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HEBLETHWAYTE WEALTH MANAGEMENT LIMITED Financials

Company number
09728500Copy
Copy
Registered office
Garforth Farm, Nunburnholme, York YO42 1QZ
Incorporated
12/08/2015

Company snapshot

Status
Active
Employees
5 (2025)
Latest financial data
2025
Accounts type
Micro Entity

Financial highlights

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

Net Assets

£629.002025
2.28%vs 2024

2024: £615.00

Total Assets

£38.56K2025
-59.47%vs 2024

2024: £95.12K

Cash in Bank

£53.46K2022
116.35%vs 2021

2021: £24.71K

Total Liabilities

£37.93K2025
-59.87%vs 2024

2024: £94.51K

Employees

52025
-1vs 2024

2024: 6

In 2025, HEBLETHWAYTE WEALTH MANAGEMENT LIMITED reported net assets of £629.00. The same filing shows total assets of £38.56K, cash in bank of £53.46K and total liabilities of £37.93K. Reported headcount was 5 in 2025. Total Liabilities fell from £94.51K in 2024 to £37.93K in 2025 (-59.87%). 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

£629.002025
2.28%from £615.00 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 HEBLETHWAYTE WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£1.82K2023£629.002025
-65.5%vs 2023

-41.3% a year compound (CAGR)

Total Assets

£68.50K2023£38.56K2025
-43.7%vs 2023

-25% a year compound (CAGR)

Total Liabilities

£66.68K2023£37.93K2025
-43.1%vs 2023

-24.6% a year compound (CAGR)

Employees

4202352025
+25%vs 2023+1

Biggest increase

Employees+25%

4 in 2023 to 5 in 2025

Biggest decrease

Net Assets-65.5%

£1.82K in 2023 to £629.00 in 2025

HEBLETHWAYTE WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in employee numbers, pointing to an expanding team, set against a fall in net assets, pointing to a weakening balance sheet. See the full year-by-year figures.

Ratios from the filed figures

Calculated from HEBLETHWAYTE 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
1.63%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
98.37%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
62.40%2022
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
61.41%2022
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 HEBLETHWAYTE WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£83.0071.001.82K615.00629.00
Total Assets£83.31K87.06K68.50K95.12K38.56K
Cash in Bank£24.71K53.46K–––
Total Liabilities£79.76K85.67K66.68K94.51K37.93K
Employees23465

HEBLETHWAYTE WEALTH MANAGEMENT LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

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

HEBLETHWAYTE WEALTH MANAGEMENT LIMITED reported net assets of £629.00 for 2025. That compares with £615.00 in 2024, a change of 2.28%.

HEBLETHWAYTE WEALTH MANAGEMENT LIMITED reported total assets of £38.56K for 2025. That compares with £95.12K in 2024, a change of -59.47%.

HEBLETHWAYTE WEALTH MANAGEMENT LIMITED reported cash in bank of £53.46K for 2022. That compares with £24.71K in 2021, a change of 116.35%.

HEBLETHWAYTE WEALTH MANAGEMENT LIMITED reported 5 employees in 2025, compared with 6 in 2024.

Between 2023 and 2025, HEBLETHWAYTE WEALTH MANAGEMENT LIMITED's net assets fell by 65.5%, total assets fell by 43.7%, total liabilities fell by 43.1% and employee numbers rose by 25%. Net assets contracted at 41.3% a year across the two years to 2025, from £1.82K to £629.00. Reported headcount went from 4 in 2023 to 5 in 2025 (+1).

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.