MACKENZIE FINANCIAL PLANNING LIMITED Financials
- Company number
- 07435509Copy
Copy - Registered office
- The Bull Yard, R/O 75 High Street, Ashford, Kent TN24 8SN
- Incorporated
- 10/11/2010
Company snapshot
- Status
- Active
- Employees
- 0 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
312.34%vs 20242024: £7.13K
Total Assets
121.71%vs 20242024: £30.24K
Cash in Bank
136.10%vs 20242024: £23.21K
Total Liabilities
62.88%vs 20242024: £23.11K
Employees
0vs 20242024: 0
In 2025, MACKENZIE FINANCIAL PLANNING LIMITED reported net assets of £29.40K. The same filing shows total assets of £67.04K, cash in bank of £54.79K and total liabilities of £37.64K. Reported headcount was 0 in 2025. Total Assets rose from £30.24K in 2024 to £67.04K in 2025 (121.71%). 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
312.34%from £7.13K 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 MACKENZIE FINANCIAL PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+58.8%vs 2023+26% a year compound (CAGR)
Cash in Bank
+105%vs 2023+43.2% a year compound (CAGR)
Total Assets
+42.2%vs 2023+19.2% a year compound (CAGR)
Total Liabilities
+31.5%vs 2023+14.7% a year compound (CAGR)
Employees
-100%vs 2023-5Biggest increase
Cash in Bank+105%
£26.74K in 2023 to £54.79K in 2025
Biggest decrease
Employees-100%
5 in 2023 to 0 in 2025
MACKENZIE FINANCIAL PLANNING LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, 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 MACKENZIE 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
- 43.86%2025
- Liabilities to total assets
- 56.14%2025
- Cash to liabilities
- 145.58%2025
- Cash to total assets
- 81.73%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 MACKENZIE 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 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 47.23K | 34.96K | 18.52K | 7.13K | 29.40K |
| Total Assets£ | 78.20K | 65.86K | 47.14K | 30.24K | 67.04K |
| Cash in Bank£ | 47.12K | 42.62K | 26.74K | 23.21K | 54.79K |
| Total Liabilities£ | 25.20K | 26.61K | 28.63K | 23.11K | 37.64K |
| Employees | 4 | 5 | 5 | 0 | 0 |
MACKENZIE FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has MACKENZIE FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for MACKENZIE FINANCIAL PLANNING LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did MACKENZIE FINANCIAL PLANNING LIMITED report in 2025?
MACKENZIE FINANCIAL PLANNING LIMITED reported net assets of £29.40K for 2025. That compares with £7.13K in 2024, a change of 312.34%.
What total assets did MACKENZIE FINANCIAL PLANNING LIMITED report in 2025?
MACKENZIE FINANCIAL PLANNING LIMITED reported total assets of £67.04K for 2025. That compares with £30.24K in 2024, a change of 121.71%.
What cash in bank did MACKENZIE FINANCIAL PLANNING LIMITED report in 2025?
MACKENZIE FINANCIAL PLANNING LIMITED reported cash in bank of £54.79K for 2025. That compares with £23.21K in 2024, a change of 136.10%.
How many people does MACKENZIE FINANCIAL PLANNING LIMITED employ?
MACKENZIE FINANCIAL PLANNING LIMITED reported 0 employees in 2025, compared with 0 in 2024.
How have MACKENZIE FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2023 and 2025, MACKENZIE FINANCIAL PLANNING LIMITED's net assets rose by 58.8%, cash in bank rose by 105%, total assets rose by 42.2% and total liabilities rose by 31.5%. Net assets compounded at 26% a year across the two years to 2025, from £18.52K to £29.40K. Reported headcount went from 5 in 2023 to 0 in 2025 (-5).
Which years of MACKENZIE FINANCIAL PLANNING 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.