O'CONNOR WEALTH MANAGEMENT LIMITED Financials
- Company number
- 05643785Copy
Copy - Registered office
- Unit 9 Brook Park Gaddesby Lane, Rearsby, Leicester LE7 4ZB
- Incorporated
- 02/12/2005
Company snapshot
- Status
- Active
- Employees
- 5 (2026)
- Latest financial data
- 2026
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
31.34%vs 20252025: £328.64K
Total Assets
26.25%vs 20252025: £479.13K
Cash in Bank
167.69%vs 20252025: £95.94K
Total Liabilities
34.25%vs 20252025: £101.94K
Employees
-2vs 20252025: 7
In 2026, O'CONNOR WEALTH MANAGEMENT LIMITED reported net assets of £431.65K. The same filing shows total assets of £604.92K, cash in bank of £256.83K and total liabilities of £136.86K. Reported headcount was 5 in 2026. Cash in Bank rose from £95.94K in 2025 to £256.83K in 2026 (167.69%). Okredo holds filed figures for 2022–2026; 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
31.34%from £328.64K in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures O'CONNOR WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
+25.9%vs 2024+12.2% a year compound (CAGR)
Cash in Bank
+99.7%vs 2024+41.3% a year compound (CAGR)
Total Assets
+11.2%vs 2024+5.5% a year compound (CAGR)
Total Liabilities
+0.4%vs 2024+0.2% a year compound (CAGR)
Employees
-37.5%vs 2024-3Biggest increase
Cash in Bank+99.7%
£128.60K in 2024 to £256.83K in 2026
Biggest decrease
Employees-37.5%
8 in 2024 to 5 in 2026
O'CONNOR WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2024 and 2026. 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 O'CONNOR 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
- 71.36%2026
- Liabilities to total assets
- 22.62%2026
- Cash to liabilities
- 187.65%2026
- Cash to total assets
- 42.46%2026
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 O'CONNOR WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 373.22K | 350.21K | 342.84K | 328.64K | 431.65K |
| Total Assets£ | 606.62K | 575.83K | 543.90K | 479.13K | 604.92K |
| Cash in Bank£ | 121.35K | 85.60K | 128.60K | 95.94K | 256.83K |
| Total Liabilities£ | 118.32K | 139.31K | 136.34K | 101.94K | 136.86K |
| Employees | 9 | 8 | 8 | 7 | 5 |
O'CONNOR WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has O'CONNOR WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for O'CONNOR WEALTH MANAGEMENT LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did O'CONNOR WEALTH MANAGEMENT LIMITED report in 2026?
O'CONNOR WEALTH MANAGEMENT LIMITED reported net assets of £431.65K for 2026. That compares with £328.64K in 2025, a change of 31.34%.
What total assets did O'CONNOR WEALTH MANAGEMENT LIMITED report in 2026?
O'CONNOR WEALTH MANAGEMENT LIMITED reported total assets of £604.92K for 2026. That compares with £479.13K in 2025, a change of 26.25%.
What cash in bank did O'CONNOR WEALTH MANAGEMENT LIMITED report in 2026?
O'CONNOR WEALTH MANAGEMENT LIMITED reported cash in bank of £256.83K for 2026. That compares with £95.94K in 2025, a change of 167.69%.
How many people does O'CONNOR WEALTH MANAGEMENT LIMITED employ?
O'CONNOR WEALTH MANAGEMENT LIMITED reported 5 employees in 2026, compared with 7 in 2025.
How have O'CONNOR WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2024 and 2026, O'CONNOR WEALTH MANAGEMENT LIMITED's net assets rose by 25.9%, cash in bank rose by 99.7%, total assets rose by 11.2% and total liabilities rose by 0.4%. Net assets compounded at 12.2% a year across the two years to 2026, from £342.84K to £431.65K. Reported headcount went from 8 in 2024 to 5 in 2026 (-3).
Which years of O'CONNOR WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.