Llewellyn Financial Solutions Ltd

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llewellyn financial solutions ltd Company Information

Company Number

05309549

Next Accounts

Sep 2025

Directors

Glyn Llewellyn

Shareholders

glyn david llewellyn

rachel jane llewellyn

Group Structure

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Industry

Activities of insurance agents and brokers

Registered Address

36 dan y graig heights, talbot green, pontyclun, mid glamorgan, CF72 8FD

Website

www.llewellynfs.co.uk

llewellyn financial solutions ltd Estimated Valuation

£247k

Pomanda estimates the enterprise value of LLEWELLYN FINANCIAL SOLUTIONS LTD at £247k based on Net Assets of £130.1k and 1.9x industry multiple (adjusted for liquidity).

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Llewellyn Financial Solutions Ltd is a live company located in pontyclun, CF72 8FD with a Companies House number of 05309549. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in December 2004, it's largest shareholder is glyn david llewellyn with a 51% stake. Llewellyn Financial Solutions Ltd is a mature, micro sized company, Pomanda has estimated its turnover at £133.1k with declining growth in recent years.

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Pomanda's financial health check has awarded Llewellyn Financial Solutions Ltd a 2.5 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 4 areas for improvement. Company Health Check FAQs

Health Rating2.5out of 5

1 Strong

4 Regular

4 Weak

Size

annual sales of £133.1k, make it smaller than the average company (£2.9m)

Growth

3 year (CAGR) sales growth of -12%, show it is growing at a slower rate (6.7%)

EXPORT

Llewellyn Financial Solutions Ltd's latest turnover from December 2023 is estimated at £133.1 thousand and the company has net assets of £130.1 thousand. According to their latest financial statements, Llewellyn Financial Solutions Ltd has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.

Data source: Companies House, Pomanda Estimates

	Dec 2023	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2009
Turnover	133,083	118,390	201,548	197,874	255,337	230,517	297,663	283,507	274,323	322,421	56,314	79,807	80,706	65,028	0
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	7,437	6,623	20,507	21,781	32,888	29,215	38,732	40,980	45,005	74,951	15,210	26,068	21,729	16,386	0
Gross Profit	125,646	111,768	181,041	176,092	222,449	201,302	258,931	242,528	229,318	247,470	41,104	53,739	58,977	48,642	0
Admin Expenses	156,003	116,073	139,953	124,682	215,150	170,052	239,341	217,005	241,045	210,538	60,259	46,139	34,703	41,704	-4,321
Operating Profit	-30,357	-4,305	41,088	51,410	7,299	31,250	19,590	25,523	-11,727	36,932	-19,155	7,600	24,274	6,938	4,321
Interest Payable	563	0	329	1,089	1,650	2,153	2,985	2,064	464	0	0	0	0	0	0
Interest Receivable	633	733	22	0	4	4	0	0	0	0	0	0	0	0	0
Pre-Tax Profit	-30,286	-3,572	40,781	50,321	5,653	29,101	16,605	23,459	-12,191	36,932	-19,155	7,600	24,274	6,938	4,321
Tax	0	0	-7,748	-9,561	-1,074	-5,529	-3,155	-4,692	0	-7,756	0	-1,824	-6,311	-1,942	-1,210
Profit After Tax	-30,286	-3,572	33,033	40,760	4,579	23,572	13,450	18,767	-12,191	29,176	-19,155	5,776	17,963	4,995	3,111
Dividends Paid	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Retained Profit	-30,286	-3,572	33,033	40,760	4,579	23,572	13,450	18,767	-12,191	29,176	-19,155	5,776	17,963	4,995	3,111
Employee Costs	52,437	49,641	101,190	100,153	144,792	142,218	180,999	177,008	174,178	169,814	40,997	40,284	39,737	39,579	0
Number Of Employees	1	1	2	2	3	3	4	4	4	4	1	1	1	1	0
EBITDA*	-29,858	-3,806	41,500	51,746	7,365	43,066	31,558	37,655	-11,320	37,262	-18,681	8,137	24,856	7,582	5,680

