PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED Financials
- Company number
- 09865585Copy
Copy - Registered office
- 1 Angel Court, London EC2R 7HJ
- Incorporated
- 10/11/2015
Company snapshot
- Status
- Active
- Employees
- 33 (2023)
- Latest financial data
- 2023
- Accounts type
- Audit Exemption Subsidiary
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2023.
Net Assets
-7.30%vs 20222022: £961.52K
Total Assets
18.79%vs 20212021: £1.27M
Cash in Bank
-41.77%vs 20222022: £650.91K
Total Liabilities
10.85%vs 20212021: £498.65K
Employees
-1vs 20222022: 34
In 2023, PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED reported net assets of £891.34K. The same filing shows total assets of £1.51M, cash in bank of £379.00K and total liabilities of £552.76K. Reported headcount was 33 in 2023. Cash in Bank fell from £650.91K in 2022 to £379.00K in 2023 (-41.77%). Okredo holds filed figures for 2021–2023; 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
-7.30%from £961.52K in 2022Year-on-year change
Net Assets as filed for 2021–2023. Every figure in this chart is also in the financial history table.
3-year financial trend (2021–2023)
How the figures PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED filed moved across the three reported years 2021, 2022 and 2023 — measured end to end rather than year on year.
Net Assets
+14.9%vs 2021+7.2% a year compound (CAGR)
Cash in Bank
-24.6%vs 2021-13.2% a year compound (CAGR)
Employees
-5.7%vs 2021-2Biggest increase
Net Assets+14.9%
£776.06K in 2021 to £891.34K in 2023
Biggest decrease
Cash in Bank-24.6%
£502.81K in 2021 to £379.00K in 2023
PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED's filings pull in both directions between 2021 and 2023. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in cash in bank, pointing to a tighter cash position. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PARTNERS WEALTH MANAGEMENT SOLUTIONS 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
- 63.50%2022
- Liabilities to total assets
- 36.50%2022
- Cash to liabilities
- 117.76%2022
- Cash to total assets
- 42.98%2022
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 PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 |
|---|---|---|---|
| Net Assets£ | 776.06K | 961.52K | 891.34K |
| Total Assets£ | 1.27M | 1.51M | – |
| Cash in Bank£ | 502.81K | 650.91K | 379.00K |
| Total Liabilities£ | 498.65K | 552.76K | – |
| Employees | 35 | 34 | 33 |
PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED filed financial statements?
Yes. Okredo holds filed figures for PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED covering 2021–2023, across 5 reported indicators. The most recent reported year is 2023.
What net assets did PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED report in 2023?
PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED reported net assets of £891.34K for 2023. That compares with £961.52K in 2022, a change of -7.30%.
What total assets did PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED report in 2022?
PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED reported total assets of £1.51M for 2022. That compares with £1.27M in 2021, a change of 18.79%.
What cash in bank did PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED report in 2023?
PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED reported cash in bank of £379.00K for 2023. That compares with £650.91K in 2022, a change of -41.77%.
How many people does PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED employ?
PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED reported 33 employees in 2023, compared with 34 in 2022.
How have PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED financials changed over the last 3 years?
Between 2021 and 2023, PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED's net assets rose by 14.9%, cash in bank fell by 24.6% and employee numbers fell by 5.7%. Net assets compounded at 7.2% a year across the two years to 2023, from £776.06K to £891.34K. Reported headcount went from 35 in 2021 to 33 in 2023 (-2).
Which years of PARTNERS WEALTH MANAGEMENT SOLUTIONS LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.