SW FINANCIAL PLANNING LIMITED Financials
- Company number
- 03462625Copy
Copy - Registered office
- Kingsley Close Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon PL21 9GD
- Incorporated
- 07/11/1997
Company snapshot
- Status
- Active
- Employees
- 6 (2024)
- Latest financial data
- 2024
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
1.00%vs 20232023: £128.59K
Total Assets
19.45%vs 20232023: £283.41K
Cash in Bank
First reported yearTotal Liabilities
34.76%vs 20232023: £154.82K
Employees
0vs 20232023: 6
In 2024, SW FINANCIAL PLANNING LIMITED reported net assets of £129.88K. The same filing shows total assets of £338.53K, cash in bank of £7.63K and total liabilities of £208.65K. Reported headcount was 6 in 2024. Total Assets rose from £283.41K in 2023 to £338.53K in 2024 (19.45%). 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
1.00%from £128.59K 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 SW FINANCIAL PLANNING LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
+3.2%vs 2022+1.6% a year compound (CAGR)
Total Assets
+40.6%vs 2022+18.6% a year compound (CAGR)
Total Liabilities
+81.4%vs 2022+34.7% a year compound (CAGR)
Employees
0%vs 2022Biggest increase
Total Liabilities+81.4%
£115.00K in 2022 to £208.65K in 2024
Every measure that changed in SW FINANCIAL PLANNING LIMITED's filings between 2022 and 2024 rose. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, with net assets and total assets climbing alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from SW FINANCIAL PLANNING 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
- 38.37%2024
- Liabilities to total assets
- 61.63%2024
- Cash to liabilities
- 13.11%2021
- Cash to total assets
- 4.14%2021
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 SW FINANCIAL PLANNING 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£ | 125.97K | 125.85K | 128.59K | 129.88K |
| Total Assets£ | 184.45K | 240.85K | 283.41K | 338.53K |
| Cash in Bank£ | 7.63K | – | – | – |
| Total Liabilities£ | 58.19K | 115.00K | 154.82K | 208.65K |
| Employees | 6 | 6 | 6 | 6 |
SW FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has SW FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for SW FINANCIAL PLANNING LIMITED covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did SW FINANCIAL PLANNING LIMITED report in 2024?
SW FINANCIAL PLANNING LIMITED reported net assets of £129.88K for 2024. That compares with £128.59K in 2023, a change of 1.00%.
What total assets did SW FINANCIAL PLANNING LIMITED report in 2024?
SW FINANCIAL PLANNING LIMITED reported total assets of £338.53K for 2024. That compares with £283.41K in 2023, a change of 19.45%.
What cash in bank did SW FINANCIAL PLANNING LIMITED report in 2021?
SW FINANCIAL PLANNING LIMITED reported cash in bank of £7.63K for 2021. There is no earlier filing to compare it against.
How many people does SW FINANCIAL PLANNING LIMITED employ?
SW FINANCIAL PLANNING LIMITED reported 6 employees in 2024, compared with 6 in 2023.
How have SW FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2022 and 2024, SW FINANCIAL PLANNING LIMITED's net assets rose by 3.2%, total assets rose by 40.6%, total liabilities rose by 81.4% and employee numbers was unchanged. Net assets compounded at 1.6% a year across the two years to 2024, from £125.85K to £129.88K. Reported headcount went from 6 in 2022 to 6 in 2024.
Which years of SW FINANCIAL PLANNING 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.