family investment management limited
family investment management limited Company Information
Company Number
01915516
Website
www.familyinvestments.co.ukRegistered Address
16-17 west street, brighton, england and wales, BN1 2RL
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Telephone
03448920920
Next Accounts Due
September 2024
Group Structure
View All
Shareholders
family assurance friendly society ltd 100%
family investment management limited Estimated Valuation
Pomanda estimates the enterprise value of FAMILY INVESTMENT MANAGEMENT LIMITED at £55.6m based on a Turnover of £40.7m and 1.37x industry multiple (adjusted for size and gross margin).
family investment management limited Estimated Valuation
Pomanda estimates the enterprise value of FAMILY INVESTMENT MANAGEMENT LIMITED at £0 based on an EBITDA of £-503 and a 5.65x industry multiple (adjusted for size and gross margin).
family investment management limited Estimated Valuation
Pomanda estimates the enterprise value of FAMILY INVESTMENT MANAGEMENT LIMITED at £3.4m based on Net Assets of £1.8m and 1.91x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Family Investment Management Limited Overview
Family Investment Management Limited is a live company located in england and wales, BN1 2RL with a Companies House number of 01915516. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in May 1985, it's largest shareholder is family assurance friendly society ltd with a 100% stake. Family Investment Management Limited is a mature, large sized company, Pomanda has estimated its turnover at £40.7m with healthy growth in recent years.
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Family Investment Management Limited Health Check
Pomanda's financial health check has awarded Family Investment Management Limited a 2 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 4 areas for improvement. Company Health Check FAQs
3 Strong
1 Regular
4 Weak
Size
annual sales of £40.7m, make it larger than the average company (£4.6m)
£40.7m - Family Investment Management Limited
£4.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 4%, show it is growing at a faster rate (3.2%)
4% - Family Investment Management Limited
3.2% - Industry AVG
Production
with a gross margin of 5.3%, this company has a higher cost of product (61.4%)
5.3% - Family Investment Management Limited
61.4% - Industry AVG
Profitability
an operating margin of 0% make it less profitable than the average company (10.8%)
0% - Family Investment Management Limited
10.8% - Industry AVG
Employees
with 180 employees, this is above the industry average (15)
- Family Investment Management Limited
15 - Industry AVG
Pay Structure
There is insufficient data available for this Key Performance Indicator!
- Family Investment Management Limited
- - Industry AVG
Efficiency
resulting in sales per employee of £226.3k, this is equally as efficient (£226.9k)
- Family Investment Management Limited
£226.9k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - Family Investment Management Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Family Investment Management Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Family Investment Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 29 weeks, this is less cash available to meet short term requirements (39 weeks)
29 weeks - Family Investment Management Limited
39 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 68.9%, this is a higher level of debt than the average (58.9%)
68.9% - Family Investment Management Limited
58.9% - Industry AVG
FAMILY INVESTMENT MANAGEMENT LIMITED financials
Family Investment Management Limited's latest turnover from December 2022 is £40.7 million and the company has net assets of £1.8 million. According to their latest financial statements, we estimate that Family Investment Management Limited has 180 employees and maintains cash reserves of £2.3 million as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | 40,730,021 | 42,061,809 | 37,067,021 | 36,175,186 | 33,582,787 | 33,135,401 | 28,624,968 | 27,689,046 | 26,402,412 | 24,692,269 | 21,457,543 | 20,914,968 | 14,000,817 | 5,860,166 |
