Jon Lee Financial Services Limited

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jon lee financial services limited Company Information

Company Number

06448518

Next Accounts

Dec 2025

Directors

Jonathan Lee

Shareholders

jonathan andrew lee

sandra elizabeth lee

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

c/o langham walsh, blythe valley innovation centre,, solihull, west midlands, B90 8AJ

Website

jon lee financial services limited Estimated Valuation

£201.1k

Pomanda estimates the enterprise value of JON LEE FINANCIAL SERVICES LIMITED at £201.1k based on a Turnover of £244.1k and 0.82x industry multiple (adjusted for size and gross margin).

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Jon Lee Financial Services Limited is a live company located in solihull, B90 8AJ with a Companies House number of 06448518. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in December 2007, it's largest shareholder is jonathan andrew lee with a 80% stake. Jon Lee Financial Services Limited is a established, micro sized company, Pomanda has estimated its turnover at £244.1k with declining growth in recent years.

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Pomanda's financial health check has awarded Jon Lee Financial Services Limited a 2 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 7 areas for improvement. Company Health Check FAQs

Health Rating2out of 5

1 Strong

2 Regular

7 Weak

Size

annual sales of £244.1k, make it smaller than the average company (£5.2m)

Growth

3 year (CAGR) sales growth of -6%, show it is growing at a slower rate (6.6%)

EXPORT

Jon Lee Financial Services Limited's latest turnover from March 2024 is estimated at £244.1 thousand and the company has net assets of £111.5 thousand. According to their latest financial statements, Jon Lee Financial Services Limited has 1 employee and maintains cash reserves of 0 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	244,100	274,301	251,597	291,771	264,258	66,786	98,575	87,546	50,895	88,339	33,679	48,957	20,885	34,603	22,262
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	209,376	227,619	205,760	236,593	210,746	53,983	77,585	66,387	34,915	61,425	23,895	34,446	14,945	25,343	17,106
Gross Profit	34,724	46,682	45,838	55,177	53,512	12,803	20,990	21,158	15,979	26,914	9,784	14,511	5,940	9,261	5,156
Admin Expenses	52,603	45,078	51,369	29,921	53,146	-33,899	-25,181	18,934	5,399	37,781	6,670	-10,316	13,180	-20,781	3,614
Operating Profit	-17,879	1,604	-5,531	25,256	366	46,702	46,171	2,224	10,580	-10,867	3,114	24,827	-7,240	30,042	1,542
Interest Payable	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Interest Receivable	0	0	0	0	68	831	302	84	107	111	169	91	4	0	0
Pre-Tax Profit	-17,879	1,604	-5,531	25,256	435	47,533	46,473	2,308	10,688	-10,756	3,283	24,918	-7,236	30,042	1,542
Tax	0	-305	0	-4,799	-83	-9,031	-8,830	-461	-2,137	0	-755	-5,980	0	-8,412	-432
Profit After Tax	-17,879	1,299	-5,531	20,457	352	38,502	37,643	1,846	8,550	-10,756	2,528	18,938	-7,236	21,630	1,110
Dividends Paid	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Retained Profit	-17,879	1,299	-5,531	20,457	352	38,502	37,643	1,846	8,550	-10,756	2,528	18,938	-7,236	21,630	1,110
Employee Costs	79,961	73,975	73,313	68,449	69,398	68,235	65,965	62,822	60,927	58,400	59,288	57,646	56,044	56,247	56,786
Number Of Employees	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1
EBITDA*	-17,879	1,604	-5,531	25,256	1,283	47,371	51,308	7,818	16,081	-5,224	9,027	30,808	-1,330	35,899	7,292

