jmw financial management limited
jmw financial management limited Company Information
Company Number
03672581
Website
-Registered Address
the shippen, 8 the old hall courtyard, heath, wakefield, west yorkshire, WF1 5ST
Industry
Management consultancy activities (other than financial management)
Telephone
-
Next Accounts Due
January 2025
Group Structure
View All
Shareholders
j.m. winderbank 100%
jmw financial management limited Estimated Valuation
Pomanda estimates the enterprise value of JMW FINANCIAL MANAGEMENT LIMITED at £22.6k based on a Turnover of £48.6k and 0.46x industry multiple (adjusted for size and gross margin).
jmw financial management limited Estimated Valuation
Pomanda estimates the enterprise value of JMW FINANCIAL MANAGEMENT LIMITED at £7.6k based on an EBITDA of £2.3k and a 3.32x industry multiple (adjusted for size and gross margin).
jmw financial management limited Estimated Valuation
Pomanda estimates the enterprise value of JMW FINANCIAL MANAGEMENT LIMITED at £204.7k based on Net Assets of £76.6k and 2.67x industry multiple (adjusted for liquidity).
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Jmw Financial Management Limited Overview
Jmw Financial Management Limited is a live company located in heath, wakefield, WF1 5ST with a Companies House number of 03672581. It operates in the management consultancy activities other than financial management sector, SIC Code 70229. Founded in November 1998, it's largest shareholder is j.m. winderbank with a 100% stake. Jmw Financial Management Limited is a mature, micro sized company, Pomanda has estimated its turnover at £48.6k with declining growth in recent years.
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Jmw Financial Management Limited Health Check
Pomanda's financial health check has awarded Jmw Financial Management Limited a 2 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 7 areas for improvement. Company Health Check FAQs
2 Strong
1 Regular
7 Weak
Size
annual sales of £48.6k, make it smaller than the average company (£267.6k)
- Jmw Financial Management Limited
£267.6k - Industry AVG
Growth
3 year (CAGR) sales growth of -18%, show it is growing at a slower rate (6%)
- Jmw Financial Management Limited
6% - Industry AVG
Production
with a gross margin of 25.5%, this company has a higher cost of product (55.3%)
- Jmw Financial Management Limited
55.3% - Industry AVG
Profitability
an operating margin of 4.7% make it less profitable than the average company (9.1%)
- Jmw Financial Management Limited
9.1% - Industry AVG
Employees
with 1 employees, this is below the industry average (3)
1 - Jmw Financial Management Limited
3 - Industry AVG
Pay Structure
on an average salary of £41.3k, the company has an equivalent pay structure (£41.3k)
- Jmw Financial Management Limited
£41.3k - Industry AVG
Efficiency
resulting in sales per employee of £48.6k, this is less efficient (£107.3k)
- Jmw Financial Management Limited
£107.3k - Industry AVG
Debtor Days
it gets paid by customers after 116 days, this is later than average (73 days)
- Jmw Financial Management Limited
73 days - Industry AVG
Creditor Days
its suppliers are paid after 302 days, this is slower than average (27 days)
- Jmw Financial Management Limited
27 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Jmw Financial Management Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Jmw Financial Management Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 28.1%, this is a lower level of debt than the average (55.8%)
28.1% - Jmw Financial Management Limited
55.8% - Industry AVG
JMW FINANCIAL MANAGEMENT LIMITED financials
Jmw Financial Management Limited's latest turnover from April 2023 is estimated at £48.6 thousand and the company has net assets of £76.6 thousand. According to their latest financial statements, Jmw Financial Management Limited has 1 employee and maintains cash reserves of 0 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 | 19,739 | 20,744 | ||||||||||||
| Other Income Or Grants | ||||||||||||||
| Cost Of Sales | ||||||||||||||
| Gross Profit | ||||||||||||||
| Admin Expenses | ||||||||||||||
| Operating Profit | ||||||||||||||
| Interest Payable | 0 | 0 | ||||||||||||
| Interest Receivable | 0 | 0 | ||||||||||||
| Pre-Tax Profit | 10,322 | 11,855 | ||||||||||||
| Tax | 0 | 0 | ||||||||||||
| Profit After Tax | 10,322 | 11,855 | ||||||||||||
| Dividends Paid | 0 | 0 | ||||||||||||
| Retained Profit | 10,322 | 11,855 | ||||||||||||
| Employee Costs | ||||||||||||||
| Number Of Employees | 1 | 1 | ||||||||||||
| EBITDA* |
