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GLOBAL WEALTH MANAGEMENT LTD Financials

Company number
08140900Copy
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Registered office
14 Riverside Business Studios Amethyst Road, Newcastle Business Park, Newcastle Upon Tyne NE4 7YL
Incorporated
12/07/2012

Company snapshot

Status
Active
Employees
7 (2025)
Latest financial data
2025
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2025.

Net Assets

£397.35K2025
26.28%vs 2024

2024: £314.67K

Total Assets

£621.98K2025
8.76%vs 2024

2024: £571.87K

Cash in Bank

£72.05K2025
944.93%vs 2024

2024: £6.90K

Total Liabilities

£188.18K2025
-11.75%vs 2024

2024: £213.23K

Employees

72025
0vs 2024

2024: 7

In 2025, GLOBAL WEALTH MANAGEMENT LTD reported net assets of £397.35K. The same filing shows total assets of £621.98K, cash in bank of £72.05K and total liabilities of £188.18K. Reported headcount was 7 in 2025. Net Assets rose from £314.67K in 2024 to £397.35K in 2025 (26.28%). 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

£397.35K2025
26.28%from £314.67K in 2024

Year-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 GLOBAL WEALTH MANAGEMENT LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£321.01K2023£397.35K2025
+23.8%vs 2023

+11.3% a year compound (CAGR)

Cash in Bank

£40.49K2023£72.05K2025
+78%vs 2023

+33.4% a year compound (CAGR)

Total Assets

£640.24K2023£621.98K2025
-2.9%vs 2023

-1.4% a year compound (CAGR)

Total Liabilities

£257.87K2023£188.18K2025
-27%vs 2023

-14.6% a year compound (CAGR)

Employees

7202372025
0%vs 2023

Biggest increase

Cash in Bank+78%

£40.49K in 2023 to £72.05K in 2025

Biggest decrease

Total Liabilities-27%

£257.87K in 2023 to £188.18K in 2025

GLOBAL WEALTH MANAGEMENT LTD's filings pull in both directions between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, 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 GLOBAL WEALTH MANAGEMENT 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
63.88%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.

Liabilities to total assets
30.25%2025

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.

Cash to liabilities
38.29%2025

Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.

Cash to total assets
11.58%2025

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 GLOBAL WEALTH MANAGEMENT LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£175.41K292.99K321.01K314.67K397.35K
Total Assets£568.26K710.17K640.24K571.87K621.98K
Cash in Bank£59.01K66.56K40.49K6.90K72.05K
Total Liabilities£382.94K339.73K257.87K213.23K188.18K
Employees56777

GLOBAL WEALTH MANAGEMENT LTD financials: frequently asked questions

Answered from this company's own filed figures.

Has GLOBAL WEALTH MANAGEMENT LTD filed financial statements?

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Yes. Okredo holds filed figures for GLOBAL WEALTH MANAGEMENT LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.

What net assets did GLOBAL WEALTH MANAGEMENT LTD report in 2025?

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GLOBAL WEALTH MANAGEMENT LTD reported net assets of £397.35K for 2025. That compares with £314.67K in 2024, a change of 26.28%.

What total assets did GLOBAL WEALTH MANAGEMENT LTD report in 2025?

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GLOBAL WEALTH MANAGEMENT LTD reported total assets of £621.98K for 2025. That compares with £571.87K in 2024, a change of 8.76%.

What cash in bank did GLOBAL WEALTH MANAGEMENT LTD report in 2025?

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GLOBAL WEALTH MANAGEMENT LTD reported cash in bank of £72.05K for 2025. That compares with £6.90K in 2024, a change of 944.93%.

How many people does GLOBAL WEALTH MANAGEMENT LTD employ?

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GLOBAL WEALTH MANAGEMENT LTD reported 7 employees in 2025, compared with 7 in 2024.

How have GLOBAL WEALTH MANAGEMENT LTD financials changed over the last 3 years?

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Between 2023 and 2025, GLOBAL WEALTH MANAGEMENT LTD's net assets rose by 23.8%, cash in bank rose by 78%, total assets fell by 2.9% and total liabilities fell by 27%. Net assets compounded at 11.3% a year across the two years to 2025, from £321.01K to £397.35K. Reported headcount went from 7 in 2023 to 7 in 2025.

Which years of GLOBAL WEALTH MANAGEMENT LTD financial data are available?

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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.