Shipman Wealth Management Ltd
Financial intermediation not elsewhere classified · Exeter
ActiveUnited KingdomIncorporated 1993Private Limited Company
Financial position
Accounts to 2025-12-31 · GBP · Company accounts
Net assets
£9,872,030
Cash
£1,730,215
Turnover
£13,444,771
Profit / loss
£3,344,074
Current assets
£12,651,497
Creditors < 1 year
£5,430,703
Equity
£9,872,030
Average employees
Not available
Balance-sheet trend
GBP · companyFinancial statements
Selected figures from the best-ranked available filing for each period. Missing values remain unknown.
Some figures were read by AI from scanned accounts, so small errors are possible. View the filed accounts
| Reported figures | 2025-12-31Company · AI-read | 2024-12-31Company · AI-read | 2020-05-30 | 2019-05-30 | 2018-05-30 | 2017-05-30 | 2016-05-30 |
|---|---|---|---|---|---|---|---|
| Balance sheet | |||||||
| Net assets | £9,872,030 | £6,527,956 | £456,085 | £2,462,529 | — | — | — |
| Equity | £9,872,030 | £6,527,956 | £456,085 | £2,462,529 | £2,188,859 | £1,362,410 | £1,285,945 |
| Assets | |||||||
| Fixed assets | £3,068,266 | £3,425,566 | £594,493 | £617,215 | — | — | — |
| Intangible assets | £2,243,037 | £2,444,583 | £0 | £0 | — | — | — |
| Property, plant & equipment | — | — | £179,388 | £202,110 | — | — | — |
| Current assets | £12,651,497 | £7,344,503 | £1,656,685 | £2,281,198 | — | — | — |
| Cash at bank | £1,730,215 | £1,415,917 | £1,057,370 | £1,225,784 | — | — | — |
| Debtors | £10,921,282 | £5,928,586 | £599,315 | £1,055,414 | — | — | — |
| Liabilities | |||||||
| Creditors within one year | £5,430,703 | £2,924,698 | — | — | — | — | — |
| Creditors after one year | £371,767 | £1,250,597 | — | — | — | — | — |
| Provisions | — | — | £0 | £15,000 | — | — | — |
| Net current assets | £7,220,794 | £4,419,805 | £761,592 | £1,860,314 | — | — | — |
| Assets less current liabilities | £10,289,060 | £7,845,371 | £1,356,085 | £2,477,529 | — | — | — |
| Profit & loss | |||||||
| Turnover | £13,444,771 | £11,441,972 | — | — | — | — | — |
| Gross profit | £13,444,771 | £11,441,972 | — | — | — | — | — |
| Operating profit | £5,138,172 | £3,569,472 | — | — | — | — | — |
| Profit before tax | £4,660,856 | £3,173,067 | £1,029,700 | £1,096,987 | — | — | — |
| Profit / loss | £3,344,074 | £2,230,430 | £817,183 | £938,762 | — | — | — |
| People | |||||||
| Average employees | — | — | 27 | 30 | — | — | — |
| Source evidence | View filing | View filing | View filing | View filing | View filing | View filing | View filing |
Secured borrowing
Registered charges, lenders and security interests.
Charges and related records
0 outstanding chargesShow 5 satisfied / released
All Assets · created 2019-10-18 · satisfied 2021-04-08
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SatisfiedUnknown · created 2011-05-27 · satisfied 2016-12-19
All monies
SatisfiedProperty · created 2010-03-29 · satisfied 2016-12-19
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SatisfiedAll Assets · created 2005-08-25 · satisfied 2009-10-16
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SatisfiedAll Assets · created 1998-01-29 · satisfied 2005-09-06
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Satisfied