shepherd independent financial advisers limited
shepherd independent financial advisers limited Company Information
Company Number
05341435
Next Accounts
Jan 2026
Directors
Shareholders
paul andrew shepherd
jane mary shepherd
Group Structure
View All
Industry
Life insurance
+1Registered Address
hill top house, 302 ringinglow road, sheffield, south yorkshire, S11 7PX
Website
www.shepherd4advice.co.ukshepherd independent financial advisers limited Estimated Valuation
Pomanda estimates the enterprise value of SHEPHERD INDEPENDENT FINANCIAL ADVISERS LIMITED at £458.5k based on a Turnover of £810.7k and 0.57x industry multiple (adjusted for size and gross margin).
shepherd independent financial advisers limited Estimated Valuation
Pomanda estimates the enterprise value of SHEPHERD INDEPENDENT FINANCIAL ADVISERS LIMITED at £0 based on an EBITDA of £-3.2k and a 5.54x industry multiple (adjusted for size and gross margin).
shepherd independent financial advisers limited Estimated Valuation
Pomanda estimates the enterprise value of SHEPHERD INDEPENDENT FINANCIAL ADVISERS LIMITED at £65.3k based on Net Assets of £38.4k and 1.7x industry multiple (adjusted for liquidity).
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Shepherd Independent Financial Advisers Limited Overview
Shepherd Independent Financial Advisers Limited is a live company located in sheffield, S11 7PX with a Companies House number of 05341435. It operates in the life insurance sector, SIC Code 65110. Founded in January 2005, it's largest shareholder is paul andrew shepherd with a 81% stake. Shepherd Independent Financial Advisers Limited is a mature, small sized company, Pomanda has estimated its turnover at £810.7k with healthy growth in recent years.
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Shepherd Independent Financial Advisers Limited Health Check
Pomanda's financial health check has awarded Shepherd Independent Financial Advisers Limited a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 4 areas for improvement. Company Health Check FAQs
2 Strong
3 Regular
4 Weak
Size
annual sales of £810.7k, make it smaller than the average company (£1.7m)
- Shepherd Independent Financial Advisers Limited
£1.7m - Industry AVG
Growth
3 year (CAGR) sales growth of 5%, show it is growing at a slower rate (8.9%)
- Shepherd Independent Financial Advisers Limited
8.9% - Industry AVG
Production
with a gross margin of 99.7%, this company has a comparable cost of product (99.7%)
- Shepherd Independent Financial Advisers Limited
99.7% - Industry AVG
Profitability
an operating margin of -0.7% make it less profitable than the average company (8.3%)
- Shepherd Independent Financial Advisers Limited
8.3% - Industry AVG
Employees
with 6 employees, this is below the industry average (12)
6 - Shepherd Independent Financial Advisers Limited
12 - Industry AVG
Pay Structure
on an average salary of £57.8k, the company has an equivalent pay structure (£57.8k)
- Shepherd Independent Financial Advisers Limited
£57.8k - Industry AVG
Efficiency
resulting in sales per employee of £135.1k, this is equally as efficient (£135.1k)
- Shepherd Independent Financial Advisers Limited
£135.1k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Shepherd Independent Financial Advisers Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Shepherd Independent Financial Advisers Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Shepherd Independent Financial Advisers Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 121 weeks, this is more cash available to meet short term requirements (32 weeks)
121 weeks - Shepherd Independent Financial Advisers Limited
