PRIVATE WEALTH MORTGAGES LIMITED Financials
- Company number
- 05603163Copy
Copy - Registered office
- St George's House, 25 Bridge Street, Walton-On-Thames KT12 1AF
- Incorporated
- 25/10/2005
Company snapshot
- Status
- Active
- Employees
- 9 (2026)
- Latest financial data
- 2026
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
40.83%vs 20252025: £377.14K
Total Assets
25.09%vs 20252025: £499.37K
Cash in Bank
18.97%vs 20252025: £287.99K
Total Liabilities
-23.47%vs 20252025: £122.23K
Employees
0vs 20252025: 9
In 2026, PRIVATE WEALTH MORTGAGES LIMITED reported net assets of £531.13K. The same filing shows total assets of £624.68K, cash in bank of £342.63K and total liabilities of £93.55K. Reported headcount was 9 in 2026. Net Assets rose from £377.14K in 2025 to £531.13K in 2026 (40.83%). 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
40.83%from £377.14K 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 PRIVATE WEALTH MORTGAGES LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
+56.7%vs 2024+25.2% a year compound (CAGR)
Cash in Bank
+44.3%vs 2024+20.1% a year compound (CAGR)
Total Assets
+40.9%vs 2024+18.7% a year compound (CAGR)
Total Liabilities
-10.6%vs 2024-5.4% a year compound (CAGR)
Employees
-18.2%vs 2024-2Biggest increase
Net Assets+56.7%
£338.88K in 2024 to £531.13K in 2026
Biggest decrease
Employees-18.2%
11 in 2024 to 9 in 2026
PRIVATE WEALTH MORTGAGES LIMITED's filings pull in both directions between 2024 and 2026. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PRIVATE WEALTH MORTGAGES 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
- 85.02%2026
- Liabilities to total assets
- 14.98%2026
- Cash to liabilities
- 366.25%2026
- Cash to total assets
- 54.85%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 PRIVATE WEALTH MORTGAGES 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£ | 335.68K | 352.34K | 338.88K | 377.14K | 531.13K |
| Total Assets£ | 443.79K | 447.83K | 443.50K | 499.37K | 624.68K |
| Cash in Bank£ | 223.85K | 290.32K | 237.44K | 287.99K | 342.63K |
| Total Liabilities£ | 108.11K | 95.49K | 104.62K | 122.23K | 93.55K |
| Employees | 13 | 13 | 11 | 9 | 9 |
PRIVATE WEALTH MORTGAGES LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PRIVATE WEALTH MORTGAGES LIMITED filed financial statements?
Yes. Okredo holds filed figures for PRIVATE WEALTH MORTGAGES LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did PRIVATE WEALTH MORTGAGES LIMITED report in 2026?
PRIVATE WEALTH MORTGAGES LIMITED reported net assets of £531.13K for 2026. That compares with £377.14K in 2025, a change of 40.83%.
What total assets did PRIVATE WEALTH MORTGAGES LIMITED report in 2026?
PRIVATE WEALTH MORTGAGES LIMITED reported total assets of £624.68K for 2026. That compares with £499.37K in 2025, a change of 25.09%.
What cash in bank did PRIVATE WEALTH MORTGAGES LIMITED report in 2026?
PRIVATE WEALTH MORTGAGES LIMITED reported cash in bank of £342.63K for 2026. That compares with £287.99K in 2025, a change of 18.97%.
How many people does PRIVATE WEALTH MORTGAGES LIMITED employ?
PRIVATE WEALTH MORTGAGES LIMITED reported 9 employees in 2026, compared with 9 in 2025.
How have PRIVATE WEALTH MORTGAGES LIMITED financials changed over the last 3 years?
Between 2024 and 2026, PRIVATE WEALTH MORTGAGES LIMITED's net assets rose by 56.7%, cash in bank rose by 44.3%, total assets rose by 40.9% and total liabilities fell by 10.6%. Net assets compounded at 25.2% a year across the two years to 2026, from £338.88K to £531.13K. Reported headcount went from 11 in 2024 to 9 in 2026 (-2).
Which years of PRIVATE WEALTH MORTGAGES 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.