fiona wilson financial services limited
fiona wilson financial services limited Company Information
Company Number
06876797
Next Accounts
Dec 2025
Directors
Shareholders
christopher wilson
Group Structure
View All
Industry
Activities of insurance agents and brokers
Registered Address
19 marsh lane, worlingham, beccles, NR34 7PE
Website
-fiona wilson financial services limited Estimated Valuation
Pomanda estimates the enterprise value of FIONA WILSON FINANCIAL SERVICES LIMITED at £55.2k based on a Turnover of £66.8k and 0.83x industry multiple (adjusted for size and gross margin).
fiona wilson financial services limited Estimated Valuation
Pomanda estimates the enterprise value of FIONA WILSON FINANCIAL SERVICES LIMITED at £18.6k based on an EBITDA of £3.7k and a 5.03x industry multiple (adjusted for size and gross margin).
fiona wilson financial services limited Estimated Valuation
Pomanda estimates the enterprise value of FIONA WILSON FINANCIAL SERVICES LIMITED at £0 based on Net Assets of £-827 and 1.9x industry multiple (adjusted for liquidity).
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Fiona Wilson Financial Services Limited Overview
Fiona Wilson Financial Services Limited is a live company located in beccles, NR34 7PE with a Companies House number of 06876797. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in April 2009, it's largest shareholder is christopher wilson with a 100% stake. Fiona Wilson Financial Services Limited is a established, micro sized company, Pomanda has estimated its turnover at £66.8k with declining growth in recent years.
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Fiona Wilson Financial Services Limited Health Check
Pomanda's financial health check has awarded Fiona Wilson Financial Services Limited a 0.5 rating. We use a traffic light system to show it exceeds the industry average on 0 measures and has 9 areas for improvement. Company Health Check FAQs
0 Strong
1 Regular
9 Weak
Size
annual sales of £66.8k, make it smaller than the average company (£2.3m)
- Fiona Wilson Financial Services Limited
£2.3m - Industry AVG
Growth
3 year (CAGR) sales growth of -9%, show it is growing at a slower rate (6.7%)
- Fiona Wilson Financial Services Limited
6.7% - Industry AVG
Production
with a gross margin of 67.2%, this company has a higher cost of product (96.6%)
- Fiona Wilson Financial Services Limited
96.6% - Industry AVG
Profitability
an operating margin of 5% make it less profitable than the average company (20.2%)
- Fiona Wilson Financial Services Limited
20.2% - Industry AVG
Employees
with 1 employees, this is below the industry average (17)
1 - Fiona Wilson Financial Services Limited
17 - Industry AVG
Pay Structure
on an average salary of £53.8k, the company has an equivalent pay structure (£53.8k)
- Fiona Wilson Financial Services Limited
£53.8k - Industry AVG
Efficiency
resulting in sales per employee of £66.8k, this is less efficient (£120.6k)
- Fiona Wilson Financial Services Limited
£120.6k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Fiona Wilson Financial Services Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 53 days, this is quicker than average (151 days)
- Fiona Wilson Financial Services Limited
151 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Fiona Wilson Financial Services Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 20 weeks, this is less cash available to meet short term requirements (31 weeks)
20 weeks - Fiona Wilson Financial Services Limited
31 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 135%, this is a higher level of debt than the average (55.2%)
135% - Fiona Wilson Financial Services Limited
55.2% - Industry AVG
FIONA WILSON FINANCIAL SERVICES LIMITED financials
Fiona Wilson Financial Services Limited's latest turnover from March 2024 is estimated at £66.8 thousand and the company has net assets of -£827. According to their latest financial statements, Fiona Wilson Financial Services Limited has 1 employee and maintains cash reserves of £1.3 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 | Mar 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | 74,794 | 81,609 | |||||||||||||
| Other Income Or Grants | |||||||||||||||
| Cost Of Sales | 5,782 | ||||||||||||||
| Gross Profit | 74,794 | 75,827 | |||||||||||||
| Admin Expenses | 65,296 | 47,057 | |||||||||||||
| Operating Profit | 9,498 | 28,770 | |||||||||||||
| Interest Payable | |||||||||||||||
| Interest Receivable | |||||||||||||||
| Pre-Tax Profit | 9,498 | 28,770 | |||||||||||||
| Tax | -2,473 | -4,524 | |||||||||||||
| Profit After Tax | 7,025 | 24,246 | |||||||||||||
| Dividends Paid | 14,000 | 11,000 | |||||||||||||
| Retained Profit | -6,975 | 13,246 | |||||||||||||
| Employee Costs | |||||||||||||||
| Number Of Employees | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | |||||||
| EBITDA* | 11,083 | 30,347 |
* 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 | 1,104 | 1,471 | 1,963 | 2,617 | 3,358 | 4,726 | 6,468 | 399 | 629 | 450 | 612 | 892 | 1,600 | 2,769 | 2,774 |
| Intangible Assets | |||||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 1,104 | 1,471 | 1,963 | 2,617 | 3,358 | 4,726 | 6,468 | 399 | 629 | 450 | 612 | 892 | 1,600 | 2,769 | 2,774 |
