woodward markwell financial advisers ltd
woodward markwell financial advisers ltd Company Information
Company Number
02492078
Next Accounts
Oct 2025
Shareholders
woodward markwell insurance brokers holdings ltd
Group Structure
View All
Industry
Life insurance
+2Registered Address
friars house, 2 falcon street, ipswich, suffolk, IP1 1SL
Website
www.woodwardmarkwell.co.ukwoodward markwell financial advisers ltd Estimated Valuation
Pomanda estimates the enterprise value of WOODWARD MARKWELL FINANCIAL ADVISERS LTD at £1.5m based on a Turnover of £1.8m and 0.84x industry multiple (adjusted for size and gross margin).
woodward markwell financial advisers ltd Estimated Valuation
Pomanda estimates the enterprise value of WOODWARD MARKWELL FINANCIAL ADVISERS LTD at £0 based on an EBITDA of £-25k and a 5.71x industry multiple (adjusted for size and gross margin).
woodward markwell financial advisers ltd Estimated Valuation
Pomanda estimates the enterprise value of WOODWARD MARKWELL FINANCIAL ADVISERS LTD at £2.2m based on Net Assets of £1.4m and 1.53x industry multiple (adjusted for liquidity).
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Woodward Markwell Financial Advisers Ltd Overview
Woodward Markwell Financial Advisers Ltd is a live company located in ipswich, IP1 1SL with a Companies House number of 02492078. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in April 1990, it's largest shareholder is woodward markwell insurance brokers holdings ltd with a 100% stake. Woodward Markwell Financial Advisers Ltd is a mature, small sized company, Pomanda has estimated its turnover at £1.8m with declining growth in recent years.
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Woodward Markwell Financial Advisers Ltd Health Check
Pomanda's financial health check has awarded Woodward Markwell Financial Advisers Ltd a 3 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 5 areas for improvement. Company Health Check FAQs
4 Strong
2 Regular
5 Weak
Size
annual sales of £1.8m, make it smaller than the average company (£3m)
- Woodward Markwell Financial Advisers Ltd
£3m - Industry AVG
Growth
3 year (CAGR) sales growth of -24%, show it is growing at a slower rate (9%)
- Woodward Markwell Financial Advisers Ltd
9% - Industry AVG
Production
with a gross margin of 84.4%, this company has a comparable cost of product (84.4%)
- Woodward Markwell Financial Advisers Ltd
84.4% - Industry AVG
Profitability
an operating margin of -1.9% make it less profitable than the average company (11.8%)
- Woodward Markwell Financial Advisers Ltd
11.8% - Industry AVG
Employees
with 23 employees, this is above the industry average (18)
23 - Woodward Markwell Financial Advisers Ltd
18 - Industry AVG
Pay Structure
on an average salary of £67.3k, the company has an equivalent pay structure (£67.3k)
- Woodward Markwell Financial Advisers Ltd
£67.3k - Industry AVG
Efficiency
resulting in sales per employee of £79.4k, this is less efficient (£166.3k)
- Woodward Markwell Financial Advisers Ltd
£166.3k - Industry AVG
Debtor Days
it gets paid by customers after 0 days, this is earlier than average (153 days)
- Woodward Markwell Financial Advisers Ltd
153 days - Industry AVG
Creditor Days
its suppliers are paid after 131 days, this is slower than average (104 days)
- Woodward Markwell Financial Advisers Ltd
104 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Woodward Markwell Financial Advisers Ltd
