ifs family wealth advisers ltd
ifs family wealth advisers ltd Company Information
Company Number
03554632
Next Accounts
Jul 2025
Directors
Shareholders
nicholas alistair james proctor
Group Structure
View All
Industry
Life reinsurance
+2Registered Address
12 holmwood close, east horsley, leatherhead, surrey, KT24 6SS
Website
http://strategists.comifs family wealth advisers ltd Estimated Valuation
Pomanda estimates the enterprise value of IFS FAMILY WEALTH ADVISERS LTD at £187.2k based on a Turnover of £270.3k and 0.69x industry multiple (adjusted for size and gross margin).
ifs family wealth advisers ltd Estimated Valuation
Pomanda estimates the enterprise value of IFS FAMILY WEALTH ADVISERS LTD at £2.1m based on an EBITDA of £404.9k and a 5.09x industry multiple (adjusted for size and gross margin).
ifs family wealth advisers ltd Estimated Valuation
Pomanda estimates the enterprise value of IFS FAMILY WEALTH ADVISERS LTD at £2.8m based on Net Assets of £1.8m and 1.57x industry multiple (adjusted for liquidity).
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Ifs Family Wealth Advisers Ltd Overview
Ifs Family Wealth Advisers Ltd is a live company located in leatherhead, KT24 6SS with a Companies House number of 03554632. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in April 1998, it's largest shareholder is nicholas alistair james proctor with a 100% stake. Ifs Family Wealth Advisers Ltd is a mature, micro sized company, Pomanda has estimated its turnover at £270.3k with declining growth in recent years.
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Ifs Family Wealth Advisers Ltd Health Check
Pomanda's financial health check has awarded Ifs Family Wealth Advisers Ltd a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 5 areas for improvement. Company Health Check FAQs
3 Strong
2 Regular
5 Weak
Size
annual sales of £270.3k, make it smaller than the average company (£2.6m)
- Ifs Family Wealth Advisers Ltd
£2.6m - Industry AVG
Growth
3 year (CAGR) sales growth of -39%, show it is growing at a slower rate (7.2%)
- Ifs Family Wealth Advisers Ltd
7.2% - Industry AVG
Production
with a gross margin of 57.3%, this company has a higher cost of product (85.4%)
- Ifs Family Wealth Advisers Ltd
85.4% - Industry AVG
Profitability
an operating margin of 149.8% make it more profitable than the average company (16.6%)
- Ifs Family Wealth Advisers Ltd
16.6% - Industry AVG
Employees
with 4 employees, this is below the industry average (15)
4 - Ifs Family Wealth Advisers Ltd
15 - Industry AVG
Pay Structure
on an average salary of £63.2k, the company has an equivalent pay structure (£63.2k)
- Ifs Family Wealth Advisers Ltd
£63.2k - Industry AVG
Efficiency
resulting in sales per employee of £67.6k, this is less efficient (£165.4k)
- Ifs Family Wealth Advisers Ltd
£165.4k - Industry AVG
Debtor Days
it gets paid by customers after 138 days, this is near the average (170 days)
- Ifs Family Wealth Advisers Ltd
170 days - Industry AVG
Creditor Days
its suppliers are paid after 313 days, this is slower than average (22 days)
- Ifs Family Wealth Advisers Ltd
22 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Ifs Family Wealth Advisers Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Ifs Family Wealth Advisers Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 5.3%, this is a lower level of debt than the average (84.3%)
5.3% - Ifs Family Wealth Advisers Ltd
84.3% - Industry AVG
IFS FAMILY WEALTH ADVISERS LTD financials
Ifs Family Wealth Advisers Ltd's latest turnover from October 2023 is estimated at £270.3 thousand and the company has net assets of £1.8 million. According to their latest financial statements, Ifs Family Wealth Advisers Ltd has 4 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Oct 2023 | Oct 2022 | Oct 2021 | Oct 2020 | Oct 2019 | Oct 2018 | Oct 2017 | Oct 2016 | Oct 2015 | Oct 2014 | Oct 2013 | Oct 2012 | Oct 2011 | Oct 2010 | Oct 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 | 4 | 4 | 3 | 3 | |||||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Oct 2023 | Oct 2022 | Oct 2021 | Oct 2020 | Oct 2019 | Oct 2018 | Oct 2017 | Oct 2016 | Oct 2015 | Oct 2014 | Oct 2013 | Oct 2012 | Oct 2011 | Oct 2010 | Oct 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 1,776,909 | 1,074,729 | 1,071,304 | 882,334 | 652,555 | 399,657 | 406,940 | 373,261 | 66 | 103 | 327 | 1,011 | |||
| Intangible Assets | |||||||||||||||
| Investments & Other | 235,093 | 225,465 | 125,489 | ||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 1,776,909 | 1,074,729 | 1,071,304 | 882,334 | 652,555 | 399,657 | 406,940 | 373,261 | 235,093 | 225,465 | 125,489 | 66 | 103 | 327 | 1,011 |
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 102,707 | 447,002 | 483,605 | 303,190 | 449,059 | 539,159 | 263,606 | 156,705 | 74,683 | 65,173 | 60,089 | 31,599 | 1,533 | 687 | 928 |
| Group Debtors | |||||||||||||||
| Misc Debtors | 8,791 | 12,031 | 11,761 | 10,278 | 11,758 | 9,903 | |||||||||
