GEE 7 WEALTH MANAGEMENT LIMITED Financials
- Company number
- 01047306Copy
Copy - Registered office
- 2 Charlesworth Court Knights Way, Battlefield Enterprise Park, Shrewsbury SY1 3AB
- Incorporated
- 23/03/1972
Company snapshot
- Status
- Active
- Employees
- 4 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
-12.13%vs 20232023: £306.83K
Total Assets
-19.39%vs 20232023: £472.27K
Cash in Bank
-32.76%vs 20232023: £435.14K
Total Liabilities
-32.86%vs 20232023: £165.43K
Employees
0vs 20232023: 4
In 2024, GEE 7 WEALTH MANAGEMENT LIMITED reported net assets of £269.62K. The same filing shows total assets of £380.69K, cash in bank of £292.60K and total liabilities of £111.07K. Reported headcount was 4 in 2024. Cash in Bank fell from £435.14K in 2023 to £292.60K in 2024 (-32.76%). Okredo holds filed figures for 2021–2024; 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
-12.13%from £306.83K in 2023Year-on-year change
Net Assets as filed for 2021–2024. Every figure in this chart is also in the financial history table.
3-year financial trend (2022–2024)
How the figures GEE 7 WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
-5%vs 2022-2.5% a year compound (CAGR)
Cash in Bank
-12%vs 2022-6.2% a year compound (CAGR)
Total Assets
-3.3%vs 2022-1.6% a year compound (CAGR)
Total Liabilities
+1.2%vs 2022+0.6% a year compound (CAGR)
Employees
-33.3%vs 2022-2Biggest increase
Total Liabilities+1.2%
£109.77K in 2022 to £111.07K in 2024
Biggest decrease
Employees-33.3%
6 in 2022 to 4 in 2024
GEE 7 WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2022 and 2024. 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 GEE 7 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
- 70.82%2024
- Liabilities to total assets
- 29.18%2024
- Cash to liabilities
- 263.45%2024
- Cash to total assets
- 76.86%2024
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 GEE 7 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 |
|---|---|---|---|---|
| Net Assets£ | 415.60K | 283.75K | 306.83K | 269.62K |
| Total Assets£ | 734.94K | 393.51K | 472.27K | 380.69K |
| Cash in Bank£ | 615.47K | 332.43K | 435.14K | 292.60K |
| Total Liabilities£ | 319.34K | 109.77K | 165.43K | 111.07K |
| Employees | 18 | 6 | 4 | 4 |
GEE 7 WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has GEE 7 WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for GEE 7 WEALTH MANAGEMENT LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did GEE 7 WEALTH MANAGEMENT LIMITED report in 2024?
GEE 7 WEALTH MANAGEMENT LIMITED reported net assets of £269.62K for 2024. That compares with £306.83K in 2023, a change of -12.13%.
What total assets did GEE 7 WEALTH MANAGEMENT LIMITED report in 2024?
GEE 7 WEALTH MANAGEMENT LIMITED reported total assets of £380.69K for 2024. That compares with £472.27K in 2023, a change of -19.39%.
What cash in bank did GEE 7 WEALTH MANAGEMENT LIMITED report in 2024?
GEE 7 WEALTH MANAGEMENT LIMITED reported cash in bank of £292.60K for 2024. That compares with £435.14K in 2023, a change of -32.76%.
How many people does GEE 7 WEALTH MANAGEMENT LIMITED employ?
GEE 7 WEALTH MANAGEMENT LIMITED reported 4 employees in 2024, compared with 4 in 2023.
How have GEE 7 WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2022 and 2024, GEE 7 WEALTH MANAGEMENT LIMITED's net assets fell by 5%, cash in bank fell by 12%, total assets fell by 3.3% and total liabilities rose by 1.2%. Net assets contracted at 2.5% a year across the two years to 2024, from £283.75K to £269.62K. Reported headcount went from 6 in 2022 to 4 in 2024 (-2).
Which years of GEE 7 WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.