Duke Godley Financial Planning Limited

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duke godley financial planning limited Company Information

Live

MatureMicroLow

Company Number

02268794

Next Accounts

Sep 2025

Industry

Activities of insurance agents and brokers

Life insurance

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Directors

Vipool Shah

Ajit Shah

Shareholders

vipool khetshi nathoobhai shah

ajit raichand shah

Group Structure

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Contact

Registered Address

congress house 14 lyon road, harrow, middlesex, HA1 2EN

Website

www.dukegodley.co.uk

duke godley financial planning limited Estimated Valuation

£339.7k

Pomanda estimates the enterprise value of DUKE GODLEY FINANCIAL PLANNING LIMITED at £339.7k based on Net Assets of £210.4k and 1.61x industry multiple (adjusted for liquidity).

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Duke Godley Financial Planning Limited is a live company located in middlesex, HA1 2EN with a Companies House number of 02268794. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in June 1988, it's largest shareholder is vipool khetshi nathoobhai shah with a 50% stake. Duke Godley Financial Planning Limited is a mature, micro sized company, Pomanda has estimated its turnover at £377.8k with low growth in recent years.

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Pomanda's financial health check has awarded Duke Godley Financial Planning Limited a 2 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 6 areas for improvement. Company Health Check FAQs

Health Rating2out of 5

1 Strong

3 Regular

6 Weak

Size

annual sales of £377.8k, make it smaller than the average company (£3.3m)

Growth

3 year (CAGR) sales growth of 1%, show it is growing at a slower rate (6.8%)

EXPORT

Duke Godley Financial Planning Limited's latest turnover from December 2023 is estimated at £377.8 thousand and the company has net assets of £210.4 thousand. According to their latest financial statements, Duke Godley Financial Planning Limited has 4 employees and maintains cash reserves of 0 as reported in the balance sheet.

Data source: Companies House, Pomanda Estimates

	Dec 2023	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	377,835	361,236	336,869	364,112	420,515	406,472	511,499	63,455	89,277	46,009	50,666	91,201	10,222	5,151	0
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	205,733	200,480	187,965	214,476	249,668	236,927	297,509	34,970	48,706	27,731	32,069	52,431	6,097	3,102	0
Gross Profit	172,103	160,756	148,904	149,636	170,847	169,545	213,990	358,183	369,928	18,278	18,597	38,769	4,125	2,050	0
Admin Expenses	126,923	202,513	170,845	204,536	143,156	117,634	102,428	266,255	281,169	90,538	102,316	-16,316	-43,269	-94,539	-161,104
Operating Profit	45,180	-41,757	-21,941	-54,900	27,691	51,911	111,562	91,928	88,759	-72,260	-83,719	55,085	47,394	96,589	161,104
Interest Payable	0	0	0	0	0	0	0	0	0	0	0	3	7	348	343
Interest Receivable	0	0	0	0	0	0	306	2,276	127	766	958	1,164	1,165	912	386
Pre-Tax Profit	45,180	-41,757	-21,941	-54,900	27,691	51,911	111,868	94,899	90,421	-71,494	-82,761	56,246	48,551	97,153	161,146
Tax	-11,295	0	0	0	-5,261	-9,863	-21,255	-18,938	-12,706	0	0	-13,499	-12,623	-27,203	-45,121
Profit After Tax	33,885	-41,757	-21,941	-54,900	22,430	42,048	90,613	75,961	77,715	-71,494	-82,761	42,747	35,928	69,950	116,025
Dividends Paid	0	0	0	0	0	0	0	20,000	104,000	0	0	0	0	0	0
Retained Profit	33,885	-41,757	-21,941	-54,900	22,430	42,048	90,613	55,961	-26,285	-71,494	-82,761	42,747	35,928	69,950	116,025
Employee Costs	266,152	250,446	246,353	239,314	290,142	114,174	109,716	52,764	51,636	51,308	50,283	48,652	48,761	48,212	0
Number Of Employees	4	4	4	4	5	2	2	1	1	1	1	1	1	1	0
EBITDA*	45,180	-41,757	-21,941	-54,900	27,691	51,911	111,562	93,222	90,668	-70,351	-31,773	105,665	47,394	97,200	161,127

