PINNACLE FINANCIAL PLANNING LIMITED Financials
- Company number
- 06754206Copy
Copy - Registered office
- 1-2 Chestnut Court Jill Lane, Sambourne, Redditch, Worcestershire B96 6EW
- Incorporated
- 20/11/2008
Company snapshot
- Status
- Active
- Employees
- 20 (2026)
- Latest financial data
- 2026
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2026.
Net Assets
15.68%vs 20252025: £2.40M
Total Assets
16.34%vs 20252025: £2.88M
Cash in Bank
16.58%vs 20252025: £2.80M
Total Liabilities
20.08%vs 20252025: £476.10K
Employees
+1vs 20252025: 19
In 2026, PINNACLE FINANCIAL PLANNING LIMITED reported net assets of £2.78M. The same filing shows total assets of £3.35M, cash in bank of £3.26M and total liabilities of £571.68K. Reported headcount was 20 in 2026. Total Assets rose from £2.88M in 2025 to £3.35M in 2026 (16.34%). Okredo holds filed figures for 2021–2026; 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
15.68%from £2.40M in 2025Year-on-year change
Net Assets as filed for 2021–2026. Every figure in this chart is also in the financial history table.
Ratios from the filed figures
Calculated from PINNACLE 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
- 82.83%2026
- Liabilities to total assets
- 17.06%2026
- Cash to liabilities
- 570.81%2026
- Cash to total assets
- 97.40%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 PINNACLE FINANCIAL PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 651.19K | 1.33M | 1.64M | 2.40M | 2.78M |
| Total Assets£ | – | – | – | 2.88M | 3.35M |
| Cash in Bank£ | 1.21M | 1.65M | 1.83M | 2.80M | 3.26M |
| Total Liabilities£ | – | – | – | 476.10K | 571.68K |
| Employees | 1,000 | 1,000 | 1,200 | 19 | 20 |
PINNACLE FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PINNACLE FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for PINNACLE FINANCIAL PLANNING LIMITED covering 2021–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did PINNACLE FINANCIAL PLANNING LIMITED report in 2026?
PINNACLE FINANCIAL PLANNING LIMITED reported net assets of £2.78M for 2026. That compares with £2.40M in 2025, a change of 15.68%.
What total assets did PINNACLE FINANCIAL PLANNING LIMITED report in 2026?
PINNACLE FINANCIAL PLANNING LIMITED reported total assets of £3.35M for 2026. That compares with £2.88M in 2025, a change of 16.34%.
What cash in bank did PINNACLE FINANCIAL PLANNING LIMITED report in 2026?
PINNACLE FINANCIAL PLANNING LIMITED reported cash in bank of £3.26M for 2026. That compares with £2.80M in 2025, a change of 16.58%.
How many people does PINNACLE FINANCIAL PLANNING LIMITED employ?
PINNACLE FINANCIAL PLANNING LIMITED reported 20 employees in 2026, compared with 19 in 2025.
Which years of PINNACLE FINANCIAL PLANNING LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.