* Earnings Before Interest, Tax, Depreciation and Amortisation

	Dec 2023	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2009
Tangible Assets	389	888	1,387	1,150	145	210	11	229	611	634	109	583	1,120	466	499
Intangible Assets	0	0	0	0	0	11,750	23,500	35,250	0	0	0	0	0	0	417
Investments & Other	0	0	0	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	389	888	1,387	1,150	145	11,960	23,511	35,479	611	634	109	583	1,120	466	916
Stock & work in progress	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Debtors	29,056	25,190	33,867	30,659	21,419	15,557	16,843	16,191	13,640	80,466	15,294	21,178	22,327	18,904	10,639
Group Debtors	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Misc Debtors	140,971	149,190	154,166	153,690	155,876	166,436	102,093	73,471	49,038	0	35,452	44,862	33,168	29,490	25,729
Cash	0	24,127	17,750	0	0	1,138	0	0	0	0	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	170,027	198,507	205,783	184,349	177,295	183,131	118,936	89,662	62,678	80,466	50,746	66,040	55,495	48,394	36,368
total assets	170,416	199,395	207,170	185,499	177,440	195,091	142,447	125,141	63,289	81,100	50,855	66,623	56,615	48,860	37,284
Bank overdraft	10,000	0	0	6,071	11,285	0	6,955	8,032	10,821	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	0	0	0	0	0	0	0	0	33,168	30,479	34,678	28,552	35,913	27,097
Group/Directors Accounts	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
other short term finances	0	0	0	4,447	9,801	9,800	8,842	8,802	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	30,338	39,031	43,234	44,078	62,115	85,818	40,377	24,825	19,239	0	0	0	0	0	0
total current liabilities	40,338	39,031	43,234	54,596	83,201	95,618	56,174	41,659	30,060	33,168	30,479	34,678	28,552	35,913	27,097
loans	0	0	0	0	4,096	13,909	24,281	34,940	3,454	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	5,966	7,586	0	1,894	4,741	6,976
provisions	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
total long term liabilities	0	0	0	0	4,096	13,909	24,281	34,940	3,454	5,966	7,586	0	1,894	4,741	6,976
total liabilities	40,338	39,031	43,234	54,596	87,297	109,527	80,455	76,599	33,514	39,134	38,065	34,678	30,446	40,654	34,073
net assets	130,078	160,364	163,936	130,903	90,143	85,564	61,992	48,542	29,775	41,966	12,790	31,945	26,169	8,206	3,211
total shareholders funds	130,078	160,364	163,936	130,903	90,143	85,564	61,992	48,542	29,775	41,966	12,790	31,945	26,169	8,206	3,211

