STRATEGIC WEALTH MANAGEMENT LIMITED Financials
- Company number
- 02205890Copy
Copy - Registered office
- Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent TN9 1BE
- Incorporated
- 16/12/1987
Company snapshot
- Status
- Active
- Employees
- 0 (2025)
- Latest financial data
- 2025
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
9.07%vs 20242024: £194.21K
Total Assets
13.62%vs 20242024: £262.34K
Total Liabilities
26.60%vs 20242024: £68.13K
Employees
0vs 20242024: 0
In 2025, STRATEGIC WEALTH MANAGEMENT LIMITED reported net assets of £211.82K. The same filing shows total assets of £298.08K and total liabilities of £86.26K. Reported headcount was 0 in 2025. Total Assets rose from £262.34K in 2024 to £298.08K in 2025 (13.62%). 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
9.07%from £194.21K 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 STRATEGIC WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+13.1%vs 2023+6.4% a year compound (CAGR)
Total Assets
+17.9%vs 2023+8.6% a year compound (CAGR)
Total Liabilities
+31.6%vs 2023+14.7% a year compound (CAGR)
Employees
-100%vs 2023-6Biggest increase
Total Liabilities+31.6%
£65.56K in 2023 to £86.26K in 2025
Biggest decrease
Employees-100%
6 in 2023 to 0 in 2025
STRATEGIC WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from STRATEGIC WEALTH MANAGEMENT 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
- 71.06%2025
- Liabilities to total assets
- 28.94%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.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for STRATEGIC WEALTH MANAGEMENT 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£ | 174.72K | – | 187.27K | 194.21K | 211.82K |
| Total Assets£ | 314.61K | – | 252.84K | 262.34K | 298.08K |
| Cash in Bank£ | – | – | – | – | – |
| Total Liabilities£ | 139.89K | – | 65.56K | 68.13K | 86.26K |
| Employees | 7 | 6 | 6 | 0 | 0 |
STRATEGIC WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has STRATEGIC WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for STRATEGIC WEALTH MANAGEMENT LIMITED covering 2021–2025, across 4 reported indicators. The most recent reported year is 2025.
What net assets did STRATEGIC WEALTH MANAGEMENT LIMITED report in 2025?
STRATEGIC WEALTH MANAGEMENT LIMITED reported net assets of £211.82K for 2025. That compares with £194.21K in 2024, a change of 9.07%.
What total assets did STRATEGIC WEALTH MANAGEMENT LIMITED report in 2025?
STRATEGIC WEALTH MANAGEMENT LIMITED reported total assets of £298.08K for 2025. That compares with £262.34K in 2024, a change of 13.62%.
What total liabilities did STRATEGIC WEALTH MANAGEMENT LIMITED report in 2025?
STRATEGIC WEALTH MANAGEMENT LIMITED reported total liabilities of £86.26K for 2025. That compares with £68.13K in 2024, a change of 26.60%.
How many people does STRATEGIC WEALTH MANAGEMENT LIMITED employ?
STRATEGIC WEALTH MANAGEMENT LIMITED reported 0 employees in 2025, compared with 0 in 2024.
How have STRATEGIC WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2023 and 2025, STRATEGIC WEALTH MANAGEMENT LIMITED's net assets rose by 13.1%, total assets rose by 17.9%, total liabilities rose by 31.6% and employee numbers fell by 100%. Net assets compounded at 6.4% a year across the two years to 2025, from £187.27K to £211.82K. Reported headcount went from 6 in 2023 to 0 in 2025 (-6).
Which years of STRATEGIC WEALTH MANAGEMENT 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.