WEALTH MANAGEMENT EXPERTS LIMITED Financials
- Company number
- 06787081Copy
Copy - Registered office
- Highland House, Albert Drive, Burgess Hill RH15 9TN
- Incorporated
- 09/01/2009
Company snapshot
- Status
- Active
- Employees
- 5 (2026)
- Latest financial data
- 2026
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
-29.53%vs 20252025: £78.69K
Total Assets
-7.26%vs 20252025: £280.66K
Cash in Bank
-51.08%vs 20232023: £61.76K
Total Liabilities
1.42%vs 20252025: £201.97K
Employees
+1vs 20252025: 4
In 2026, WEALTH MANAGEMENT EXPERTS LIMITED reported net assets of £55.45K. The same filing shows total assets of £260.29K, cash in bank of £30.21K and total liabilities of £204.84K. Reported headcount was 5 in 2026. Cash in Bank fell from £61.76K in 2023 to £30.21K in 2024 (-51.08%). Okredo holds filed figures for 2022–2026; 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
-29.53%from £78.69K in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures WEALTH MANAGEMENT EXPERTS LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
-43.5%vs 2024-24.8% a year compound (CAGR)
Total Assets
-1.8%vs 2024-0.9% a year compound (CAGR)
Total Liabilities
+34.3%vs 2024+15.9% a year compound (CAGR)
Employees
+25%vs 2024+1Biggest increase
Total Liabilities+34.3%
£152.55K in 2024 to £204.84K in 2026
Biggest decrease
Net Assets-43.5%
£98.10K in 2024 to £55.45K in 2026
WEALTH MANAGEMENT EXPERTS LIMITED's filings pull in both directions between 2024 and 2026. 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 WEALTH MANAGEMENT EXPERTS 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
- 21.30%2026
- Liabilities to total assets
- 78.70%2026
- Cash to liabilities
- 19.81%2024
- Cash to total assets
- 11.39%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.
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 WEALTH MANAGEMENT EXPERTS LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 145.90K | 124.80K | 98.10K | 78.69K | 55.45K |
| Total Assets£ | 284.13K | 276.55K | 265.16K | 280.66K | 260.29K |
| Cash in Bank£ | 66.24K | 61.76K | 30.21K | – | – |
| Total Liabilities£ | 138.24K | 148.08K | 152.55K | 201.97K | 204.84K |
| Employees | 4 | 4 | 4 | 4 | 5 |
WEALTH MANAGEMENT EXPERTS LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has WEALTH MANAGEMENT EXPERTS LIMITED filed financial statements?
Yes. Okredo holds filed figures for WEALTH MANAGEMENT EXPERTS LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did WEALTH MANAGEMENT EXPERTS LIMITED report in 2026?
WEALTH MANAGEMENT EXPERTS LIMITED reported net assets of £55.45K for 2026. That compares with £78.69K in 2025, a change of -29.53%.
What total assets did WEALTH MANAGEMENT EXPERTS LIMITED report in 2026?
WEALTH MANAGEMENT EXPERTS LIMITED reported total assets of £260.29K for 2026. That compares with £280.66K in 2025, a change of -7.26%.
What cash in bank did WEALTH MANAGEMENT EXPERTS LIMITED report in 2024?
WEALTH MANAGEMENT EXPERTS LIMITED reported cash in bank of £30.21K for 2024. That compares with £61.76K in 2023, a change of -51.08%.
How many people does WEALTH MANAGEMENT EXPERTS LIMITED employ?
WEALTH MANAGEMENT EXPERTS LIMITED reported 5 employees in 2026, compared with 4 in 2025.
How have WEALTH MANAGEMENT EXPERTS LIMITED financials changed over the last 3 years?
Between 2024 and 2026, WEALTH MANAGEMENT EXPERTS LIMITED's net assets fell by 43.5%, total assets fell by 1.8%, total liabilities rose by 34.3% and employee numbers rose by 25%. Net assets contracted at 24.8% a year across the two years to 2026, from £98.10K to £55.45K. Reported headcount went from 4 in 2024 to 5 in 2026 (+1).
Which years of WEALTH MANAGEMENT EXPERTS LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.