albert goodman financial planning limited
albert goodman financial planning limited Company Information
Company Number
02989819
Next Accounts
Jan 2026
Shareholders
albert goodman llp
Group Structure
View All
Industry
Other activities auxiliary to insurance and pension funding
+2Registered Address
goodwood house, blackbrook park avenue, taunton, somerset, TA1 2PX
Website
www.albertgoodman.co.ukalbert goodman financial planning limited Estimated Valuation
Pomanda estimates the enterprise value of ALBERT GOODMAN FINANCIAL PLANNING LIMITED at £2.3m based on a Turnover of £2.6m and 0.89x industry multiple (adjusted for size and gross margin).
albert goodman financial planning limited Estimated Valuation
Pomanda estimates the enterprise value of ALBERT GOODMAN FINANCIAL PLANNING LIMITED at £0 based on an EBITDA of £-3.2k and a 4.85x industry multiple (adjusted for size and gross margin).
albert goodman financial planning limited Estimated Valuation
Pomanda estimates the enterprise value of ALBERT GOODMAN FINANCIAL PLANNING LIMITED at £499.5k based on Net Assets of £250k and 2x industry multiple (adjusted for liquidity).
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Albert Goodman Financial Planning Limited Overview
Albert Goodman Financial Planning Limited is a live company located in taunton, TA1 2PX with a Companies House number of 02989819. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in November 1994, it's largest shareholder is albert goodman llp with a 100% stake. Albert Goodman Financial Planning Limited is a mature, small sized company, Pomanda has estimated its turnover at £2.6m with healthy growth in recent years.
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Albert Goodman Financial Planning Limited Health Check
Pomanda's financial health check has awarded Albert Goodman Financial Planning Limited a 3 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
4 Regular
4 Weak
Size
annual sales of £2.6m, make it in line with the average company (£2.6m)
- Albert Goodman Financial Planning Limited
£2.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 12%, show it is growing at a faster rate (8.8%)
- Albert Goodman Financial Planning Limited
8.8% - Industry AVG
Production
with a gross margin of 92.9%, this company has a comparable cost of product (92.9%)
- Albert Goodman Financial Planning Limited
92.9% - Industry AVG
Profitability
an operating margin of -0.2% make it less profitable than the average company (13.1%)
- Albert Goodman Financial Planning Limited
13.1% - Industry AVG
Employees
with 28 employees, this is above the industry average (11)
28 - Albert Goodman Financial Planning Limited
11 - Industry AVG
Pay Structure
on an average salary of £62.5k, the company has an equivalent pay structure (£62.5k)
- Albert Goodman Financial Planning Limited
£62.5k - Industry AVG
Efficiency
resulting in sales per employee of £92.3k, this is less efficient (£143.7k)
- Albert Goodman Financial Planning Limited
£143.7k - Industry AVG
Debtor Days
it gets paid by customers after 31 days, this is earlier than average (49 days)
- Albert Goodman Financial Planning Limited
49 days - Industry AVG
Creditor Days
its suppliers are paid after 1 days, this is quicker than average (74 days)
- Albert Goodman Financial Planning Limited
74 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Albert Goodman Financial Planning Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 14 weeks, this is less cash available to meet short term requirements (34 weeks)
14 weeks - Albert Goodman Financial Planning Limited
34 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 60.1%, this is a similar level of debt than the average (58.6%)
60.1% - Albert Goodman Financial Planning Limited
58.6% - Industry AVG
