PRESTIGE WEALTH PLANNING LIMITED Financials
- Company number
- 05446805Copy
Copy - Registered office
- 13 Linemans View, Broad Reach Mews, Shoreham-By-Sea, West Sussex BN43 5EH
- Incorporated
- 09/05/2005
Company snapshot
- Status
- Active
- Employees
- 1 (2026)
- Latest financial data
- 2026
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
-3.95%vs 20252025: £183.91K
Total Assets
-2.38%vs 20252025: £190.60K
Cash in Bank
-52.24%vs 20232023: £132.64K
Total Liabilities
40.61%vs 20252025: £6.69K
Employees
0vs 20252025: 1
In 2026, PRESTIGE WEALTH PLANNING LIMITED reported net assets of £176.65K. The same filing shows total assets of £186.05K, cash in bank of £63.34K and total liabilities of £9.41K. Reported headcount was 1 in 2026. Cash in Bank fell from £132.64K in 2023 to £63.34K in 2024 (-52.24%). 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
-3.95%from £183.91K 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 PRESTIGE WEALTH PLANNING LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
-0.3%vs 2024-0.1% a year compound (CAGR)
Total Assets
-2.3%vs 2024-1.1% a year compound (CAGR)
Total Liabilities
-28.8%vs 2024-15.6% a year compound (CAGR)
Employees
-50%vs 2024-1Biggest decrease
Employees-50%
2 in 2024 to 1 in 2026
Every indicator Okredo holds for PRESTIGE WEALTH PLANNING LIMITED fell between 2024 and 2026. The steepest fall came in employee numbers, pointing to a smaller workforce, with net assets, total assets and total liabilities falling alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PRESTIGE WEALTH 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
- 94.94%2026
- Liabilities to total assets
- 5.06%2026
- Cash to liabilities
- 479.62%2024
- Cash to total assets
- 33.28%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 PRESTIGE WEALTH PLANNING 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£ | 204.60K | 185.07K | 177.13K | 183.91K | 176.65K |
| Total Assets£ | 521.26K | 272.44K | 190.34K | 190.60K | 186.05K |
| Cash in Bank£ | 324.34K | 132.64K | 63.34K | – | – |
| Total Liabilities£ | 316.66K | 87.37K | 13.21K | 6.69K | 9.41K |
| Employees | 8 | 6 | 2 | 1 | 1 |
PRESTIGE WEALTH PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PRESTIGE WEALTH PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for PRESTIGE WEALTH PLANNING LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did PRESTIGE WEALTH PLANNING LIMITED report in 2026?
PRESTIGE WEALTH PLANNING LIMITED reported net assets of £176.65K for 2026. That compares with £183.91K in 2025, a change of -3.95%.
What total assets did PRESTIGE WEALTH PLANNING LIMITED report in 2026?
PRESTIGE WEALTH PLANNING LIMITED reported total assets of £186.05K for 2026. That compares with £190.60K in 2025, a change of -2.38%.
What cash in bank did PRESTIGE WEALTH PLANNING LIMITED report in 2024?
PRESTIGE WEALTH PLANNING LIMITED reported cash in bank of £63.34K for 2024. That compares with £132.64K in 2023, a change of -52.24%.
How many people does PRESTIGE WEALTH PLANNING LIMITED employ?
PRESTIGE WEALTH PLANNING LIMITED reported 1 employee in 2026, compared with 1 in 2025.
How have PRESTIGE WEALTH PLANNING LIMITED financials changed over the last 3 years?
Between 2024 and 2026, PRESTIGE WEALTH PLANNING LIMITED's net assets fell by 0.3%, total assets fell by 2.3%, total liabilities fell by 28.8% and employee numbers fell by 50%. Net assets contracted at 0.1% a year across the two years to 2026, from £177.13K to £176.65K. Reported headcount went from 2 in 2024 to 1 in 2026 (-1).
Which years of PRESTIGE WEALTH PLANNING 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.