* Earnings Before Interest, Tax, Depreciation and Amortisation

	Dec 2023	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	15,420	17,400	18,299	21,352	24,032	18,035	14,022	0	1,294	3,203	5,112	1,160	0	0	611
Intangible Assets	0	0	0	0	0	0	0	0	0	0	0	50,000	0	0	0
Investments & Other	0	0	0	0	0	0	0	19,945	19,945	19,945	19,945	18,616	25,332	4,909	4,909
Debtors (Due After 1 year)	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Total Fixed Assets	15,420	17,400	18,299	21,352	24,032	18,035	14,022	19,945	21,239	23,148	25,057	69,776	25,332	4,909	5,520
Stock & work in progress	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Debtors	247,002	249,494	227,429	249,539	286,388	276,065	245,909	40,700	57,683	28,056	31,869	57,569	5,150	2,576	1,086
Group Debtors	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Misc Debtors	16,605	10,429	7,306	5,512	0	0	0	0	0	0	0	0	31,845	41,185	5,431
Cash	0	0	0	0	0	0	0	122,542	78,707	133,443	172,770	210,462	255,224	210,628	154,225
misc current assets	0	0	0	0	0	0	2,831	0	0	0	0	0	0	0	0
total current assets	263,607	259,923	234,735	255,051	286,388	276,065	248,740	163,242	136,390	161,499	204,639	268,031	292,219	254,389	160,742
total assets	279,027	277,323	253,034	276,403	310,420	294,100	262,762	183,187	157,629	184,647	229,696	337,807	317,551	259,298	166,262
Bank overdraft	0	0	0	0	0	0	0	0	0	0	0	0	89	141	10,569
Bank loan	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Creditors	41,328	85,288	32,553	33,981	13,458	21,368	0	38,116	68,260	68,611	41,784	67,925	0	0	0
Group/Directors Accounts	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
other short term finances	0	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	0
other current liabilities	0	0	0	0	0	0	0	0	0	0	0	0	90,559	68,182	34,668
total current liabilities	41,328	85,288	32,553	33,981	13,458	21,368	0	38,116	68,260	68,611	41,784	67,925	90,648	68,323	45,237
loans	0	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	0
Accruals and Deferred Income	27,250	15,471	2,160	2,160	1,800	0	3,000	0	0	0	0	0	0	0	0
other liabilities	0	0	0	0	0	0	29,078	0	0	0	0	0	0	0	0
provisions	0	0	0	0	0	0	0	0	259	641	1,023	232	0	0	0
total long term liabilities	27,250	15,471	2,160	2,160	1,800	0	32,078	0	259	641	1,023	232	0	0	0
total liabilities	68,578	100,759	34,713	36,141	15,258	21,368	32,078	38,116	68,519	69,252	42,807	68,157	90,648	68,323	45,237
net assets	210,449	176,564	218,321	240,262	295,162	272,732	230,684	145,071	89,110	115,395	186,889	269,650	226,903	190,975	121,025
total shareholders funds	210,449	176,564	218,321	240,262	295,162	272,732	230,684	145,071	89,110	115,395	186,889	269,650	226,903	190,975	121,025

