STEP-BY-STEP FINANCIAL PLANNERS LIMITED Financials
- Company number
- 07220022Copy
Copy - Registered office
- The Loft Wade Lane Farm, Wade Lane Hill Ridware, Rugeley, Staffordshire WS15 3RE
- Incorporated
- 12/04/2010
Company snapshot
- Status
- Active
- Employees
- 5 (2024)
- Latest financial data
- 2024
- Accounts type
- Medium
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
38.89%vs 20232023: £149.33K
Total Assets
30.09%vs 20232023: £204.93K
Cash in Bank
35.50%vs 20232023: £157.61K
Total Liabilities
11.09%vs 20232023: £52.43K
Employees
+1vs 20232023: 4
In 2024, STEP-BY-STEP FINANCIAL PLANNERS LIMITED reported net assets of £207.40K. The same filing shows total assets of £266.59K, cash in bank of £213.56K and total liabilities of £58.24K. Reported headcount was 5 in 2024. Total Assets rose from £204.93K in 2023 to £266.59K in 2024 (30.09%). Okredo holds filed figures for 2021–2024; 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
38.89%from £149.33K in 2023Year-on-year change
Net Assets as filed for 2021–2024. Every figure in this chart is also in the financial history table.
3-year financial trend (2022–2024)
How the figures STEP-BY-STEP FINANCIAL PLANNERS LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+91.8%vs 2022+38.5% a year compound (CAGR)
Cash in Bank
+57.2%vs 2022+25.4% a year compound (CAGR)
Total Assets
+83.2%vs 2022+35.3% a year compound (CAGR)
Total Liabilities
+55.6%vs 2022+24.7% a year compound (CAGR)
Employees
+25%vs 2022+1Biggest increase
Net Assets+91.8%
£108.13K in 2022 to £207.40K in 2024
Every indicator Okredo holds for STEP-BY-STEP FINANCIAL PLANNERS LIMITED rose between 2022 and 2024. The steepest rise came in net assets, pointing to a strengthening balance sheet, with cash in bank, total assets, total liabilities and employee numbers climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from STEP-BY-STEP 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
- 77.80%2024
- Liabilities to total assets
- 21.85%2024
- Cash to liabilities
- 366.68%2024
- Cash to total assets
- 80.11%2024
- Revenue per employee
- £73.34K2024
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.
Reported turnover divided by the reported average number of employees, for the latest year both were filed. Shows how much revenue the business generates per employee.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for STEP-BY-STEP 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 |
|---|---|---|---|---|
| Net Assets£ | 74.13K | 108.13K | 149.33K | 207.40K |
| Total Assets£ | 104.46K | 145.56K | 204.93K | 266.59K |
| Cash in Bank£ | 92.45K | 135.84K | 157.61K | 213.56K |
| Total Liabilities£ | 30.33K | 37.43K | 52.43K | 58.24K |
| Employees | 3 | 4 | 4 | 5 |
STEP-BY-STEP FINANCIAL PLANNERS LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has STEP-BY-STEP FINANCIAL PLANNERS LIMITED filed financial statements?
Yes. Okredo holds filed figures for STEP-BY-STEP FINANCIAL PLANNERS LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did STEP-BY-STEP FINANCIAL PLANNERS LIMITED report in 2024?
STEP-BY-STEP FINANCIAL PLANNERS LIMITED reported net assets of £207.40K for 2024. That compares with £149.33K in 2023, a change of 38.89%.
What total assets did STEP-BY-STEP FINANCIAL PLANNERS LIMITED report in 2024?
STEP-BY-STEP FINANCIAL PLANNERS LIMITED reported total assets of £266.59K for 2024. That compares with £204.93K in 2023, a change of 30.09%.
What cash in bank did STEP-BY-STEP FINANCIAL PLANNERS LIMITED report in 2024?
STEP-BY-STEP FINANCIAL PLANNERS LIMITED reported cash in bank of £213.56K for 2024. That compares with £157.61K in 2023, a change of 35.50%.
How many people does STEP-BY-STEP FINANCIAL PLANNERS LIMITED employ?
STEP-BY-STEP FINANCIAL PLANNERS LIMITED reported 5 employees in 2024, compared with 4 in 2023.
How have STEP-BY-STEP FINANCIAL PLANNERS LIMITED financials changed over the last 3 years?
Between 2022 and 2024, STEP-BY-STEP FINANCIAL PLANNERS LIMITED's net assets rose by 91.8%, cash in bank rose by 57.2%, total assets rose by 83.2% and total liabilities rose by 55.6%. Net assets compounded at 38.5% a year across the two years to 2024, from £108.13K to £207.40K. Reported headcount went from 4 in 2022 to 5 in 2024 (+1).
Which years of STEP-BY-STEP FINANCIAL PLANNERS LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.