weston associates ifa limited
weston associates ifa limited Company Information
Company Number
03735289
Next Accounts
Dec 2025
Shareholders
alfred john weston
andrew stephen weston
Group Structure
View All
Industry
Other activities auxiliary to financial services, except insurance and pension funding
Registered Address
chestnut house, 13 cabstand, portishead, bristol, avon, BS20 7HW
Website
www.westonassociates.co.ukweston associates ifa limited Estimated Valuation
Pomanda estimates the enterprise value of WESTON ASSOCIATES IFA LIMITED at £197.9k based on a Turnover of £373.9k and 0.53x industry multiple (adjusted for size and gross margin).
weston associates ifa limited Estimated Valuation
Pomanda estimates the enterprise value of WESTON ASSOCIATES IFA LIMITED at £0 based on an EBITDA of £-27.5k and a 2.42x industry multiple (adjusted for size and gross margin).
weston associates ifa limited Estimated Valuation
Pomanda estimates the enterprise value of WESTON ASSOCIATES IFA LIMITED at £177k based on Net Assets of £79.6k and 2.22x industry multiple (adjusted for liquidity).
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Weston Associates Ifa Limited Overview
Weston Associates Ifa Limited is a live company located in bristol, BS20 7HW with a Companies House number of 03735289. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in March 1999, it's largest shareholder is alfred john weston with a 100% stake. Weston Associates Ifa Limited is a mature, micro sized company, Pomanda has estimated its turnover at £373.9k with healthy growth in recent years.
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Weston Associates Ifa Limited Health Check
Pomanda's financial health check has awarded Weston Associates Ifa Limited a 1.5 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
2 Regular
7 Weak
Size
annual sales of £373.9k, make it smaller than the average company (£3.7m)
- Weston Associates Ifa Limited
£3.7m - Industry AVG
Growth
3 year (CAGR) sales growth of 9%, show it is growing at a similar rate (10.1%)
- Weston Associates Ifa Limited
10.1% - Industry AVG
Production
with a gross margin of 19.4%, this company has a higher cost of product (81.6%)
- Weston Associates Ifa Limited
81.6% - Industry AVG
Profitability
an operating margin of -7.3% make it less profitable than the average company (9.1%)
- Weston Associates Ifa Limited
9.1% - Industry AVG
Employees
with 5 employees, this is below the industry average (8)
5 - Weston Associates Ifa Limited
8 - Industry AVG
Pay Structure
on an average salary of £72.4k, the company has an equivalent pay structure (£72.4k)
- Weston Associates Ifa Limited
£72.4k - Industry AVG
Efficiency
resulting in sales per employee of £74.8k, this is less efficient (£174.7k)
- Weston Associates Ifa Limited
£174.7k - Industry AVG
Debtor Days
it gets paid by customers after 83 days, this is later than average (32 days)
- Weston Associates Ifa Limited
32 days - Industry AVG
Creditor Days
its suppliers are paid after 8 days, this is quicker than average (37 days)
- Weston Associates Ifa Limited
37 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Weston Associates Ifa Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Weston Associates Ifa Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 8.2%, this is a lower level of debt than the average (70%)
8.2% - Weston Associates Ifa Limited
70% - Industry AVG
WESTON ASSOCIATES IFA LIMITED financials
Weston Associates Ifa Limited's latest turnover from March 2024 is estimated at £373.9 thousand and the company has net assets of £79.6 thousand. According to their latest financial statements, Weston Associates Ifa Limited has 5 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | Mar 2014 | Mar 2013 | Mar 2012 | Mar 2011 | Mar 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | 288,729 | 241,993 | 223,713 | 229,447 | 229,452 | 205,876 | 211,036 | 183,050 | 153,232 | 226,255 | 269,413 | 228,485 | |||
| Other Income Or Grants | |||||||||||||||
