the insurance partnership financial services limited
the insurance partnership financial services limited Company Information
Company Number
04690090
Website
http://tipfs.co.ukRegistered Address
afh house buntsford drive, stoke heath, bromsgrove, worcestershire, B60 4JE
Industry
Life insurance
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Telephone
01482217234
Next Accounts Due
July 2025
Group Structure
View All
Shareholders
afh group limited 100%
the insurance partnership financial services limited Estimated Valuation
Pomanda estimates the enterprise value of THE INSURANCE PARTNERSHIP FINANCIAL SERVICES LIMITED at £0 based on a Turnover of £0 and 0.92x industry multiple (adjusted for size and gross margin).
the insurance partnership financial services limited Estimated Valuation
Pomanda estimates the enterprise value of THE INSURANCE PARTNERSHIP FINANCIAL SERVICES LIMITED at £0 based on an EBITDA of £-87.8k and a 7.59x industry multiple (adjusted for size and gross margin).
the insurance partnership financial services limited Estimated Valuation
Pomanda estimates the enterprise value of THE INSURANCE PARTNERSHIP FINANCIAL SERVICES LIMITED at £5m based on Net Assets of £2.7m and 1.86x industry multiple (adjusted for liquidity).
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The Insurance Partnership Financial Services Limited Overview
The Insurance Partnership Financial Services Limited is a live company located in bromsgrove, B60 4JE with a Companies House number of 04690090. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in March 2003, it's largest shareholder is afh group limited with a 100% stake. The Insurance Partnership Financial Services Limited is a mature, unknown sized company, Pomanda has estimated its turnover at £0 with declining growth in recent years.
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The Insurance Partnership Financial Services Limited Health Check
Pomanda's financial health check has awarded The Insurance Partnership Financial Services Limited a 1 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 3 areas for improvement. Company Health Check FAQs
1 Strong
0 Regular
3 Weak
Size
There is insufficient data available for this Key Performance Indicator!
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Growth
3 year (CAGR) sales growth of -100%, show it is growing at a slower rate (5.6%)
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Production
There is insufficient data available for this Key Performance Indicator!
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Employees
with 1 employees, this is below the industry average (19)
- The Insurance Partnership Financial Services Limited
- - Industry AVG
Pay Structure
There is insufficient data available for this Key Performance Indicator!
- The Insurance Partnership Financial Services Limited
- - Industry AVG
Efficiency
There is insufficient data available for this Key Performance Indicator!
- The Insurance Partnership Financial Services Limited
- - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 0 weeks, this is less cash available to meet short term requirements (24 weeks)
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 12%, this is a lower level of debt than the average (75.8%)
- - The Insurance Partnership Financial Services Limited
- - Industry AVG
the insurance partnership financial services limited Credit Report and Business Information
The Insurance Partnership Financial Services Limited Competitor Analysis
Perform a competitor analysis for the insurance partnership financial services limited by selecting its closest rivals and benchmarking them against 12 key performance metrics.
the insurance partnership financial services limited Ownership
THE INSURANCE PARTNERSHIP FINANCIAL SERVICES LIMITED group structure
The Insurance Partnership Financial Services Limited has no subsidiary companies.
