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Fund management activities · Liverpool
Apex Independent Financial Planning
Apex Independent Financial Planning Ltd
Private limited company registered in Liverpool, classed under “Fund management activities”.
Headline figures
FY to Aug 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023* | 2024* | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Creditors due after a year | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
6 balance-sheet lines and 2 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Apex Independent Financial Planning do?
Private limited company registered in Liverpool, classed under “Fund management activities”.
›How much turnover does Apex Independent Financial Planning make?
Answered in the full report
›Is Apex Independent Financial Planning profitable?
Apex Independent Financial Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Apex Independent Financial Planning?
Answered in the full report
›Where is Apex Independent Financial Planning based?
Its registered office is Elm Lodge 14 Elbow Lane, Formby, Liverpool, L37 4AF, in Liverpool.
›When was Apex Independent Financial Planning founded?
Apex Independent Financial Planning Ltd was incorporated on 25 August 2015.
›Is Apex Independent Financial Planning still trading?
The register lists Apex Independent Financial Planning Ltd as active.