Simpson Bowers Wealth Management Limited

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simpson bowers wealth management limited Company Information

Live

EstablishedSmallHealthy

Company Number

05391385

Next Accounts

Jun 2025

Industry

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

Directors

Ian Bowers

Gary Simpson

Shareholders

mr ian peter bowers

mr gary john simpson

Group Structure

View All

Contact

Registered Address

afe accountants ltd building 3, north london business park, london, N11 1GN

Website

www.simpsonbowers.co.uk

simpson bowers wealth management limited Estimated Valuation

£554.3k

Pomanda estimates the enterprise value of SIMPSON BOWERS WEALTH MANAGEMENT LIMITED at £554.3k based on a Turnover of £552.1k and 1x industry multiple (adjusted for size and gross margin).

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Simpson Bowers Wealth Management Limited is a live company located in london, N11 1GN with a Companies House number of 05391385. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in March 2005, it's largest shareholder is mr ian peter bowers with a 50% stake. Simpson Bowers Wealth Management Limited is a established, small sized company, Pomanda has estimated its turnover at £552.1k with healthy growth in recent years.

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Pomanda's financial health check has awarded Simpson Bowers Wealth Management Limited a 3 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 5 areas for improvement. Company Health Check FAQs

Health Rating3out of 5

3 Strong

2 Regular

5 Weak

Size

annual sales of £552.1k, make it smaller than the average company (£3m)

Growth

3 year (CAGR) sales growth of 13%, show it is growing at a faster rate (5.7%)

EXPORT

Simpson Bowers Wealth Management Limited's latest turnover from September 2023 is estimated at £552.1 thousand and the company has net assets of £36.1 thousand. According to their latest financial statements, Simpson Bowers Wealth Management Limited has 6 employees and maintains cash reserves of £87 thousand as reported in the balance sheet.

Data source: Companies House, Pomanda Estimates

	Sep 2023	Sep 2022	Sep 2021	Sep 2020	Sep 2019	Sep 2018	Sep 2017	Sep 2016	Sep 2015	Sep 2014	Sep 2013
Turnover	552,125	420,506	399,277	381,280	372,503	305,688	317,990	366,902	49,368	183,731	135,335
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	83,309	67,346	64,133	66,538	89,955	59,692	79,622	74,241	13,386	61,621	32,765
Gross Profit	468,816	353,160	335,144	314,741	282,547	245,996	238,368	292,661	35,982	122,110	102,570
Admin Expenses	526,551	332,282	372,356	330,910	299,879	242,605	267,634	286,250	-8,397	14,929	50,616
Operating Profit	-57,735	20,878	-37,212	-16,169	-17,332	3,391	-29,266	6,411	44,379	107,181	51,954
Interest Payable	0	0	0	0	0	0	0	0	0	0	0
Interest Receivable	5,461	2,218	75	73	526	410	135	136	221	181	63
Pre-Tax Profit	-52,274	23,096	-37,137	-16,096	-16,806	3,801	-29,131	6,548	44,600	107,362	52,017
Tax	0	-4,388	0	0	0	-722	0	-1,309	-8,920	-22,546	-11,964
Profit After Tax	-52,274	18,708	-37,137	-16,096	-16,806	3,079	-29,131	5,238	35,680	84,816	40,053
Dividends Paid	0	0	0	0	0	0	0	0	0	0	0
Retained Profit	-52,274	18,708	-37,137	-16,096	-16,806	3,079	-29,131	5,238	35,680	84,816	40,053
Employee Costs	445,730	344,957	304,286	320,766	337,543	310,181	297,933	296,215	56,580	106,995	103,632
Number Of Employees	6	5	5	5	5	5	5	5	1	2	2
EBITDA*	-56,992	22,347	-262	20,888	20,103	36,312	4,162	39,828	78,706	139,561	84,509

* Earnings Before Interest, Tax, Depreciation and Amortisation

	Sep 2023	Sep 2022	Sep 2021	Sep 2020	Sep 2019	Sep 2018	Sep 2017	Sep 2016	Sep 2015	Sep 2014	Sep 2013
Tangible Assets	1,569	2,312	3,781	10,095	15,372	5,980	6,617	8,559	9,204	5,004	6,612
Intangible Assets	0	0	30,000	60,000	90,000	120,240	150,480	180,000	210,000	240,000	270,000
Investments & Other	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
Total Fixed Assets	1,569	2,312	33,781	70,095	105,372	126,220	157,097	188,559	219,204	245,004	276,612
Stock & work in progress	0	0	0	0	0	0	0	0	0	0	0
Trade Debtors	269	225	1,589	327	6,391	130	195	12	453	7,507	941
Group Debtors	0	0	0	0	0	0	0	0	0	0	0
Misc Debtors	16,996	31,896	17,783	8,783	413	1,445	485	421	0	0	0
Cash	87,048	121,007	76,140	74,840	71,192	68,980	40,336	67,393	41,548	47,027	25,240
misc current assets	0	0	0	0	0	0	0	0	0	0	0
total current assets	104,313	153,128	95,512	83,950	77,996	70,555	41,016	67,826	42,001	54,534	26,181
total assets	105,882	155,440	129,293	154,045	183,368	196,775	198,113	256,385	261,205	299,538	302,793
Bank overdraft	0	0	0	0	0	0	0	0	0	0	0
Bank loan	0	0	0	0	0	0	0	0	0	0	0
Trade Creditors	0	0	0	0	0	0	0	0	100,654	174,667	262,738
Group/Directors Accounts	0	0	0	0	0	0	0	0	0	0	0
other short term finances	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
other current liabilities	69,750	67,034	59,595	47,210	60,437	57,038	61,455	90,596	0	0	0
total current liabilities	69,750	67,034	59,595	47,210	60,437	57,038	61,455	90,596	100,654	174,667	262,738
loans	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
Accruals and Deferred Income	0	0	0	0	0	0	0	0	0	0	0
other liabilities	0	0	0	0	0	0	0	0	0	0	0
provisions	0	0	0	0	0	0	0	0	0	0	0
total long term liabilities	0	0	0	0	0	0	0	0	0	0	0
total liabilities	69,750	67,034	59,595	47,210	60,437	57,038	61,455	90,596	100,654	174,667	262,738
net assets	36,132	88,406	69,698	106,835	122,931	139,737	136,658	165,789	160,551	124,871	40,055
total shareholders funds	36,132	88,406	69,698	106,835	122,931	139,737	136,658	165,789	160,551	124,871	40,055

