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IQ FINANCIAL PLANNING LIMITED Financials

Company number
04013239Copy
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Registered office
Christmas House, Westmore Road, Tatsfield, Kent TN16 2AY
Incorporated
13/06/2000

Company snapshot

Status
Active
Employees
3 (2023)
Latest financial data
2023
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2023.

Net Assets

£1.39K2023
-76.98%vs 2022

2022: £6.06K

Cash in Bank

£28.03K2023
15.10%vs 2022

2022: £24.35K

Employees

32023
0vs 2022

2022: 3

In 2023, IQ FINANCIAL PLANNING LIMITED reported net assets of £1.39K. The same filing shows cash in bank of £28.03K. Reported headcount was 3 in 2023. Net Assets fell from £6.06K in 2022 to £1.39K in 2023 (-76.98%). Okredo holds filed figures for 2021–2023; 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

£1.39K2023
-76.98%from £6.06K in 2022

Year-on-year change

Net Assets as filed for 2021–2023. Every figure in this chart is also in the financial history table.

3-year financial trend (2021–2023)

How the figures IQ FINANCIAL PLANNING LIMITED filed moved across the three reported years 2021, 2022 and 2023 — measured end to end rather than year on year.

Net Assets

£7.51K2021£1.39K2023
-81.4%vs 2021

-56.9% a year compound (CAGR)

Cash in Bank

£10.99K2021£28.03K2023
+155%vs 2021

+59.7% a year compound (CAGR)

Employees

3202132023
0%vs 2021

Biggest increase

Cash in Bank+155%

£10.99K in 2021 to £28.03K in 2023

Biggest decrease

Net Assets-81.4%

£7.51K in 2021 to £1.39K in 2023

IQ FINANCIAL PLANNING LIMITED's filings pull in both directions between 2021 and 2023. The steepest rise came in cash in bank, pointing to a more liquid cash position, set against a fall in net assets, pointing to a weakening balance sheet. See the full year-by-year figures.

Financial history

Every indicator Okredo tracks, year by year.

Reported financial indicators for IQ FINANCIAL PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator202120222023
Net Assets£7.51K6.06K1.39K
Total Assets£–––
Cash in Bank£10.99K24.35K28.03K
Total Liabilities£–––
Employees333

IQ FINANCIAL PLANNING LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

Has IQ FINANCIAL PLANNING LIMITED filed financial statements?

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Yes. Okredo holds filed figures for IQ FINANCIAL PLANNING LIMITED covering 2021–2023, across 3 reported indicators. The most recent reported year is 2023.

What net assets did IQ FINANCIAL PLANNING LIMITED report in 2023?

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IQ FINANCIAL PLANNING LIMITED reported net assets of £1.39K for 2023. That compares with £6.06K in 2022, a change of -76.98%.

What cash in bank did IQ FINANCIAL PLANNING LIMITED report in 2023?

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IQ FINANCIAL PLANNING LIMITED reported cash in bank of £28.03K for 2023. That compares with £24.35K in 2022, a change of 15.10%.

How many people does IQ FINANCIAL PLANNING LIMITED employ?

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IQ FINANCIAL PLANNING LIMITED reported 3 employees in 2023, compared with 3 in 2022.

How have IQ FINANCIAL PLANNING LIMITED financials changed over the last 3 years?

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Between 2021 and 2023, IQ FINANCIAL PLANNING LIMITED's net assets fell by 81.4%, cash in bank rose by 155% and employee numbers was unchanged. Net assets contracted at 56.9% a year across the two years to 2023, from £7.51K to £1.39K. Reported headcount went from 3 in 2021 to 3 in 2023.

Which years of IQ FINANCIAL PLANNING LIMITED financial data are available?

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Okredo holds reported figures for the years 2021, 2022, 2023. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.