SELF FINANCIAL PLANNERS LIMITED Financials
- Company number
- 01333235Copy
Copy - Registered office
- 48 Cygnet Court, Timothy's Bridge Road, Stratford-Upon-Avon CV37 9NW
- Incorporated
- 10/10/1977
Company snapshot
- Status
- Active
- Employees
- 0 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
-23.16%vs 20242024: £612.13K
Total Assets
-10.19%vs 20242024: £723.32K
Cash in Bank
-10.12%vs 20242024: £703.43K
Total Liabilities
61.24%vs 20242024: £111.19K
Employees
0vs 20242024: 0
In 2025, SELF FINANCIAL PLANNERS LIMITED reported net assets of £470.35K. The same filing shows total assets of £649.63K, cash in bank of £632.28K and total liabilities of £179.28K. Reported headcount was 0 in 2025. Net Assets fell from £612.13K in 2024 to £470.35K in 2025 (-23.16%). 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
-23.16%from £612.13K 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 SELF 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
+11.2%vs 2023+5.5% a year compound (CAGR)
Cash in Bank
+21.2%vs 2023+10.1% a year compound (CAGR)
Total Assets
+18.9%vs 2023+9% a year compound (CAGR)
Total Liabilities
+45.1%vs 2023+20.4% a year compound (CAGR)
Employees
-100%vs 2023-7Biggest increase
Total Liabilities+45.1%
£123.59K in 2023 to £179.28K in 2025
Biggest decrease
Employees-100%
7 in 2023 to 0 in 2025
SELF FINANCIAL PLANNERS LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, 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 SELF 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
- 72.40%2025
- Liabilities to total assets
- 27.60%2025
- Cash to liabilities
- 352.67%2025
- Cash to total assets
- 97.33%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 SELF 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£ | 190.62K | 232.71K | 422.93K | 612.13K | 470.35K |
| Total Assets£ | 296.18K | 369.83K | 546.52K | 723.32K | 649.63K |
| Cash in Bank£ | 276.72K | 346.86K | 521.84K | 703.43K | 632.28K |
| Total Liabilities£ | 105.55K | 137.12K | 123.59K | 111.19K | 179.28K |
| Employees | 7 | 7 | 7 | 0 | 0 |
SELF FINANCIAL PLANNERS LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has SELF FINANCIAL PLANNERS LIMITED filed financial statements?
Yes. Okredo holds filed figures for SELF FINANCIAL PLANNERS LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did SELF FINANCIAL PLANNERS LIMITED report in 2025?
SELF FINANCIAL PLANNERS LIMITED reported net assets of £470.35K for 2025. That compares with £612.13K in 2024, a change of -23.16%.
What total assets did SELF FINANCIAL PLANNERS LIMITED report in 2025?
SELF FINANCIAL PLANNERS LIMITED reported total assets of £649.63K for 2025. That compares with £723.32K in 2024, a change of -10.19%.
What cash in bank did SELF FINANCIAL PLANNERS LIMITED report in 2025?
SELF FINANCIAL PLANNERS LIMITED reported cash in bank of £632.28K for 2025. That compares with £703.43K in 2024, a change of -10.12%.
How many people does SELF FINANCIAL PLANNERS LIMITED employ?
SELF FINANCIAL PLANNERS LIMITED reported 0 employees in 2025, compared with 0 in 2024.
How have SELF FINANCIAL PLANNERS LIMITED financials changed over the last 3 years?
Between 2023 and 2025, SELF FINANCIAL PLANNERS LIMITED's net assets rose by 11.2%, cash in bank rose by 21.2%, total assets rose by 18.9% and total liabilities rose by 45.1%. Net assets compounded at 5.5% a year across the two years to 2025, from £422.93K to £470.35K. Reported headcount went from 7 in 2023 to 0 in 2025 (-7).
Which years of SELF 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.