jxg wealth limited Company Information
Company Number
02702410
Website
-Registered Address
merit house saxon way, priory park west, hessle, HU13 9PB
Industry
Fund management activities
Telephone
01723360361
Next Accounts Due
December 2024
Group Structure
View All
Directors
Jeffrey Grantham1 Years
Shareholders
jeffrey grantham 100%
jxg wealth limited Estimated Valuation
Pomanda estimates the enterprise value of JXG WEALTH LIMITED at £520k based on a Turnover of £559.1k and 0.93x industry multiple (adjusted for size and gross margin).
jxg wealth limited Estimated Valuation
Pomanda estimates the enterprise value of JXG WEALTH LIMITED at £0 based on an EBITDA of £-172.5k and a 3.42x industry multiple (adjusted for size and gross margin).
jxg wealth limited Estimated Valuation
Pomanda estimates the enterprise value of JXG WEALTH LIMITED at £55 based on Net Assets of £100 and 0.56x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Jxg Wealth Limited Overview
Jxg Wealth Limited is a live company located in hessle, HU13 9PB with a Companies House number of 02702410. It operates in the fund management activities sector, SIC Code 66300. Founded in March 1992, it's largest shareholder is jeffrey grantham with a 100% stake. Jxg Wealth Limited is a mature, small sized company, Pomanda has estimated its turnover at £559.1k with healthy growth in recent years.
Upgrade for unlimited company reports & a free credit check
Jxg Wealth Limited Health Check
Pomanda's financial health check has awarded Jxg Wealth Limited a 2.5 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 6 areas for improvement. Company Health Check FAQs
3 Strong
1 Regular
6 Weak
Size
annual sales of £559.1k, make it smaller than the average company (£2.6m)
- Jxg Wealth Limited
£2.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 11%, show it is growing at a faster rate (6.7%)
- Jxg Wealth Limited
6.7% - Industry AVG
Production
with a gross margin of 69.1%, this company has a higher cost of product (95.4%)
- Jxg Wealth Limited
95.4% - Industry AVG
Profitability
an operating margin of -30.9% make it less profitable than the average company (9.8%)
- Jxg Wealth Limited
9.8% - Industry AVG
Employees
with 1 employees, this is below the industry average (9)
- Jxg Wealth Limited
9 - Industry AVG
Pay Structure
on an average salary of £155.3k, the company has an equivalent pay structure (£155.3k)
- Jxg Wealth Limited
£155.3k - Industry AVG
Efficiency
resulting in sales per employee of £559.1k, this is more efficient (£340.7k)
- Jxg Wealth Limited
£340.7k - Industry AVG
Debtor Days
it gets paid by customers after 88 days, this is later than average (25 days)
- Jxg Wealth Limited
25 days - Industry AVG
Creditor Days
its suppliers are paid after 285 days, this is slower than average (45 days)
- Jxg Wealth Limited
45 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Jxg Wealth Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Jxg Wealth Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 99.9%, this is a higher level of debt than the average (40.4%)
99.9% - Jxg Wealth Limited
40.4% - Industry AVG
JXG WEALTH LIMITED financials
Jxg Wealth Limited's latest turnover from March 2023 is estimated at £559.1 thousand and the company has net assets of £100. According to their latest financial statements, we estimate that Jxg Wealth Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Mar 2023 | Mar 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 | 205,977 | |||||||||||||
Other Income Or Grants | 0 | |||||||||||||
Cost Of Sales | 11,957 | |||||||||||||
Gross Profit | 194,020 | |||||||||||||
Admin Expenses | 25,151 | |||||||||||||
Operating Profit | 168,869 | |||||||||||||
Interest Payable | 0 | |||||||||||||
Interest Receivable | 39 | |||||||||||||
Pre-Tax Profit | 168,908 | |||||||||||||
Tax | -35,745 | |||||||||||||
Profit After Tax | 133,163 | |||||||||||||
Dividends Paid | 136,000 | |||||||||||||
Retained Profit | -2,837 | |||||||||||||
Employee Costs | ||||||||||||||
Number Of Employees | 3 | 3 | 3 | 3 | 4 | 4 | 4 | |||||||
EBITDA* | 169,662 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Mar 2023 | Mar 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 | 0 | 0 | 4,540 | 912 | 1,797 | 2,682 | 16 | 153 | 581 | 1,090 | 1,889 | 213 | 284 | 825 |
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 | 4,540 | 912 | 1,797 | 2,682 | 16 | 153 | 581 | 1,090 | 1,889 | 213 | 284 | 825 |
Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Trade Debtors | 135,194 | 231,504 | 112,348 | 99,144 | 111,415 | 128,648 | 97,826 | 18,264 | 16,202 | 6,440 | 8,620 | 9,304 | 13,622 | 20,009 |
Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Misc Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 606 |
Cash | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50,971 | 73,171 | 60,795 | 82,354 | 49,047 | 66,033 | 61,117 |
misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
total current assets | 135,194 | 231,504 | 112,348 | 99,144 | 111,415 | 128,648 | 97,826 | 69,235 | 89,373 | 67,235 | 90,974 | 58,351 | 79,655 | 81,732 |
total assets | 135,194 | 231,504 | 116,888 | 100,056 | 113,212 | 131,330 | 97,842 | 69,388 | 89,954 | 68,325 | 92,863 | 58,564 | 79,939 | 82,557 |
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 | 135,094 | 58,898 | 48,528 | 38,682 | 36,028 | 40,782 | 35,496 | 32,016 | 51,661 | 35,242 | 39,207 | 27,074 | 36,943 | 0 |
Group/Directors Accounts | 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 |
hp & lease commitments | 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 | 0 | 36,990 |
total current liabilities | 135,094 | 58,898 | 48,528 | 38,682 | 36,028 | 40,782 | 35,496 | 32,016 | 51,661 | 35,242 | 39,207 | 27,074 | 36,943 | 36,990 |
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 | 135,094 | 58,898 | 48,528 | 38,682 | 36,028 | 40,782 | 35,496 | 32,016 | 51,661 | 35,242 | 39,207 | 27,074 | 36,943 | 36,990 |
net assets | 100 | 172,606 | 68,360 | 61,374 | 77,184 | 90,548 | 62,346 | 37,372 | 38,293 | 33,083 | 53,656 | 31,490 | 42,996 | 45,567 |
total shareholders funds | 100 | 172,606 | 68,360 | 61,374 | 77,184 | 90,548 | 62,346 | 37,372 | 38,293 | 33,083 | 53,656 | 31,490 | 42,996 | 45,567 |
Mar 2023 | Mar 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 | 168,869 | |||||||||||||
Depreciation | 0 | 428 | 925 | 799 | 746 | 71 | 541 | 793 | ||||||
Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||||
Tax | -35,745 | |||||||||||||
Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Debtors | -96,310 | 119,156 | 13,204 | -12,271 | -17,233 | 30,822 | 79,562 | 2,062 | 9,762 | -2,180 | -684 | -4,318 | -6,993 | 20,615 |
Creditors | 76,196 | 10,370 | 9,846 | 2,654 | -4,754 | 5,286 | 3,480 | -19,645 | 16,419 | -3,965 | 12,133 | -9,869 | 36,943 | 0 |
Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -36,990 | 36,990 |
Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Cash flow from operations | 150,292 | |||||||||||||
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 | 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 |
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 | 39 | |||||||||||||
cash flow from financing | 48,443 | |||||||||||||
cash and cash equivalents | ||||||||||||||
cash | 0 | 0 | 0 | 0 | 0 | 0 | -50,971 | -22,200 | 12,376 | -21,559 | 33,307 | -16,986 | 4,916 | 61,117 |
overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
change in cash | 0 | 0 | 0 | 0 | 0 | 0 | -50,971 | -22,200 | 12,376 | -21,559 | 33,307 | -16,986 | 4,916 | 61,117 |
jxg wealth limited Credit Report and Business Information
Jxg Wealth Limited Competitor Analysis
Perform a competitor analysis for jxg wealth limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in HU13 area or any other competitors across 12 key performance metrics.
jxg wealth limited Ownership
JXG WEALTH LIMITED group structure
Jxg Wealth Limited has no subsidiary companies.
Ultimate parent company
JXG WEALTH LIMITED
02702410
jxg wealth limited directors
Jxg Wealth Limited currently has 1 director, Mr Jeffrey Grantham serving since Sep 2023.
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Jeffrey Grantham | England | 61 years | Sep 2023 | - | Director |
P&L
March 2023turnover
559.1k
-17%
operating profit
-172.5k
0%
gross margin
69.1%
+2.41%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2023net assets
100
-1%
total assets
135.2k
-0.42%
cash
0
0%
net assets
Total assets minus all liabilities
jxg wealth limited company details
company number
02702410
Type
Private limited with Share Capital
industry
66300 - Fund management activities
incorporation date
March 1992
age
32
incorporated
UK
accounts
Micro-Entity Accounts
ultimate parent company
previous names
filefont limited (December 2023)
last accounts submitted
March 2023
address
merit house saxon way, priory park west, hessle, HU13 9PB
accountant
-
auditor
-
jxg wealth 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 did not find charges/mortgages relating to jxg wealth limited.
jxg wealth limited Companies House Filings - See Documents
date | description | view/download |
---|