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GROSVENOR WEALTH MANAGEMENT LIMITED Financials

Company number
03845524Copy
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Registered office
Lancaster House Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY
Incorporated
21/09/1999

Company snapshot

Status
Active
Employees
19 (2024)
Latest financial data
2024
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2024.

Net Assets

£240.63K2024
93.76%vs 2023

2023: £124.18K

Total Assets

£349.21K2024
13.49%vs 2023

2023: £307.71K

Cash in Bank

£215.74K2024
-10.12%vs 2023

2023: £240.03K

Total Liabilities

£108.59K2024
-40.83%vs 2023

2023: £183.52K

Employees

192024
-3vs 2023

2023: 22

In 2024, GROSVENOR WEALTH MANAGEMENT LIMITED reported net assets of £240.63K. The same filing shows total assets of £349.21K, cash in bank of £215.74K and total liabilities of £108.59K. Reported headcount was 19 in 2024. Net Assets rose from £124.18K in 2023 to £240.63K in 2024 (93.76%). 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

£240.63K2024
93.76%from £124.18K in 2023

Year-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 GROSVENOR 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

£142.41K2022£240.63K2024
+69%vs 2022

+30% a year compound (CAGR)

Cash in Bank

£168.70K2022£215.74K2024
+27.9%vs 2022

+13.1% a year compound (CAGR)

Total Assets

£326.50K2022£349.21K2024
+7%vs 2022

+3.4% a year compound (CAGR)

Total Liabilities

£184.09K2022£108.59K2024
-41%vs 2022

-23.2% a year compound (CAGR)

Employees

202022192024
-5%vs 2022-1

Biggest increase

Net Assets+69%

£142.41K in 2022 to £240.63K in 2024

Biggest decrease

Total Liabilities-41%

£184.09K in 2022 to £108.59K in 2024

GROSVENOR WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2022 and 2024. 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 GROSVENOR 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
68.91%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.

Liabilities to total assets
31.09%2024

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
198.69%2024

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
61.78%2024

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

Indicator2021202220232024
Net Assets£142.18K142.41K124.18K240.63K
Total Assets£400.26K326.50K307.71K349.21K
Cash in Bank£225.93K168.70K240.03K215.74K
Total Liabilities£258.08K184.09K183.52K108.59K
Employees18202219

GROSVENOR WEALTH MANAGEMENT LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

Has GROSVENOR WEALTH MANAGEMENT LIMITED filed financial statements?

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Yes. Okredo holds filed figures for GROSVENOR WEALTH MANAGEMENT LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.

What net assets did GROSVENOR WEALTH MANAGEMENT LIMITED report in 2024?

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GROSVENOR WEALTH MANAGEMENT LIMITED reported net assets of £240.63K for 2024. That compares with £124.18K in 2023, a change of 93.76%.

What total assets did GROSVENOR WEALTH MANAGEMENT LIMITED report in 2024?

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GROSVENOR WEALTH MANAGEMENT LIMITED reported total assets of £349.21K for 2024. That compares with £307.71K in 2023, a change of 13.49%.

What cash in bank did GROSVENOR WEALTH MANAGEMENT LIMITED report in 2024?

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GROSVENOR WEALTH MANAGEMENT LIMITED reported cash in bank of £215.74K for 2024. That compares with £240.03K in 2023, a change of -10.12%.

How many people does GROSVENOR WEALTH MANAGEMENT LIMITED employ?

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GROSVENOR WEALTH MANAGEMENT LIMITED reported 19 employees in 2024, compared with 22 in 2023.

How have GROSVENOR WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?

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Between 2022 and 2024, GROSVENOR WEALTH MANAGEMENT LIMITED's net assets rose by 69%, cash in bank rose by 27.9%, total assets rose by 7% and total liabilities fell by 41%. Net assets compounded at 30% a year across the two years to 2024, from £142.41K to £240.63K. Reported headcount went from 20 in 2022 to 19 in 2024 (-1).

Which years of GROSVENOR WEALTH MANAGEMENT LIMITED financial data are available?

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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.