| Cash | 154,293 | 100,185 | 221,041 | 335,571 | 383,873 | 311,660 | 299,798 | ||||||||
| misc current assets | 6,905 | 9,457 | 10,418 | ||||||||||||
| total current assets | 111,498 | 459,033 | 495,366 | 313,468 | 460,817 | 546,064 | 273,063 | 167,123 | 228,976 | 165,358 | 281,130 | 377,073 | 385,406 | 312,347 | 300,726 |
| total assets | 1,888,407 | 1,533,762 | 1,566,670 | 1,195,802 | 1,113,372 | 945,721 | 680,003 | 540,384 | 464,069 | 390,823 | 406,619 | 377,139 | 385,509 | 312,674 | 301,737 |
| Bank overdraft | |||||||||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 99,237 | 48,281 | 99,431 | 52,778 | 49,924 | 63,956 | 34,111 | 21,534 | 20,068 | 17,798 | 22,706 | 51,963 | 26,984 | 21,093 | 84,100 |
| Group/Directors Accounts | |||||||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | |||||||||||||||
| total current liabilities | 99,237 | 48,281 | 99,431 | 52,778 | 49,924 | 63,956 | 34,111 | 21,534 | 20,068 | 17,798 | 22,706 | 51,963 | 26,984 | 21,093 | 84,100 |
| loans | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | |||||||||||||||
| provisions | 98 | ||||||||||||||
| total long term liabilities | 98 | ||||||||||||||
| total liabilities | 99,237 | 48,281 | 99,431 | 52,778 | 49,924 | 63,956 | 34,111 | 21,534 | 20,068 | 17,798 | 22,706 | 51,963 | 26,984 | 21,093 | 84,198 |
| net assets | 1,789,170 | 1,485,481 | 1,467,239 | 1,143,024 | 1,063,448 | 881,765 | 645,892 | 518,850 | 444,001 | 373,025 | 383,913 | 325,176 | 358,525 | 291,581 | 217,539 |
| total shareholders funds | 1,789,170 | 1,485,481 | 1,467,239 | 1,143,024 | 1,063,448 | 881,765 | 645,892 | 518,850 | 444,001 | 373,025 | 383,913 | 325,176 | 358,525 | 291,581 | 217,539 |
| Oct 2023 | Oct 2022 | Oct 2021 | Oct 2020 | Oct 2019 | Oct 2018 | Oct 2017 | Oct 2016 | Oct 2015 | Oct 2014 | Oct 2013 | Oct 2012 | Oct 2011 | Oct 2010 | Oct 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | |||||||||||||||
| Depreciation | 66 | 37 | 224 | 684 | 719 | ||||||||||
| Amortisation | |||||||||||||||
| Tax | |||||||||||||||
| Stock | |||||||||||||||
| Debtors | -347,535 | -36,333 | 181,898 | -147,349 | -78,342 | 275,553 | 106,901 | 82,022 | 9,510 | 5,084 | 18,587 | 39,969 | 846 | -241 | 928 |
| Creditors | 50,956 | -51,150 | 46,653 | 2,854 | -14,032 | 29,845 | 12,577 | 1,466 | 2,270 | -4,908 | -29,257 | 24,979 | 5,891 | -63,007 | 84,100 |
| Accruals and Deferred Income | |||||||||||||||
| Deferred Taxes & Provisions | -98 | 98 | |||||||||||||
| Cash flow from operations | |||||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | -235,093 | 9,628 | 99,976 | 125,489 | |||||||||||
| cash flow from investments | |||||||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | |||||||||||||||
| Group/Directors Accounts | |||||||||||||||
| 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 | -154,293 | 54,108 | -120,856 | -114,530 | -48,302 | 72,213 | 11,862 | 299,798 | |||||||
| overdraft | |||||||||||||||
| change in cash | -154,293 | 54,108 | -120,856 | -114,530 | -48,302 | 72,213 | 11,862 | 299,798 |
ifs family wealth advisers ltd Credit Report and Business Information
Ifs Family Wealth Advisers Ltd Competitor Analysis
Perform a competitor analysis for ifs family wealth advisers ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in KT24 area or any other competitors across 12 key performance metrics.
ifs family wealth advisers ltd Ownership
IFS FAMILY WEALTH ADVISERS LTD group structure
Ifs Family Wealth Advisers Ltd has no subsidiary companies.
Ultimate parent company
IFS FAMILY WEALTH ADVISERS LTD
03554632
ifs family wealth advisers ltd directors
Ifs Family Wealth Advisers Ltd currently has 1 director, Mr Nicholas Proctor serving since Apr 1998.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Nicholas Proctor | 66 years | Apr 1998 | - | Director |
P&L
October 2023turnover
270.3k
-91%
operating profit
404.9k
0%
gross margin
57.4%
+132.8%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
October 2023net assets
1.8m
+0.2%
total assets
1.9m
+0.23%
cash
0
0%
net assets
Total assets minus all liabilities
ifs family wealth advisers ltd company details
company number
03554632
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.
65201 - Life reinsurance
65110 - Life insurance
incorporation date
April 1998
age
27
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
October 2023
previous names
independent financial strategists ltd (October 2012)
accountant
ANTHONY BROWN & CO
auditor
-
address
12 holmwood close, east horsley, leatherhead, surrey, KT24 6SS
Bank
-
Legal Advisor
-
ifs family wealth 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 did not find charges/mortgages relating to ifs family wealth advisers ltd.
ifs family wealth 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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ifs family wealth advisers ltd Companies House Filings - See Documents
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