* 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 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 85,623 | 91,123 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5,500 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 91,123 | 91,123 | 91,123 | 91,124 | 91,124 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 | 91,123 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 15,453 | 19,383 | 5,708 | 32,965 | 33,036 | 43,796 | 39,232 | 22 | 15 | 5 | 5 | 5 | 5 | 5 |
| 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 | 0 |
| Cash | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19,429 | 7,658 | 29,486 | 9,537 | 1 | 1 | 1 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 15,453 | 19,383 | 5,708 | 32,965 | 33,036 | 43,796 | 39,232 | 19,451 | 7,673 | 29,491 | 9,542 | 6 | 6 | 6 |
| total assets | 106,576 | 110,506 | 96,831 | 124,089 | 124,160 | 134,919 | 130,355 | 110,574 | 98,796 | 120,614 | 100,665 | 91,129 | 91,129 | 91,129 |
| 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 | 29,989 | 35,628 | 26,855 | 60,209 | 53,789 | 68,545 | 64,210 | 54,751 | 50,328 | 81,443 | 71,384 | 61,644 | 56,350 | 47,856 |
| 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 | 0 |
| total current liabilities | 29,989 | 35,628 | 26,855 | 60,209 | 53,789 | 68,545 | 64,210 | 54,751 | 50,328 | 81,443 | 71,384 | 61,644 | 56,350 | 47,856 |
| 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 | 29,989 | 35,628 | 26,855 | 60,209 | 53,789 | 68,545 | 64,210 | 54,751 | 50,328 | 81,443 | 71,384 | 61,644 | 56,350 | 47,856 |
| net assets | 76,587 | 74,878 | 69,976 | 63,880 | 70,371 | 66,374 | 66,145 | 55,823 | 48,468 | 39,171 | 29,281 | 29,485 | 34,779 | 43,273 |
| total shareholders funds | 76,587 | 74,878 | 69,976 | 63,880 | 70,371 | 66,374 | 66,145 | 55,823 | 48,468 | 39,171 | 29,281 | 29,485 | 34,779 | 43,273 |
| 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 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Tax | 0 | 0 | ||||||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -3,930 | 13,675 | -27,257 | -71 | -10,760 | 4,564 | 39,210 | 7 | 10 | 0 | 0 | 0 | 0 | 5 |
| Creditors | -5,639 | 8,773 | -33,354 | 6,420 | -14,756 | 4,335 | 9,459 | 4,423 | -31,115 | 10,059 | 9,740 | 5,294 | 8,494 | 47,856 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | ||||||||||||||
| Investing Activities | ||||||||||||||
| capital expenditure | ||||||||||||||
| Change in Investments | 0 | 0 | -1 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | -5,500 | 5,500 | 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 | 0 | 0 | ||||||||||||
| cash flow from financing | 0 | -4,500 | ||||||||||||
| cash and cash equivalents | ||||||||||||||
| cash | 0 | 0 | 0 | 0 | 0 | 0 | -19,429 | 11,771 | -21,828 | 19,949 | 9,536 | 0 | 0 | 1 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | 0 | 0 | 0 | 0 | 0 | 0 | -19,429 | 11,771 | -21,828 | 19,949 | 9,536 | 0 | 0 | 1 |
jmw financial management limited Credit Report and Business Information
Jmw Financial Management Limited Competitor Analysis
Perform a competitor analysis for jmw financial management limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in WF1 area or any other competitors across 12 key performance metrics.
jmw financial management limited Ownership
JMW FINANCIAL MANAGEMENT LIMITED group structure
Jmw Financial Management Limited has no subsidiary companies.
Ultimate parent company
JMW FINANCIAL MANAGEMENT LIMITED
03672581
jmw financial management limited directors
Jmw Financial Management Limited currently has 2 directors. The longest serving directors include Ms Elizabeth Easter (Nov 1998) and Mr Jon Winderbank (Nov 1998).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Ms Elizabeth Easter | 53 years | Nov 1998 | - | Director | |
| Mr Jon Winderbank | United Kingdom | 62 years | Nov 1998 | - | Director |
P&L
April 2023turnover
48.6k
-1%
operating profit
2.3k
0%
gross margin
25.5%
+2.97%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
April 2023net assets
76.6k
+0.02%
total assets
106.6k
-0.04%
cash
0
0%
net assets
Total assets minus all liabilities
jmw financial management limited company details
company number
03672581
Type
Private limited with Share Capital
industry
70229 - Management consultancy activities (other than financial management)
incorporation date
November 1998
age
26
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
April 2023
previous names
N/A
accountant
-
auditor
-
address
the shippen, 8 the old hall courtyard, heath, wakefield, west yorkshire, WF1 5ST
Bank
-
Legal Advisor
-
jmw financial management 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 jmw financial management limited.
jmw financial management limited Companies House Filings - See Documents
| date | description | view/download |
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