wigmore associates wealth management ltd
wigmore associates wealth management ltd Company Information
Company Number
05252645
Website
wigmore-associates.co.ukRegistered Address
101 wigmore street, london, W1U 1QU
Industry
Dormant Company
Telephone
02072243400
Next Accounts Due
December 2025
Group Structure
View All
Shareholders
william orenstein 95%
elizabeth orenstein 5%
wigmore associates wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of WIGMORE ASSOCIATES WEALTH MANAGEMENT LTD at £0 based on a Turnover of £327.7k and 0x industry multiple (adjusted for size and gross margin).
wigmore associates wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of WIGMORE ASSOCIATES WEALTH MANAGEMENT LTD at £0 based on an EBITDA of £724k and a 0x industry multiple (adjusted for size and gross margin).
wigmore associates wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of WIGMORE ASSOCIATES WEALTH MANAGEMENT LTD at £0 based on Net Assets of £2m and 0x industry multiple (adjusted for liquidity).
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Wigmore Associates Wealth Management Ltd Overview
Wigmore Associates Wealth Management Ltd is a live company located in london, W1U 1QU with a Companies House number of 05252645. It operates in the dormant company sector, SIC Code 99999. Founded in October 2004, it's largest shareholder is william orenstein with a 95% stake. Wigmore Associates Wealth Management Ltd is a mature, micro sized company, Pomanda has estimated its turnover at £327.7k with healthy growth in recent years.
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Wigmore Associates Wealth Management Ltd Health Check
Pomanda's financial health check has awarded Wigmore Associates Wealth Management Ltd a 4.5 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 2 areas for improvement. Company Health Check FAQs
3 Strong
4 Regular
2 Weak
Size
annual sales of £327.7k, make it smaller than the average company (£6.9m)
- Wigmore Associates Wealth Management Ltd
£6.9m - Industry AVG
Growth
3 year (CAGR) sales growth of 6%, show it is growing at a similar rate (5%)
- Wigmore Associates Wealth Management Ltd
5% - Industry AVG
Production
with a gross margin of 35.5%, this company has a comparable cost of product (35.5%)
- Wigmore Associates Wealth Management Ltd
35.5% - Industry AVG
Profitability
an operating margin of 216.4% make it more profitable than the average company (6.5%)
- Wigmore Associates Wealth Management Ltd
6.5% - Industry AVG
Employees
with 2 employees, this is below the industry average (79)
2 - Wigmore Associates Wealth Management Ltd
79 - Industry AVG
Pay Structure
on an average salary of £42.4k, the company has an equivalent pay structure (£42.4k)
- Wigmore Associates Wealth Management Ltd
£42.4k - Industry AVG
Efficiency
resulting in sales per employee of £163.8k, this is equally as efficient (£163.8k)
- Wigmore Associates Wealth Management Ltd
£163.8k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Wigmore Associates Wealth Management Ltd
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Wigmore Associates Wealth Management Ltd
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Wigmore Associates Wealth Management Ltd
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 70 weeks, this is more cash available to meet short term requirements (17 weeks)
70 weeks - Wigmore Associates Wealth Management Ltd
17 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 8.6%, this is a lower level of debt than the average (68.9%)
8.6% - Wigmore Associates Wealth Management Ltd
68.9% - Industry AVG
WIGMORE ASSOCIATES WEALTH MANAGEMENT LTD financials
Wigmore Associates Wealth Management Ltd's latest turnover from March 2024 is estimated at £327.7 thousand and the company has net assets of £2 million. According to their latest financial statements, Wigmore Associates Wealth Management Ltd has 2 employees and maintains cash reserves of £239.1 thousand 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 | |||||||||||||||
| 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 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | ||||||||
| EBITDA* |
* 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 | 44,082 | 57,937 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 1,576,190 | 413,107 | 250,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 1,620,272 | 471,044 | 250,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 149,245 | 0 | 0 | 0 | 0 | 0 |
| Group Debtors | 0 | 0 | 0 | 0 | 1,173,545 | 861,757 | 7,045 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 316,162 | 1,192,579 | 701,880 | 1,218,581 | 80,567 | 61,647 | 170,004 | 64,000 | 64,000 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 239,110 | 267,318 | 369,621 | 749,887 | 154,000 | 133,755 | 535,070 | 237,614 | 9,366 | 2,732 | 0 | 0 | 0 | 0 | 0 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 555,272 | 1,459,897 | 1,071,501 | 1,968,468 | 1,408,112 | 1,057,159 | 712,119 | 301,614 | 73,366 | 151,977 | 0 | 0 | 0 | 0 | 0 |