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 705 | 4,850 | 896 | 1,868 | 3,973 | 1,258 | 1,823 | 2,919 | 4,746 | ||||||
| Group Debtors | |||||||||||||||
| Misc Debtors | |||||||||||||||
| Cash | 1,262 | 212 | 26 | 10,232 | 200 | 2,516 | 3,106 | 1,489 | 8,324 | 4,174 | |||||
| misc current assets | |||||||||||||||
| total current assets | 1,262 | 212 | 731 | 4,850 | 896 | 1,868 | 3,973 | 10,232 | 1,458 | 2,516 | 4,929 | 4,408 | 13,070 | 4,174 | |
| total assets | 2,366 | 1,683 | 2,694 | 7,467 | 3,358 | 5,622 | 8,336 | 4,372 | 10,861 | 1,908 | 3,128 | 5,821 | 6,008 | 15,839 | 6,948 |
| Bank overdraft | |||||||||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 3,193 | 5,043 | 6,025 | 5,384 | 3,691 | 5,011 | 9,326 | 2,316 | 10,464 | 1,621 | 2,184 | 2,254 | 1,014 | ||
| Group/Directors Accounts | 1,268 | 1,213 | 1,038 | 10,513 | |||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | 2,783 | 6,134 | |||||||||||||
| total current liabilities | 3,193 | 5,043 | 6,025 | 5,384 | 3,691 | 5,011 | 9,326 | 2,316 | 10,464 | 1,621 | 2,184 | 3,522 | 3,996 | 7,172 | 11,527 |
| loans | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | 1,754 | 810 | 905 | 890 | 810 | ||||||||||
| other liabilities | |||||||||||||||
| provisions | 125 | 125 | 90 | 122 | 251 | 320 | |||||||||
| total long term liabilities | 1,754 | 810 | 905 | 890 | 935 | 125 | 90 | 122 | 251 | 320 | |||||
| total liabilities | 3,193 | 5,043 | 6,025 | 7,138 | 4,501 | 5,916 | 10,216 | 3,251 | 10,589 | 1,711 | 2,306 | 3,773 | 4,316 | 7,172 | 11,527 |
| net assets | -827 | -3,360 | -3,331 | 329 | -1,143 | -294 | -1,880 | 1,121 | 272 | 197 | 822 | 2,048 | 1,692 | 8,667 | -4,579 |
| total shareholders funds | -827 | -3,360 | -3,331 | 329 | -1,143 | -294 | -1,880 | 1,121 | 272 | 197 | 822 | 2,048 | 1,692 | 8,667 | -4,579 |
| 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 | 9,498 | 28,770 | |||||||||||||
| Depreciation | 368 | 491 | 257 | 162 | 280 | 708 | 1,585 | 1,577 | 1,190 | ||||||
| Amortisation | |||||||||||||||
| Tax | -2,473 | -4,524 | |||||||||||||
| Stock | |||||||||||||||
| Debtors | -705 | -4,145 | 4,850 | -896 | -972 | -2,105 | 3,973 | -1,258 | 1,258 | -1,823 | -1,096 | -1,827 | 4,746 | ||
| Creditors | -1,850 | -982 | 641 | 1,693 | -1,320 | -4,315 | 7,010 | -8,148 | 8,843 | -563 | -70 | 2,254 | -1,014 | 1,014 | |
| Accruals and Deferred Income | -1,754 | 944 | -95 | 15 | 80 | 810 | -2,783 | -3,351 | 6,134 | ||||||
| Deferred Taxes & Provisions | -125 | 35 | -32 | -129 | -69 | 320 | |||||||||
| Cash flow from operations | 7,406 | 26,197 | |||||||||||||
| Investing Activities | |||||||||||||||
| capital expenditure | |||||||||||||||
| Change in Investments | |||||||||||||||
| cash flow from investments | |||||||||||||||
| Financing Activities | |||||||||||||||
| Bank loans | |||||||||||||||
| Group/Directors Accounts | -1,268 | 55 | 175 | -9,475 | 10,513 | ||||||||||
| Other Short Term Loans | |||||||||||||||
| Long term loans | |||||||||||||||
| Hire Purchase and Lease Commitments | |||||||||||||||
| other long term liabilities | |||||||||||||||
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | 175 | -9,475 | |||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | 1,050 | 186 | 26 | -10,232 | 10,032 | -2,316 | -590 | 1,617 | -6,835 | 4,150 | 4,174 | ||||
| overdraft | |||||||||||||||
| change in cash | 1,050 | 186 | 26 | -10,232 | 10,032 | -2,316 | -590 | 1,617 | -6,835 | 4,150 | 4,174 |
fiona wilson financial services limited Credit Report and Business Information
Fiona Wilson Financial Services Limited Competitor Analysis
Perform a competitor analysis for fiona wilson financial services limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in NR34 area or any other competitors across 12 key performance metrics.
fiona wilson financial services limited Ownership
FIONA WILSON FINANCIAL SERVICES LIMITED group structure
Fiona Wilson Financial Services Limited has no subsidiary companies.
Ultimate parent company
FIONA WILSON FINANCIAL SERVICES LIMITED
06876797
fiona wilson financial services limited directors
Fiona Wilson Financial Services Limited currently has 1 director, Mr Christopher Wilson serving since Nov 2011.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Christopher Wilson | England | 63 years | Nov 2011 | - | Director |
P&L
March 2024turnover
66.8k
+6%
operating profit
3.3k
0%
gross margin
67.2%
-0.54%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
-827
-0.75%
total assets
2.4k
+0.41%
cash
1.3k
+4.95%
net assets
Total assets minus all liabilities
fiona wilson financial services limited company details
company number
06876797
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
April 2009
age
16
incorporated
UK
ultimate parent company
accounts
Unaudited Abridged
last accounts submitted
March 2024
previous names
N/A
accountant
-
auditor
-
address
19 marsh lane, worlingham, beccles, NR34 7PE
Bank
-
Legal Advisor
-
fiona wilson financial services 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 did not find charges/mortgages relating to fiona wilson financial services limited.
fiona wilson financial services 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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fiona wilson financial services limited Companies House Filings - See Documents
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