SAVE & INVEST (FINANCIAL PLANNING) LIMITED Financials
- Company number
- SC113651Copy
Copy - Registered office
- 100 West Regent Street, Glasgow, G2 2QD
- Incorporated
- 30/09/1988
Company snapshot
- Status
- Active
- Employees
- 21 (2024)
- Latest financial data
- 2024
- Accounts type
- Audit Exemption Subsidiary
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
26.53%vs 20232023: £3.82M
Total Assets
16.02%vs 20232023: £4.45M
Cash in Bank
-64.86%vs 20232023: £1.49M
Total Liabilities
-47.93%vs 20232023: £627.50K
Employees
0vs 20232023: 21
In 2024, SAVE & INVEST (FINANCIAL PLANNING) LIMITED reported net assets of £4.83M. The same filing shows total assets of £5.16M, cash in bank of £524.67K and total liabilities of £326.73K. Reported headcount was 21 in 2024. Net Assets rose from £3.82M in 2023 to £4.83M in 2024 (26.53%). Okredo holds filed figures for 2021–2024; 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
26.53%from £3.82M in 2023Year-on-year change
Net Assets as filed for 2021–2024. Every figure in this chart is also in the financial history table.
3-year financial trend (2022–2024)
How the figures SAVE & INVEST (FINANCIAL PLANNING) LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+70.3%vs 2022+30.5% a year compound (CAGR)
Cash in Bank
-74%vs 2022-49% a year compound (CAGR)
Total Assets
+52.6%vs 2022+23.5% a year compound (CAGR)
Total Liabilities
-39.7%vs 2022-22.4% a year compound (CAGR)
Employees
-8.7%vs 2022-2Biggest increase
Net Assets+70.3%
£2.84M in 2022 to £4.83M in 2024
Biggest decrease
Cash in Bank-74%
£2.02M in 2022 to £524.67K in 2024
SAVE & INVEST (FINANCIAL PLANNING) LIMITED's filings pull in both directions between 2022 and 2024. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in cash in bank, pointing to a tighter cash position. See the full year-by-year figures.
Ratios from the filed figures
Calculated from SAVE & INVEST (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
- 93.66%2024
- Liabilities to total assets
- 6.34%2024
- Cash to liabilities
- 160.58%2024
- Cash to total assets
- 10.17%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 SAVE & INVEST (FINANCIAL PLANNING) LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 2.56M | 2.84M | 3.82M | 4.83M |
| Total Assets£ | 3.36M | 3.38M | 4.45M | 5.16M |
| Cash in Bank£ | 2.17M | 2.02M | 1.49M | 524.67K |
| Total Liabilities£ | 806.01K | 541.91K | 627.50K | 326.73K |
| Employees | 0 | 23 | 21 | 21 |
SAVE & INVEST (FINANCIAL PLANNING) LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has SAVE & INVEST (FINANCIAL PLANNING) LIMITED filed financial statements?
Yes. Okredo holds filed figures for SAVE & INVEST (FINANCIAL PLANNING) LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did SAVE & INVEST (FINANCIAL PLANNING) LIMITED report in 2024?
SAVE & INVEST (FINANCIAL PLANNING) LIMITED reported net assets of £4.83M for 2024. That compares with £3.82M in 2023, a change of 26.53%.
What total assets did SAVE & INVEST (FINANCIAL PLANNING) LIMITED report in 2024?
SAVE & INVEST (FINANCIAL PLANNING) LIMITED reported total assets of £5.16M for 2024. That compares with £4.45M in 2023, a change of 16.02%.
What cash in bank did SAVE & INVEST (FINANCIAL PLANNING) LIMITED report in 2024?
SAVE & INVEST (FINANCIAL PLANNING) LIMITED reported cash in bank of £524.67K for 2024. That compares with £1.49M in 2023, a change of -64.86%.
How many people does SAVE & INVEST (FINANCIAL PLANNING) LIMITED employ?
SAVE & INVEST (FINANCIAL PLANNING) LIMITED reported 21 employees in 2024, compared with 21 in 2023.
How have SAVE & INVEST (FINANCIAL PLANNING) LIMITED financials changed over the last 3 years?
Between 2022 and 2024, SAVE & INVEST (FINANCIAL PLANNING) LIMITED's net assets rose by 70.3%, cash in bank fell by 74%, total assets rose by 52.6% and total liabilities fell by 39.7%. Net assets compounded at 30.5% a year across the two years to 2024, from £2.84M to £4.83M. Reported headcount went from 23 in 2022 to 21 in 2024 (-2).
Which years of SAVE & INVEST (FINANCIAL PLANNING) LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.