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SF WEALTH SERVICES LTD Financials

Company number
08835821Copy
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Registered office
16-18 Watergate Street, Whitchurch, Shropshire SY13 1DW
Incorporated
07/01/2014

Company snapshot

Status
Active
Employees
5 (2025)
Latest financial data
2025
Accounts type
Total Exemption Full

Financial highlights

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

Net Assets

£87.36K2025
23.50%vs 2024

2024: £70.73K

Total Assets

£161.30K2025
12.88%vs 2024

2024: £142.90K

Cash in Bank

£38.14K2025
-11.23%vs 2024

2024: £42.97K

Total Liabilities

£55.23K2025
2.31%vs 2024

2024: £53.98K

Employees

52025
+2vs 2024

2024: 3

In 2025, SF WEALTH SERVICES LTD reported net assets of £87.36K. The same filing shows total assets of £161.30K, cash in bank of £38.14K and total liabilities of £55.23K. Reported headcount was 5 in 2025. Total Assets rose from £142.90K in 2024 to £161.30K in 2025 (12.88%). 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

£87.36K2025
23.50%from £70.73K 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 SF WEALTH SERVICES LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£71.69K2023£87.36K2025
+21.9%vs 2023

+10.4% a year compound (CAGR)

Cash in Bank

£38.53K2023£38.14K2025
-1%vs 2023

-0.5% a year compound (CAGR)

Total Assets

£140.97K2023£161.30K2025
+14.4%vs 2023

+7% a year compound (CAGR)

Total Liabilities

£44.05K2023£55.23K2025
+25.4%vs 2023

+12% a year compound (CAGR)

Employees

3202352025
+66.7%vs 2023+2

Biggest increase

Employees+66.7%

3 in 2023 to 5 in 2025

Biggest decrease

Cash in Bank-1%

£38.53K in 2023 to £38.14K in 2025

SF WEALTH SERVICES LTD's filings pull in both directions between 2023 and 2025. The steepest rise came in employee numbers, pointing to an expanding team, 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 SF WEALTH SERVICES 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
54.16%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
34.24%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
69.06%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
23.65%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 SF WEALTH SERVICES LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£67.15K75.07K71.69K70.73K87.36K
Total Assets£153.82K151.79K140.97K142.90K161.30K
Cash in Bank£41.70K43.19K38.53K42.97K38.14K
Total Liabilities£50.17K46.30K44.05K53.98K55.23K
Employees22335

SF WEALTH SERVICES LTD financials: frequently asked questions

Answered from this company's own filed figures.

Has SF WEALTH SERVICES LTD filed financial statements?

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

What net assets did SF WEALTH SERVICES LTD report in 2025?

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SF WEALTH SERVICES LTD reported net assets of £87.36K for 2025. That compares with £70.73K in 2024, a change of 23.50%.

What total assets did SF WEALTH SERVICES LTD report in 2025?

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SF WEALTH SERVICES LTD reported total assets of £161.30K for 2025. That compares with £142.90K in 2024, a change of 12.88%.

What cash in bank did SF WEALTH SERVICES LTD report in 2025?

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SF WEALTH SERVICES LTD reported cash in bank of £38.14K for 2025. That compares with £42.97K in 2024, a change of -11.23%.

How many people does SF WEALTH SERVICES LTD employ?

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SF WEALTH SERVICES LTD reported 5 employees in 2025, compared with 3 in 2024.

How have SF WEALTH SERVICES LTD financials changed over the last 3 years?

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Between 2023 and 2025, SF WEALTH SERVICES LTD's net assets rose by 21.9%, cash in bank fell by 1%, total assets rose by 14.4% and total liabilities rose by 25.4%. Net assets compounded at 10.4% a year across the two years to 2025, from £71.69K to £87.36K. Reported headcount went from 3 in 2023 to 5 in 2025 (+2).

Which years of SF WEALTH SERVICES 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.