SOUTH & WEST YORKSHIRE IFA LIMITED Financials
- Company number
- 09692729Copy
Copy - Registered office
- 5 Church Drive, Hoylandswaine, Sheffield S36 7LZ
- Incorporated
- 20/07/2015
Company snapshot
- Status
- Active
- Employees
- 4 (2026)
- Latest financial data
- 2026
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
-28.89%vs 20252025: £101.55K
Total Assets
-29.96%vs 20252025: £118.20K
Total Liabilities
-36.52%vs 20252025: £16.65K
Employees
+2vs 20252025: 2
In 2026, SOUTH & WEST YORKSHIRE IFA LIMITED reported net assets of £72.22K. The same filing shows total assets of £82.78K and total liabilities of £10.57K. Reported headcount was 4 in 2026. Total Assets fell from £118.20K in 2025 to £82.78K in 2026 (-29.96%). Okredo holds filed figures for 2022–2026; 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
-28.89%from £101.55K in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures SOUTH & WEST YORKSHIRE IFA LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
-13.1%vs 2024-6.8% a year compound (CAGR)
Total Assets
-12.5%vs 2024-6.5% a year compound (CAGR)
Total Liabilities
-8.5%vs 2024-4.4% a year compound (CAGR)
Employees
+100%vs 2024+2Biggest increase
Employees+100%
2 in 2024 to 4 in 2026
Biggest decrease
Net Assets-13.1%
£83.10K in 2024 to £72.22K in 2026
SOUTH & WEST YORKSHIRE IFA LIMITED's filings pull in both directions between 2024 and 2026. The steepest rise came in employee numbers, pointing to an expanding team, set against a fall in net assets, pointing to a weakening balance sheet. See the full year-by-year figures.
Ratios from the filed figures
Calculated from SOUTH & WEST YORKSHIRE IFA 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
- 87.23%2026
- Liabilities to total assets
- 12.77%2026
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.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for SOUTH & WEST YORKSHIRE IFA LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 166.73K | 99.91K | 83.10K | 101.55K | 72.22K |
| Total Assets£ | 198.58K | 128.07K | 94.65K | 118.20K | 82.78K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 31.85K | 28.15K | 11.55K | 16.65K | 10.57K |
| Employees | 3 | 3 | 2 | 2 | 4 |
SOUTH & WEST YORKSHIRE IFA LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has SOUTH & WEST YORKSHIRE IFA LIMITED filed financial statements?
Yes. Okredo holds filed figures for SOUTH & WEST YORKSHIRE IFA LIMITED covering 2022–2026, across 4 reported indicators. The most recent reported year is 2026.
What net assets did SOUTH & WEST YORKSHIRE IFA LIMITED report in 2026?
SOUTH & WEST YORKSHIRE IFA LIMITED reported net assets of £72.22K for 2026. That compares with £101.55K in 2025, a change of -28.89%.
What total assets did SOUTH & WEST YORKSHIRE IFA LIMITED report in 2026?
SOUTH & WEST YORKSHIRE IFA LIMITED reported total assets of £82.78K for 2026. That compares with £118.20K in 2025, a change of -29.96%.
What total liabilities did SOUTH & WEST YORKSHIRE IFA LIMITED report in 2026?
SOUTH & WEST YORKSHIRE IFA LIMITED reported total liabilities of £10.57K for 2026. That compares with £16.65K in 2025, a change of -36.52%.
How many people does SOUTH & WEST YORKSHIRE IFA LIMITED employ?
SOUTH & WEST YORKSHIRE IFA LIMITED reported 4 employees in 2026, compared with 2 in 2025.
How have SOUTH & WEST YORKSHIRE IFA LIMITED financials changed over the last 3 years?
Between 2024 and 2026, SOUTH & WEST YORKSHIRE IFA LIMITED's net assets fell by 13.1%, total assets fell by 12.5%, total liabilities fell by 8.5% and employee numbers rose by 100%. Net assets contracted at 6.8% a year across the two years to 2026, from £83.10K to £72.22K. Reported headcount went from 2 in 2024 to 4 in 2026 (+2).
Which years of SOUTH & WEST YORKSHIRE IFA LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.