MERCER & ASSOCIATES WEALTH MANAGEMENT LTD Financials
- Company number
- 06532938Copy
Copy - Registered office
- Heritage Place 1-2 Grosvenor Court,, Foregate Street, Chester CH1 1HG
- Incorporated
- 12/03/2008
Company snapshot
- Status
- Active
- Employees
- 6 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
39.73%vs 20232023: £598.10K
Total Assets
19.67%vs 20232023: £959.97K
Cash in Bank
13.10%vs 20232023: £252.00
Total Liabilities
-13.49%vs 20232023: £361.87K
Employees
-1vs 20232023: 7
In 2024, MERCER & ASSOCIATES WEALTH MANAGEMENT LTD reported net assets of £835.69K. The same filing shows total assets of £1.15M, cash in bank of £285.00 and total liabilities of £313.07K. Reported headcount was 6 in 2024. Net Assets rose from £598.10K in 2023 to £835.69K in 2024 (39.73%). 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
39.73%from £598.10K 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 MERCER & ASSOCIATES WEALTH MANAGEMENT LTD filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+170%vs 2022+64.2% a year compound (CAGR)
Cash in Bank
+54.1%vs 2022+24.1% a year compound (CAGR)
Total Assets
+41.8%vs 2022+19.1% a year compound (CAGR)
Total Liabilities
-37.4%vs 2022-20.9% a year compound (CAGR)
Employees
-25%vs 2022-2Biggest increase
Net Assets+170%
£309.83K in 2022 to £835.69K in 2024
Biggest decrease
Total Liabilities-37.4%
£500.20K in 2022 to £313.07K in 2024
MERCER & ASSOCIATES WEALTH MANAGEMENT LTD'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 MERCER & ASSOCIATES WEALTH MANAGEMENT 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
- 72.75%2024
- Liabilities to total assets
- 27.25%2024
- Cash to liabilities
- 0.09%2024
- Cash to total assets
- 0.02%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 MERCER & ASSOCIATES WEALTH MANAGEMENT LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 239.62K | 309.83K | 598.10K | 835.69K |
| Total Assets£ | 690.24K | 810.03K | 959.97K | 1.15M |
| Cash in Bank£ | 114.23K | 185.00 | 252.00 | 285.00 |
| Total Liabilities£ | 450.61K | 500.20K | 361.87K | 313.07K |
| Employees | 8 | 8 | 7 | 6 |
MERCER & ASSOCIATES WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has MERCER & ASSOCIATES WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for MERCER & ASSOCIATES WEALTH MANAGEMENT LTD covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did MERCER & ASSOCIATES WEALTH MANAGEMENT LTD report in 2024?
MERCER & ASSOCIATES WEALTH MANAGEMENT LTD reported net assets of £835.69K for 2024. That compares with £598.10K in 2023, a change of 39.73%.
What total assets did MERCER & ASSOCIATES WEALTH MANAGEMENT LTD report in 2024?
MERCER & ASSOCIATES WEALTH MANAGEMENT LTD reported total assets of £1.15M for 2024. That compares with £959.97K in 2023, a change of 19.67%.
What cash in bank did MERCER & ASSOCIATES WEALTH MANAGEMENT LTD report in 2024?
MERCER & ASSOCIATES WEALTH MANAGEMENT LTD reported cash in bank of £285.00 for 2024. That compares with £252.00 in 2023, a change of 13.10%.
How many people does MERCER & ASSOCIATES WEALTH MANAGEMENT LTD employ?
MERCER & ASSOCIATES WEALTH MANAGEMENT LTD reported 6 employees in 2024, compared with 7 in 2023.
How have MERCER & ASSOCIATES WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2022 and 2024, MERCER & ASSOCIATES WEALTH MANAGEMENT LTD's net assets rose by 170%, cash in bank rose by 54.1%, total assets rose by 41.8% and total liabilities fell by 37.4%. Net assets compounded at 64.2% a year across the two years to 2024, from £309.83K to £835.69K. Reported headcount went from 8 in 2022 to 6 in 2024 (-2).
Which years of MERCER & ASSOCIATES WEALTH MANAGEMENT LTD 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.