
Company Number
01570480
Next Accounts
Jan 2026
Shareholders
james edwards hogan
nicola oakes
Group Structure
View All
Industry
Life insurance
Registered Address
leonard curtis house, elms square bury new road, greater manchester, M45 7TA
Website
alleninvestment.comPomanda estimates the enterprise value of A. ALLEN INVESTMENT SERVICES LIMITED at £148k based on a Turnover of £269.3k and 0.55x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of A. ALLEN INVESTMENT SERVICES LIMITED at £0 based on an EBITDA of £-66.1k and a 5.8x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of A. ALLEN INVESTMENT SERVICES LIMITED at £4.2m based on Net Assets of £2.6m and 1.65x industry multiple (adjusted for liquidity).
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A. Allen Investment Services Limited is a live company located in greater manchester, M45 7TA with a Companies House number of 01570480. It operates in the life insurance sector, SIC Code 65110. Founded in June 1981, it's largest shareholder is james edwards hogan with a 56% stake. A. Allen Investment Services Limited is a mature, micro sized company, Pomanda has estimated its turnover at £269.3k with declining growth in recent years.
Pomanda's financial health check has awarded A. Allen Investment Services Limited a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 4 areas for improvement. Company Health Check FAQs
2 Strong
3 Regular
4 Weak
Size
annual sales of £269.3k, make it smaller than the average company (£1.4m)
- A. Allen Investment Services Limited
£1.4m - Industry AVG
Growth
3 year (CAGR) sales growth of -9%, show it is growing at a slower rate (10.7%)
- A. Allen Investment Services Limited
10.7% - Industry AVG
Production
with a gross margin of 99.2%, this company has a comparable cost of product (99.2%)
- A. Allen Investment Services Limited
99.2% - Industry AVG
Profitability
an operating margin of -24.7% make it less profitable than the average company (7%)
- A. Allen Investment Services Limited
7% - Industry AVG
Employees
with 2 employees, this is below the industry average (15)
2 - A. Allen Investment Services Limited
15 - Industry AVG
Pay Structure
on an average salary of £60k, the company has an equivalent pay structure (£60k)
- A. Allen Investment Services Limited
£60k - Industry AVG
Efficiency
resulting in sales per employee of £134.7k, this is equally as efficient (£134.7k)
- A. Allen Investment Services Limited
£134.7k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- A. Allen Investment Services Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- A. Allen Investment Services Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- A. Allen Investment Services Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 1746 weeks, this is more cash available to meet short term requirements (10 weeks)
1746 weeks - A. Allen Investment Services Limited
10 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 2.9%, this is a lower level of debt than the average (90%)
2.9% - A. Allen Investment Services Limited
90% - Industry AVG
A. Allen Investment Services Limited's latest turnover from April 2024 is estimated at £269.3 thousand and the company has net assets of £2.6 million. According to their latest financial statements, A. Allen Investment Services Limited has 2 employees and maintains cash reserves of £2.6 million as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Turnover | 715,529 | 800,430 | 804,879 | ||||||||||||
Other Income Or Grants | |||||||||||||||
Cost Of Sales | 184,987 | 396,506 | 391,379 | ||||||||||||
Gross Profit | 530,542 | 403,924 | 413,500 | ||||||||||||
