SOUTHERN WEALTH ASSOCIATES LIMITED Financials
- Company number
- 09853560Copy
Copy - Registered office
- Lancaster Court, 8 Barnes Wallis Road, Fareham, Hampshire PO15 5TU
- Incorporated
- 03/11/2015
Company snapshot
- Status
- Active
- Employees
- 3 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
30.40%vs 20242024: £129.78K
Total Assets
9.99%vs 20242024: £278.13K
Cash in Bank
16.02%vs 20242024: £250.53K
Total Liabilities
-7.70%vs 20242024: £148.07K
Employees
0vs 20242024: 3
In 2025, SOUTHERN WEALTH ASSOCIATES LIMITED reported net assets of £169.23K. The same filing shows total assets of £305.90K, cash in bank of £290.67K and total liabilities of £136.67K. Reported headcount was 3 in 2025. Cash in Bank rose from £250.53K in 2024 to £290.67K in 2025 (16.02%). 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
30.40%from £129.78K 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 SOUTHERN WEALTH ASSOCIATES LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+144%vs 2023+56.1% a year compound (CAGR)
Cash in Bank
+75.6%vs 2023+32.5% a year compound (CAGR)
Total Assets
+53.9%vs 2023+24% a year compound (CAGR)
Total Liabilities
+5.7%vs 2023+2.8% a year compound (CAGR)
Employees
0%vs 2023Biggest increase
Net Assets+144%
£69.49K in 2023 to £169.23K in 2025
Every measure that changed in SOUTHERN WEALTH ASSOCIATES LIMITED's filings between 2023 and 2025 rose. The steepest rise came in net assets, pointing to a strengthening balance sheet, with cash in bank, total assets and total liabilities climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from SOUTHERN WEALTH ASSOCIATES 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
- 55.32%2025
- Liabilities to total assets
- 44.68%2025
- Cash to liabilities
- 212.68%2025
- Cash to total assets
- 95.02%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 SOUTHERN WEALTH ASSOCIATES 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£ | 34.40K | 34.94K | 69.49K | 129.78K | 169.23K |
| Total Assets£ | 161.75K | 160.81K | 198.80K | 278.13K | 305.90K |
| Cash in Bank£ | 133.65K | 135.90K | 165.54K | 250.53K | 290.67K |
| Total Liabilities£ | 127.35K | 125.88K | 129.32K | 148.07K | 136.67K |
| Employees | 3 | 3 | 3 | 3 | 3 |
SOUTHERN WEALTH ASSOCIATES LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has SOUTHERN WEALTH ASSOCIATES LIMITED filed financial statements?
Yes. Okredo holds filed figures for SOUTHERN WEALTH ASSOCIATES LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did SOUTHERN WEALTH ASSOCIATES LIMITED report in 2025?
SOUTHERN WEALTH ASSOCIATES LIMITED reported net assets of £169.23K for 2025. That compares with £129.78K in 2024, a change of 30.40%.
What total assets did SOUTHERN WEALTH ASSOCIATES LIMITED report in 2025?
SOUTHERN WEALTH ASSOCIATES LIMITED reported total assets of £305.90K for 2025. That compares with £278.13K in 2024, a change of 9.99%.
What cash in bank did SOUTHERN WEALTH ASSOCIATES LIMITED report in 2025?
SOUTHERN WEALTH ASSOCIATES LIMITED reported cash in bank of £290.67K for 2025. That compares with £250.53K in 2024, a change of 16.02%.
How many people does SOUTHERN WEALTH ASSOCIATES LIMITED employ?
SOUTHERN WEALTH ASSOCIATES LIMITED reported 3 employees in 2025, compared with 3 in 2024.
How have SOUTHERN WEALTH ASSOCIATES LIMITED financials changed over the last 3 years?
Between 2023 and 2025, SOUTHERN WEALTH ASSOCIATES LIMITED's net assets rose by 144%, cash in bank rose by 75.6%, total assets rose by 53.9% and total liabilities rose by 5.7%. Net assets compounded at 56.1% a year across the two years to 2025, from £69.49K to £169.23K. Reported headcount went from 3 in 2023 to 3 in 2025.
Which years of SOUTHERN WEALTH ASSOCIATES 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.