ALBERT GOODMAN FINANCIAL PLANNING LIMITED financials
Albert Goodman Financial Planning Limited's latest turnover from April 2024 is estimated at £2.6 million and the company has net assets of £250 thousand. According to their latest financial statements, Albert Goodman Financial Planning Limited has 28 employees and maintains cash reserves of £101.8 thousand 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 | |||||||||||||||
| 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 | 28 | 27 | 25 | 26 | 28 | 26 | 29 | 28 | 30 | ||||||
| EBITDA* |
* 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 | 3,176 | 4,468 | 1,477 | 2,491 | 3,501 | 3,507 | 12,041 | 13,974 | 14,410 | 18,513 | 11,818 | 13,407 | |||
| Intangible Assets | |||||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 3,176 | 4,468 | 1,477 | 2,491 | 3,501 | 3,507 | 12,041 | 13,974 | 14,410 | 18,513 | 11,818 | 13,407 | |||
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 226,607 | 148,464 | 122,471 | 135,546 | 166,019 | 100,652 | 84,756 | 112,702 | 172,355 | 216,085 | 317,032 | 288,170 | 275,265 | 322,260 | 281,592 |
| Group Debtors | 221,482 | 158,854 | 106,210 | 68,777 | 29,984 | 88,249 | 74,224 | ||||||||
| Misc Debtors | 72,695 | 18,174 | 14,390 | 14,712 | 42,188 | 108,490 | 123,711 | 138,304 | 134,550 | ||||||
| Cash | 101,813 | 96,239 | 261,438 | 251,132 | 82,658 | 68,332 | 11,792 | 8,753 | 3,853 | 52,208 | 2,945 | 30,445 | 20,107 | 571 | 200 |
| misc current assets | |||||||||||||||
| total current assets | 622,597 | 421,731 | 504,509 | 401,390 | 359,642 | 307,458 | 308,508 | 333,983 | 310,758 | 268,293 | 319,977 | 318,615 | 295,372 | 322,831 | 281,792 |
| total assets | 625,773 | 426,199 | 504,509 | 401,390 | 359,642 | 308,935 | 310,999 | 337,484 | 314,265 | 280,334 | 333,951 | 333,025 | 313,885 | 334,649 | 295,199 |
| Bank overdraft | |||||||||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 767 | 2,615 | 3,511 | 2,738 | 19,443 | 12,094 | 13,293 | 3,411 | 382 | 189,884 | 243,076 | 242,309 | 221,544 | 244,287 | 204,193 |
| Group/Directors Accounts | 22,528 | 37,437 | |||||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | 375,006 | 210,056 | 287,470 | 187,596 | 210,099 | 166,741 | 172,415 | 208,538 | 187,446 | ||||||
| total current liabilities | 375,773 | 212,671 | 290,981 | 212,862 | 229,542 | 178,835 | 185,708 | 211,949 | 225,265 | 189,884 | 243,076 | 242,309 | 221,544 | 244,287 | 204,193 |
| loans | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | |||||||||||||||
| provisions | 191 | 435 | 372 | 1,822 | 2,247 | 2,111 | 3,150 | 1,171 | 1,655 | ||||||
| total long term liabilities | 191 | 435 | 372 | 1,822 | 2,247 | 2,111 | 3,150 | 1,171 | 1,655 | ||||||
| total liabilities | 375,773 | 212,671 | 290,981 | 212,862 | 229,542 | 178,835 | 185,899 | 212,384 | 225,637 | 191,706 | 245,323 | 244,420 | 224,694 | 245,458 | 205,848 |
| net assets | 250,000 | 213,528 | 213,528 | 188,528 | 130,100 | 130,100 | 125,100 | 125,100 | 88,628 | 88,628 | 88,628 | 88,605 | 89,191 | 89,191 | 89,351 |
| total shareholders funds | 250,000 | 213,528 | 213,528 | 188,528 | 130,100 | 130,100 | 125,100 | 125,100 | 88,628 | 88,628 | 88,628 | 88,605 | 89,191 | 89,191 | 89,351 |
| 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 | |||||||||||||||
| Depreciation | 1,999 | 1,295 | 285 | 750 | 1,010 | 1,655 | 2,778 | 4,281 | 4,873 | 4,346 | 2,922 | 2,088 | 6,019 | ||
| Amortisation | |||||||||||||||
| Tax | |||||||||||||||
| Stock | |||||||||||||||
| Debtors | 195,292 | 82,421 | 92,813 | -126,726 | 37,858 | -57,590 | -28,514 | 18,325 | 90,820 | -100,947 | 28,862 | 12,905 | -46,995 | 40,668 | 281,592 |
| Creditors | -1,848 | -896 | 773 | -16,705 | 7,349 | -1,199 | 9,882 | 3,029 | -189,502 | -53,192 | 767 | 20,765 | -22,743 | 40,094 | 204,193 |