| Other Income Or Grants | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cost Of Sales | 38,586,071 | 39,847,711 | 34,482,955 | 33,620,021 | 31,082,569 | 30,944,978 | 26,795,893 | 25,965,119 | 24,741,410 | 23,242,590 | 20,271,937 | 19,846,983 | 12,633,569 | 4,808,721 |
| Gross Profit | 2,143,950 | 2,214,098 | 2,584,066 | 2,555,165 | 2,500,218 | 2,190,423 | 1,829,075 | 1,723,927 | 1,661,002 | 1,449,679 | 1,185,606 | 1,067,985 | 1,367,248 | 1,051,445 |
| Admin Expenses | 2,460,445 | 1,492,929 | ||||||||||||
| Operating Profit | 94,720 | 230,998 | ||||||||||||
| Interest Payable | 0 | 0 | 0 | 0 | 0 | 44 | 212 | 32 | 198 | 450 | 429 | 104 | 4,922 | 0 |
| Interest Receivable | 9,419 | 561 | 514 | 485 | 420 | 1,489 | 11,367 | 9,402 | 9,713 | 8,633 | 13,078 | 14,375 | 5,842 | 8,425 |
| Pre-Tax Profit | 93,910 | 118,810 | 113,694 | 95,205 | 78,824 | 128,288 | 37,493 | 240,368 | 247,685 | 184,150 | 135,802 | -51,157 | 355,320 | 101,908 |
| Tax | 0 | 0 | 0 | 0 | 0 | -10,011 | 35,426 | -35,426 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit After Tax | 93,910 | 118,810 | 113,694 | 95,205 | 78,824 | 118,277 | 72,919 | 204,942 | 247,685 | 184,150 | 135,802 | -51,157 | 355,320 | 101,908 |
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,200,500 | 0 | 0 | 0 | 0 | 0 | 0 |
| Retained Profit | 93,910 | 118,810 | 113,694 | 95,205 | 78,824 | 118,277 | 72,919 | -995,558 | 247,685 | 184,150 | 135,802 | -51,157 | 355,320 | 101,908 |
| Employee Costs | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Number Of Employees | ||||||||||||||
| EBITDA* | 94,720 | 230,998 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 564,943 |
| Group Debtors | 0 | 120,570 | 0 | 325,069 | 50,904 | 206,284 | 0 | 1,478,175 | 1,376,437 | 134,974 | 0 | 244,865 | 0 | 0 |
| Misc Debtors | 3,562,049 | 3,562,795 | 3,144,822 | 3,255,821 | 2,121,456 | 2,138,257 | 1,764,296 | 135,789 | 329,550 | 1,243,090 | 989,784 | 821,011 | 791,111 | 0 |
| Cash | 2,253,129 | 4,400,659 | 3,536,224 | 2,660,014 | 3,204,051 | 2,503,204 | 2,821,344 | 1,078,453 | 2,195,206 | 4,661,043 | 2,270,902 | 1,373,687 | 963,213 | 791,008 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 5,815,178 | 8,084,024 | 6,681,046 | 6,240,904 | 5,376,411 | 4,847,745 | 4,585,640 | 2,692,417 | 3,901,193 | 6,039,107 | 3,260,686 | 2,439,563 | 1,754,324 | 1,355,951 |
| total assets | 5,815,178 | 8,084,024 | 6,681,046 | 6,240,904 | 5,376,411 | 4,847,745 | 4,585,640 | 2,692,417 | 3,901,193 | 6,039,107 | 3,260,686 | 2,439,563 | 1,754,324 | 1,355,951 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 380,845 | 389,493 | 434,428 | 23,129 | 0 | 116,062 |
| Group/Directors Accounts | 3,282,637 | 5,325,452 | 4,163,447 | 4,149,061 | 3,096,263 | 3,112,758 | 3,049,079 | 1,229,255 | 1,110,849 | 3,543,046 | 695,126 | 597,776 | 93,970 | 0 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 724,771 | 1,044,712 | 922,549 | 610,487 | 893,997 | 427,660 | 347,511 | 347,031 | 297,810 | 242,564 | 451,278 | 274,606 | 65,145 | 0 |
| total current liabilities | 4,007,408 | 6,370,164 | 5,085,996 | 4,759,548 | 3,990,260 | 3,540,418 | 3,396,590 | 1,576,286 | 1,789,504 | 4,175,103 | 1,580,832 | 895,511 | 159,115 | 116,062 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total liabilities | 4,007,408 | 6,370,164 | 5,085,996 | 4,759,548 | 3,990,260 | 3,540,418 | 3,396,590 | 1,576,286 | 1,789,504 | 4,175,103 | 1,580,832 | 895,511 | 159,115 | 116,062 |
| net assets | 1,807,770 | 1,713,860 | 1,595,050 | 1,481,356 | 1,386,151 | 1,307,327 | 1,189,050 | 1,116,131 | 2,111,689 | 1,864,004 | 1,679,854 | 1,544,052 | 1,595,209 | 1,239,889 |
| total shareholders funds | 1,807,770 | 1,713,860 | 1,595,050 | 1,481,356 | 1,386,151 | 1,307,327 | 1,189,050 | 1,116,131 | 2,111,689 | 1,864,004 | 1,679,854 | 1,544,052 | 1,595,209 | 1,239,889 |
| Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||||||
| Operating Profit | 94,720 | 230,998 | ||||||||||||
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tax | 0 | 0 | 0 | 0 | 0 | -10,011 | 35,426 | -35,426 | 0 | 0 | 0 | 0 | 0 | 0 |
