FORVIS MAZARS FINANCIAL PLANNING LIMITED Financials
- Company number
- 03172233Copy
Copy - Registered office
- 30 Old Bailey, London EC4M 7AU
- Incorporated
- 13/03/1996
Company snapshot
- Status
- Active
- Employees
- 114 (2025)
- Latest financial data
- 2025
- Accounts type
- Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
20.62%vs 20242024: £7.59M
Total Assets
43.75%vs 20242024: £13.08M
Cash in Bank
11.45%vs 20242024: £987.00K
Total Liabilities
75.76%vs 20242024: £5.49M
Employees
-9vs 20242024: 123
In 2025, FORVIS MAZARS FINANCIAL PLANNING LIMITED reported net assets of £9.16M. The same filing shows total assets of £18.80M, cash in bank of £1.10M and total liabilities of £9.64M. Reported headcount was 114 in 2025. Total Assets rose from £13.08M in 2024 to £18.80M in 2025 (43.75%). 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
20.62%from £7.59M 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 FORVIS MAZARS FINANCIAL PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+22.8%vs 2023+10.8% a year compound (CAGR)
Cash in Bank
+19.2%vs 2023+9.2% a year compound (CAGR)
Total Assets
+112%vs 2023+45.5% a year compound (CAGR)
Total Liabilities
+579%vs 2023+161% a year compound (CAGR)
Employees
-11.6%vs 2023-15Biggest increase
Total Liabilities+579%
£1.42M in 2023 to £9.64M in 2025
Biggest decrease
Employees-11.6%
129 in 2023 to 114 in 2025
FORVIS MAZARS FINANCIAL PLANNING LIMITED's filings pull in both directions between 2023 and 2025. 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 FORVIS MAZARS FINANCIAL PLANNING 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
- 48.71%2025
- Liabilities to total assets
- 51.29%2025
- Cash to liabilities
- 11.41%2025
- Cash to total assets
- 5.85%2025
- Revenue per employee
- £189.55K2025
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.
Reported turnover divided by the reported average number of employees, for the latest year both were filed. Shows how much revenue the business generates per employee.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for FORVIS MAZARS FINANCIAL PLANNING 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£ | 5.63M | 7.21M | 7.46M | 7.59M | 9.16M |
| Total Assets£ | 8.81M | 9.08M | 8.88M | 13.08M | 18.80M |
| Cash in Bank£ | 26.62K | 834.00K | 923.00K | 987.00K | 1.10M |
| Total Liabilities£ | 3.18M | 1.87M | 1.42M | 5.49M | 9.64M |
| Employees | 84 | 104 | 129 | 123 | 114 |
FORVIS MAZARS FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has FORVIS MAZARS FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for FORVIS MAZARS FINANCIAL PLANNING LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did FORVIS MAZARS FINANCIAL PLANNING LIMITED report in 2025?
FORVIS MAZARS FINANCIAL PLANNING LIMITED reported net assets of £9.16M for 2025. That compares with £7.59M in 2024, a change of 20.62%.
What total assets did FORVIS MAZARS FINANCIAL PLANNING LIMITED report in 2025?
FORVIS MAZARS FINANCIAL PLANNING LIMITED reported total assets of £18.80M for 2025. That compares with £13.08M in 2024, a change of 43.75%.
What cash in bank did FORVIS MAZARS FINANCIAL PLANNING LIMITED report in 2025?
FORVIS MAZARS FINANCIAL PLANNING LIMITED reported cash in bank of £1.10M for 2025. That compares with £987.00K in 2024, a change of 11.45%.
How many people does FORVIS MAZARS FINANCIAL PLANNING LIMITED employ?
FORVIS MAZARS FINANCIAL PLANNING LIMITED reported 114 employees in 2025, compared with 123 in 2024.
How have FORVIS MAZARS FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2023 and 2025, FORVIS MAZARS FINANCIAL PLANNING LIMITED's net assets rose by 22.8%, cash in bank rose by 19.2%, total assets rose by 112% and total liabilities rose by 579%. Net assets compounded at 10.8% a year across the two years to 2025, from £7.46M to £9.16M. Reported headcount went from 129 in 2023 to 114 in 2025 (-15).
Which years of FORVIS MAZARS FINANCIAL PLANNING 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.