chapel court wealth planning limited
chapel court wealth planning limited Company Information
Company Number
03571896
Next Accounts
Mar 2026
Shareholders
nominee of burgis & bullock partnership
Group Structure
View All
Industry
Life insurance
+1Registered Address
23-25, waterloo place, warwick street, leamington spa, warwickshire, CV32 5LA
Website
www.chapelcourtwealth.comchapel court wealth planning limited Estimated Valuation
Pomanda estimates the enterprise value of CHAPEL COURT WEALTH PLANNING LIMITED at £1.2k based on a Turnover of £2.7k and 0.45x industry multiple (adjusted for size and gross margin).
chapel court wealth planning limited Estimated Valuation
Pomanda estimates the enterprise value of CHAPEL COURT WEALTH PLANNING LIMITED at £0 based on an EBITDA of £0 and a 4.9x industry multiple (adjusted for size and gross margin).
chapel court wealth planning limited Estimated Valuation
Pomanda estimates the enterprise value of CHAPEL COURT WEALTH PLANNING LIMITED at £0 based on Net Assets of £-3k and 1.64x industry multiple (adjusted for liquidity).
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Chapel Court Wealth Planning Limited Overview
Chapel Court Wealth Planning Limited is a live company located in leamington spa, CV32 5LA with a Companies House number of 03571896. It operates in the life insurance sector, SIC Code 65110. Founded in May 1998, it's largest shareholder is nominee of burgis & bullock partnership with a 100% stake. Chapel Court Wealth Planning Limited is a mature, micro sized company, Pomanda has estimated its turnover at £2.7k with low growth in recent years.
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Chapel Court Wealth Planning Limited Health Check
Pomanda's financial health check has awarded Chapel Court Wealth Planning Limited a 1 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 7 areas for improvement. Company Health Check FAQs
1 Strong
1 Regular
7 Weak
Size
annual sales of £2.7k, make it smaller than the average company (£1.8m)
- Chapel Court Wealth Planning Limited
£1.8m - Industry AVG
Growth
3 year (CAGR) sales growth of 2%, show it is growing at a slower rate (10.6%)
- Chapel Court Wealth Planning Limited
10.6% - Industry AVG
Production
with a gross margin of 63%, this company has a higher cost of product (98.2%)
- Chapel Court Wealth Planning Limited
98.2% - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- Chapel Court Wealth Planning Limited
- - Industry AVG
Employees
with 1 employees, this is below the industry average (21)
- Chapel Court Wealth Planning Limited
21 - Industry AVG
Pay Structure
on an average salary of £63.3k, the company has an equivalent pay structure (£63.3k)
- Chapel Court Wealth Planning Limited
£63.3k - Industry AVG
Efficiency
resulting in sales per employee of £2.7k, this is less efficient (£149.6k)
- Chapel Court Wealth Planning Limited
£149.6k - Industry AVG
Debtor Days
it gets paid by customers after 261 days, this is later than average (217 days)
- Chapel Court Wealth Planning Limited
217 days - Industry AVG
Creditor Days
its suppliers are paid after 1801 days, this is slower than average (140 days)
- Chapel Court Wealth Planning Limited
140 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Chapel Court Wealth Planning Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Chapel Court Wealth Planning Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 254.8%, this is a higher level of debt than the average (84.1%)
254.8% - Chapel Court Wealth Planning Limited
84.1% - Industry AVG
CHAPEL COURT WEALTH PLANNING LIMITED financials
Chapel Court Wealth Planning Limited's latest turnover from June 2024 is estimated at £2.7 thousand and the company has net assets of -£3 thousand. According to their latest financial statements, we estimate that Chapel Court Wealth Planning Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 | Jun 2019 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | Jun 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 | |||||||||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 | Jun 2019 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | Jun 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | |||||||||||||||
| Intangible Assets | |||||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | |||||||||||||||
| Stock & work in progress | 1,000 | 5,000 | 2,000 | ||||||||||||
| Trade Debtors | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 32,921 | 36,406 | 28,800 | 14,490 | 40,869 | 52,514 | 62,706 | |
| Group Debtors | |||||||||||||||
| Misc Debtors | |||||||||||||||
| Cash | 26,515 | 85,809 | 63,168 | 4,600 | 15,422 | 10,824 | 22,610 | ||||||||
| misc current assets | |||||||||||||||