Ultimate parent company
AFH WM HOLDINGS LTD
#0135961
2 parents
THE INSURANCE PARTNERSHIP FINANCIAL SERVICES LIMITED
04690090
the insurance partnership financial services limited directors
The Insurance Partnership Financial Services Limited currently has 3 directors. The longest serving directors include Mr Alan Hudson (Nov 2018) and Mrs Alexis Larvin (Nov 2018).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Alan Hudson | 65 years | Nov 2018 | - | Director | |
| Mrs Alexis Larvin | England | 41 years | Nov 2018 | - | Director |
| Mr Hayden Robinson | 53 years | Jun 2023 | - | Director |
THE INSURANCE PARTNERSHIP FINANCIAL SERVICES LIMITED financials
The Insurance Partnership Financial Services Limited's latest turnover from October 2023 is 0 and the company has net assets of £2.7 million. According to their latest financial statements, we estimate that The Insurance Partnership Financial Services Limited has 1 employee and maintains cash reserves of £156 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Oct 2023 | Oct 2022 | Oct 2021 | Oct 2020 | Oct 2019 | Nov 2018 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | Jun 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | 0 | 0 | 0 | 689,390 | 3,511,526 | 1,678,036 | |||||||||
| Other Income Or Grants | 0 | 0 | 0 | 0 | 0 | 0 | |||||||||
| Cost Of Sales | 0 | 6,243 | 26,725 | 56,584 | 1,003,220 | 441,219 | |||||||||
| Gross Profit | 0 | -6,243 | -26,725 | 632,806 | 2,508,306 | 1,236,817 | |||||||||
| Admin Expenses | 87,831 | 77,188 | 192,415 | 382,745 | 611,151 | 813,516 | |||||||||
| Operating Profit | -87,831 | -83,431 | -219,140 | 250,061 | 1,897,155 | 423,301 | |||||||||
| Interest Payable | 0 | 0 | 0 | 0 | 0 | 0 | |||||||||
| Interest Receivable | 0 | 1 | 0 | 186 | 2,131 | 601 | |||||||||
| Pre-Tax Profit | -87,831 | -83,430 | -219,140 | 250,247 | 1,899,286 | 423,902 | |||||||||
| Tax | 0 | 0 | 0 | 0 | 0 | -63,840 | |||||||||
| Profit After Tax | -87,831 | -83,430 | -219,140 | 250,247 | 1,899,286 | 360,062 | |||||||||
| Dividends Paid | 0 | 0 | 0 | 0 | 150,000 | 0 | |||||||||
| Retained Profit | -87,831 | -83,430 | -219,140 | 250,247 | 1,749,286 | 360,062 | |||||||||
| Employee Costs | 0 | 0 | 0 | 0 | 0 | ||||||||||
| Number Of Employees | 45 | 45 | 35 | 27 | |||||||||||
| EBITDA* | -87,831 | -83,431 | -219,140 | 250,061 | 1,897,155 | 423,301 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Oct 2023 | Oct 2022 | Oct 2021 | Oct 2020 | Oct 2019 | Nov 2018 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | Jun 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 95,911 | 78,187 | 46,529 | 59,964 | 13,220 | 10,824 | 11,596 | 5,943 | 7,643 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 100,000 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 58,103 | 321,588 | 73,225 | 300,946 | 193,966 | 134,313 | 30,000 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 0 | 0 | 0 | 0 | 0 | 0 | 95,911 | 136,290 | 368,117 | 233,189 | 314,166 | 204,790 | 145,909 | 35,943 | 7,643 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 6,243 | 6,243 | 231,976 | 27,951 | 107,340 | 172,981 | 148,990 | 601,916 | 193,526 | 227,315 | 223,997 | 212,022 | 261,196 |
| Group Debtors | 3,025,207 | 3,405,302 | 3,506,933 | 3,601,207 | 3,193,598 | 1,510,796 | 1,172,223 | 956,112 | 464,774 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 28,702 | 98,538 | 109,031 | 99,910 | 120,094 | 78,244 | 45,561 | 126,961 | 145,008 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 156 | 336 | 9,142 | 92,075 | 169,626 | 426,132 | 305,877 | 207,842 | 145,341 | 80,693 | 148,583 | 139,496 | 185,792 | 277,452 | 126,134 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 135,238 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 3,054,065 | 3,504,176 | 3,631,349 | 3,799,435 | 3,715,294 | 2,043,123 | 1,766,239 | 1,463,896 | 904,113 | 682,609 | 342,109 | 366,811 | 409,789 | 489,474 | 387,330 |
| total assets | 3,054,065 | 3,504,176 | 3,631,349 | 3,799,435 | 3,715,294 | 2,043,123 | 1,862,150 | 1,600,186 | 1,272,230 | 915,798 | 656,275 | 571,601 | 555,698 | 525,417 | 394,973 |
| Bank overdraft | 0 | 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 | 0 |
| Trade Creditors | 0 | 69,509 | 0 | 31,228 | 176,901 | 18,724 | 51,803 | 119,832 | 170,865 | 328,866 | 300,144 | 225,860 | 235,988 | 235,997 | 247,679 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 37,083 | 79,673 | 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 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 365,900 | 658,671 | 771,923 | 689,641 | 345,490 | 580,782 | 680,389 | 540,446 | 389,410 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current liabilities | 365,900 | 728,180 | 771,923 | 720,869 | 522,391 | 599,506 | 769,275 | 739,951 | 560,275 | 328,866 | 300,144 | 225,860 | 235,988 | 235,997 | 247,679 |
