SIMPLE FINANCIAL PLANNING LTD Financials
- Company number
- SC457259CopyCopy
- Registered office
- Red Tree Business Suites (Suite 1.17) 33 Dalmarnock Road, Bridgeton, Glasgow G40 4LA
- Incorporated
- 21/08/2013
Company snapshot
- Status
- Active
- Employees
- 33 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
38.02%vs 20242024: £74.10K
Total Assets
8.28%vs 20242024: £216.47K
Cash in Bank
17.50%vs 20242024: £114.00K
Total Liabilities
-7.19%vs 20242024: £142.37K
Employees
+17vs 20242024: 16
In 2025, SIMPLE FINANCIAL PLANNING LTD reported net assets of £102.28K. The same filing shows total assets of £234.41K, cash in bank of £133.95K and total liabilities of £132.13K. Reported headcount was 33 in 2025. Net Assets rose from £74.10K in 2024 to £102.28K in 2025 (38.02%). 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
38.02%from £74.10K 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 SIMPLE FINANCIAL PLANNING LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+396%vs 2023+123% a year compound (CAGR)
Cash in Bank
+75.1%vs 2023+32.3% a year compound (CAGR)
Total Assets
+26.6%vs 2023+12.5% a year compound (CAGR)
Total Liabilities
-19.7%vs 2023-10.4% a year compound (CAGR)
Employees
+450%vs 2023+27Biggest increase
Employees+450%
6 in 2023 to 33 in 2025
Biggest decrease
Total Liabilities-19.7%
£164.50K in 2023 to £132.13K in 2025
SIMPLE FINANCIAL PLANNING 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 total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.
Ratios from the filed figures
Calculated from SIMPLE FINANCIAL PLANNING 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
- 43.63%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
- 56.37%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
- 101.38%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
- 57.15%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 SIMPLE FINANCIAL PLANNING LTD 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£ | 5.63K | 1.39K | 20.62K | 74.10K | 102.28K |
| Total Assets£ | 114.51K | 89.78K | 185.12K | 216.47K | 234.41K |
| Cash in Bank£ | 62.95K | 21.87K | 76.52K | 114.00K | 133.95K |
| Total Liabilities£ | 108.88K | 88.39K | 164.50K | 142.37K | 132.13K |
| Employees | 10 | 8 | 6 | 16 | 33 |
SIMPLE FINANCIAL PLANNING LTD financials: frequently asked questions
Answered from this company's own filed figures.
Yes. Okredo holds filed figures for SIMPLE FINANCIAL PLANNING LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
SIMPLE FINANCIAL PLANNING LTD reported net assets of £102.28K for 2025. That compares with £74.10K in 2024, a change of 38.02%.
SIMPLE FINANCIAL PLANNING LTD reported total assets of £234.41K for 2025. That compares with £216.47K in 2024, a change of 8.28%.
SIMPLE FINANCIAL PLANNING LTD reported cash in bank of £133.95K for 2025. That compares with £114.00K in 2024, a change of 17.50%.
SIMPLE FINANCIAL PLANNING LTD reported 33 employees in 2025, compared with 16 in 2024.
Between 2023 and 2025, SIMPLE FINANCIAL PLANNING LTD's net assets rose by 396%, cash in bank rose by 75.1%, total assets rose by 26.6% and total liabilities fell by 19.7%. Net assets compounded at 123% a year across the two years to 2025, from £20.62K to £102.28K. Reported headcount went from 6 in 2023 to 33 in 2025 (+27).
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.