Pomanda estimates the enterprise value of STONEHAGE FLEMING WEALTH PLANNING LIMITED at £4.6m based on a Turnover of £3.5m and 1.31x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of STONEHAGE FLEMING WEALTH PLANNING LIMITED at £230.1k based on an EBITDA of £51k and a 4.51x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of STONEHAGE FLEMING WEALTH PLANNING LIMITED at £1.1m based on Net Assets of £811k and 1.31x industry multiple (adjusted for liquidity).
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Stonehage Fleming Wealth Planning LimitedOverview
Stonehage Fleming Wealth Planning Limited is a live company located in london, SW1Y 4JU with a Companies House number of 06576995. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in April 2008, it's largest shareholder is
sturdon holdings limited
with a 100% stake. Stonehage Fleming Wealth Planning Limited is a established,
small sized company, Pomanda has estimated its turnover at
£3.5m with
low
growth in recent years.
Stonehage Fleming Wealth Planning Limited Health Check
Pomanda's financial health check has awarded Stonehage Fleming Wealth Planning Limited a 3.5 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 Rating3.5out of 5
3 Strong
2 Regular
5 Weak
Size
annual sales of £3.5m, make it smaller than the average company (£5.3m)
£3.5m - Stonehage Fleming Wealth Planning Limited
£5.3m - Industry AVG
Growth
3 year (CAGR) sales growth of 2%, show it is growing at a slower rate (6.7%)
2% - Stonehage Fleming Wealth Planning Limited
6.7% - Industry AVG
Production
with a gross margin of 56%, this company has a comparable cost of product (56%)
56% - Stonehage Fleming Wealth Planning Limited
56% - Industry AVG
Profitability
an operating margin of 1.4% make it less profitable than the average company (9.2%)
1.4% - Stonehage Fleming Wealth Planning Limited
9.2% - Industry AVG
Employees
with 17 employees, this is above the industry average (12)
17 - Stonehage Fleming Wealth Planning Limited
12 - Industry AVG
Pay Structure
There is insufficient data available for this Key Performance Indicator!
- - Stonehage Fleming Wealth Planning Limited
- - Industry AVG
Efficiency
resulting in sales per employee of £208.5k, this is equally as efficient (£216.1k)
Stonehage Fleming Wealth Planning Limited's latest turnover from March 2024 is £3.5 million and the company has net assets of £811 thousand. According to their latest financial statements, we estimate that Stonehage Fleming Wealth Planning Limited has 17 employees and maintains cash reserves of £239 thousand 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
Apr 2010
Turnover
3,544,000
3,378,000
3,169,000
3,335,000
3,261,000
3,020,000
2,979,000
2,366,000
1,538,000
9,187,683
9,523,938
9,237,045
5,455,550
1,143,671
166,758
Other Income Or Grants
Cost Of Sales
1,557,999
1,416,091
1,260,759
1,329,965
1,257,813
1,189,659
1,188,284
911,325
533,707
3,156,307
3,496,129
3,517,694
2,141,741
460,260
72,840
Gross Profit
1,986,001
1,961,909
1,908,241
2,005,035
2,003,187
1,830,341
1,790,716
1,454,675
1,004,293
6,031,376
6,027,809
5,719,351
3,313,809
683,412
93,919
Admin Expenses
1,935,001
1,949,909
1,853,241
1,792,035
1,960,187
1,566,341
1,752,716
1,151,675
842,293
5,788,174
5,934,935
5,631,626
3,476,468
741,778
90,484
Operating Profit
51,000
12,000
55,000
213,000
43,000
264,000
38,000
303,000
162,000
243,202
92,874
87,725
-162,659
-58,366
3,435
Interest Payable
Interest Receivable
7,000
1,675
1,013
886
2,619
1,997
3
Pre-Tax Profit
58,000
12,000
67,000
201,000
49,000
268,000
28,000
117,000
-1,097,000
244,877
93,887
88,611
-160,040
-56,369
3,438
Tax
-3,000
-1,000
-13,000
-38,000
-41,000
-27,000
-65,000
-51,424
-21,594
-21,267
-962
Profit After Tax
55,000
11,000
54,000
163,000
8,000
268,000
28,000
90,000
-1,162,000
193,453
72,293
67,344
-160,040
-56,369
2,475
Dividends Paid
200,000
250,000
Retained Profit
55,000
11,000
54,000
163,000
-192,000
18,000
28,000
90,000
-1,162,000
193,453
72,293
67,344
-160,040
-56,369
2,475
Employee Costs
2,912,897
3,024,637
2,879,494
1,566,404
391,551
55,984
Number Of Employees
17
17
16
18
17
16
16
14
12
50
51
50
28
7
1
EBITDA*
51,000
12,000
55,000
213,000
43,000
264,000
38,000
303,000
162,000
243,202
93,923
88,562
-162,659
-58,366
3,435
* 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
Apr 2010
Tangible Assets
1,000
2,131
1,700
Intangible Assets
Investments & Other
1,000
350,000
350,000
350,000
527,850
527,850
527,850
Debtors (Due After 1 year)
Total Fixed Assets
1,000
350,000