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -121,316 | 538,543 | -436,068 | 1,408,530 | -172,181 | 580,245 | 150,332 | -92,023 | 327,923 | 388,280 | -76,092 | 274,765 | 226,168 | 564,943 |
| Creditors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -380,845 | -8,648 | -44,935 | 411,299 | 23,129 | -116,062 | 116,062 |
| Accruals and Deferred Income | -319,941 | 122,163 | 312,062 | -283,510 | 466,337 | 80,149 | 480 | 49,221 | 55,246 | -208,714 | 176,672 | 209,461 | 65,145 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | -1,597,320 | -44,029 | ||||||||||||
| Investing Activities | ||||||||||||||
| capital expenditure | ||||||||||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | ||||||||||||||
| Financing Activities | ||||||||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | -2,042,815 | 1,162,005 | 14,386 | 1,052,798 | -16,495 | 63,679 | 1,819,824 | 118,406 | -2,432,197 | 2,847,920 | 97,350 | 503,806 | 93,970 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| share issue | ||||||||||||||
| interest | 9,419 | 561 | 514 | 485 | 420 | 1,445 | 11,155 | 9,370 | 9,515 | 8,183 | 12,649 | 14,271 | 920 | 8,425 |
| cash flow from financing | -2,033,396 | 1,162,566 | 14,900 | 1,053,283 | -16,075 | 65,124 | 1,830,979 | 127,776 | -2,422,682 | 2,856,103 | 109,999 | 518,077 | 94,890 | 1,146,406 |
| cash and cash equivalents | ||||||||||||||
| cash | -2,147,530 | 864,435 | 876,210 | -544,037 | 700,847 | -318,140 | 1,742,891 | -1,116,753 | -2,465,837 | 2,390,141 | 897,215 | 410,474 | 172,205 | 791,008 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | -2,147,530 | 864,435 | 876,210 | -544,037 | 700,847 | -318,140 | 1,742,891 | -1,116,753 | -2,465,837 | 2,390,141 | 897,215 | 410,474 | 172,205 | 791,008 |
family investment management limited Credit Report and Business Information
Family Investment Management Limited Competitor Analysis
Perform a competitor analysis for family investment management limited by selecting its closest rivals and benchmarking them against 12 key performance metrics.
family investment management limited Ownership
FAMILY INVESTMENT MANAGEMENT LIMITED group structure
Family Investment Management Limited has no subsidiary companies.
Ultimate parent company
FAMILY ASSURANCE FRIENDLY SOCIETY LTD
#0068594
1 parent
FAMILY INVESTMENT MANAGEMENT LIMITED
01915516
family investment management limited directors
Family Investment Management Limited currently has 5 directors. The longest serving directors include Mrs Philippa Herz (Apr 2017) and Ms Sally Williams (Aug 2019).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mrs Philippa Herz | 55 years | Apr 2017 | - | Director | |
| Ms Sally Williams | 57 years | Aug 2019 | - | Director | |
| Ms Sally Williams | England | 57 years | Aug 2019 | - | Director |
| Mr Jamshaid Islam | England | 49 years | Jan 2020 | - | Director |
| Mrs Melanie Hind | England | 61 years | Sep 2022 | - | Director |
P&L
December 2022turnover
40.7m
-3%
operating profit
-503
0%
gross margin
5.3%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2022net assets
1.8m
+0.05%
total assets
5.8m
-0.28%
cash
2.3m
-0.49%
net assets
Total assets minus all liabilities
Similar Companies
family investment management limited company details
company number
01915516
Type
Private limited with Share Capital
industry
64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
incorporation date
May 1985
age
39
accounts
Full Accounts
ultimate parent company
previous names
family equity plan limited (February 1990)
family assurance investment management limited (May 1989)
incorporated
UK
address
16-17 west street, brighton, england and wales, BN1 2RL
last accounts submitted
December 2022
family investment management limited Charges & Mortgages
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 found 1 charges/mortgages relating to family investment management limited. Currently there are 0 open charges and 1 have been satisfied in the past.
family investment management limited Companies House Filings - See Documents
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