Eastwood Financial Services Limited

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eastwood financial services limited Company Information

Live

MatureSmallHealthy

Company Number

03649630

Next Accounts

Jan 2025

Industry

Pension funding

Directors

John Eastwood

Karen Wynard

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Shareholders

eastwood financial group ltd

karen jane wynard

Group Structure

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Contact

Registered Address

northumberland house, northumberland street,, huddersfield, HD1 1DT

Website

www.eastwoodfinancial.co.uk

eastwood financial services limited Estimated Valuation

£1.4m

Pomanda estimates the enterprise value of EASTWOOD FINANCIAL SERVICES LIMITED at £1.4m based on a Turnover of £2.3m and 0.61x industry multiple (adjusted for size and gross margin).

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Eastwood Financial Services Limited is a live company located in huddersfield, HD1 1DT with a Companies House number of 03649630. It operates in the pension funding sector, SIC Code 65300. Founded in October 1998, it's largest shareholder is eastwood financial group ltd with a 80% stake. Eastwood Financial Services Limited is a mature, small sized company, Pomanda has estimated its turnover at £2.3m with healthy growth in recent years.

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Pomanda's financial health check has awarded Eastwood Financial Services Limited a 2.5 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

Health Rating2.5out of 5

4 Strong

2 Regular

5 Weak

Size

annual sales of £2.3m, make it larger than the average company (£1.5m)

Growth

3 year (CAGR) sales growth of 5%, show it is growing at a slower rate (6.5%)

EXPORT

Eastwood Financial Services Limited's latest turnover from April 2023 is estimated at £2.3 million and the company has net assets of £184.4 thousand. According to their latest financial statements, Eastwood Financial Services Limited has 31 employees and maintains cash reserves of £266.1 thousand as reported in the balance sheet.

Data source: Companies House, Pomanda Estimates

	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	2,319,558	1,986,328	2,109,514	2,024,967	2,589,005	1,913,920	2,020,068	2,400,526	1,434,218	885,038	1,215,421	1,314,306	1,936,838	2,092,208
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	2,789	0	0	0	0	0	35,440	49,544	92,981	36,031	11,050	13,406	58,169	388,725
Gross Profit	2,316,769	1,986,328	2,109,514	2,024,967	2,589,005	1,913,920	1,984,628	2,350,982	1,341,237	849,007	1,204,371	1,300,901	1,878,669	1,703,484
Admin Expenses	2,506,954	2,062,656	1,912,046	2,012,626	2,642,460	1,925,020	2,042,889	2,311,337	1,283,308	780,909	1,170,171	1,294,792	1,843,145	1,479,795
Operating Profit	-190,185	-76,328	197,468	12,341	-53,455	-11,100	-58,261	39,645	57,929	68,098	34,200	6,109	35,524	223,689
Interest Payable	0	0	0	0	0	0	93	96	0	0	0	0	0	0
Interest Receivable	16,409	3,369	370	275	2,214	1,646	524	1,046	1,537	1,078	324	111	2	1
Pre-Tax Profit	-173,776	-72,959	197,838	12,616	-51,241	-9,454	-57,830	40,595	59,466	69,176	34,523	6,220	35,526	223,690
Tax	0	0	-37,589	-2,397	0	0	0	-8,119	-11,893	-14,527	-7,940	-1,493	-9,237	-62,633
Profit After Tax	-173,776	-72,959	160,249	10,219	-51,241	-9,454	-57,830	32,476	47,573	54,649	26,583	4,727	26,289	161,057
Dividends Paid	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Retained Profit	-173,776	-72,959	160,249	10,219	-51,241	-9,454	-57,830	32,476	47,573	54,649	26,583	4,727	26,289	161,057
Employee Costs	1,738,070	1,750,104	1,567,855	1,361,169	1,665,387	1,460,581	1,584,026	1,881,026	562,236	293,864	384,072	332,614	739,827	760,124
Number Of Employees	31	31	28	29	32	34	34	32	11	7	10	9	18	18
EBITDA*	-169,599	-52,933	223,010	31,646	-25,973	14,137	-28,866	69,320	87,981	86,877	59,411	34,148	61,210	250,363

