KELVIN SMITH FINANCIAL PLANNING LTD. Financials
- Company number
- SC298147Copy
Copy - Registered office
- The Sinclair Building 2nd Floor, 18-20 Eagle Street, Glasgow G4 9XA
- Incorporated
- 03/03/2006
Company snapshot
- Status
- Active
- Employees
- 5 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
66.21%vs 20242024: £73.05K
Total Assets
27.93%vs 20242024: £218.81K
Total Liabilities
8.75%vs 20242024: £145.76K
Employees
0vs 20242024: 5
In 2025, KELVIN SMITH FINANCIAL PLANNING LTD. reported net assets of £121.41K. The same filing shows total assets of £279.93K and total liabilities of £158.52K. Reported headcount was 5 in 2025. Total Assets rose from £218.81K in 2024 to £279.93K in 2025 (27.93%). 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
66.21%from £73.05K 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 KELVIN SMITH FINANCIAL PLANNING LTD. filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+32%vs 2023+14.9% a year compound (CAGR)
Total Assets
+28.2%vs 2023+13.2% a year compound (CAGR)
Total Liabilities
+25.5%vs 2023+12% a year compound (CAGR)
Employees
0%vs 2023Biggest increase
Net Assets+32%
£91.96K in 2023 to £121.41K in 2025
Every measure that changed in KELVIN SMITH FINANCIAL PLANNING LTD.'s filings between 2023 and 2025 rose. The steepest rise came in net assets, pointing to a strengthening balance sheet, with total assets and total liabilities climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from KELVIN SMITH FINANCIAL PLANNING LTD.'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
- 43.37%2025
- Liabilities to total assets
- 56.63%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.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for KELVIN SMITH FINANCIAL PLANNING LTD. 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£ | 95.16K | 85.02K | 91.96K | 73.05K | 121.41K |
| Total Assets£ | 256.51K | 210.52K | 218.32K | 218.81K | 279.93K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 161.35K | 125.49K | 126.36K | 145.76K | 158.52K |
| Employees | 2 | 5 | 5 | 5 | 5 |
KELVIN SMITH FINANCIAL PLANNING LTD. financials: frequently asked questions
Answered from this company's own filed figures.
Has KELVIN SMITH FINANCIAL PLANNING LTD. filed financial statements?
Yes. Okredo holds filed figures for KELVIN SMITH FINANCIAL PLANNING LTD. covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did KELVIN SMITH FINANCIAL PLANNING LTD. report in 2025?
KELVIN SMITH FINANCIAL PLANNING LTD. reported net assets of £121.41K for 2025. That compares with £73.05K in 2024, a change of 66.21%.
What total assets did KELVIN SMITH FINANCIAL PLANNING LTD. report in 2025?
KELVIN SMITH FINANCIAL PLANNING LTD. reported total assets of £279.93K for 2025. That compares with £218.81K in 2024, a change of 27.93%.
What total liabilities did KELVIN SMITH FINANCIAL PLANNING LTD. report in 2025?
KELVIN SMITH FINANCIAL PLANNING LTD. reported total liabilities of £158.52K for 2025. That compares with £145.76K in 2024, a change of 8.75%.
How many people does KELVIN SMITH FINANCIAL PLANNING LTD. employ?
KELVIN SMITH FINANCIAL PLANNING LTD. reported 5 employees in 2025, compared with 5 in 2024.
How have KELVIN SMITH FINANCIAL PLANNING LTD. financials changed over the last 3 years?
Between 2023 and 2025, KELVIN SMITH FINANCIAL PLANNING LTD.'s net assets rose by 32%, total assets rose by 28.2%, total liabilities rose by 25.5% and employee numbers was unchanged. Net assets compounded at 14.9% a year across the two years to 2025, from £91.96K to £121.41K. Reported headcount went from 5 in 2023 to 5 in 2025.
Which years of KELVIN SMITH FINANCIAL PLANNING LTD. 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.