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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED Financials

Company number
07819284Copy
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Registered office
Sovereign Place, 20 The Point, Market Harborough, Leicestershire LE16 7QU
Incorporated
21/10/2011

Company snapshot

Status
Active
Employees
0 (2025)
Latest financial data
2025
Accounts type
Micro Entity

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2025.

Net Assets

£109.35K2025
21.49%vs 2024

2024: £90.01K

Total Assets

£236.68K2025
6.40%vs 2024

2024: £222.45K

Total Liabilities

£127.33K2025
-3.86%vs 2024

2024: £132.44K

Employees

02025
0vs 2024

2024: 0

In 2025, LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED reported net assets of £109.35K. The same filing shows total assets of £236.68K and total liabilities of £127.33K. Reported headcount was 0 in 2025. Net Assets rose from £90.01K in 2024 to £109.35K in 2025 (21.49%). 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

£109.35K2025
21.49%from £90.01K in 2024

Year-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 LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£110.64K2023£109.35K2025
-1.2%vs 2023

-0.6% a year compound (CAGR)

Total Assets

£222.85K2023£236.68K2025
+6.2%vs 2023

+3.1% a year compound (CAGR)

Total Liabilities

£112.21K2023£127.33K2025
+13.5%vs 2023

+6.5% a year compound (CAGR)

Employees

7202302025
-100%vs 2023-7

Biggest increase

Total Liabilities+13.5%

£112.21K in 2023 to £127.33K in 2025

Biggest decrease

Employees-100%

7 in 2023 to 0 in 2025

LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.

Ratios from the filed figures

Calculated from LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS 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
46.20%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
53.80%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.

Financial history

Every indicator Okredo tracks, year by year.

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

Indicator20212022202320242025
Net Assets£218.06K101.43K110.64K90.01K109.35K
Total Assets£279.41K153.78K222.85K222.45K236.68K
Cash in Bank£–––––
Total Liabilities£61.35K52.35K112.21K132.44K127.33K
Employees98700

LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

Has LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED filed financial statements?

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Yes. Okredo holds filed figures for LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.

What net assets did LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED report in 2025?

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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED reported net assets of £109.35K for 2025. That compares with £90.01K in 2024, a change of 21.49%.

What total assets did LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED report in 2025?

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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED reported total assets of £236.68K for 2025. That compares with £222.45K in 2024, a change of 6.40%.

What total liabilities did LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED report in 2025?

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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED reported total liabilities of £127.33K for 2025. That compares with £132.44K in 2024, a change of -3.86%.

How many people does LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED employ?

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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED reported 0 employees in 2025, compared with 0 in 2024.

How have LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED financials changed over the last 3 years?

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Between 2023 and 2025, LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED's net assets fell by 1.2%, total assets rose by 6.2%, total liabilities rose by 13.5% and employee numbers fell by 100%. Net assets contracted at 0.6% a year across the two years to 2025, from £110.64K to £109.35K. Reported headcount went from 7 in 2023 to 0 in 2025 (-7).

Which years of LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED financial data are available?

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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.