Mwa Financial Advice Ltd

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mwa financial advice ltd Company Information

Company Number

05254380

Next Accounts

Dec 2025

Directors

Edward Rosengarten

Philip Young

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Shareholders

mwa holdings limited

Group Structure

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Industry

Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.

Registered Address

the townhouse, 114-116 fore street, hertford, herts, SG14 1AJ

Website

www.eversleyaccountancyservices.co.uk

mwa financial advice ltd Estimated Valuation

£9.2m

Pomanda estimates the enterprise value of MWA FINANCIAL ADVICE LTD at £9.2m based on an EBITDA of £2m and a 4.64x industry multiple (adjusted for size and gross margin).

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Mwa Financial Advice Ltd is a live company located in hertford, SG14 1AJ with a Companies House number of 05254380. It operates in the activities of mortgage finance companies sector, SIC Code 64922. Founded in October 2004, it's largest shareholder is mwa holdings limited with a 100% stake. Mwa Financial Advice Ltd is a mature, small sized company, Pomanda has estimated its turnover at £1.2m with declining growth in recent years.

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Pomanda's financial health check has awarded Mwa Financial Advice Ltd a 5 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 3 areas for improvement. Company Health Check FAQs

Health Rating5out of 5

4 Strong

4 Regular

3 Weak

Size

annual sales of £1.2m, make it smaller than the average company (£4.4m)

Growth

3 year (CAGR) sales growth of -6%, show it is growing at a slower rate (8.3%)

EXPORT

Mwa Financial Advice Ltd's latest turnover from March 2024 is estimated at £1.2 million and the company has net assets of £1.7 million. According to their latest financial statements, Mwa Financial Advice Ltd has 11 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	Aug 2020	Aug 2019	Aug 2018	Aug 2017	Aug 2016	Aug 2015	Aug 2014	Aug 2013	Aug 2012	Aug 2011	Aug 2010	Aug 2009
Turnover	1,210,515	275,505	1,015,730	1,464,857	1,219,836	923,714	872,753	1,326,788	961,929	549,757	104,360	88,980	64,093	38,875	113,089
Other Income Or Grants
Cost Of Sales	415,548	98,238	307,094	508,474	382,573	270,466	230,164	319,936	245,355	160,520	34,014	29,624	22,409	11,957	36,580
Gross Profit	794,968	177,266	708,636	956,383	837,263	653,249	642,589	1,006,852	716,575	389,237	70,346	59,357	41,684	26,919	76,510
Admin Expenses	-1,194,526	163,993	615,268	930,753	821,942	662,692	894,759	832,219	654,224	291,196	8,301	55,838	39,530	31,447	83,180	-15,602
Operating Profit	1,989,494	13,273	93,368	25,630	15,321	-9,443	-252,170	174,633	62,351	98,041	62,045	3,519	2,154	-4,528	-6,670	15,602
Interest Payable			89	310	229		178	447	283
Interest Receivable	6,727	839	204	129	122	357	669	174	108	184	69	18	8	1	1	1
Pre-Tax Profit	1,996,221	14,112	93,483	25,449	15,215	-9,086	-251,678	174,359	62,176	98,225	62,114	3,538	2,162	-4,527	-6,669	15,603
Tax	-499,055	-2,681	-17,762	-4,835	-2,891			-33,128	-12,435	-19,645	-13,044	-814	-519			-4,369
Profit After Tax	1,497,166	11,431	75,721	20,614	12,324	-9,086	-251,678	141,231	49,741	78,580	49,070	2,724	1,643	-4,527	-6,669	11,234
Dividends Paid
Retained Profit	1,497,166	11,431	75,721	20,614	12,324	-9,086	-251,678	141,231	49,741	78,580	49,070	2,724	1,643	-4,527	-6,669	11,234
Employee Costs	718,253	182,608	177,866	390,273	511,371	502,045	584,947	558,709	385,088	201,768	48,667	48,367	46,559	45,528	45,574
Number Of Employees	11	3	3	7	9	9	11	11	7	4	1	1	1	1	1
EBITDA*	1,992,764	17,404	105,389	32,370	26,032	-615	-243,311	175,738	63,354	98,358	62,442	4,180	2,713	-4,450	-6,566	15,741

