PROFESSIONAL FINANCIAL PLANNERS LIMITED Financials
- Company number
- SC327610Copy
Copy - Registered office
- 2 Bon Accord Square, Aberdeen, AB11 6DJ
- Incorporated
- 11/07/2007
Company snapshot
- Status
- Active
- Employees
- 4 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-0.23%vs 20242024: £2.38M
Total Assets
-0.62%vs 20242024: £2.48M
Cash in Bank
-22.56%vs 20242024: £692.63K
Total Liabilities
-10.47%vs 20242024: £93.17K
Employees
0vs 20242024: 4
In 2025, PROFESSIONAL FINANCIAL PLANNERS LIMITED reported net assets of £2.38M. The same filing shows total assets of £2.46M, cash in bank of £536.36K and total liabilities of £83.41K. Reported headcount was 4 in 2025. Cash in Bank fell from £692.63K in 2024 to £536.36K in 2025 (-22.56%). 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
-0.23%from £2.38M 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 PROFESSIONAL FINANCIAL PLANNERS LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+6.9%vs 2023+3.4% a year compound (CAGR)
Cash in Bank
+1%vs 2023+0.5% a year compound (CAGR)
Total Assets
+6.8%vs 2023+3.3% a year compound (CAGR)
Total Liabilities
+2.8%vs 2023+1.4% a year compound (CAGR)
Employees
0%vs 2023Biggest increase
Net Assets+6.9%
£2.23M in 2023 to £2.38M in 2025
Every measure that changed in PROFESSIONAL FINANCIAL PLANNERS LIMITED's filings between 2023 and 2025 rose. The steepest rise came in net assets, pointing to a strengthening balance sheet, with cash in bank, total assets and total liabilities climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PROFESSIONAL FINANCIAL PLANNERS 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
- 96.61%2025
- Liabilities to total assets
- 3.39%2025
- Cash to liabilities
- 643.01%2025
- Cash to total assets
- 21.78%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 PROFESSIONAL FINANCIAL PLANNERS 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£ | 2.18M | 2.38M | 2.23M | 2.38M | 2.38M |
| Total Assets£ | 1.71M | 2.42M | 2.31M | 2.48M | 2.46M |
| Cash in Bank£ | 512.22K | 717.66K | 530.82K | 692.63K | 536.36K |
| Total Liabilities£ | 0.00 | 44.66K | 81.16K | 93.17K | 83.41K |
| Employees | 4 | 4 | 4 | 4 | 4 |
PROFESSIONAL FINANCIAL PLANNERS LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PROFESSIONAL FINANCIAL PLANNERS LIMITED filed financial statements?
Yes. Okredo holds filed figures for PROFESSIONAL FINANCIAL PLANNERS LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did PROFESSIONAL FINANCIAL PLANNERS LIMITED report in 2025?
PROFESSIONAL FINANCIAL PLANNERS LIMITED reported net assets of £2.38M for 2025. That compares with £2.38M in 2024, a change of -0.23%.
What total assets did PROFESSIONAL FINANCIAL PLANNERS LIMITED report in 2025?
PROFESSIONAL FINANCIAL PLANNERS LIMITED reported total assets of £2.46M for 2025. That compares with £2.48M in 2024, a change of -0.62%.
What cash in bank did PROFESSIONAL FINANCIAL PLANNERS LIMITED report in 2025?
PROFESSIONAL FINANCIAL PLANNERS LIMITED reported cash in bank of £536.36K for 2025. That compares with £692.63K in 2024, a change of -22.56%.
How many people does PROFESSIONAL FINANCIAL PLANNERS LIMITED employ?
PROFESSIONAL FINANCIAL PLANNERS LIMITED reported 4 employees in 2025, compared with 4 in 2024.
How have PROFESSIONAL FINANCIAL PLANNERS LIMITED financials changed over the last 3 years?
Between 2023 and 2025, PROFESSIONAL FINANCIAL PLANNERS LIMITED's net assets rose by 6.9%, cash in bank rose by 1%, total assets rose by 6.8% and total liabilities rose by 2.8%. Net assets compounded at 3.4% a year across the two years to 2025, from £2.23M to £2.38M. Reported headcount went from 4 in 2023 to 4 in 2025.
Which years of PROFESSIONAL FINANCIAL PLANNERS 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.