| total assets | 2,175,544 | 1,930,941 | 1,321,501 | 1,968,468 | 1,408,112 | 1,057,159 | 712,119 | 301,614 | 73,366 | 151,977 | 0 | 0 | 0 | 0 | 0 |
| 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 | 8,369 | 0 | 0 | 0 | 0 | 1,620 | 0 | 0 | 134,672 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 250,832 | 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 | 177,212 | 462,199 | 331,268 | 181,479 | 144,090 | 207,196 | 127,435 | 352 | 32,974 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current liabilities | 177,212 | 470,568 | 331,268 | 181,479 | 144,090 | 207,196 | 129,055 | 251,184 | 32,974 | 134,672 | 0 | 0 | 0 | 0 | 0 |
| 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 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| provisions | 11,021 | 14,484 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 11,021 | 14,484 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total liabilities | 188,233 | 485,052 | 331,268 | 181,479 | 144,090 | 207,196 | 129,055 | 251,184 | 32,974 | 134,672 | 0 | 0 | 0 | 0 | 0 |
| net assets | 1,987,311 | 1,445,889 | 990,233 | 1,786,989 | 1,264,022 | 849,963 | 583,064 | 50,430 | 40,392 | 17,305 | 0 | 0 | 0 | 0 | 0 |
| total shareholders funds | 1,987,311 | 1,445,889 | 990,233 | 1,786,989 | 1,264,022 | 849,963 | 583,064 | 50,430 | 40,392 | 17,305 | 0 | 0 | 0 | 0 | 0 |
| 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 | |||||||||||||||
| Depreciation | 14,765 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||||
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||||
| Tax | |||||||||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -876,417 | 490,699 | -516,701 | -35,531 | 330,708 | 746,355 | 113,049 | 0 | -85,245 | 149,245 | 0 | 0 | 0 | 0 | 0 |
| Creditors | -8,369 | 8,369 | 0 | 0 | 0 | -1,620 | 1,620 | 0 | -134,672 | 134,672 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | -284,987 | 130,931 | 149,789 | 37,389 | -63,106 | 79,761 | 127,083 | -32,622 | 32,974 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | -3,463 | 14,484 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | |||||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | 1,163,083 | 163,107 | 250,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 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 | 0 | -250,832 | 250,832 | 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 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | -28,208 | -102,303 | -380,266 | 595,887 | 20,245 | -401,315 | 297,456 | 228,248 | 6,634 | 2,732 | 0 | 0 | 0 | 0 | 0 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | -28,208 | -102,303 | -380,266 | 595,887 | 20,245 | -401,315 | 297,456 | 228,248 | 6,634 | 2,732 | 0 | 0 | 0 | 0 | 0 |
wigmore associates wealth management ltd Credit Report and Business Information
Wigmore Associates Wealth Management Ltd Competitor Analysis
Perform a competitor analysis for wigmore associates wealth management ltd by selecting its closest rivals and benchmarking them against 12 key performance metrics.
wigmore associates wealth management ltd Ownership
WIGMORE ASSOCIATES WEALTH MANAGEMENT LTD group structure
Wigmore Associates Wealth Management Ltd has no subsidiary companies.
Ultimate parent company
WIGMORE ASSOCIATES WEALTH MANAGEMENT LTD
05252645
wigmore associates wealth management ltd directors
Wigmore Associates Wealth Management Ltd currently has 3 directors. The longest serving directors include Mr William Orenstein (Jan 2006) and Mr Todd Rowlands (May 2024).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr William Orenstein | United Kingdom | 72 years | Jan 2006 | - | Director |
| Mr Todd Rowlands | England | 47 years | May 2024 | - | Director |
| Mr Damian Sharp | England | 56 years | May 2024 | - | Director |
P&L
March 2024turnover
327.7k
+61%
operating profit
709.2k
0%
gross margin
35.5%
+3.48%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
2m
+0.37%
total assets
2.2m
+0.13%
cash
239.1k
-0.11%
net assets
Total assets minus all liabilities
Similar Companies
wigmore associates wealth management ltd company details
company number
05252645
Type
Private limited with Share Capital
industry
99999 - Dormant Company
incorporation date
October 2004
age
20
accounts
Total Exemption Full
ultimate parent company
previous names
sipps ltd (August 2012)
incorporated
UK
address
101 wigmore street, london, W1U 1QU
last accounts submitted
March 2024
wigmore associates wealth management ltd 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 wigmore associates wealth management ltd.
wigmore associates wealth management ltd Companies House Filings - See Documents
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