JPB FINANCIAL PLANNING LIMITED Financials
- Company number
- 09703725Copy
Copy - Registered office
- 11 Market Place, Macclesfield, Cheshire SK10 1EB
- Incorporated
- 27/07/2015
Company snapshot
- Status
- Active
- Employees
- 11 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
101.58%vs 20232023: £91.20K
Total Assets
57.80%vs 20232023: £249.29K
Cash in Bank
64.16%vs 20232023: £239.37K
Total Liabilities
32.55%vs 20232023: £158.09K
Employees
0vs 20232023: 11
In 2024, JPB FINANCIAL PLANNING LIMITED reported net assets of £183.84K. The same filing shows total assets of £393.39K, cash in bank of £392.94K and total liabilities of £209.55K. Reported headcount was 11 in 2024. Cash in Bank rose from £239.37K in 2023 to £392.94K in 2024 (64.16%). 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
101.58%from £91.20K in 2023Year-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 JPB FINANCIAL PLANNING LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+979%vs 2022+228% a year compound (CAGR)
Cash in Bank
+13.4%vs 2022+6.5% a year compound (CAGR)
Total Assets
+12.7%vs 2022+6.2% a year compound (CAGR)
Total Liabilities
-36.9%vs 2022-20.5% a year compound (CAGR)
Employees
0%vs 2022Biggest increase
Net Assets+979%
£17.04K in 2022 to £183.84K in 2024
Biggest decrease
Total Liabilities-36.9%
£331.96K in 2022 to £209.55K in 2024
JPB FINANCIAL PLANNING LIMITED's filings pull in both directions between 2022 and 2024. The steepest rise came in net assets, pointing to a strengthening balance sheet, 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 JPB FINANCIAL PLANNING 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
- 46.73%2024
- Liabilities to total assets
- 53.27%2024
- Cash to liabilities
- 187.52%2024
- Cash to total assets
- 99.88%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 JPB FINANCIAL PLANNING 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£ | 164.65K | 17.04K | 91.20K | 183.84K |
| Total Assets£ | 341.92K | 349.00K | 249.29K | 393.39K |
| Cash in Bank£ | 332.92K | 346.57K | 239.37K | 392.94K |
| Total Liabilities£ | 172.77K | 331.96K | 158.09K | 209.55K |
| Employees | 11 | 11 | 11 | 11 |
JPB FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has JPB FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for JPB FINANCIAL PLANNING LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did JPB FINANCIAL PLANNING LIMITED report in 2024?
JPB FINANCIAL PLANNING LIMITED reported net assets of £183.84K for 2024. That compares with £91.20K in 2023, a change of 101.58%.
What total assets did JPB FINANCIAL PLANNING LIMITED report in 2024?
JPB FINANCIAL PLANNING LIMITED reported total assets of £393.39K for 2024. That compares with £249.29K in 2023, a change of 57.80%.
What cash in bank did JPB FINANCIAL PLANNING LIMITED report in 2024?
JPB FINANCIAL PLANNING LIMITED reported cash in bank of £392.94K for 2024. That compares with £239.37K in 2023, a change of 64.16%.
How many people does JPB FINANCIAL PLANNING LIMITED employ?
JPB FINANCIAL PLANNING LIMITED reported 11 employees in 2024, compared with 11 in 2023.
How have JPB FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2022 and 2024, JPB FINANCIAL PLANNING LIMITED's net assets rose by 979%, cash in bank rose by 13.4%, total assets rose by 12.7% and total liabilities fell by 36.9%. Net assets compounded at 228% a year across the two years to 2024, from £17.04K to £183.84K. Reported headcount went from 11 in 2022 to 11 in 2024.
Which years of JPB FINANCIAL PLANNING 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.