32 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 39.5%, this is a lower level of debt than the average (62.9%)
39.5% - Shepherd Independent Financial Advisers Limited
62.9% - Industry AVG
SHEPHERD INDEPENDENT FINANCIAL ADVISERS LIMITED financials
Shepherd Independent Financial Advisers Limited's latest turnover from April 2024 is estimated at £810.7 thousand and the company has net assets of £38.4 thousand. According to their latest financial statements, Shepherd Independent Financial Advisers Limited has 6 employees and maintains cash reserves of £54.7 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 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 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 7 | 7 | ||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 7,074 | 9,132 | 11,728 | 17,067 | 10,085 | 2,540 | 2,975 | 3,967 | 5,289 | 6,029 | 8,038 | 10,717 | 9,897 | 11,324 | 11,076 |
| Intangible Assets | |||||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 7,074 | 9,132 | 11,728 | 17,067 | 10,085 | 2,540 | 2,975 | 3,967 | 5,289 | 6,029 | 8,038 | 10,717 | 9,897 | 11,324 | 11,076 |
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 1,482 | 5,392 | 898 | 9,209 | 3,196 | 6,340 | 18,387 | 17,537 | 9,676 | 4,221 | 28,090 | ||||
| Group Debtors | |||||||||||||||
| Misc Debtors | 1,674 | 2,118 | 2,137 | 2,114 | 3,902 | 5,959 | 3,411 | 3,354 | 4,085 | ||||||
| Cash | 54,725 | 45,825 | 97,236 | 72,582 | 56,301 | 31,417 | 27,562 | 17,913 | 17,660 | 47,588 | 7,584 | 6,659 | 15,117 | 13,510 | 12,744 |
| misc current assets | |||||||||||||||
| total current assets | 56,399 | 47,943 | 99,373 | 74,696 | 61,685 | 42,768 | 31,871 | 30,476 | 24,941 | 53,928 | 25,971 | 24,196 | 24,793 | 17,731 | 40,834 |
| total assets | 63,473 | 57,075 | 111,101 | 91,763 | 71,770 | 45,308 | 34,846 | 34,443 | 30,230 | 59,957 | 34,009 | 34,913 | 34,690 | 29,055 | 51,910 |
| Bank overdraft | 86 | 996 | 972 | 960 | 924 | 901 | 8,753 | 13,221 | 1,672 | 2,065 | 13,835 | ||||
| Bank loan | |||||||||||||||
| Trade Creditors | 30,374 | 11,092 | 13,374 | 22,076 | 49,910 | 100,024 | |||||||||
| Group/Directors Accounts | 484 | 7,495 | |||||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | 23,421 | 14,090 | 24,518 | 21,870 | 20,077 | 19,180 | 18,959 | 18,114 | 19,929 | ||||||
| total current liabilities | 23,421 | 14,090 | 24,518 | 21,870 | 20,163 | 20,176 | 19,931 | 19,074 | 20,853 | 31,759 | 27,340 | 26,595 | 23,748 | 51,975 | 113,859 |
| loans | 108 | 1,122 | 2,107 | 3,084 | 4,029 | 5,294 | 6,249 | 9,514 | 14,636 | 21,201 | |||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | |||||||||||||||
| provisions | 1,655 | 1,640 | 2,113 | 3,102 | 1,744 | 273 | 310 | 442 | 658 | 717 | 1,012 | 1,702 | 1,095 | 1,160 | 875 |
| total long term liabilities | 1,655 | 1,640 | 2,113 | 3,102 | 1,744 | 381 | 1,432 | 2,549 | 3,742 | 4,746 | 6,306 | 7,951 | 10,609 | 15,796 | 22,076 |
| total liabilities | 25,076 | 15,730 | 26,631 | 24,972 | 21,907 | 20,557 | 21,363 | 21,623 | 24,595 | 36,505 | 33,646 | 34,546 | 34,357 | 67,771 | 135,935 |
| net assets | 38,397 | 41,345 | 84,470 | 66,791 | 49,863 | 24,751 | 13,483 | 12,820 | 5,635 | 23,452 | 363 | 367 | 333 | -38,716 | -84,025 |
| total shareholders funds | 38,397 | 41,345 | 84,470 | 66,791 | 49,863 | 24,751 | 13,483 | 12,820 | 5,635 | 23,452 | 363 | 367 | 333 | -38,716 | -84,025 |
| Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | |||||||||||||||
| Depreciation | 2,358 | 3,044 | 4,267 | 3,160 | 2,592 | 846 | 992 | 1,764 | 2,009 | 2,679 | 3,572 | 3,299 | 2,962 | 3,692 | |
| Amortisation | 4,000 | ||||||||||||||
| Tax | |||||||||||||||