* Earnings Before Interest, Tax, Depreciation and Amortisation

	Mar 2024	Mar 2023	Mar 2022	Mar 2021	Aug 2020	Aug 2019	Aug 2018	Aug 2017	Aug 2016	Aug 2015	Aug 2014	Aug 2013	Aug 2012	Aug 2011	Aug 2010	Aug 2009
Tangible Assets	15,947	5,290	9,361	17,841	20,357	28,753	35,439	4,419	4,011	3,402	1,587	1,984	1,675	234	312	416
Intangible Assets
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets	15,947	5,290	9,361	17,841	20,357	28,753	35,439	4,419	4,011	3,402	1,587	1,984	1,675	234	312	416
Stock & work in progress												2,255	2,850	9,482	6,609	6,825
Trade Debtors	11,501	40	358,789	483,400	230,808	83,784	19,462	291,449	196,439	141,601	100,275	65,320	40,195	26,470	51,781	71,344
Group Debtors	1,366,777	214,053
Misc Debtors	359,026	65,307	77,168
Cash	239,077	17,204	22,284	32,156	224,867	19,985	75,210	103,251	35,736	50,445	23,055	4,527	2,757	452	1	211
misc current assets
total current assets	1,976,381	296,604	458,241	515,556	455,675	103,769	94,672	394,700	232,175	192,046	123,330	72,102	45,802	36,404	58,391	78,380
total assets	1,992,328	301,894	467,602	533,397	476,032	132,522	130,111	399,119	236,186	195,448	124,917	74,086	47,477	36,638	58,703	78,796
Bank overdraft
Bank loan
Trade Creditors	67,970	64,957	216,393	208,580	167,742	64,795	15,457	15,611	1,601	63,392	71,441	69,680	45,795	28,665	33,537	67,561
Group/Directors Accounts	3,377	27,811
other short term finances
hp & lease commitments
other current liabilities	238,431	24,993					43,304	55,220	43,736
total current liabilities	309,778	117,761	216,393	208,580	167,742	64,795	58,761	70,831	45,337	63,392	71,441	69,680	45,795	28,665	33,537	67,561
loans				2,651	7,500			5,260	9,052
hp & lease commitments
Accruals and Deferred Income
other liabilities			78,507	223,574	222,334									7,934	20,600
provisions	3,030	1,779	1,779	3,390	3,868	5,463
total long term liabilities	3,030	1,779	80,286	229,615	233,702	5,463		5,260	9,052					7,934	20,600
total liabilities	312,808	119,540	296,679	438,195	401,444	70,258	58,761	76,091	54,389	63,392	71,441	69,680	45,795	36,599	54,137	67,561
net assets	1,679,520	182,354	170,923	95,202	74,588	62,264	71,350	323,028	181,797	132,056	53,476	4,406	1,682	39	4,566	11,235
total shareholders funds	1,679,520	182,354	170,923	95,202	74,588	62,264	71,350	323,028	181,797	132,056	53,476	4,406	1,682	39	4,566	11,235