Admin Expenses | 242,778 | 121,256 | 163,316 | ||||||||||||
Operating Profit | 287,764 | 282,668 | 250,184 | ||||||||||||
Interest Payable | |||||||||||||||
Interest Receivable | 9,204 | 8,766 | 9,482 | ||||||||||||
Pre-Tax Profit | 296,968 | 291,434 | 259,666 | ||||||||||||
Tax | -58,358 | -49,267 | -52,034 | ||||||||||||
Profit After Tax | 238,610 | 242,167 | 207,632 | ||||||||||||
Dividends Paid | 59,055 | 50,400 | 55,708 | ||||||||||||
Retained Profit | 179,555 | 191,767 | 151,924 | ||||||||||||
Employee Costs | |||||||||||||||
Number Of Employees | 2 | 3 | 3 | 3 | 3 | 3 | 4 | 4 | 4 | ||||||
EBITDA* | 288,198 | 283,110 | 250,804 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Tangible Assets | 1,834 | 2,293 | 2,867 | 3,584 | 888 | 1,110 | 1,388 | 1,734 | 2,168 | 2,210 | 2,830 | 3,537 | 4,422 | 5,527 | 6,907 |
Intangible Assets | |||||||||||||||
Investments & Other | 100,000 | 100,000 | 100,000 | 100,000 | 100,000 | 100,000 | 100,000 | 225,000 | 225,000 | 225,000 | 125,000 | 125,000 | 125,000 | ||
Debtors (Due After 1 year) | |||||||||||||||
Total Fixed Assets | 1,834 | 2,293 | 102,867 | 103,584 | 100,888 | 101,110 | 101,388 | 101,734 | 102,168 | 227,210 | 227,830 | 228,537 | 129,422 | 130,527 | 131,907 |
Stock & work in progress | 167,180 | 162,400 | 177,380 | 115,164 | 146,357 | 151,851 | 133,658 | 125,806 | 106,732 | 164,157 | |||||
Trade Debtors | 476,919 | 216,760 | 216,441 | 216,406 | 205,878 | ||||||||||
Group Debtors | |||||||||||||||
Misc Debtors | 24,831 | 24,913 | 232,313 | 64,012 | 57,190 | 181,459 | 617,747 | 553,863 | 550,020 | 688,626 | |||||
Cash | 2,630,391 | 2,607,554 | 2,231,972 | 1,808,578 | 1,474,729 | 955,383 | 2,141,082 | 1,843,382 | 2,588,966 | 1,992,995 | 1,921,801 | 2,135,870 | 1,475,641 | 1,203,348 | 941,015 |
misc current assets | 153,530 | ||||||||||||||
total current assets | 2,655,222 | 2,632,467 | 2,464,285 | 2,026,120 | 1,648,666 | 1,304,022 | 2,921,229 | 2,574,625 | 3,254,150 | 2,827,978 | 2,550,571 | 2,486,288 | 1,817,888 | 1,526,486 | 1,311,050 |
total assets | 2,657,056 | 2,634,760 | 2,567,152 | 2,129,704 | 1,749,554 | 1,405,132 | 3,022,617 | 2,676,359 | 3,356,318 | 3,055,188 | 2,778,401 | 2,714,825 | 1,947,310 | 1,657,013 | 1,442,957 |
Bank overdraft | |||||||||||||||
Bank loan | |||||||||||||||
Trade Creditors | 851,692 | 736,378 | 710,473 | 843,703 | 323,452 | 184,083 | 227,159 | ||||||||
Group/Directors Accounts | 37,069 | ||||||||||||||
other short term finances | |||||||||||||||
hp & lease commitments | |||||||||||||||
other current liabilities | 78,306 | 109,180 | 131,094 | 116,154 | 134,877 | 121,742 | 108,572 | 85,185 | 93,007 | 61,889 | |||||
total current liabilities | 78,306 | 109,180 | 131,094 | 116,154 | 134,877 | 121,742 | 108,572 | 85,185 | 944,699 | 835,336 | 710,473 | 843,703 | 323,452 | 184,083 | 227,159 |
loans | |||||||||||||||
hp & lease commitments | |||||||||||||||
Accruals and Deferred Income | |||||||||||||||
other liabilities | |||||||||||||||
provisions | |||||||||||||||
total long term liabilities | |||||||||||||||
total liabilities | 78,306 | 109,180 | 131,094 | 116,154 | 134,877 | 121,742 | 108,572 | 85,185 | 944,699 | 835,336 | 710,473 | 843,703 | 323,452 | 184,083 | 227,159 |
net assets | 2,578,750 | 2,525,580 | 2,436,058 | 2,013,550 | 1,614,677 | 1,283,390 | 2,914,045 | 2,591,174 | 2,411,619 | 2,219,852 | 2,067,928 | 1,871,122 | 1,623,858 | 1,472,930 | 1,215,798 |
total shareholders funds | 2,578,750 | 2,525,580 | 2,436,058 | 2,013,550 | 1,614,677 | 1,283,390 | 2,914,045 | 2,591,174 | 2,411,619 | 2,219,852 | 2,067,928 | 1,871,122 | 1,623,858 | 1,472,930 | 1,215,798 |
Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Operating Activities | |||||||||||||||
Operating Profit | 287,764 | 282,668 | 250,184 | ||||||||||||
Depreciation | 459 | 574 | 717 | 896 | 222 | 278 | 346 | 434 | 442 | 620 | 707 | 885 | 1,105 | 1,380 | 1,726 |
Amortisation | |||||||||||||||
Tax | -58,358 | -49,267 | -52,034 | ||||||||||||
Stock | -167,180 | 4,780 | -14,980 | 62,216 | -31,193 | -5,494 | 18,193 | 7,852 | 19,074 | -57,425 | 164,157 | ||||
Debtors | -82 | -207,400 | 168,301 | 6,822 | -124,269 | -436,288 | 63,884 | 3,843 | -138,606 | 211,707 | 260,159 | 319 | 35 | 10,528 | 205,878 |
Creditors | -851,692 | 115,314 | 25,905 | -133,230 | 520,251 | 139,369 | -43,076 | 227,159 | |||||||
Accruals and Deferred Income | -30,874 | -21,914 | 14,940 | -18,723 | 13,135 | 13,170 | 23,387 | -7,822 | 31,118 | 61,889 | |||||
Deferred Taxes & Provisions | |||||||||||||||
Cash flow from operations | -695,733 | 550,074 | 80,351 | ||||||||||||
Investing Activities | |||||||||||||||
capital expenditure | |||||||||||||||
Change in Investments | -100,000 | -125,000 | 100,000 | 125,000 | |||||||||||
cash flow from investments | |||||||||||||||
Financing Activities | |||||||||||||||
Bank loans | |||||||||||||||
Group/Directors Accounts | -37,069 | 37,069 | |||||||||||||
Other Short Term Loans | |||||||||||||||
Long term loans | |||||||||||||||
Hire Purchase and Lease Commitments | |||||||||||||||
other long term liabilities | |||||||||||||||
share issue | |||||||||||||||
interest | 9,204 | 8,766 | 9,482 | ||||||||||||
cash flow from financing | 9,204 | -28,303 | 46,551 | ||||||||||||
cash and cash equivalents | |||||||||||||||
cash | 22,837 | 375,582 | 423,394 | 333,849 | 519,346 | -1,185,699 | 297,700 | -745,584 | 595,971 | 71,194 | -214,069 | 660,229 | 272,293 | 262,333 | 941,015 |
overdraft | |||||||||||||||
change in cash | 22,837 | 375,582 | 423,394 | 333,849 | 519,346 | -1,185,699 | 297,700 | -745,584 | 595,971 | 71,194 | -214,069 | 660,229 | 272,293 | 262,333 | 941,015 |
Perform a competitor analysis for a. allen investment services limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in M45 area or any other competitors across 12 key performance metrics.
A. ALLEN INVESTMENT SERVICES LIMITED group structure
A. Allen Investment Services Limited has no subsidiary companies.
Ultimate parent company
A. ALLEN INVESTMENT SERVICES LIMITED
01570480
A. Allen Investment Services Limited currently has 2 directors. The longest serving directors include Mr James Hogan (Apr 2008) and Mrs Nicola Oakes (Dec 2016).
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr James Hogan | 45 years | Apr 2008 | - | Director | |
Mrs Nicola Oakes | 56 years | Dec 2016 | - | Director |
P&L
April 2024turnover
269.3k
-28%
operating profit
-66.6k
0%
gross margin
99.2%
-0.22%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
April 2024net assets
2.6m
+0.02%
total assets
2.7m
+0.01%
cash
2.6m
+0.01%
net assets
Total assets minus all liabilities
company number
01570480
Type
Private limited with Share Capital
industry
65110 - Life insurance
incorporation date
June 1981
age
44
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
April 2024
previous names
a. allen insurance brokers limited (December 1994)
accountant
-
auditor
-
address
leonard curtis house, elms square bury new road, greater manchester, M45 7TA
Bank
NATIONWIDE BUILDING SOCIETY
Legal Advisor
-
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to a. allen investment services limited.
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
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