HODGE BAKSHI WEALTH MANAGEMENT LTD Financials
- Company number
- 12445842Copy
Copy - Registered office
- Churchgate House 3 Church Road, Whitchurch, Cardiff, South Glamorgan CF14 2DX
- Incorporated
- 06/02/2020
Company snapshot
- Status
- Active
- Employees
- 2 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
29.57%vs 20242024: £105.76K
Total Assets
44.58%vs 20242024: £115.70K
Total Liabilities
204.25%vs 20242024: £9.94K
Employees
-2vs 20242024: 4
In 2025, HODGE BAKSHI WEALTH MANAGEMENT LTD reported net assets of £137.02K. The same filing shows total assets of £167.27K and total liabilities of £30.25K. Reported headcount was 2 in 2025. Total Assets rose from £115.70K in 2024 to £167.27K in 2025 (44.58%). 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
29.57%from £105.76K 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 HODGE BAKSHI 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
+67%vs 2023+29.2% a year compound (CAGR)
Total Assets
+49.1%vs 2023+22.1% a year compound (CAGR)
Total Liabilities
+0.4%vs 2023+0.2% a year compound (CAGR)
Employees
-50%vs 2023-2Biggest increase
Net Assets+67%
£82.05K in 2023 to £137.02K in 2025
Biggest decrease
Employees-50%
4 in 2023 to 2 in 2025
HODGE BAKSHI WEALTH MANAGEMENT LTD's filings pull in both directions between 2023 and 2025. The steepest rise came in net assets, pointing to a strengthening balance sheet, 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 HODGE BAKSHI 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
- 81.92%2025
- Liabilities to total assets
- 18.08%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.
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.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for HODGE BAKSHI WEALTH MANAGEMENT LTD 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£ | 38.28K | 55.70K | 82.05K | 105.76K | 137.02K |
| Total Assets£ | 53.76K | 87.52K | 112.17K | 115.70K | 167.27K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 15.48K | 31.83K | 30.12K | 9.94K | 30.25K |
| Employees | 4 | 4 | 4 | 4 | 2 |
HODGE BAKSHI WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has HODGE BAKSHI WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for HODGE BAKSHI WEALTH MANAGEMENT LTD covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did HODGE BAKSHI WEALTH MANAGEMENT LTD report in 2025?
HODGE BAKSHI WEALTH MANAGEMENT LTD reported net assets of £137.02K for 2025. That compares with £105.76K in 2024, a change of 29.57%.
What total assets did HODGE BAKSHI WEALTH MANAGEMENT LTD report in 2025?
HODGE BAKSHI WEALTH MANAGEMENT LTD reported total assets of £167.27K for 2025. That compares with £115.70K in 2024, a change of 44.58%.
What total liabilities did HODGE BAKSHI WEALTH MANAGEMENT LTD report in 2025?
HODGE BAKSHI WEALTH MANAGEMENT LTD reported total liabilities of £30.25K for 2025. That compares with £9.94K in 2024, a change of 204.25%.
How many people does HODGE BAKSHI WEALTH MANAGEMENT LTD employ?
HODGE BAKSHI WEALTH MANAGEMENT LTD reported 2 employees in 2025, compared with 4 in 2024.
How have HODGE BAKSHI WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2023 and 2025, HODGE BAKSHI WEALTH MANAGEMENT LTD's net assets rose by 67%, total assets rose by 49.1%, total liabilities rose by 0.4% and employee numbers fell by 50%. Net assets compounded at 29.2% a year across the two years to 2025, from £82.05K to £137.02K. Reported headcount went from 4 in 2023 to 2 in 2025 (-2).
Which years of HODGE BAKSHI WEALTH MANAGEMENT LTD 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.