| Cost Of Sales | 10,105 | 12,346 | 12,062 | 216,205 | 22,698 | 61,757 | 85,722 | 57,419 | |||||||
| Gross Profit | 288,729 | 241,993 | 229,447 | 219,347 | 193,530 | 198,974 | -33,155 | 130,534 | 164,498 | 183,691 | 171,066 | ||||
| Admin Expenses | 248,104 | 232,690 | 245,115 | 215,400 | 204,121 | 151,218 | 133,263 | 130,597 | 147,793 | 149,723 | 148,189 | ||||
| Operating Profit | 40,625 | 9,303 | 969 | -15,668 | 3,947 | -10,591 | 47,756 | -166,418 | -63 | 16,705 | 33,968 | 22,877 | |||
| Interest Payable | 2 | 1 | 5 | ||||||||||||
| Interest Receivable | 2 | 161 | 88 | 64 | 330 | 274 | |||||||||
| Pre-Tax Profit | 40,625 | 9,301 | 969 | -15,668 | 3,947 | -10,591 | 47,758 | -166,258 | 20 | 16,769 | 34,298 | 23,151 | |||
| Tax | 549 | -549 | -5,672 | -8,277 | -7,712 | ||||||||||
| Profit After Tax | 40,625 | 9,301 | 969 | -15,668 | 3,947 | -10,591 | 47,758 | -165,709 | -529 | 11,097 | 26,021 | 15,439 | |||
| Dividends Paid | 22,000 | 40,000 | 35,000 | ||||||||||||
| Retained Profit | 40,625 | 9,301 | 969 | -15,668 | 3,947 | -10,591 | 47,758 | -165,709 | -529 | -10,903 | -13,979 | -19,561 | |||
| Employee Costs | 131,556 | 109,461 | 101,476 | 109,280 | 92,221 | 84,816 | 40,750 | 39,813 | 35,461 | 31,646 | 30,268 | 30,139 | |||
| Number Of Employees | 5 | 5 | 5 | 3 | 3 | 3 | 2 | 3 | 3 | 3 | |||||
| EBITDA* | 40,804 | 9,542 | 1,287 | -15,486 | 4,433 | -9,943 | 48,620 | -166,418 | -63 | 25,082 | 45,584 | 38,250 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | Mar 2014 | Mar 2013 | Mar 2012 | Mar 2011 | Mar 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 824 | 1,099 | 1,466 | 538 | 717 | 956 | 1,274 | 1,456 | 1,942 | 2,590 | 5,707 | 13,144 | |||
| Intangible Assets | 7,560 | 17,110 | |||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 824 | 1,099 | 1,466 | 538 | 717 | 956 | 1,274 | 1,456 | 1,942 | 2,590 | 13,267 | 30,254 | |||
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 85,969 | 112,914 | 110,325 | 7,372 | 800 | 3,972 | 3,908 | 5,850 | 1,320 | 3,628 | 892 | 4,700 | 4,700 | 4,700 | 4,044 |
| Group Debtors | |||||||||||||||
| Misc Debtors | 376 | 370 | 1,326 | 2,467 | 3,580 | 8,414 | 5,978 | 1,409 | 4,228 | 4,170 | 3,342 | 11,702 | |||
| Cash | 95,288 | 78,951 | 64,650 | 66,657 | 77,850 | 70,769 | 78,859 | 40,688 | 12,736 | 18,809 | 19,636 | 17,951 | |||
| misc current assets | |||||||||||||||
| total current assets | 85,969 | 112,914 | 110,325 | 103,036 | 80,121 | 69,948 | 73,032 | 87,280 | 80,503 | 88,465 | 42,989 | 21,664 | 27,679 | 27,678 | 33,697 |
| total assets | 86,793 | 114,013 | 111,791 | 103,574 | 80,838 | 70,904 | 74,306 | 88,736 | 82,445 | 91,055 | 42,989 | 21,664 | 27,679 | 40,945 | 63,951 |
| Bank overdraft | |||||||||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 7,149 | 6,907 | 7,108 | 1,000 | 1,000 | 1,000 | 2,021 | ||||||||
| Group/Directors Accounts | 4,481 | 2,773 | 338 | 4,539 | 745 | ||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | 9,244 | 28,841 | 30,643 | 30,813 | 33,369 | 31,770 | 29,789 | 29,481 | 10,446 | 15,932 | 18,295 | 26,301 | |||
| total current liabilities | 7,149 | 6,907 | 7,108 | 13,725 | 31,614 | 30,981 | 35,352 | 34,114 | 31,770 | 29,789 | 29,481 | 11,446 | 16,932 | 19,295 | 28,322 |
| loans | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | |||||||||||||||
| provisions | |||||||||||||||
| total long term liabilities | |||||||||||||||
| total liabilities | 7,149 | 6,907 | 7,108 | 13,725 | 31,614 | 30,981 | 35,352 | 34,114 | 31,770 | 29,789 | 29,481 | 11,446 | 16,932 | 19,295 | 28,322 |
| net assets | 79,644 | 107,106 | 104,683 | 89,849 | 49,224 | 39,923 | 38,954 | 54,622 | 50,675 | 61,266 | 13,508 | 10,218 | 10,747 | 21,650 | 35,629 |
| total shareholders funds | 79,644 | 107,106 | 104,683 | 89,849 | 49,224 | 39,923 | 38,954 | 54,622 | 50,675 | 61,266 | 13,508 | 10,218 | 10,747 | 21,650 | 35,629 |
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | Mar 2014 | Mar 2013 | Mar 2012 | Mar 2011 | Mar 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | 40,625 | 9,303 | 969 | -15,668 | 3,947 | -10,591 | 47,756 | -166,418 | -63 | 16,705 | 33,968 | 22,877 | |||