	Dec 2023	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	45,180	-41,757	-21,941	-54,900	27,691	51,911	111,562	91,928	88,759	-72,260	-83,719	55,085	47,394	96,589	161,104
Depreciation	0	0	0	0	0	0	0	1,294	1,909	1,909	1,946	580	0	611	23
Amortisation	0	0	0	0	0	0	0	0	0	0	50,000	50,000	0	0	0
Tax	-11,295	0	0	0	-5,261	-9,863	-21,255	-18,938	-12,706	0	0	-13,499	-12,623	-27,203	-45,121
Stock	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors	3,684	25,188	-20,316	-31,337	10,323	30,156	205,209	-16,983	29,627	-3,813	-25,700	20,574	-6,766	37,244	6,517
Creditors	-43,960	52,735	-1,428	20,523	-7,910	21,368	-38,116	-30,144	-351	26,827	-26,141	67,925	0	0	0
Accruals and Deferred Income	11,779	13,311	0	360	1,800	-3,000	3,000	0	0	0	0	-90,559	22,377	33,514	34,668
Deferred Taxes & Provisions	0	0	0	0	0	0	0	-259	-382	-382	791	232	0	0	0
Cash flow from operations	-1,980	-899	-3,053	-2,680	5,997	30,260	-150,018	60,864	47,602	-40,093	-31,423	49,190	63,914	66,267	144,157
Investing Activities
capital expenditure	1,980	899	3,053	2,680	-5,997	-4,013	-14,022	0	0	0	-5,898	-101,740	0	0	-634
Change in Investments	0	0	0	0	0	0	-19,945	0	0	0	1,329	-6,716	20,423	0	4,909
cash flow from investments	1,980	899	3,053	2,680	-5,997	-4,013	5,923	0	0	0	-7,227	-95,024	-20,423	0	-5,543
Financing Activities
Bank loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Group/Directors Accounts	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Other Short Term Loans	0	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	0
Hire Purchase and Lease Commitments	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
other long term liabilities	0	0	0	0	0	-29,078	29,078	0	0	0	0	0	0	0	0
share issue	0	0	0	0	0	0	-5,000	0	0	0	0	0	0	0	5,000
interest	0	0	0	0	0	0	306	2,276	127	766	958	1,161	1,158	564	43
cash flow from financing	0	0	0	0	0	-29,078	24,384	2,276	127	766	958	1,161	1,158	564	5,043
cash and cash equivalents
cash	0	0	0	0	0	0	-122,542	43,835	-54,736	-39,327	-37,692	-44,762	44,596	56,403	154,225
overdraft	0	0	0	0	0	0	0	0	0	0	0	-89	-52	-10,428	10,569
change in cash	0	0	0	0	0	0	-122,542	43,835	-54,736	-39,327	-37,692	-44,673	44,648	66,831	143,656

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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DUKE GODLEY FINANCIAL PLANNING LIMITED group structure

Duke Godley Financial Planning Limited has no subsidiary companies.

Ultimate parent company

DUKE GODLEY FINANCIAL PLANNING LIMITED

02268794

DUKE GODLEY FINANCIAL PLANNING LIMITED Shareholders

vipool khetshi nathoobhai shah	50%
ajit raichand shah	50%

Duke Godley Financial Planning Limited currently has 2 directors. The longest serving directors include Mr Vipool Shah (Nov 1991) and Mr Ajit Shah (Jan 2000).

officer	country	age	start	end	role
Mr Vipool Shah		72 years	Nov 1991	-	Director
Mr Ajit Shah		65 years	Jan 2000	-	Director

P&L

December 2023

turnover

377.8k

+5%

operating profit

45.2k

gross margin

45.6%

+2.36%

turnover

Turnover, or revenue, is the amount of sales generated by a company within the financial year.

Balance Sheet

December 2023

net assets

210.4k

+0.19%

total assets

279k

+0.01%

cash

net assets

Total assets minus all liabilities

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company number

02268794

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.

66220 - Activities of insurance agents and brokers

65110 - Life insurance

incorporation date

June 1988

ultimate parent company

None

previous names

nav financial planning limited (February 1993)

address

congress house 14 lyon road, harrow, middlesex, HA1 2EN

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.

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duke godley financial planning limited Company Information

duke godley financial planning limited Estimated Valuation

duke godley financial planning limited Estimated Valuation

duke godley financial planning limited Estimated Valuation

Duke Godley Financial Planning Limited Overview

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DUKE GODLEY FINANCIAL PLANNING LIMITED financials

duke godley financial planning limited Credit Report and Business Information

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duke godley financial planning limited directors

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