| Stock | |||||||||||||||
| Debtors | -444 | -19 | 23 | -3,270 | -5,967 | 7,042 | -8,254 | 5,282 | 941 | -12,047 | 850 | 7,861 | 5,455 | -23,869 | 28,090 |
| Creditors | -30,374 | 19,282 | -2,282 | -8,702 | -27,834 | -50,114 | 100,024 | ||||||||
| Accruals and Deferred Income | 9,331 | -10,428 | 2,648 | 1,793 | 897 | 221 | 845 | -1,815 | 19,929 | ||||||
| Deferred Taxes & Provisions | 15 | -473 | -989 | 1,358 | 1,471 | -37 | -132 | -216 | -59 | -295 | -690 | 607 | -65 | 285 | 875 |
| Cash flow from operations | |||||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | |||||||||||||||
| cash flow from investments | |||||||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | |||||||||||||||
| Group/Directors Accounts | -484 | -7,011 | 7,495 | ||||||||||||
| Other Short Term Loans | |||||||||||||||
| Long term loans | -108 | -1,014 | -985 | -977 | -945 | -1,265 | -955 | -3,265 | -5,122 | -6,565 | 21,201 | ||||
| Hire Purchase and Lease Commitments | |||||||||||||||
| other long term liabilities | |||||||||||||||
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | 8,900 | -51,411 | 24,654 | 16,281 | 24,884 | 3,855 | 9,649 | 253 | -29,928 | 40,004 | 925 | -8,458 | 1,607 | 766 | 12,744 |
| overdraft | -86 | -910 | 24 | 12 | 36 | 23 | -7,852 | -4,468 | 11,549 | -393 | -11,770 | 13,835 | |||
| change in cash | 8,900 | -51,411 | 24,654 | 16,367 | 25,794 | 3,831 | 9,637 | 217 | -29,951 | 47,856 | 5,393 | -20,007 | 2,000 | 12,536 | -1,091 |
shepherd independent financial advisers limited Credit Report and Business Information
Shepherd Independent Financial Advisers Limited Competitor Analysis
Perform a competitor analysis for shepherd independent financial advisers limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in S11 area or any other competitors across 12 key performance metrics.
shepherd independent financial advisers limited Ownership
SHEPHERD INDEPENDENT FINANCIAL ADVISERS LIMITED group structure
Shepherd Independent Financial Advisers Limited has no subsidiary companies.
Ultimate parent company
SHEPHERD INDEPENDENT FINANCIAL ADVISERS LIMITED
05341435
shepherd independent financial advisers limited directors
Shepherd Independent Financial Advisers Limited currently has 1 director, Mr Paul Shepherd serving since Jan 2005.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Paul Shepherd | 57 years | Jan 2005 | - | Director |
P&L
April 2024turnover
810.7k
+12%
operating profit
-5.6k
0%
gross margin
99.8%
-0.1%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
April 2024net assets
38.4k
-0.07%
total assets
63.5k
+0.11%
cash
54.7k
+0.19%
net assets
Total assets minus all liabilities
shepherd independent financial advisers limited company details
company number
05341435
Type
Private limited with Share Capital
industry
65110 - Life insurance
65300 - Pension funding
incorporation date
January 2005
age
20
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
April 2024
previous names
N/A
accountant
HEBBLETHWAITES
auditor
-
address
hill top house, 302 ringinglow road, sheffield, south yorkshire, S11 7PX
Bank
LLOYDS TSB BANK PLC
Legal Advisor
-
shepherd independent financial advisers 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 found 1 charges/mortgages relating to shepherd independent financial advisers limited. Currently there are 0 open charges and 1 have been satisfied in the past.
shepherd independent financial advisers 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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shepherd independent financial advisers limited Companies House Filings - See Documents
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