| loans | 0 | 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 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 60,000 | 102,000 | 136,000 | 0 | 0 | 0 | 0 | 0 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 | 9,323 | 6,018 | 3,469 | 4,162 | 1,099 | 0 | 0 | 0 | 0 |
| total long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 9,323 | 66,018 | 105,469 | 140,162 | 1,099 | 0 | 0 | 0 | 0 |
| total liabilities | 365,900 | 728,180 | 771,923 | 720,869 | 522,391 | 599,506 | 778,598 | 805,969 | 665,744 | 469,028 | 301,243 | 225,860 | 235,988 | 235,997 | 247,679 |
| net assets | 2,688,165 | 2,775,996 | 2,859,426 | 3,078,566 | 3,192,903 | 1,443,617 | 1,083,552 | 794,217 | 606,486 | 446,770 | 355,032 | 345,741 | 319,710 | 289,420 | 147,294 |
| total shareholders funds | 2,688,165 | 2,775,996 | 2,859,426 | 3,078,566 | 3,192,903 | 1,443,617 | 1,083,552 | 794,217 | 606,486 | 446,770 | 355,032 | 345,741 | 319,710 | 289,420 | 147,294 |
| Oct 2023 | Oct 2022 | Oct 2021 | Oct 2020 | Oct 2019 | Nov 2018 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | Jun 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | -87,831 | -83,431 | -219,140 | 250,061 | 1,897,155 | 423,301 | |||||||||
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 36,142 | 25,592 | 22,353 | 163,261 | 6,608 | 4,006 | 4,390 | 1,700 | 3,659 |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 100,000 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tax | 0 | 0 | 0 | 0 | 0 | -63,840 | |||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -449,931 | -118,367 | -85,153 | 161,692 | 1,928,677 | 360,937 | 69,070 | 497,282 | 156,856 | 408,390 | -33,789 | 3,318 | 11,975 | -49,174 | 261,196 |
| Creditors | -69,509 | 69,509 | -31,228 | -145,673 | 158,177 | -101,108 | -68,029 | -51,033 | -158,001 | 28,722 | 74,284 | -10,128 | -9 | -11,682 | 247,679 |
| Accruals and Deferred Income | -292,771 | -113,252 | 82,282 | 344,151 | -235,292 | 40,336 | 139,943 | 151,036 | 389,410 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | -6,018 | 3,305 | 2,549 | -693 | 3,063 | 1,099 | 0 | 0 | 0 | 0 |
| Cash flow from operations | -180 | -8,807 | -82,933 | 286,847 | -108,637 | -68,266 | |||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | -58,103 | -58,103 | -263,485 | 248,363 | -227,721 | 106,980 | 59,653 | 104,313 | 30,000 | 0 |
| cash flow from investments | |||||||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | -79,673 | -42,590 | 79,673 | 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 | 0 |
| Long term loans | 0 | 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 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | -60,000 | -60,000 | -42,000 | -34,000 | 136,000 | 0 | 0 | 0 | 0 | 0 |
| share issue | |||||||||||||||
| interest | 0 | 1 | 0 | 186 | 2,131 | 601 | |||||||||
| cash flow from financing | 0 | 1 | 0 | -364,398 | 2,131 | 150,266 | |||||||||
| cash and cash equivalents | |||||||||||||||
| cash | -180 | -8,806 | -82,933 | -77,551 | -256,506 | 218,290 | 98,035 | 62,501 | 64,648 | -67,890 | 9,087 | -46,296 | -91,660 | 151,318 | 126,134 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | -180 | -8,806 | -82,933 | -77,551 | -256,506 | 218,290 | 98,035 | 62,501 | 64,648 | -67,890 | 9,087 | -46,296 | -91,660 | 151,318 | 126,134 |
P&L
October 2023turnover
0
0%
operating profit
-87.8k
+5%
gross margin
0%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
October 2023net assets
2.7m
-0.03%
total assets
3.1m
-0.13%
cash
156
-0.54%
net assets
Total assets minus all liabilities
the insurance partnership financial services limited company details
company number
04690090
Type
Private limited with Share Capital
industry
65110 - Life insurance
64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
incorporation date
March 2003
age
21
accounts
Full Accounts
ultimate parent company
previous names
east yorkshire financial services limited (September 2007)
incorporated
UK
address
afh house buntsford drive, stoke heath, bromsgrove, worcestershire, B60 4JE
last accounts submitted
October 2023
the insurance partnership financial services 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 the insurance partnership financial services limited.
the insurance partnership financial services limited Companies House Filings - See Documents
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