trinity independent financial advice ltd
trinity independent financial advice ltd Company Information
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 chartwell financial ltd, surcon house, manchester, M20 3HE
Website
www.trinityifa.co.uktrinity independent financial advice ltd Estimated Valuation
Pomanda estimates the enterprise value of TRINITY INDEPENDENT FINANCIAL ADVICE LTD at £79.9k based on a Turnover of £99.4k and 0.8x industry multiple (adjusted for size and gross margin).
trinity independent financial advice ltd Estimated Valuation
Pomanda estimates the enterprise value of TRINITY INDEPENDENT FINANCIAL ADVICE LTD at £0 based on an EBITDA of £-29k and a 2.77x industry multiple (adjusted for size and gross margin).
trinity independent financial advice ltd Estimated Valuation
Pomanda estimates the enterprise value of TRINITY INDEPENDENT FINANCIAL ADVICE LTD at £0 based on Net Assets of £-9.5k and 1.31x industry multiple (adjusted for liquidity).
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Trinity Independent Financial Advice Ltd Overview
Trinity Independent Financial Advice Ltd is a dissolved company that was located in manchester, M20 3HE with a Companies House number of 06598540. It operated in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in May 2008, it's largest shareholder was stephen anthony leahy with a 100% stake. The last turnover for Trinity Independent Financial Advice Ltd was estimated at £99.4k.
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Trinity Independent Financial Advice Ltd Health Check
Pomanda's financial health check has awarded Trinity Independent Financial Advice Ltd a 1 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 8 areas for improvement. Company Health Check FAQs
1 Strong
1 Regular
8 Weak
Size
annual sales of £99.4k, make it smaller than the average company (£4.6m)
- Trinity Independent Financial Advice Ltd
£4.6m - Industry AVG
Growth
3 year (CAGR) sales growth of -5%, show it is growing at a slower rate (3.7%)
- Trinity Independent Financial Advice Ltd
3.7% - Industry AVG
Production
with a gross margin of 16%, this company has a higher cost of product (56.6%)
- Trinity Independent Financial Advice Ltd
56.6% - Industry AVG
Profitability
an operating margin of -29.2% make it less profitable than the average company (10%)
- Trinity Independent Financial Advice Ltd
10% - Industry AVG
Employees
with 2 employees, this is below the industry average (13)
2 - Trinity Independent Financial Advice Ltd
13 - Industry AVG
Pay Structure
on an average salary of £75.3k, the company has an equivalent pay structure (£75.3k)
- Trinity Independent Financial Advice Ltd
£75.3k - Industry AVG
Efficiency
resulting in sales per employee of £49.7k, this is less efficient (£205.7k)
- Trinity Independent Financial Advice Ltd
£205.7k - Industry AVG
Debtor Days
it gets paid by customers after 7 days, this is earlier than average (33 days)
- Trinity Independent Financial Advice Ltd
33 days - Industry AVG
Creditor Days
its suppliers are paid after 25 days, this is quicker than average (48 days)
- Trinity Independent Financial Advice Ltd
48 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Trinity Independent Financial Advice Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Trinity Independent Financial Advice Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 442.1%, this is a higher level of debt than the average (69%)
442.1% - Trinity Independent Financial Advice Ltd
69% - Industry AVG
TRINITY INDEPENDENT FINANCIAL ADVICE LTD financials
Trinity Independent Financial Advice Ltd's latest turnover from May 2023 is estimated at £99.4 thousand and the company has net assets of -£9.5 thousand. According to their latest financial statements, Trinity Independent Financial Advice Ltd has 2 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| May 2023 | May 2022 | May 2021 | May 2020 | May 2019 | May 2018 | May 2017 | May 2016 | May 2015 | May 2014 | May 2013 | May 2012 | May 2011 | May 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | 31,756 | |||||||||||||
| 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 | 2 | 2 | 2 | 2 | ||||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| May 2023 | May 2022 | May 2021 | May 2020 | May 2019 | May 2018 | May 2017 | May 2016 | May 2015 | May 2014 | May 2013 | May 2012 | May 2011 | May 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 763 | 1,018 | 199 | 266 | 353 | 469 | 624 | 833 | 1,110 | 1,480 | 1,973 | 2,630 | 3,506 | 4,674 |
| Intangible Assets | 1 | 1 | 1 | 1 | 1 | 3,000 | 6,000 | 9,000 | ||||||
| Investments & Other | ||||||||||||||
| Debtors (Due After 1 year) | 1,706 | 2,190 | ||||||||||||
| Total Fixed Assets | 763 | 1,018 | 199 | 266 | 353 | 469 | 625 | 834 | 1,111 | 1,481 | 1,974 | 7,336 | 11,696 | 13,674 |
| Stock & work in progress | ||||||||||||||
| Trade Debtors | 2,003 | 39,746 | 27,850 | 17,595 | 22,818 | 4,129 | 8,585 | 7,443 | 6,128 | 5,338 | 4,289 | 3,523 | 4,142 | 9,334 |
| Group Debtors | ||||||||||||||
| Misc Debtors | ||||||||||||||
| Cash | 69 | 2,775 | 1,845 | 2,887 | 1,921 | 2,278 | ||||||||
