IBA WEALTH MANAGEMENT LIMITED Financials
- Company number
- 05305744Copy
Copy - Registered office
- First Floor, Unit 8,, Campbell's Business Park, Campbell Meadow, King's Lynn, Norfolk PE30 4YR
- Incorporated
- 06/12/2004
Company snapshot
- Status
- Active
- Employees
- 8 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-28.79%vs 20242024: £75.92K
Total Assets
-36.57%vs 20242024: £293.85K
Cash in Bank
30.08%vs 20242024: £95.65K
Total Liabilities
-39.28%vs 20242024: £217.93K
Employees
+2vs 20242024: 6
In 2025, IBA WEALTH MANAGEMENT LIMITED reported net assets of £54.07K. The same filing shows total assets of £186.39K, cash in bank of £124.42K and total liabilities of £132.32K. Reported headcount was 8 in 2025. Total Assets fell from £293.85K in 2024 to £186.39K in 2025 (-36.57%). 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
-28.79%from £75.92K 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 IBA 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
-45.1%vs 2023-25.9% a year compound (CAGR)
Cash in Bank
+1.5%vs 2023+0.7% a year compound (CAGR)
Total Assets
-50%vs 2023-29.3% a year compound (CAGR)
Total Liabilities
-51.8%vs 2023-30.6% a year compound (CAGR)
Employees
+33.3%vs 2023+2Biggest increase
Employees+33.3%
6 in 2023 to 8 in 2025
Biggest decrease
Total Liabilities-51.8%
£274.41K in 2023 to £132.32K in 2025
IBA 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 total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.
Ratios from the filed figures
Calculated from IBA 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
- 29.01%2025
- Liabilities to total assets
- 70.99%2025
- Cash to liabilities
- 94.03%2025
- Cash to total assets
- 66.75%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.
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 IBA 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 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 60.28K | 153.78K | 98.45K | 75.92K | 54.07K |
| Total Assets£ | 439.14K | – | 372.85K | 293.85K | 186.39K |
| Cash in Bank£ | 196.22K | 210.08K | 122.64K | 95.65K | 124.42K |
| Total Liabilities£ | 378.86K | – | 274.41K | 217.93K | 132.32K |
| Employees | 7 | 7 | 6 | 6 | 8 |
IBA WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has IBA WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for IBA WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did IBA WEALTH MANAGEMENT LIMITED report in 2025?
IBA WEALTH MANAGEMENT LIMITED reported net assets of £54.07K for 2025. That compares with £75.92K in 2024, a change of -28.79%.
What total assets did IBA WEALTH MANAGEMENT LIMITED report in 2025?
IBA WEALTH MANAGEMENT LIMITED reported total assets of £186.39K for 2025. That compares with £293.85K in 2024, a change of -36.57%.
What cash in bank did IBA WEALTH MANAGEMENT LIMITED report in 2025?
IBA WEALTH MANAGEMENT LIMITED reported cash in bank of £124.42K for 2025. That compares with £95.65K in 2024, a change of 30.08%.
How many people does IBA WEALTH MANAGEMENT LIMITED employ?
IBA WEALTH MANAGEMENT LIMITED reported 8 employees in 2025, compared with 6 in 2024.
How have IBA WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2023 and 2025, IBA WEALTH MANAGEMENT LIMITED's net assets fell by 45.1%, cash in bank rose by 1.5%, total assets fell by 50% and total liabilities fell by 51.8%. Net assets contracted at 25.9% a year across the two years to 2025, from £98.45K to £54.07K. Reported headcount went from 6 in 2023 to 8 in 2025 (+2).
Which years of IBA WEALTH MANAGEMENT LIMITED 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.