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 0 weeks, this is less cash available to meet short term requirements (19 weeks)
0 weeks - Woodward Markwell Financial Advisers Ltd
19 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 21.1%, this is a lower level of debt than the average (78.9%)
21.1% - Woodward Markwell Financial Advisers Ltd
78.9% - Industry AVG
WOODWARD MARKWELL FINANCIAL ADVISERS LTD financials
Woodward Markwell Financial Advisers Ltd's latest turnover from January 2024 is estimated at £1.8 million and the company has net assets of £1.4 million. According to their latest financial statements, Woodward Markwell Financial Advisers Ltd has 23 employees and maintains cash reserves of £177 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Jan 2024 | Jan 2023 | Jan 2022 | Jan 2021 | Jan 2020 | Jan 2019 | Jan 2018 | Jan 2017 | Jan 2016 | Jan 2015 | Jan 2014 | Jan 2013 | Jan 2012 | Sep 2010 | Sep 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | |||||||||||||||
| Other Income Or Grants | |||||||||||||||
| Cost Of Sales | |||||||||||||||
| Gross Profit | |||||||||||||||
| Admin Expenses | |||||||||||||||
| Operating Profit | |||||||||||||||
| Interest Payable | |||||||||||||||
| Interest Receivable | |||||||||||||||
| Pre-Tax Profit | |||||||||||||||
| Tax | |||||||||||||||
| Profit After Tax | |||||||||||||||
| Dividends Paid | |||||||||||||||
| Retained Profit | |||||||||||||||
| Employee Costs | |||||||||||||||
| Number Of Employees | 23 | 34 | 49 | 49 | 46 | 46 | 42 | 37 | 36 | ||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Jan 2024 | Jan 2023 | Jan 2022 | Jan 2021 | Jan 2020 | Jan 2019 | Jan 2018 | Jan 2017 | Jan 2016 | Jan 2015 | Jan 2014 | Jan 2013 | Jan 2012 | Sep 2010 | Sep 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 26,785 | 33,368 | 198,579 | 205,795 | 197,282 | 196,586 | 190,893 | 116,315 | 102,547 | 84,092 | 3,736 | 4,783 | 6,517 | 5,900 | 5,353 |
| Intangible Assets | 30,000 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||||
| Investments & Other | 2,458 | 2,458 | 2,458 | 2,458 | 3,458 | 53,458 | 3,458 | 3,458 | 3,440 | 5,355 | 5,355 | 5,355 | 5,355 | 5,355 | 5,355 |
| Debtors (Due After 1 year) | 16,634 | 26,659 | |||||||||||||
| Total Fixed Assets | 29,243 | 35,826 | 247,671 | 234,912 | 200,740 | 250,045 | 194,352 | 119,774 | 105,988 | 89,448 | 9,092 | 10,139 | 11,873 | 11,256 | 10,709 |
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 2,714 | 10,341 | 1,020,247 | 747,164 | 620,923 | 546,841 | 417,347 | 311,913 | 296,271 | 1,539,424 | 1,366,487 | 1,291,413 | 1,405,127 | 1,162,399 | 958,716 |
| Group Debtors | 1,624,226 | 1,603,252 | 1,835,165 | 1,923,830 | 1,795,427 | 2,204,342 | 1,402,812 | 1,327,878 | 1,270,059 | ||||||
| Misc Debtors | 129,875 | 239,556 | 314,268 | 284,003 | 124,703 | 227,356 | 91,193 | 73,618 | 43,841 | ||||||
| Cash | 177 | 105 | 373,879 | 420,846 | 363,919 | 336,820 | 487,430 | 284,971 | 129,292 | 47,870 | 46,350 | 26,467 | 11,017 | 64,509 | 163,916 |
| misc current assets | |||||||||||||||
| total current assets | 1,756,992 | 1,853,254 | 3,543,559 | 3,375,843 | 2,904,972 | 3,315,359 | 2,398,782 | 1,998,380 | 1,739,463 | 1,587,294 | 1,412,837 | 1,317,880 | 1,416,144 | 1,226,908 | 1,122,632 |
| total assets | 1,786,235 | 1,889,080 | 3,791,230 | 3,610,755 | 3,105,712 | 3,565,404 | 2,593,134 | 2,118,154 | 1,845,451 | 1,676,742 | 1,421,929 | 1,328,019 | 1,428,017 | 1,238,164 | 1,133,341 |
