PRIME WEALTH PLANNING LIMITED Financials
- Company number
- 08003140Copy
Copy - Registered office
- 5 Argosy Court, Scimitar Way Whitley Business Park, Coventry, West Midlands CV3 4GA
- Incorporated
- 23/03/2012
Company snapshot
- Status
- Active
- Employees
- 7 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-5.34%vs 20242024: £261.11K
Total Assets
-1.15%vs 20242024: £339.23K
Cash in Bank
-4.59%vs 20242024: £239.11K
Total Liabilities
12.86%vs 20242024: £78.12K
Employees
+1vs 20242024: 6
In 2025, PRIME WEALTH PLANNING LIMITED reported net assets of £247.17K. The same filing shows total assets of £335.33K, cash in bank of £228.13K and total liabilities of £88.17K. Reported headcount was 7 in 2025. Net Assets fell from £261.11K in 2024 to £247.17K in 2025 (-5.34%). Okredo holds filed figures for 2021–2025; 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
-5.34%from £261.11K in 2024Year-on-year change
Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures PRIME WEALTH PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
-14.7%vs 2023-7.6% a year compound (CAGR)
Total Assets
-18.2%vs 2023-9.5% a year compound (CAGR)
Total Liabilities
-26.5%vs 2023-14.3% a year compound (CAGR)
Employees
0%vs 2023Biggest decrease
Total Liabilities-26.5%
£120.04K in 2023 to £88.17K in 2025
Every measure that changed in PRIME WEALTH PLANNING LIMITED's filings between 2023 and 2025 fell. The steepest fall came in total liabilities, pointing to lighter outstanding obligations, with net assets and total assets falling alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PRIME 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
- 73.71%2025
- Liabilities to total assets
- 26.29%2025
- Cash to liabilities
- 258.75%2025
- Cash to total assets
- 68.03%2025
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 PRIME WEALTH PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 196.96K | 158.71K | 289.68K | 261.11K | 247.17K |
| Total Assets£ | 251.06K | 241.79K | 409.72K | 339.23K | 335.33K |
| Cash in Bank£ | – | – | – | 239.11K | 228.13K |
| Total Liabilities£ | 54.09K | 83.08K | 120.04K | 78.12K | 88.17K |
| Employees | 6 | 6 | 7 | 6 | 7 |
PRIME WEALTH PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PRIME WEALTH PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for PRIME WEALTH PLANNING LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did PRIME WEALTH PLANNING LIMITED report in 2025?
PRIME WEALTH PLANNING LIMITED reported net assets of £247.17K for 2025. That compares with £261.11K in 2024, a change of -5.34%.
What total assets did PRIME WEALTH PLANNING LIMITED report in 2025?
PRIME WEALTH PLANNING LIMITED reported total assets of £335.33K for 2025. That compares with £339.23K in 2024, a change of -1.15%.
What cash in bank did PRIME WEALTH PLANNING LIMITED report in 2025?
PRIME WEALTH PLANNING LIMITED reported cash in bank of £228.13K for 2025. That compares with £239.11K in 2024, a change of -4.59%.
How many people does PRIME WEALTH PLANNING LIMITED employ?
PRIME WEALTH PLANNING LIMITED reported 7 employees in 2025, compared with 6 in 2024.
How have PRIME WEALTH PLANNING LIMITED financials changed over the last 3 years?
Between 2023 and 2025, PRIME WEALTH PLANNING LIMITED's net assets fell by 14.7%, total assets fell by 18.2%, total liabilities fell by 26.5% and employee numbers was unchanged. Net assets contracted at 7.6% a year across the two years to 2025, from £289.68K to £247.17K. Reported headcount went from 7 in 2023 to 7 in 2025.
Which years of PRIME WEALTH PLANNING LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.