	Mar 2024	Mar 2023	Mar 2022	Mar 2021	Aug 2020	Aug 2019	Aug 2018	Aug 2017	Aug 2016	Aug 2015	Aug 2014	Aug 2013	Aug 2012	Aug 2011	Aug 2010	Aug 2009
Operating Activities
Operating Profit	1,989,494	13,273	93,368	25,630	15,321	-9,443	-252,170	174,633	62,351	98,041	62,045	3,519	2,154	-4,528	-6,670	15,602
Depreciation	3,270	4,131	12,021	6,740	10,711	8,828	8,859	1,105	1,003	317	397	661	559	78	104	139
Amortisation
Tax	-499,055	-2,681	-17,762	-4,835	-2,891			-33,128	-12,435	-19,645	-13,044	-814	-519			-4,369
Stock											-2,255	-595	-6,632	2,873	-216	6,825
Debtors	1,457,904	-156,557	-47,443	252,592	147,024	64,322	-271,987	95,010	54,838	41,326	34,955	25,125	13,725	-25,311	-19,563	71,344
Creditors	3,013	-151,436	7,813	40,838	102,947	49,338	-154	14,010	-61,791	-8,049	1,761	23,885	17,130	-4,872	-34,024	67,561
Accruals and Deferred Income	213,438	24,993				-43,304	-11,916	11,484	43,736
Deferred Taxes & Provisions	1,251		-1,611	-478	-1,595	5,463
Cash flow from operations	253,507	44,837	141,272	-184,697	-22,531	-53,440	16,606	73,094	-21,974	29,338	18,459	2,721	12,231	13,116	-20,811	764
Investing Activities
capital expenditure	-13,927	-60	-3,541	-4,224	-2,315	-2,142	-39,879	-1,513	-1,612	-2,132		-970	-2,000			-555
Change in Investments
cash flow from investments	-13,927	-60	-3,541	-4,224	-2,315	-2,142	-39,879	-1,513	-1,612	-2,132		-970	-2,000			-555
Financing Activities
Bank loans
Group/Directors Accounts	-24,434	27,811
Other Short Term Loans
Long term loans			-2,651	-4,849	7,500		-5,260	-3,792	9,052
Hire Purchase and Lease Commitments
other long term liabilities		-78,507	-145,067	1,240	222,334								-7,934	-12,666	20,600
share issue																1
interest	6,727	839	115	-181	-107	357	491	-273	-175	184	69	18	8	1	1	1
cash flow from financing	-17,707	-49,857	-147,603	-3,790	229,727	357	-4,769	-4,065	8,877	184	69	18	-7,926	-12,665	20,601	2
cash and cash equivalents
cash	221,873	-5,080	-9,872	-192,711	204,882	-55,225	-28,041	67,515	-14,709	27,390	18,528	1,770	2,305	451	-210	211
overdraft
change in cash	221,873	-5,080	-9,872	-192,711	204,882	-55,225	-28,041	67,515	-14,709	27,390	18,528	1,770	2,305	451	-210	211

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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MWA FINANCIAL ADVICE LTD group structure

Mwa Financial Advice Ltd has 1 subsidiary company.

Ultimate parent company

METIS TOPCO LIMITED

14984242

MWA HOLDINGS LIMITED

10860761

2 parents

MWA FINANCIAL ADVICE LTD

05254380

1 subsidiary

EVERSLEY GROUP (UK) LTD

08150621

MWA FINANCIAL ADVICE LTD Shareholders

mwa holdings limited

100%

Mwa Financial Advice Ltd currently has 3 directors. The longest serving directors include Mr Edward Rosengarten (Sep 2021) and Mr Philip Young (Sep 2023).

officer	country	age	start	end	role
Mr Edward Rosengarten	England	57 years	Sep 2021	-	Director
Mr Philip Young	United Kingdom	50 years	Sep 2023	-	Director
Ms Marine Deruelle	England	40 years	Sep 2023	-	Director

P&L

March 2024

turnover

1.2m

+339%

operating profit

gross margin

65.7%

+2.07%

turnover

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

Balance Sheet

March 2024

net assets

1.7m

+8.21%

total assets

+5.6%

cash

239.1k

+12.9%

net assets

Total assets minus all liabilities

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company number

05254380

Type

Private limited with Share Capital

industry

64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.

66190 - Other activities auxiliary to financial services, except insurance and pension funding

64922 - Activities of mortgage finance companies

incorporation date

October 2004

ultimate parent company

METIS TOPCO LIMITED

previous names

eversley estate planners limited (February 2022)

address

the townhouse, 114-116 fore street, hertford, herts, SG14 1AJ

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 8 charges/mortgages relating to mwa financial advice ltd. Currently there are 3 open charges and 5 have been satisfied in the past.

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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mwa financial advice ltd Company Information

mwa financial advice ltd Estimated Valuation

mwa financial advice ltd Estimated Valuation

mwa financial advice ltd Estimated Valuation

Mwa Financial Advice Ltd Overview

Mwa Financial Advice Ltd Health Check

MWA FINANCIAL ADVICE LTD financials

mwa financial advice ltd Credit Report and Business Information

Mwa Financial Advice Ltd Competitor Analysis

mwa financial advice ltd Ownership

mwa financial advice ltd directors

mwa financial advice ltd company details

mwa financial advice ltd Charges & Mortgages

mwa financial advice ltd Capital Raised & Share Issues BETA

mwa financial advice ltd Companies House Filings - See Documents