| Accruals and Deferred Income | 164,950 | -77,414 | 99,874 | -22,503 | 43,358 | -5,674 | -36,123 | 21,092 | 187,446 | ||||||
| Deferred Taxes & Provisions | -191 | -244 | 63 | -1,450 | -425 | 136 | -1,039 | 1,979 | -484 | 1,655 | |||||
| Cash flow from operations | |||||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | |||||||||||||||
| cash flow from investments | |||||||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | |||||||||||||||
| Group/Directors Accounts | -22,528 | 22,528 | -37,437 | 37,437 | |||||||||||
| Other Short Term Loans | |||||||||||||||
| Long term loans | |||||||||||||||
| Hire Purchase and Lease Commitments | |||||||||||||||
| other long term liabilities | |||||||||||||||
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | 5,574 | -165,199 | 10,306 | 168,474 | 14,326 | 56,540 | 3,039 | 4,900 | -48,355 | 49,263 | -27,500 | 10,338 | 19,536 | 371 | 200 |
| overdraft | |||||||||||||||
| change in cash | 5,574 | -165,199 | 10,306 | 168,474 | 14,326 | 56,540 | 3,039 | 4,900 | -48,355 | 49,263 | -27,500 | 10,338 | 19,536 | 371 | 200 |
albert goodman financial planning limited Credit Report and Business Information
Albert Goodman Financial Planning Limited Competitor Analysis
Perform a competitor analysis for albert goodman financial planning limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in TA1 area or any other competitors across 12 key performance metrics.
albert goodman financial planning limited Ownership
ALBERT GOODMAN FINANCIAL PLANNING LIMITED group structure
Albert Goodman Financial Planning Limited has no subsidiary companies.
Ultimate parent company
1 parent
ALBERT GOODMAN FINANCIAL PLANNING LIMITED
02989819
albert goodman financial planning limited directors
Albert Goodman Financial Planning Limited currently has 6 directors. The longest serving directors include Mrs Louise Osborne (Apr 2015) and Claire Musson (May 2018).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mrs Louise Osborne | United Kingdom | 42 years | Apr 2015 | - | Director |
| Claire Musson | United Kingdom | 57 years | May 2018 | - | Director |
| Mr Michael Seagrove | United Kingdom | 61 years | May 2018 | - | Director |
| Mr Iain McVicar | England | 55 years | Jan 2019 | - | Director |
| Reme Holland | United Kingdom | 42 years | Nov 2022 | - | Director |
| Ms Joanne Clements | United Kingdom | 56 years | Jun 2023 | - | Director |
P&L
April 2024turnover
2.6m
+25%
operating profit
-5.2k
0%
gross margin
92.9%
+3.86%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
April 2024net assets
250k
+0.17%
total assets
625.8k
+0.47%
cash
101.8k
+0.06%
net assets
Total assets minus all liabilities
albert goodman financial planning limited company details
company number
02989819
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
66290 - Other activities auxiliary to insurance and pension funding
66190 - Other activities auxiliary to financial services, except insurance and pension funding
incorporation date
November 1994
age
31
incorporated
UK
ultimate parent company
accounts
Small Company
last accounts submitted
April 2024
previous names
albert goodman financial services limited (August 2006)
andrew brown associates independent financial advisers limited (April 2004)
accountant
-
auditor
HILLIER HOPKINS LLP
address
goodwood house, blackbrook park avenue, taunton, somerset, TA1 2PX
Bank
-
Legal Advisor
-
albert goodman financial planning 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 albert goodman financial planning limited.
albert goodman financial planning limited 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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albert goodman financial planning limited Companies House Filings - See Documents
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