* Earnings Before Interest, Tax, Depreciation and Amortisation

	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	72,027	33,090	56,234	61,864	58,137	77,758	52,645	73,003	96,239	92,501	50,801	61,755	66,153	84,945
Intangible Assets	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Investments & Other	0	0	3,208	3,600	5,954	2,956	1,105	444	0	0	0	0	0	0
Debtors (Due After 1 year)	0	0	0	0	0	0	0	0	122,339	62,339	22,340	127,363	0	0
Total Fixed Assets	72,027	33,090	59,442	65,464	64,091	80,714	53,750	73,447	218,578	154,840	73,141	189,118	66,153	84,945
Stock & work in progress	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Debtors	104,596	116,653	144,203	106,316	199,922	178,284	193,560	159,544	176,258	162,625	215,488	180,394	289,352	275,175
Group Debtors	73,550	2,038	0	0	0	0	0	182,339	0	0	0	0	0	0
Misc Debtors	69,459	81,077	78,168	74,001	60,607	58,941	54,132	26,413	0	0	0	0	0	0
Cash	266,064	506,122	392,151	348,622	201,762	388,659	269,745	149,104	269,426	345,519	85,779	43,764	469	364
misc current assets	0	0	0	0	0	0	0	0	0	0	0	0	0	0
total current assets	513,669	705,890	614,522	528,939	462,291	625,884	517,437	517,400	445,684	508,144	301,267	224,158	289,821	275,539
total assets	585,696	738,980	673,964	594,403	526,382	706,598	571,187	590,847	664,262	662,984	374,408	413,276	355,974	360,484
Bank overdraft	0	0	0	0	0	0	0	2,968	0	0	0	0	0	0
Bank loan	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Creditors	38,787	61,104	48,476	41,165	38,347	32,372	43,395	7,447	308,190	352,526	110,126	109,707	99,442	117,944
Group/Directors Accounts	104,748	43,801	9,456	83,875	29,639	121,818	47,973	129,992	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	7,584	8,637	8,637	8,712	5,466	10,395	0	0	0	0	0	0
other current liabilities	254,841	274,961	177,318	186,778	184,893	219,027	165,496	68,467	0	0	0	0	0	0
total current liabilities	398,376	379,866	242,834	320,455	261,516	381,929	262,330	219,269	308,190	352,526	110,126	109,707	99,442	117,944
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	4,891	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	8,067	16,704	25,266	0	0	18,416	23,820	29,993	96,463	55,853	68,150
provisions	2,925	943	0	0	0	0	0	0	3,445	0	2,300	1,700	0	0
total long term liabilities	2,925	943	0	8,067	16,704	25,266	0	4,891	21,861	23,820	32,293	98,163	55,853	68,150
total liabilities	401,301	380,809	242,834	328,522	278,220	407,195	262,330	224,160	330,051	376,346	142,419	207,870	155,295	186,094
net assets	184,395	358,171	431,130	265,881	248,162	299,403	308,857	366,687	334,211	286,638	231,989	205,406	200,679	174,390
total shareholders funds	184,395	358,171	431,130	265,881	248,162	299,403	308,857	366,687	334,211	286,638	231,989	205,406	200,679	174,390