| Depreciation | 179 | 239 | 318 | 182 | 486 | 648 | 864 | 817 | 2,066 | 5,823 | |||||
| Amortisation | 7,560 | 9,550 | 9,550 | ||||||||||||
| Tax | 549 | -549 | -5,672 | -8,277 | -7,712 | ||||||||||
| Stock | |||||||||||||||
| Debtors | -26,945 | 2,589 | 102,577 | 6,578 | -4,128 | -1,077 | -3,055 | -304 | 128 | 7,305 | -6,627 | 58 | 828 | -7,704 | 15,746 |
| Creditors | 242 | -201 | 7,108 | -1,000 | -1,021 | 2,021 | |||||||||
| Accruals and Deferred Income | -9,244 | -19,597 | -1,802 | -170 | -2,556 | 1,599 | 1,981 | 308 | 19,035 | -5,486 | -2,363 | -8,006 | 26,301 | ||
| Deferred Taxes & Provisions | |||||||||||||||
| Cash flow from operations | 14,629 | 11,868 | 2,194 | -14,987 | 6,336 | -8,090 | 41,623 | -141,207 | -6,156 | 16,219 | 35,984 | 43,114 | |||
| Investing Activities | |||||||||||||||
| capital expenditure | -3,454 | 3,002 | 1,095 | -458 | |||||||||||
| Change in Investments | |||||||||||||||
| cash flow from investments | -3,454 | 3,002 | 1,095 | -458 | |||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | |||||||||||||||
| Group/Directors Accounts | -4,481 | 1,708 | 2,435 | -4,201 | 3,794 | 745 | |||||||||
| Other Short Term Loans | |||||||||||||||
| Long term loans | |||||||||||||||
| Hire Purchase and Lease Commitments | |||||||||||||||
| other long term liabilities | |||||||||||||||
| share issue | |||||||||||||||
| interest | -2 | 2 | 160 | 83 | 64 | 330 | 274 | ||||||||
| cash flow from financing | 1,708 | 2,433 | -4,201 | 3,794 | 745 | 2 | 169,159 | 83 | 64 | 330 | 55,464 | ||||
| cash and cash equivalents | |||||||||||||||
| cash | -95,288 | 16,337 | 14,301 | -2,007 | -11,193 | 7,081 | -8,090 | 38,171 | 27,952 | -6,073 | -827 | 1,685 | 17,951 | ||
| overdraft | |||||||||||||||
| change in cash | -95,288 | 16,337 | 14,301 | -2,007 | -11,193 | 7,081 | -8,090 | 38,171 | 27,952 | -6,073 | -827 | 1,685 | 17,951 |
weston associates ifa limited Credit Report and Business Information
Weston Associates Ifa Limited Competitor Analysis
Perform a competitor analysis for weston associates ifa limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in BS20 area or any other competitors across 12 key performance metrics.
weston associates ifa limited Ownership
WESTON ASSOCIATES IFA LIMITED group structure
Weston Associates Ifa Limited has no subsidiary companies.
Ultimate parent company
WESTON ASSOCIATES IFA LIMITED
03735289
weston associates ifa limited directors
Weston Associates Ifa Limited currently has 2 directors. The longest serving directors include Mr Alfred Weston (Mar 1999) and Mrs Karen Millington (Jul 2017).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Alfred Weston | England | 76 years | Mar 1999 | - | Director |
| Mrs Karen Millington | United Kingdom | 52 years | Jul 2017 | - | Director |
P&L
March 2024turnover
373.9k
-12%
operating profit
-27.5k
0%
gross margin
19.5%
-6.36%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
79.6k
-0.26%
total assets
86.8k
-0.24%
cash
0
0%
net assets
Total assets minus all liabilities
weston associates ifa limited company details
company number
03735289
Type
Private limited with Share Capital
industry
66190 - Other activities auxiliary to financial services, except insurance and pension funding
incorporation date
March 1999
age
26
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
March 2024
previous names
admor consultants limited (March 1999)
accountant
-
auditor
-
address
chestnut house, 13 cabstand, portishead, bristol, avon, BS20 7HW
Bank
-
Legal Advisor
-
weston associates ifa 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 weston associates ifa limited.
weston associates ifa 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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weston associates ifa limited Companies House Filings - See Documents
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