	Sep 2023	Sep 2022	Sep 2021	Sep 2020	Sep 2019	Sep 2018	Sep 2017	Sep 2016	Sep 2015	Sep 2014	Sep 2013	Sep 2012	Mar 2012	Mar 2011	Mar 2010
Operating Activities
Operating Profit	-57,735	20,878	-37,212	-16,169	-17,332	3,391	-29,266	6,411	44,379	107,181	51,954	0	0	0	0
Depreciation	743	1,469	6,950	7,057	7,195	2,681	3,188	3,417	4,327	2,380	2,555	0	0	0	0
Amortisation	0	0	30,000	30,000	30,240	30,240	30,240	30,000	30,000	30,000	30,000	0	0	0	0
Tax	0	-4,388	0	0	0	-722	0	-1,309	-8,920	-22,546	-11,964	0	0	0	0
Stock	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors	-14,856	12,749	10,262	2,306	5,229	895	247	-20	-7,054	6,566	941	0	0	0	0
Creditors	0	0	0	0	0	0	0	-100,654	-74,013	-88,071	262,738	0	0	0	0
Accruals and Deferred Income	2,716	7,439	12,385	-13,227	3,399	-4,417	-29,141	90,596	0	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	-39,420	12,649	1,861	5,355	18,273	30,278	-25,226	28,481	2,827	22,378	334,342	0	0	0	0
Investing Activities
capital expenditure	0	30,000	-636	-1,780	-16,587	-2,044	-1,966	-2,772	-8,527	-772	-309,167	0	0	0	0
Change in Investments	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
cash flow from investments	0	30,000	-636	-1,780	-16,587	-2,044	-1,966	-2,772	-8,527	-772	-309,167	0	0	0	0
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	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	0	0	0	0	0	0	0	0	0	0	2	0	0	0	0
interest	5,461	2,218	75	73	526	410	135	136	221	181	63	0	0	0	0
cash flow from financing	5,461	2,218	75	73	526	410	135	136	221	181	65	0	0	0	0
cash and cash equivalents
cash	-33,959	44,867	1,300	3,648	2,212	28,644	-27,057	25,845	-5,479	21,787	25,240	0	0	0	0
overdraft	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
change in cash	-33,959	44,867	1,300	3,648	2,212	28,644	-27,057	25,845	-5,479	21,787	25,240	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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SIMPSON BOWERS WEALTH MANAGEMENT LIMITED group structure

Simpson Bowers Wealth Management Limited has no subsidiary companies.

Ultimate parent company

SIMPSON BOWERS WEALTH MANAGEMENT LIMITED

05391385

SIMPSON BOWERS WEALTH MANAGEMENT LIMITED Shareholders

mr ian peter bowers	50%
mr gary john simpson	50%

Simpson Bowers Wealth Management Limited currently has 2 directors. The longest serving directors include Mr Ian Bowers (Mar 2005) and Mr Gary Simpson (Mar 2005).

officer	country	age	start	end	role
Mr Ian Bowers	England	53 years	Mar 2005	-	Director
Mr Gary Simpson	England	63 years	Mar 2005	-	Director

P&L

September 2023

turnover

552.1k

+31%

operating profit

-57.7k

gross margin

85%

+1.1%

turnover

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

Balance Sheet

September 2023

net assets

36.1k

-0.59%

total assets

105.9k

-0.32%

cash

87k

-0.28%

net assets

Total assets minus all liabilities

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company number

05391385

Type

Private limited with Share Capital

industry

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

incorporation date

March 2005

ultimate parent company

None

previous names

N/A

address

afe accountants ltd building 3, north london business park, london, N11 1GN

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simpson bowers wealth management limited Company Information

simpson bowers wealth management limited Estimated Valuation

simpson bowers wealth management limited Estimated Valuation

simpson bowers wealth management limited Estimated Valuation

Simpson Bowers Wealth Management Limited Overview

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SIMPSON BOWERS WEALTH MANAGEMENT LIMITED financials

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simpson bowers wealth management limited Ownership

simpson bowers wealth management limited directors

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