	Dec 2023	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2009
Operating Activities
Operating Profit	-30,357	-4,305	41,088	51,410	7,299	31,250	19,590	25,523	-11,727	36,932	-19,155	7,600	24,274	6,938	4,321
Depreciation	499	499	412	336	66	66	218	382	407	330	474	537	582	227	359
Amortisation	0	0	0	0	0	11,750	11,750	11,750	0	0	0	0	0	417	1,000
Tax	0	0	-7,748	-9,561	-1,074	-5,529	-3,155	-4,692	0	-7,756	0	-1,824	-6,311	-1,942	-1,210
Stock	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors	-4,353	-13,653	3,684	7,054	-4,698	63,057	29,274	26,984	-17,788	29,720	-15,294	10,545	7,101	12,026	36,368
Creditors	0	0	0	0	0	0	0	0	-33,168	2,689	-4,199	6,126	-7,361	8,816	27,097
Accruals and Deferred Income	-8,693	-4,203	-844	-18,037	-23,703	45,441	15,552	5,586	19,239	0	0	0	0	0	0
Deferred Taxes & Provisions	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cash flow from operations	-34,198	5,644	29,224	17,094	-12,714	19,921	14,681	11,565	-7,461	2,475	-7,586	1,894	4,083	2,430	-4,801
Investing Activities
capital expenditure	0	0	-649	-1,341	11,749	-265	0	-47,000	-384	-855	0	0	-1,236	-194	-2,275
Change in Investments	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
cash flow from investments	0	0	-649	-1,341	11,749	-265	0	-47,000	-384	-855	0	0	-1,236	-194	-2,275
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	0	0	0	0	0	0	0	0	0
Other Short Term Loans	0	0	-4,447	-5,354	1	958	40	8,802	0	0	0	0	0	0	0
Long term loans	0	0	0	-4,096	-9,813	-10,372	-10,659	31,486	3,454	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	-5,966	-1,620	7,586	-1,894	-2,847	-2,235	6,976
share issue	0	0	0	0	0	0	0	0	0	0	0	0	0	0	100
interest	70	733	-307	-1,089	-1,646	-2,149	-2,985	-2,064	-464	0	0	0	0	0	0
cash flow from financing	70	733	-4,754	-10,539	-11,458	-11,563	-13,604	38,224	-2,976	-1,620	7,586	-1,894	-2,847	-2,235	7,076
cash and cash equivalents
cash	-24,127	6,377	17,750	0	-1,138	1,138	0	0	0	0	0	0	0	0	0
overdraft	10,000	0	-6,071	-5,214	11,285	-6,955	-1,077	-2,789	10,821	0	0	0	0	0	0
change in cash	-34,127	6,377	23,821	5,214	-12,423	8,093	1,077	2,789	-10,821	0	0	0	0	0	0

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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Perform a competitor analysis for llewellyn financial solutions ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in CF72 area or any other competitors across 12 key performance metrics.

LLEWELLYN FINANCIAL SOLUTIONS LTD group structure

Llewellyn Financial Solutions Ltd has no subsidiary companies.

Ultimate parent company

LLEWELLYN FINANCIAL SOLUTIONS LTD

05309549

LLEWELLYN FINANCIAL SOLUTIONS LTD Shareholders

glyn david llewellyn	51%
rachel jane llewellyn	49%

Llewellyn Financial Solutions Ltd currently has 1 director, Mr Glyn Llewellyn serving since Dec 2004.

officer	country	age	start	end	role
Mr Glyn Llewellyn	United Kingdom	59 years	Dec 2004	-	Director

P&L

December 2023

turnover

133.1k

+12%

operating profit

-30.4k

gross margin

94.5%

+0.01%

turnover

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

Balance Sheet

December 2023

net assets

130.1k

-0.19%

total assets

170.4k

-0.15%

cash

-1%

net assets

Total assets minus all liabilities

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company number

05309549

Type

Private limited with Share Capital

industry

66220 - Activities of insurance agents and brokers

incorporation date

December 2004

ultimate parent company

None

previous names

llewellyn independent financial solutions limited (September 2006)

address

36 dan y graig heights, talbot green, pontyclun, mid glamorgan, CF72 8FD

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llewellyn financial solutions ltd Company Information

llewellyn financial solutions ltd Estimated Valuation

llewellyn financial solutions ltd Estimated Valuation

llewellyn financial solutions ltd Estimated Valuation

Llewellyn Financial Solutions Ltd Overview

Llewellyn Financial Solutions Ltd Health Check

LLEWELLYN FINANCIAL SOLUTIONS LTD financials

llewellyn financial solutions ltd Credit Report and Business Information

Llewellyn Financial Solutions Ltd Competitor Analysis

llewellyn financial solutions ltd Ownership

llewellyn financial solutions ltd directors

llewellyn financial solutions ltd company details

llewellyn financial solutions ltd Charges & Mortgages

llewellyn financial solutions ltd Capital Raised & Share Issues BETA

llewellyn financial solutions ltd Companies House Filings - See Documents