TAG FINANCIAL PLANNING LIMITED Financials
- Company number
- 10846528Copy
Copy - Registered office
- The Apex Brest Road Derriford Business Park, Derriford, Plymouth PL6 5FL
- Incorporated
- 03/07/2017
Company snapshot
- Status
- Active
- Employees
- 3 (2024)
- Latest financial data
- 2024
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
21.02%vs 20232023: £2.87K
Total Assets
-0.43%vs 20232023: £207.17K
Total Liabilities
-0.73%vs 20232023: £204.30K
Employees
0vs 20232023: 3
In 2024, TAG FINANCIAL PLANNING LIMITED reported net assets of £3.47K. The same filing shows total assets of £206.27K and total liabilities of £202.80K. Reported headcount was 3 in 2024. Total Liabilities fell from £204.30K in 2023 to £202.80K in 2024 (-0.73%). 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
21.02%from £2.87K 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 TAG 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
-96.1%vs 2022-80.2% a year compound (CAGR)
Total Assets
-15.8%vs 2022-8.3% a year compound (CAGR)
Total Liabilities
+29.3%vs 2022+13.7% a year compound (CAGR)
Employees
0%vs 2022Biggest increase
Total Liabilities+29.3%
£156.89K in 2022 to £202.80K in 2024
Biggest decrease
Net Assets-96.1%
£88.17K in 2022 to £3.47K in 2024
TAG FINANCIAL PLANNING LIMITED's filings pull in both directions between 2022 and 2024. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, 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 TAG 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
- 1.68%2024
- Liabilities to total assets
- 98.32%2024
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 TAG 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£ | 40.80K | 88.17K | 2.87K | 3.47K |
| Total Assets£ | 160.66K | 245.06K | 207.17K | 206.27K |
| Cash in Bank£ | – | – | – | – |
| Total Liabilities£ | 119.85K | 156.89K | 204.30K | 202.80K |
| Employees | 3 | 3 | 3 | 3 |
TAG FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has TAG FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for TAG FINANCIAL PLANNING LIMITED covering 2021–2024, across 4 reported indicators. The most recent reported year is 2024.
What net assets did TAG FINANCIAL PLANNING LIMITED report in 2024?
TAG FINANCIAL PLANNING LIMITED reported net assets of £3.47K for 2024. That compares with £2.87K in 2023, a change of 21.02%.
What total assets did TAG FINANCIAL PLANNING LIMITED report in 2024?
TAG FINANCIAL PLANNING LIMITED reported total assets of £206.27K for 2024. That compares with £207.17K in 2023, a change of -0.43%.
What total liabilities did TAG FINANCIAL PLANNING LIMITED report in 2024?
TAG FINANCIAL PLANNING LIMITED reported total liabilities of £202.80K for 2024. That compares with £204.30K in 2023, a change of -0.73%.
How many people does TAG FINANCIAL PLANNING LIMITED employ?
TAG FINANCIAL PLANNING LIMITED reported 3 employees in 2024, compared with 3 in 2023.
How have TAG FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2022 and 2024, TAG FINANCIAL PLANNING LIMITED's net assets fell by 96.1%, total assets fell by 15.8%, total liabilities rose by 29.3% and employee numbers was unchanged. Net assets contracted at 80.2% a year across the two years to 2024, from £88.17K to £3.47K. Reported headcount went from 3 in 2022 to 3 in 2024.
Which years of TAG 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.