| Bank overdraft | 83,969 | 39,845 | 165,531 | 99,325 | 166,252 | 92,445 | 134,497 | 46,304 | |||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 102,776 | 92,820 | 1,104,083 | 935,098 | 868,321 | 701,159 | 688,107 | 498,225 | 376,974 | 576,733 | 412,919 | 481,745 | 666,765 | 625,848 | 661,492 |
| Group/Directors Accounts | 128,330 | 151,000 | 27,609 | 28,622 | 13,622 | 2,000 | 2,000 | 2,000 | 2,000 | 35,830 | 10,417 | ||||
| other short term finances | |||||||||||||||
| hp & lease commitments | 32,402 | 31,475 | 29,258 | 22,401 | 27,927 | 25,738 | 23,789 | ||||||||
| other current liabilities | 61,072 | 153,220 | 669,806 | 512,921 | 367,549 | 423,630 | 369,437 | 288,273 | 194,536 | ||||||
| total current liabilities | 376,147 | 436,885 | 1,999,431 | 1,607,441 | 1,445,002 | 1,241,635 | 1,087,471 | 948,733 | 643,603 | 576,733 | 448,749 | 492,162 | 666,765 | 625,848 | 661,492 |
| loans | |||||||||||||||
| hp & lease commitments | 42,022 | 54,568 | 52,111 | 35,666 | 30,364 | 37,301 | 46,890 | ||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | 148,841 | 325,271 | 457,018 | 574,317 | 42,051 | ||||||||||
| provisions | 245 | 10,078 | 8,933 | 15,188 | 16,562 | 8,851 | 5,606 | 5,572 | 526 | 790 | 1,217 | 1,033 | 725 | ||
| total long term liabilities | 245 | 190,863 | 389,917 | 518,062 | 625,171 | 46,926 | 46,152 | 52,496 | 47,623 | 526 | 790 | 1,217 | 1,033 | 725 | |
| total liabilities | 376,392 | 436,885 | 2,190,294 | 1,997,358 | 1,963,064 | 1,866,806 | 1,134,397 | 994,885 | 696,099 | 624,356 | 449,275 | 492,952 | 667,982 | 626,881 | 662,217 |
| net assets | 1,409,843 | 1,452,195 | 1,600,936 | 1,613,397 | 1,142,648 | 1,698,598 | 1,458,737 | 1,123,269 | 1,149,352 | 1,052,386 | 972,654 | 835,067 | 760,035 | 611,283 | 471,124 |
| total shareholders funds | 1,409,843 | 1,452,195 | 1,600,936 | 1,613,397 | 1,142,648 | 1,698,598 | 1,458,737 | 1,123,269 | 1,149,352 | 1,052,386 | 972,654 | 835,067 | 760,035 | 611,283 | 471,124 |
| Jan 2024 | Jan 2023 | Jan 2022 | Jan 2021 | Jan 2020 | Jan 2019 | Jan 2018 | Jan 2017 | Jan 2016 | Jan 2015 | Jan 2014 | Jan 2013 | Jan 2012 | Sep 2010 | Sep 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | |||||||||||||||
| Depreciation | 10,409 | 21,115 | 42,676 | 44,238 | 39,938 | 37,462 | 29,892 | 21,294 | 24,134 | 6,221 | 2,722 | 1,734 | 1,629 | 1,041 | 945 |
| Amortisation | 3,999 | ||||||||||||||
| Tax | |||||||||||||||
| Stock | |||||||||||||||
| Debtors | -96,334 | -1,333,165 | 204,658 | 440,603 | -437,486 | 1,067,187 | 197,943 | 103,238 | 70,747 | 172,937 | 75,074 | -113,714 | 1,405,127 | 203,683 | 958,716 |
| Creditors | 9,956 | -1,011,263 | 168,985 | 66,777 | 167,162 | 13,052 | 189,882 | 121,251 | -199,759 | 163,814 | -68,826 | -185,020 | 666,765 | -35,644 | 661,492 |
| Accruals and Deferred Income | -92,148 | -516,586 | 156,885 | 145,372 | -56,081 | 54,193 | 81,164 | 93,737 | 194,536 | ||||||
| Deferred Taxes & Provisions | 245 | -10,078 | 1,145 | -6,255 | -1,374 | 7,711 | 3,245 | 34 | 5,046 | -264 | -427 | 1,217 | 308 | 725 | |
| Cash flow from operations | |||||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | -1,000 | -50,000 | 50,000 | 18 | -1,915 | 5,355 | 5,355 | ||||||||
| cash flow from investments | |||||||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | |||||||||||||||
