INVESTORWISE LIMITED Financials
- Company number
- 11112211Copy
Copy
- Registered office
- Suite 5 Third Floor Margaret Powell House, 401-447 Midsummer Boulevard, Milton Keynes MK9 3BN
- Incorporated
- 14/12/2017
Company snapshot
- Status
- Active
- Employees
- 4 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
2023: £21.21K
Total Assets
2023: £1.43M
Cash in Bank
2023: £3.97K
Total Liabilities
2023: £695.58K
Employees
2023: 4
In 2024, INVESTORWISE LIMITED reported net assets of £-18.96K. The same filing shows total assets of £1.99M, cash in bank of £14.44K and total liabilities of £1.02M. Reported headcount was 4 in 2024. Total Assets rose from £1.43M in 2023 to £1.99M in 2024 (39.07%). 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
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 INVESTORWISE LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
Cash in Bank
-11.8% a year compound (CAGR)
Total Assets
+17.3% a year compound (CAGR)
Total Liabilities
+20% a year compound (CAGR)
Employees
Biggest increase
Total Liabilities+44%
£708.62K in 2022 to £1.02M in 2024
Biggest decrease
Net Assets-183%
£22.75K in 2022 to £-18.96K in 2024
INVESTORWISE LIMITED's filings pull in both directions between 2022 and 2024. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, 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 INVESTORWISE 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
- -0.95%2024
- Liabilities to total assets
- 51.33%2024
- Cash to liabilities
- 1.42%2024
- Cash to total assets
- 0.73%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.
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 INVESTORWISE LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 4.42K | 22.75K | 21.21K | -18.96K |
| Total Assets£ | 291.07K | 1.44M | 1.43M | 1.99M |
| Cash in Bank£ | 12.19K | 18.56K | 3.97K | 14.44K |
| Total Liabilities£ | 147.21K | 708.62K | 695.58K | 1.02M |
| Employees | 4 | 4 | 4 | 4 |
INVESTORWISE LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has INVESTORWISE LIMITED filed financial statements?
Yes. Okredo holds filed figures for INVESTORWISE LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did INVESTORWISE LIMITED report in 2024?
INVESTORWISE LIMITED reported net assets of £-18.96K for 2024. That compares with £21.21K in 2023, a change of -189.41%.
What total assets did INVESTORWISE LIMITED report in 2024?
INVESTORWISE LIMITED reported total assets of £1.99M for 2024. That compares with £1.43M in 2023, a change of 39.07%.
What cash in bank did INVESTORWISE LIMITED report in 2024?
INVESTORWISE LIMITED reported cash in bank of £14.44K for 2024. That compares with £3.97K in 2023, a change of 263.69%.
How many people does INVESTORWISE LIMITED employ?
INVESTORWISE LIMITED reported 4 employees in 2024, compared with 4 in 2023.
How have INVESTORWISE LIMITED financials changed over the last 3 years?
Between 2022 and 2024, INVESTORWISE LIMITED's net assets fell by 183%, cash in bank fell by 22.2%, total assets rose by 37.7% and total liabilities rose by 44%. Cash in bank contracted at 11.8% a year across the two years to 2024, from £18.56K to £14.44K. Reported headcount went from 4 in 2022 to 4 in 2024.
Which years of INVESTORWISE LIMITED financial data are available?
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.