PERSPECTIVE (WEALTH EXPERTS) LIMITED Financials
- Company number
- 05918247Copy
Copy - Registered office
- Lancaster House Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY
- Incorporated
- 29/08/2006
Company snapshot
- Status
- Active
- Employees
- 22 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
36.38%vs 20232023: £274.58K
Total Assets
-21.41%vs 20232023: £866.84K
Cash in Bank
5.59%vs 20232023: £589.24K
Total Liabilities
-48.58%vs 20232023: £589.41K
Employees
+2vs 20232023: 20
In 2024, PERSPECTIVE (WEALTH EXPERTS) LIMITED reported net assets of £374.46K. The same filing shows total assets of £681.24K, cash in bank of £622.20K and total liabilities of £303.10K. Reported headcount was 22 in 2024. Total Liabilities fell from £589.41K in 2023 to £303.10K in 2024 (-48.58%). 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
36.38%from £274.58K 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 PERSPECTIVE (WEALTH EXPERTS) LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+45.3%vs 2022+20.5% a year compound (CAGR)
Cash in Bank
+40.8%vs 2022+18.7% a year compound (CAGR)
Total Assets
+47.9%vs 2022+21.6% a year compound (CAGR)
Total Liabilities
+50%vs 2022+22.5% a year compound (CAGR)
Employees
+22.2%vs 2022+4Biggest increase
Total Liabilities+50%
£202.05K in 2022 to £303.10K in 2024
Every indicator Okredo holds for PERSPECTIVE (WEALTH EXPERTS) LIMITED rose between 2022 and 2024. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, with net assets, cash in bank, total assets and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PERSPECTIVE (WEALTH EXPERTS) 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
- 54.97%2024
- Liabilities to total assets
- 44.49%2024
- Cash to liabilities
- 205.28%2024
- Cash to total assets
- 91.33%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 PERSPECTIVE (WEALTH EXPERTS) LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 105.86K | 257.76K | 274.58K | 374.46K |
| Total Assets£ | 224.11K | 460.49K | 866.84K | 681.24K |
| Cash in Bank£ | 188.31K | 441.83K | 589.24K | 622.20K |
| Total Liabilities£ | 114.81K | 202.05K | 589.41K | 303.10K |
| Employees | 8 | 18 | 20 | 22 |
PERSPECTIVE (WEALTH EXPERTS) LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PERSPECTIVE (WEALTH EXPERTS) LIMITED filed financial statements?
Yes. Okredo holds filed figures for PERSPECTIVE (WEALTH EXPERTS) LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did PERSPECTIVE (WEALTH EXPERTS) LIMITED report in 2024?
PERSPECTIVE (WEALTH EXPERTS) LIMITED reported net assets of £374.46K for 2024. That compares with £274.58K in 2023, a change of 36.38%.
What total assets did PERSPECTIVE (WEALTH EXPERTS) LIMITED report in 2024?
PERSPECTIVE (WEALTH EXPERTS) LIMITED reported total assets of £681.24K for 2024. That compares with £866.84K in 2023, a change of -21.41%.
What cash in bank did PERSPECTIVE (WEALTH EXPERTS) LIMITED report in 2024?
PERSPECTIVE (WEALTH EXPERTS) LIMITED reported cash in bank of £622.20K for 2024. That compares with £589.24K in 2023, a change of 5.59%.
How many people does PERSPECTIVE (WEALTH EXPERTS) LIMITED employ?
PERSPECTIVE (WEALTH EXPERTS) LIMITED reported 22 employees in 2024, compared with 20 in 2023.
How have PERSPECTIVE (WEALTH EXPERTS) LIMITED financials changed over the last 3 years?
Between 2022 and 2024, PERSPECTIVE (WEALTH EXPERTS) LIMITED's net assets rose by 45.3%, cash in bank rose by 40.8%, total assets rose by 47.9% and total liabilities rose by 50%. Net assets compounded at 20.5% a year across the two years to 2024, from £257.76K to £374.46K. Reported headcount went from 18 in 2022 to 22 in 2024 (+4).
Which years of PERSPECTIVE (WEALTH EXPERTS) LIMITED 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.