* 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	130	260	566	1,475	972	863	668	187	0	0	142	554	614	544	472
Intangible Assets	0	0	0	0	0	0	0	4,756	10,257	15,758	21,259	26,760	32,261	37,762	43,263
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	130	260	566	1,475	972	863	668	4,943	10,257	15,758	21,401	27,314	32,875	38,306	43,735
Stock & work in progress	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Debtors	122,443	149,946	144,401	163,251	138,627	13,168	27,028	22,491	15,242	32,307	11,194	15,868	6,159	12,495	7,405
Group Debtors	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Misc Debtors	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cash	0	0	0	0	0	136,760	84,896	35,795	31,140	11,692	32,648	35,033	1,520	17	8
misc current assets	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
total current assets	122,443	149,946	144,401	163,251	138,627	149,928	111,924	58,286	46,382	43,999	43,842	50,901	7,679	12,512	7,413
total assets	122,573	150,206	144,967	164,726	139,599	150,791	112,592	63,229	56,639	59,757	65,243	78,215	40,554	50,818	51,148
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	11,120	20,874	16,934	31,162	24,992	37,936	0	0	0	33,443	28,173	43,673	24,188	19,791	13,979
Group/Directors Accounts	0	0	0	0	0	0	5,025	540	1,224	0	0	0	762	8,187	35,959
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	0	0	0	0	0	0	33,214	25,979	20,551	0	0	0	0	0	0
total current liabilities	11,120	20,874	16,934	31,162	24,992	37,936	38,239	26,519	21,775	33,443	28,173	43,673	24,950	27,978	49,938
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	1,500	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	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
total long term liabilities	0	0	0	0	1,500	0	0	0	0	0	0	0	0	0	0
total liabilities	11,120	20,874	16,934	31,162	26,492	37,936	38,239	26,519	21,775	33,443	28,173	43,673	24,950	27,978	49,938
net assets	111,453	129,332	128,033	133,564	113,107	112,855	74,353	36,710	34,864	26,314	37,070	34,542	15,604	22,840	1,210
total shareholders funds	111,453	129,332	128,033	133,564	113,107	112,855	74,353	36,710	34,864	26,314	37,070	34,542	15,604	22,840	1,210

	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	-17,879	1,604	-5,531	25,256	366	46,702	46,171	2,224	10,580	-10,867	3,114	24,827	-7,240	30,042	1,542
Depreciation	0	0	0	0	917	669	381	93	0	142	412	480	409	356	249
Amortisation	0	0	0	0	0	0	4,756	5,501	5,501	5,501	5,501	5,501	5,501	5,501	5,501
Tax	0	-305	0	-4,799	-83	-9,031	-8,830	-461	-2,137	0	-755	-5,980	0	-8,412	-432
Stock	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors	-27,503	5,545	-18,850	24,624	125,459	-13,860	4,537	7,249	-17,065	21,113	-4,674	9,709	-6,336	5,090	7,405
Creditors	-9,754	3,940	-14,228	6,170	-12,944	37,936	0	0	-33,443	5,270	-15,500	19,485	4,397	5,812	13,979
Accruals and Deferred Income	0	0	0	-1,500	1,500	-33,214	7,235	5,428	20,551	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	-130	-306	-909	503	-135,703	56,922	45,176	5,536	18,117	-21,067	-2,554	34,604	9,403	28,209	13,434
Investing Activities
capital expenditure	130	306	909	-503	-1,026	-864	-862	-280	0	0	0	-420	-479	-428	-49,485
Change in Investments	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
cash flow from investments	130	306	909	-503	-1,026	-864	-862	-280	0	0	0	-420	-479	-428	-49,485
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	-5,025	4,485	-684	1,224	0	0	-762	-7,425	-27,772	35,959
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	-100	0	0	0	0	0	0	0	0	0	100
interest	0	0	0	0	68	831	302	84	107	111	169	91	4	0	0
cash flow from financing	0	0	0	0	-32	-4,194	4,787	-600	1,331	111	169	-671	-7,421	-27,772	36,059
cash and cash equivalents
cash	0	0	0	0	-136,760	51,864	49,101	4,655	19,448	-20,956	-2,385	33,513	1,503	9	8
overdraft	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
change in cash	0	0	0	0	-136,760	51,864	49,101	4,655	19,448	-20,956	-2,385	33,513	1,503	9	8

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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JON LEE FINANCIAL SERVICES LIMITED group structure

Jon Lee Financial Services Limited has no subsidiary companies.

Ultimate parent company

JON LEE FINANCIAL SERVICES LIMITED

06448518

JON LEE FINANCIAL SERVICES LIMITED Shareholders

jonathan andrew lee	80%
sandra elizabeth lee	20%

Jon Lee Financial Services Limited currently has 1 director, Mr Jonathan Lee serving since Dec 2007.

officer	country	age	start	end	role
Mr Jonathan Lee	United Kingdom	64 years	Dec 2007	-	Director

P&L

March 2024

turnover

244.1k

-11%

operating profit

-17.9k

gross margin

14.3%

-16.41%

turnover

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

Balance Sheet

March 2024

net assets

111.5k

-0.14%

total assets

122.6k

-0.18%

cash

net assets

Total assets minus all liabilities

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company number

06448518

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.

incorporation date

December 2007

ultimate parent company

None

previous names

N/A

address

c/o langham walsh, blythe valley innovation centre,, solihull, west midlands, B90 8AJ

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jon lee financial services limited Company Information

jon lee financial services limited Estimated Valuation

jon lee financial services limited Estimated Valuation

jon lee financial services limited Estimated Valuation

Jon Lee Financial Services Limited Overview

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JON LEE FINANCIAL SERVICES LIMITED financials

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