INSIGHT WEALTH MANAGEMENT LIMITED Financials
- Company number
- 14553894CopyCopy
- Registered office
- Unit 5 Providence Court, Pynes Hill, Exeter, Devon EX2 5JL
- Incorporated
- 22/12/2022
Company snapshot
- Status
- Active
- Employees
- 10 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2023–2025.
Net Assets
32.61%vs 20242024: £329.30K
Total Assets
93.71%vs 20242024: £370.98K
Cash in Bank
108.71%vs 20242024: £299.53K
Total Liabilities
576.43%vs 20242024: £41.68K
Employees
+2vs 20242024: 8
In 2025, INSIGHT WEALTH MANAGEMENT LIMITED reported net assets of £436.69K. The same filing shows total assets of £718.62K, cash in bank of £625.15K and total liabilities of £281.92K. Reported headcount was 10 in 2025. Total Assets rose from £370.98K in 2024 to £718.62K in 2025 (93.71%). Okredo holds filed figures for 2023–2025; 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
32.61%from £329.30K in 2024Year-on-year change
Net Assets as filed for 2023–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures INSIGHT 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
+173%vs 2023+65.2% a year compound (CAGR)
Total Assets
+344%vs 2023+111% a year compound (CAGR)
Total Liabilities
+15659%vs 2023+1155% a year compound (CAGR)
Employees
+66.7%vs 2023+4Biggest increase
Total Liabilities+15659%
£1.79K in 2023 to £281.92K in 2025
Every indicator Okredo holds for INSIGHT WEALTH MANAGEMENT LIMITED rose between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, with net assets, total assets and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from INSIGHT 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
- 60.77%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
- 39.23%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
- 221.74%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
- 86.99%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 INSIGHT WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2023 | 2024 | 2025 |
|---|---|---|---|
| Net Assets£ | 160.00K | 329.30K | 436.69K |
| Total Assets£ | 161.79K | 370.98K | 718.62K |
| Cash in Bank£ | – | 299.53K | 625.15K |
| Total Liabilities£ | 1.79K | 41.68K | 281.92K |
| Employees | 6 | 8 | 10 |
INSIGHT WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Yes. Okredo holds filed figures for INSIGHT WEALTH MANAGEMENT LIMITED covering 2023–2025, across 5 reported indicators. The most recent reported year is 2025.
INSIGHT WEALTH MANAGEMENT LIMITED reported net assets of £436.69K for 2025. That compares with £329.30K in 2024, a change of 32.61%.
INSIGHT WEALTH MANAGEMENT LIMITED reported total assets of £718.62K for 2025. That compares with £370.98K in 2024, a change of 93.71%.
INSIGHT WEALTH MANAGEMENT LIMITED reported cash in bank of £625.15K for 2025. That compares with £299.53K in 2024, a change of 108.71%.
INSIGHT WEALTH MANAGEMENT LIMITED reported 10 employees in 2025, compared with 8 in 2024.
Between 2023 and 2025, INSIGHT WEALTH MANAGEMENT LIMITED's net assets rose by 173%, total assets rose by 344%, total liabilities rose by 15659% and employee numbers rose by 66.7%. Net assets compounded at 65.2% a year across the two years to 2025, from £160.00K to £436.69K. Reported headcount went from 6 in 2023 to 10 in 2025 (+4).
Okredo holds reported figures for the years 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.