352,131
351,700
527,850
527,850
527,850
Stock & work in progress
Trade Debtors
649,000
627,000
493,000
500,000
557,000
541,000
403,000
566,000
1,256,337
1,297,015
1,288,063
736,893
150,473
1
Group Debtors
47,000
50,000
126,000
21,000
25,000
75,000
379,000
Misc Debtors
50,000
42,000
70,000
87,000
28,000
17,000
11,000
9,000
8,000
Cash
239,000
237,000
248,000
324,000
194,000
210,000
306,000
874,000
277,000
369,676
300,516
104,642
249,644
797,874
1,026
misc current assets
total current assets
987,000
956,000
937,000
932,000
779,000
793,000
795,000
1,449,000
664,000
1,626,013
1,597,531
1,392,705
986,537
948,347
1,027
total assets
987,000
956,000
937,000
932,000
779,000
793,000
795,000
1,449,000
665,000
1,976,013
1,949,662
1,744,405
1,514,387
1,476,197
528,877
Bank overdraft
Bank loan
Trade Creditors
19,000
43,000
12,000
89,000
8,000
10,000
14,000
4,000
11,000
455,698
622,935
339,971
327,297
179,067
175,402
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
157,000
157,000
180,000
152,000
243,000
63,000
79,000
771,000
296,000
total current liabilities
176,000
200,000
192,000
241,000
251,000
73,000
93,000
775,000
307,000
455,698
622,935
339,971
327,297
179,067
175,402
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
150,000
provisions
total long term liabilities
150,000
total liabilities
176,000
200,000
192,000
241,000
251,000
73,000
93,000
775,000
307,000
455,698
622,935
489,971
327,297
179,067
175,402
net assets
811,000
756,000
745,000
691,000
528,000
720,000
702,000
674,000
358,000
1,520,315
1,326,727
1,254,434
1,187,090
1,297,130
353,475
total shareholders funds
811,000
756,000
745,000
691,000
528,000
720,000
702,000
674,000
358,000
1,520,315
1,326,727
1,254,434
1,187,090
1,297,130
353,475
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
Apr 2010
Operating Activities
Operating Profit
51,000
12,000
55,000
213,000
43,000
264,000
38,000
303,000
162,000
243,202
92,874
87,725
-162,659
-58,366
3,435
Depreciation
1,049
837
Amortisation
Tax
-3,000
-1,000
-13,000
-38,000
-41,000
-27,000
-65,000
-51,424
-21,594
-21,267
-962
Stock
Debtors
27,000
30,000
81,000
23,000
2,000
94,000
-86,000
188,000
-869,337
-40,678
8,952
551,170
586,420
150,472
1
Creditors
-24,000
31,000
-77,000
81,000
-2,000
-4,000
10,000
-7,000
-444,698
-167,237
282,964
12,674
148,230
3,665
175,402
Accruals and Deferred Income
-23,000
28,000
-91,000
180,000
-16,000
-692,000
475,000
296,000
Deferred Taxes & Provisions
Cash flow from operations
-3,000
-11,000
-88,000
142,000
178,000
150,000
-558,000
556,000
817,639
65,219
346,341
-471,201
-600,849
-205,173
177,874
Investing Activities
capital expenditure
1,000
-1,000
2,131
-1,480
-2,537
Change in Investments
-1,000
-349,000
-177,850
527,850
cash flow from investments
2,000
348,000
2,131
-1,480
175,313
-527,850
Financing Activities
Bank loans
Group/Directors Accounts
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
-150,000
150,000
share issue
226,000
-315
135
50,000
1,000,024
351,000
interest
7,000
1,675
1,013
886
2,619
1,997
3
cash flow from financing
7,000
226,000
-315
1,810
-148,987
150,886
52,619
1,002,021
351,003
cash and cash equivalents
cash
2,000
-11,000
-76,000
130,000
-16,000
-96,000
-568,000
597,000
-92,676
69,160
195,874
-145,002
-548,230
796,848
1,026
overdraft
change in cash
2,000
-11,000
-76,000
130,000
-16,000
-96,000
-568,000
597,000
-92,676
69,160
195,874
-145,002
-548,230
796,848
1,026
stonehage fleming wealth planning limited Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for stonehage fleming wealth planning limited. Get real-time insights into stonehage fleming wealth planning limited's credit score, group structure and payment trends.
Perform a competitor analysis for stonehage fleming wealth planning limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in SW1Y area or any other competitors across 12 key performance metrics.
Stonehage Fleming Wealth Planning Limited currently has 6 directors.
The longest serving directors include
Ms Susan Hillier (Feb 2012) and
Mr Adrian Gardner (Apr 2020).
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 did not find charges/mortgages relating to stonehage fleming wealth planning limited.
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.
Click to start generating capital raising & share issue transactions for STONEHAGE FLEMING WEALTH PLANNING LIMITED. This can take several minutes, an email will notify you when this has completed.
stonehage fleming wealth planning limitedCompanies House Filings - See Documents