| misc current assets | ||||||||||||||
| total current assets | 2,003 | 39,746 | 27,850 | 17,595 | 22,818 | 4,129 | 8,585 | 7,443 | 6,197 | 8,113 | 6,134 | 6,410 | 6,063 | 11,612 |
| total assets | 2,766 | 40,764 | 28,049 | 17,861 | 23,171 | 4,598 | 9,210 | 8,277 | 7,308 | 9,594 | 8,108 | 13,746 | 17,759 | 25,286 |
| Bank overdraft | ||||||||||||||
| Bank loan | ||||||||||||||
| Trade Creditors | 5,884 | 21,211 | 21,275 | 16,260 | 19,462 | 3,007 | 4,755 | 3,275 | 1,944 | 2,645 | 2,187 | 6,120 | 3,542 | |
| Group/Directors Accounts | 4,189 | 3,267 | ||||||||||||
| other short term finances | ||||||||||||||
| hp & lease commitments | ||||||||||||||
| other current liabilities | 6,176 | |||||||||||||
| total current liabilities | 5,884 | 21,211 | 21,275 | 16,260 | 19,462 | 3,007 | 4,755 | 3,275 | 1,944 | 2,645 | 2,187 | 6,120 | 7,731 | 9,443 |
| loans | ||||||||||||||
| hp & lease commitments | ||||||||||||||
| Accruals and Deferred Income | ||||||||||||||
| other liabilities | ||||||||||||||
| provisions | 6,345 | |||||||||||||
| total long term liabilities | 6,345 | |||||||||||||
| total liabilities | 12,229 | 21,211 | 21,275 | 16,260 | 19,462 | 3,007 | 4,755 | 3,275 | 1,944 | 2,645 | 2,187 | 6,120 | 7,731 | 9,443 |
| net assets | -9,463 | 19,553 | 6,774 | 1,601 | 3,709 | 1,591 | 4,455 | 5,002 | 5,364 | 6,949 | 5,921 | 7,626 | 10,028 | 15,843 |
| total shareholders funds | -9,463 | 19,553 | 6,774 | 1,601 | 3,709 | 1,591 | 4,455 | 5,002 | 5,364 | 6,949 | 5,921 | 7,626 | 10,028 | 15,843 |
| May 2023 | May 2022 | May 2021 | May 2020 | May 2019 | May 2018 | May 2017 | May 2016 | May 2015 | May 2014 | May 2013 | May 2012 | May 2011 | May 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||||||
| Operating Profit | ||||||||||||||
| Depreciation | 370 | 493 | 657 | 876 | 1,168 | 1,558 | ||||||||
| Amortisation | 2,999 | 3,000 | 3,000 | 3,000 | ||||||||||
| Tax | ||||||||||||||
| Stock | ||||||||||||||
| Debtors | -37,743 | 11,896 | 10,255 | -5,223 | 18,689 | -4,456 | 1,142 | 1,315 | 790 | 1,049 | -940 | -1,103 | -3,002 | 9,334 |
| Creditors | -15,327 | -64 | 5,015 | -3,202 | 16,455 | -1,748 | 1,480 | 1,331 | -701 | 458 | -3,933 | 2,578 | 3,542 | |
| Accruals and Deferred Income | -6,176 | 6,176 | ||||||||||||
| Deferred Taxes & Provisions | 6,345 | |||||||||||||
| Cash flow from operations | ||||||||||||||
| Investing Activities | ||||||||||||||
| capital expenditure | ||||||||||||||
| Change in Investments | ||||||||||||||
| cash flow from investments | ||||||||||||||
| Financing Activities | ||||||||||||||
| Bank loans | ||||||||||||||
| Group/Directors Accounts | -4,189 | 922 | 3,267 | |||||||||||
| Other Short Term Loans | ||||||||||||||
| Long term loans | ||||||||||||||
| Hire Purchase and Lease Commitments | ||||||||||||||
| other long term liabilities | ||||||||||||||
| share issue | ||||||||||||||
| interest | ||||||||||||||
| cash flow from financing | ||||||||||||||
| cash and cash equivalents | ||||||||||||||
| cash | -69 | -2,706 | 930 | -1,042 | 966 | -357 | 2,278 | |||||||
| overdraft | ||||||||||||||
| change in cash | -69 | -2,706 | 930 | -1,042 | 966 | -357 | 2,278 |
trinity independent financial advice ltd Credit Report and Business Information
Trinity Independent Financial Advice Ltd Competitor Analysis
Perform a competitor analysis for trinity independent financial advice ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other undefined companies, companies in M20 area or any other competitors across 12 key performance metrics.
trinity independent financial advice ltd Ownership
TRINITY INDEPENDENT FINANCIAL ADVICE LTD group structure
Trinity Independent Financial Advice Ltd has no subsidiary companies.
Ultimate parent company
TRINITY INDEPENDENT FINANCIAL ADVICE LTD
06598540
trinity independent financial advice ltd directors
Trinity Independent Financial Advice Ltd currently has 1 director, Mr Stephen Leahy serving since Nov 2008.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Stephen Leahy | 67 years | Nov 2008 | - | Director |
P&L
May 2023turnover
99.4k
-34%
operating profit
-29k
0%
gross margin
16%
-5.71%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
May 2023net assets
-9.5k
-1.48%
total assets
2.8k
-0.93%
cash
0
0%
net assets
Total assets minus all liabilities
Similar Companies
trinity independent financial advice ltd company details
company number
06598540
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
May 2008
age
17
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
May 2023
previous names
N/A
accountant
-
auditor
-
address
c/o chartwell financial ltd, surcon house, manchester, M20 3HE
Bank
-
Legal Advisor
-
trinity independent financial advice ltd 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 did not find charges/mortgages relating to trinity independent financial advice ltd.
trinity independent financial advice ltd 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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trinity independent financial advice ltd Companies House Filings - See Documents
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