| Group/Directors Accounts | -22,670 | 123,391 | -1,013 | 15,000 | 11,622 | 2,000 | -35,830 | 25,413 | 10,417 | ||||||
| Other Short Term Loans | |||||||||||||||
| Long term loans | |||||||||||||||
| Hire Purchase and Lease Commitments | -74,424 | -11,619 | 4,674 | 23,302 | -224 | -4,748 | -7,640 | 70,679 | |||||||
| other long term liabilities | -148,841 | -176,430 | -131,747 | -117,299 | 574,317 | -42,051 | 42,051 | ||||||||
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | 72 | -373,774 | -46,967 | 56,927 | 27,099 | -150,610 | 202,459 | 155,679 | 81,422 | 1,520 | 19,883 | 15,450 | 11,017 | -99,407 | 163,916 |
| overdraft | 44,124 | -125,686 | 66,206 | -66,927 | 73,807 | 92,445 | -134,497 | 88,193 | 46,304 | ||||||
| change in cash | -44,052 | -248,088 | -113,173 | 123,854 | -46,708 | -243,055 | 336,956 | 67,486 | 35,118 | 1,520 | 19,883 | 15,450 | 11,017 | -99,407 | 163,916 |
woodward markwell financial advisers ltd Credit Report and Business Information
Woodward Markwell Financial Advisers Ltd Competitor Analysis
Perform a competitor analysis for woodward markwell financial advisers ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in IP1 area or any other competitors across 12 key performance metrics.
woodward markwell financial advisers ltd Ownership
WOODWARD MARKWELL FINANCIAL ADVISERS LTD group structure
Woodward Markwell Financial Advisers Ltd has 3 subsidiary companies.
Ultimate parent company
2 parents
WOODWARD MARKWELL FINANCIAL ADVISERS LTD
02492078
3 subsidiaries
woodward markwell financial advisers ltd directors
Woodward Markwell Financial Advisers Ltd currently has 3 directors. The longest serving directors include Mrs Davina Olson (May 2018) and Mr Jacob Blackmore (Mar 2023).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mrs Davina Olson | England | 54 years | May 2018 | - | Director |
| Mr Jacob Blackmore | 36 years | Mar 2023 | - | Director | |
| Mrs Rachel Fortescue | 56 years | Mar 2023 | - | Director |
P&L
January 2024turnover
1.8m
-28%
operating profit
-35.4k
0%
gross margin
84.5%
-0.35%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
January 2024net assets
1.4m
-0.03%
total assets
1.8m
-0.05%
cash
177
+0.69%
net assets
Total assets minus all liabilities
woodward markwell financial advisers ltd company details
company number
02492078
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.
65110 - Life insurance
65120 - Non-life insurance
incorporation date
April 1990
age
35
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
January 2024
previous names
woodward markwell insurance brokers limited (March 2023)
woodward markwell insurance services limited (November 1990)
accountant
BDO LLP
auditor
-
address
friars house, 2 falcon street, ipswich, suffolk, IP1 1SL
Bank
NATIONAL WESTMINSTER BANK PLC, NATIONAL WESTMINSTER BANK PLC
Legal Advisor
-
woodward markwell financial advisers ltd 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 5 charges/mortgages relating to woodward markwell financial advisers ltd. Currently there are 1 open charges and 4 have been satisfied in the past.
woodward markwell financial advisers ltd Capital Raised & Share Issues BETA
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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woodward markwell financial advisers ltd Companies House Filings - See Documents
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