	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	-190,185	-76,328	197,468	12,341	-53,455	-11,100	-58,261	39,645	57,929	68,098	34,200	6,109	35,524	223,689
Depreciation	20,586	23,395	25,542	19,305	27,482	25,237	29,395	29,675	30,052	18,779	25,211	28,039	25,686	26,674
Amortisation	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Tax	0	0	-37,589	-2,397	0	0	0	-8,119	-11,893	-14,527	-7,940	-1,493	-9,237	-62,633
Stock	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors	47,837	-22,603	42,054	-80,212	23,304	-10,467	-120,604	69,699	73,633	-12,864	-69,929	18,405	14,177	275,175
Creditors	-22,317	12,628	7,311	2,818	5,975	-11,023	35,948	-300,743	-44,336	242,400	419	10,265	-18,502	117,944
Accruals and Deferred Income	-20,120	97,643	-9,460	1,885	-34,134	53,531	97,029	68,467	0	0	0	0	0	0
Deferred Taxes & Provisions	1,982	943	0	0	0	0	0	-3,445	3,445	-2,300	600	1,700	0	0
Cash flow from operations	-257,891	80,884	141,218	114,164	-77,436	67,112	224,715	-244,219	-38,436	325,314	122,419	26,215	19,294	30,499
Investing Activities
capital expenditure	-59,523	-251	-19,912	-23,032	-7,861	-50,350	-9,037	-6,439	-33,790	-60,479	-14,257	-23,641	-6,894	-111,619
Change in Investments	0	-3,208	-392	-2,354	2,998	1,851	661	444	0	0	0	0	0	0
cash flow from investments	-59,523	2,957	-19,520	-20,678	-10,859	-52,201	-9,698	-6,883	-33,790	-60,479	-14,257	-23,641	-6,894	-111,619
Financing Activities
Bank loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Group/Directors Accounts	60,947	34,345	-74,419	54,236	-92,179	73,845	-82,019	129,992	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	-7,584	-1,053	0	-75	3,246	-9,820	15,286	0	0	0	0	0	0
other long term liabilities	0	0	-8,067	-8,637	-8,562	25,266	0	-18,416	-5,404	-6,173	-66,470	40,610	-12,297	68,150
share issue	0	0	5,000	7,500	0	0	0	0	0	0	0	0	0	13,333
interest	16,409	3,369	370	275	2,214	1,646	431	950	1,537	1,078	324	111	2	1
cash flow from financing	77,356	30,130	-78,169	53,374	-98,602	104,003	-91,408	127,812	-3,867	-5,095	-66,146	40,721	-12,295	81,484
cash and cash equivalents
cash	-240,058	113,971	43,529	146,860	-186,897	118,914	120,641	-120,322	-76,093	259,740	42,015	43,295	105	364
overdraft	0	0	0	0	0	0	-2,968	2,968	0	0	0	0	0	0
change in cash	-240,058	113,971	43,529	146,860	-186,897	118,914	123,609	-123,290	-76,093	259,740	42,015	43,295	105	364

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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EASTWOOD FINANCIAL SERVICES LIMITED group structure

Eastwood Financial Services Limited has 1 subsidiary company.

Ultimate parent company

EASTWOOD GROUP (HUDDERSFIELD) LIMITED

12117427

EASTWOOD FINANCIAL GROUP LIMITED

06311457

2 parents

EASTWOOD FINANCIAL SERVICES LIMITED

03649630

1 subsidiary

EASTWOOD WEALTH MANAGEMENT LIMITED

10557084

EASTWOOD FINANCIAL SERVICES LIMITED Shareholders

eastwood financial group ltd	79.99%
karen jane wynard	20.01%

Eastwood Financial Services Limited currently has 6 directors. The longest serving directors include Mr John Eastwood (Oct 1998) and Mrs Karen Wynard (Jun 2012).

officer	country	age	start	end	role
Mr John Eastwood		77 years	Oct 1998	-	Director
Mrs Karen Wynard		47 years	Jun 2012	-	Director
Mr Ian Sheppard		59 years	May 2020	-	Director
Mr Timothy Ball	England	54 years	Mar 2023	-	Director
Mr Richard Turner		57 years	Mar 2023	-	Director
Mr Andrew Pyrah		52 years	Mar 2023	-	Director

P&L

April 2023

turnover

2.3m

+17%

operating profit

-190.2k

gross margin

99.9%

-0.12%

turnover

Turnover, or revenue, is the amount of sales generated by a company within the financial year.

Balance Sheet

April 2023

net assets

184.4k

-0.49%

total assets

585.7k

-0.21%

cash

266.1k

-0.47%

net assets

Total assets minus all liabilities

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company number

03649630

Type

Private limited with Share Capital

industry

65300 - Pension funding

incorporation date

October 1998

ultimate parent company

EASTWOOD GROUP (HUDDERSFIELD) LIMITED

previous names

eastwood & partners (financial services) limited (October 2013)

address

northumberland house, northumberland street,, huddersfield, HD1 1DT

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 1 charges/mortgages relating to eastwood financial services limited. Currently there are 1 open charges and 0 have been satisfied in the past.

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eastwood financial services limited Company Information

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eastwood financial services limited Estimated Valuation

eastwood financial services limited Estimated Valuation

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