| total current assets | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 32,921 | 62,921 | 85,809 | 91,968 | 20,090 | 61,291 | 65,338 | 85,316 |
| total assets | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 1,962 | 32,921 | 62,921 | 85,809 | 91,968 | 20,090 | 61,291 | 65,338 | 85,316 |
| Bank overdraft | |||||||||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 7,626 | 56,946 | 8,774 | 7,026 | 1,474 | 3,380 |
| Group/Directors Accounts | |||||||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | |||||||||||||||
| total current liabilities | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 7,626 | 56,946 | 8,774 | 7,026 | 1,474 | 3,380 |
| loans | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | 40,000 | 40,000 | 40,000 | 40,000 | |||||||||||
| provisions | 30,000 | 30,000 | 20,000 | 30,000 | |||||||||||
| total long term liabilities | 70,000 | 70,000 | 60,000 | 70,000 | |||||||||||
| total liabilities | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 7,626 | 56,946 | 78,774 | 77,026 | 61,474 | 73,380 |
| net assets | -3,038 | -3,038 | -3,038 | -3,038 | -3,038 | -3,038 | -3,038 | 27,921 | 57,921 | 78,183 | 35,022 | -58,684 | -15,735 | 3,864 | 11,936 |
| total shareholders funds | -3,038 | -3,038 | -3,038 | -3,038 | -3,038 | -3,038 | -3,038 | 27,921 | 57,921 | 78,183 | 35,022 | -58,684 | -15,735 | 3,864 | 11,936 |
| Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 | Jun 2019 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | Jun 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | |||||||||||||||
| Depreciation | 321 | ||||||||||||||
| Amortisation | 4,863 | ||||||||||||||
| Tax | |||||||||||||||
| Stock | -1,000 | -4,000 | 3,000 | 2,000 | |||||||||||
| Debtors | -30,959 | -3,485 | 36,406 | -28,800 | 14,310 | -26,379 | -11,645 | -10,192 | 62,706 | ||||||
| Creditors | -2,626 | -49,320 | 48,172 | 1,748 | 5,552 | -1,906 | 3,380 | ||||||||
| Accruals and Deferred Income | |||||||||||||||
| Deferred Taxes & Provisions | -30,000 | 10,000 | -10,000 | 30,000 | |||||||||||
| Cash flow from operations | |||||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | |||||||||||||||
| 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 | -40,000 | 40,000 | |||||||||||||
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | -26,515 | -59,294 | 22,641 | 58,568 | -10,822 | 4,598 | -11,786 | 22,610 | |||||||
| overdraft | |||||||||||||||
| change in cash | -26,515 | -59,294 | 22,641 | 58,568 | -10,822 | 4,598 | -11,786 | 22,610 |
chapel court wealth planning limited Credit Report and Business Information
Chapel Court Wealth Planning Limited Competitor Analysis
Perform a competitor analysis for chapel court wealth planning limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in CV32 area or any other competitors across 12 key performance metrics.
chapel court wealth planning limited Ownership
CHAPEL COURT WEALTH PLANNING LIMITED group structure
Chapel Court Wealth Planning Limited has no subsidiary companies.
Ultimate parent company
CHAPEL COURT WEALTH PLANNING LIMITED
03571896
chapel court wealth planning limited directors
Chapel Court Wealth Planning Limited currently has 3 directors. The longest serving directors include Mrs Wende Hubbard (Jun 2004) and Mr Grant Howard (Mar 2009).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mrs Wende Hubbard | England | 63 years | Jun 2004 | - | Director |
| Mr Grant Howard | England | 66 years | Mar 2009 | - | Director |
| Mr Jonathan Farnell | 60 years | Mar 2009 | - | Director |
P&L
June 2024turnover
2.7k
+12%
operating profit
0
0%
gross margin
63.1%
-4.9%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
June 2024net assets
-3k
0%
total assets
2k
0%
cash
0
0%
net assets
Total assets minus all liabilities
chapel court wealth planning limited company details
company number
03571896
Type
Private limited with Share Capital
industry
65110 - Life insurance
65120 - Non-life insurance
incorporation date
May 1998
age
27
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
June 2024
previous names
burgis & bullock financial services limited (June 2011)
leyland properties limited (August 1998)
accountant
-
auditor
-
address
23-25, waterloo place, warwick street, leamington spa, warwickshire, CV32 5LA
Bank
-
Legal Advisor
-
chapel court wealth 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 chapel court wealth planning limited.
chapel court wealth 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.
Click to start generating capital raising & share issue transactions for CHAPEL COURT WEALTH PLANNING LIMITED. This can take several minutes, an email will notify you when this has completed.
chapel court wealth planning limited Companies House Filings - See Documents
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