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SCOTIA WEALTH MANAGEMENT LTD. Financials

Company number
SC267795Copy
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Registered office
36-38 Salamander Street, Edinburgh EH6 7HZ
Incorporated
12/05/2004

Company snapshot

Status
Active
Employees
13 (2025)
Latest financial data
2025
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2025.

Net Assets

£403.64K2025
14.77%vs 2024

2024: £351.68K

Total Assets

£537.25K2025
11.75%vs 2024

2024: £480.76K

Cash in Bank

£323.17K2025
81.71%vs 2024

2024: £177.85K

Total Liabilities

£109.21K2025
10.50%vs 2024

2024: £98.83K

Employees

132025
0vs 2024

2024: 13

In 2025, SCOTIA WEALTH MANAGEMENT LTD. reported net assets of £403.64K. The same filing shows total assets of £537.25K, cash in bank of £323.17K and total liabilities of £109.21K. Reported headcount was 13 in 2025. Cash in Bank rose from £177.85K in 2024 to £323.17K in 2025 (81.71%). 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

£403.64K2025
14.77%from £351.68K in 2024

Year-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 SCOTIA WEALTH MANAGEMENT LTD. filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£285.80K2023£403.64K2025
+41.2%vs 2023

+18.8% a year compound (CAGR)

Cash in Bank

£177.39K2023£323.17K2025
+82.2%vs 2023

+35% a year compound (CAGR)

Total Assets

£398.86K2023£537.25K2025
+34.7%vs 2023

+16.1% a year compound (CAGR)

Total Liabilities

£75.45K2023£109.21K2025
+44.8%vs 2023

+20.3% a year compound (CAGR)

Employees

112023132025
+18.2%vs 2023+2

Biggest increase

Cash in Bank+82.2%

£177.39K in 2023 to £323.17K in 2025

Every indicator Okredo holds for SCOTIA WEALTH MANAGEMENT LTD. rose between 2023 and 2025. The steepest rise came in cash in bank, pointing to a more liquid cash position, with net assets, total assets, total liabilities and employee numbers climbing alongside it. See the full year-by-year figures.

Ratios from the filed figures

Calculated from SCOTIA WEALTH MANAGEMENT LTD.'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
75.13%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.

Liabilities to total assets
20.33%2025

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.

Cash to liabilities
295.91%2025

Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.

Cash to total assets
60.15%2025

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 SCOTIA WEALTH MANAGEMENT LTD. by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£183.31K285.15K285.80K351.68K403.64K
Total Assets£242.17K401.71K398.86K480.76K537.25K
Cash in Bank£212.41K279.65K177.39K177.85K323.17K
Total Liabilities£52.62K68.53K75.45K98.83K109.21K
Employees1010111313

SCOTIA WEALTH MANAGEMENT LTD. financials: frequently asked questions

Answered from this company's own filed figures.

Has SCOTIA WEALTH MANAGEMENT LTD. filed financial statements?

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Yes. Okredo holds filed figures for SCOTIA WEALTH MANAGEMENT LTD. covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.

What net assets did SCOTIA WEALTH MANAGEMENT LTD. report in 2025?

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SCOTIA WEALTH MANAGEMENT LTD. reported net assets of £403.64K for 2025. That compares with £351.68K in 2024, a change of 14.77%.

What total assets did SCOTIA WEALTH MANAGEMENT LTD. report in 2025?

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SCOTIA WEALTH MANAGEMENT LTD. reported total assets of £537.25K for 2025. That compares with £480.76K in 2024, a change of 11.75%.

What cash in bank did SCOTIA WEALTH MANAGEMENT LTD. report in 2025?

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SCOTIA WEALTH MANAGEMENT LTD. reported cash in bank of £323.17K for 2025. That compares with £177.85K in 2024, a change of 81.71%.

How many people does SCOTIA WEALTH MANAGEMENT LTD. employ?

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SCOTIA WEALTH MANAGEMENT LTD. reported 13 employees in 2025, compared with 13 in 2024.

How have SCOTIA WEALTH MANAGEMENT LTD. financials changed over the last 3 years?

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Between 2023 and 2025, SCOTIA WEALTH MANAGEMENT LTD.'s net assets rose by 41.2%, cash in bank rose by 82.2%, total assets rose by 34.7% and total liabilities rose by 44.8%. Net assets compounded at 18.8% a year across the two years to 2025, from £285.80K to £403.64K. Reported headcount went from 11 in 2023 to 13 in 2025 (+2).

Which years of SCOTIA WEALTH MANAGEMENT LTD. financial data are available?

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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.