFESSIONALS LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has FINANCIAL PLANNING FOR PROFESSIONALS LIMITED filed financial statements?
Yes. Okredo holds filed figures for FINANCIAL PLANNING FOR PROFESSIONALS LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did FINANCIAL PLANNING FOR PROFESSIONALS LIMITED report in 2025?
FINANCIAL PLANNING FOR PROFESSIONALS LIMITED reported net assets of £648.18K for 2025. That compares with £534.31K in 2024, a change of 21.31%.
What total assets did FINANCIAL PLANNING FOR PROFESSIONALS LIMITED report in 2025?
FINANCIAL PLANNING FOR PROFESSIONALS LIMITED reported total assets of £863.14K for 2025. That compares with £790.88K in 2024, a change of 9.14%.
What cash in bank did FINANCIAL PLANNING FOR PROFESSIONALS LIMITED report in 2023?
FINANCIAL PLANNING FOR PROFESSIONALS LIMITED reported cash in bank of £261.00 for 2023. That compares with £261.00 in 2022.
How many people does FINANCIAL PLANNING FOR PROFESSIONALS LIMITED employ?
FINANCIAL PLANNING FOR PROFESSIONALS LIMITED reported 6 employees in 2025, compared with 7 in 2024.
How have FINANCIAL PLANNING FOR PROFESSIONALS LIMITED financials changed over the last 3 years?
Between 2023 and 2025, FINANCIAL PLANNING FOR PROFESSIONALS LIMITED's net assets rose by 629%, total assets rose by 91.3%, total liabilities fell by 40.6% and employee numbers rose by 20%. Net assets compounded at 170% a year across the two years to 2025, from £88.97K to £648.18K. Reported headcount went from 5 in 2023 to 6 in 2025 (+1).
Which years of FINANCIAL PLANNING FOR PROFESSIONALS 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.