LIBERTY WEALTH MANAGEMENT LIMITED Financials
- Company number
- 03783537Copy
Copy - Registered office
- 47b High Street, Ongar, Essex CM5 9DT
- Incorporated
- 07/06/1999
Company snapshot
- Status
- Active
- Employees
- 6 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-18.35%vs 20242024: £514.65K
Total Assets
-13.16%vs 20242024: £662.62K
Cash in Bank
0.23%vs 20242024: £211.07K
Total Liabilities
15.01%vs 20242024: £54.56K
Employees
0vs 20242024: 6
In 2025, LIBERTY WEALTH MANAGEMENT LIMITED reported net assets of £420.19K. The same filing shows total assets of £575.40K, cash in bank of £211.56K and total liabilities of £62.76K. Reported headcount was 6 in 2025. Net Assets fell from £514.65K in 2024 to £420.19K in 2025 (-18.35%). 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
-18.35%from £514.65K 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 LIBERTY WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
-36.4%vs 2023-20.2% a year compound (CAGR)
Cash in Bank
-20.1%vs 2023-10.6% a year compound (CAGR)
Total Assets
-28.9%vs 2023-15.7% a year compound (CAGR)
Total Liabilities
+14.2%vs 2023+6.8% a year compound (CAGR)
Employees
+20%vs 2023+1Biggest increase
Employees+20%
5 in 2023 to 6 in 2025
Biggest decrease
Net Assets-36.4%
£660.21K in 2023 to £420.19K in 2025
LIBERTY WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in employee numbers, pointing to an expanding team, 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 LIBERTY WEALTH MANAGEMENT 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
- 73.03%2025
- Liabilities to total assets
- 10.91%2025
- Cash to liabilities
- 337.12%2025
- Cash to total assets
- 36.77%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.
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 LIBERTY WEALTH MANAGEMENT LIMITED 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£ | 799.19K | 763.21K | 660.21K | 514.65K | 420.19K |
| Total Assets£ | 965.47K | 909.32K | 809.80K | 662.62K | 575.40K |
| Cash in Bank£ | 250.82K | 276.86K | 264.84K | 211.07K | 211.56K |
| Total Liabilities£ | 68.21K | 49.97K | 54.97K | 54.56K | 62.76K |
| Employees | 5 | 5 | 5 | 6 | 6 |
LIBERTY WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has LIBERTY WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for LIBERTY WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did LIBERTY WEALTH MANAGEMENT LIMITED report in 2025?
LIBERTY WEALTH MANAGEMENT LIMITED reported net assets of £420.19K for 2025. That compares with £514.65K in 2024, a change of -18.35%.
What total assets did LIBERTY WEALTH MANAGEMENT LIMITED report in 2025?
LIBERTY WEALTH MANAGEMENT LIMITED reported total assets of £575.40K for 2025. That compares with £662.62K in 2024, a change of -13.16%.
What cash in bank did LIBERTY WEALTH MANAGEMENT LIMITED report in 2025?
LIBERTY WEALTH MANAGEMENT LIMITED reported cash in bank of £211.56K for 2025. That compares with £211.07K in 2024, a change of 0.23%.
How many people does LIBERTY WEALTH MANAGEMENT LIMITED employ?
LIBERTY WEALTH MANAGEMENT LIMITED reported 6 employees in 2025, compared with 6 in 2024.
How have LIBERTY WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2023 and 2025, LIBERTY WEALTH MANAGEMENT LIMITED's net assets fell by 36.4%, cash in bank fell by 20.1%, total assets fell by 28.9% and total liabilities rose by 14.2%. Net assets contracted at 20.2% a year across the two years to 2025, from £660.21K to £420.19K. Reported headcount went from 5 in 2023 to 6 in 2025 (+1).
Which years of LIBERTY WEALTH MANAGEMENT LIMITED 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.