sfb wealth management limited
sfb wealth management limited Company Information
Company Number
06877344
Next Accounts
Apr 2025
Shareholders
integrity wealth (holdings) limited
Group Structure
View All
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Registered Address
eliot park innovation centre, 4 barling way, nuneaton, warwickshire, CV10 7RH
Website
www.sfbwm.co.uksfb wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of SFB WEALTH MANAGEMENT LIMITED at £2.8m based on a Turnover of £2.1m and 1.33x industry multiple (adjusted for size and gross margin).
sfb wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of SFB WEALTH MANAGEMENT LIMITED at £227.9k based on an EBITDA of £49.8k and a 4.57x industry multiple (adjusted for size and gross margin).
sfb wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of SFB WEALTH MANAGEMENT LIMITED at £563.7k based on Net Assets of £431.9k and 1.31x industry multiple (adjusted for liquidity).
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Sfb Wealth Management Limited Overview
Sfb Wealth Management Limited is a dissolved company that was located in nuneaton, CV10 7RH with a Companies House number of 06877344. It operated in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in April 2009, it's largest shareholder was integrity wealth (holdings) limited with a 100% stake. The last turnover for Sfb Wealth Management Limited was estimated at £2.1m.
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Sfb Wealth Management Limited Health Check
Pomanda's financial health check has awarded Sfb Wealth Management Limited a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 6 areas for improvement. Company Health Check FAQs
3 Strong
2 Regular
6 Weak
Size
annual sales of £2.1m, make it smaller than the average company (£3.5m)
- Sfb Wealth Management Limited
£3.5m - Industry AVG
Growth
3 year (CAGR) sales growth of 33%, show it is growing at a faster rate (5.8%)
- Sfb Wealth Management Limited
5.8% - Industry AVG
Production
with a gross margin of 60.8%, this company has a comparable cost of product (60.8%)
- Sfb Wealth Management Limited
60.8% - Industry AVG
Profitability
an operating margin of 2.3% make it less profitable than the average company (10.2%)
- Sfb Wealth Management Limited
10.2% - Industry AVG
Employees
with 5 employees, this is below the industry average (11)
5 - Sfb Wealth Management Limited
11 - Industry AVG
Pay Structure
on an average salary of £70k, the company has an equivalent pay structure (£70k)
- Sfb Wealth Management Limited
£70k - Industry AVG
Efficiency
resulting in sales per employee of £429.1k, this is more efficient (£191.9k)
- Sfb Wealth Management Limited
£191.9k - Industry AVG
Debtor Days
it gets paid by customers after 74 days, this is later than average (37 days)
- Sfb Wealth Management Limited
37 days - Industry AVG
Creditor Days
its suppliers are paid after 17 days, this is quicker than average (46 days)
- Sfb Wealth Management Limited
46 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Sfb Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 15 weeks, this is less cash available to meet short term requirements (32 weeks)
15 weeks - Sfb Wealth Management Limited
32 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 17.9%, this is a lower level of debt than the average (66.7%)
17.9% - Sfb Wealth Management Limited
66.7% - Industry AVG
SFB WEALTH MANAGEMENT LIMITED financials
Sfb Wealth Management Limited's latest turnover from October 2019 is estimated at £2.1 million and the company has net assets of £431.9 thousand. According to their latest financial statements, Sfb Wealth Management Limited has 5 employees and maintains cash reserves of £27.8 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Oct 2019 | Oct 2018 | Oct 2017 | Oct 2016 | Oct 2015 | Oct 2014 | Oct 2013 | Oct 2012 | Oct 2011 | Oct 2010 | Oct 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | |||||||||||
| 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 | 5 | 5 | 4 | ||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Oct 2019 | Oct 2018 | Oct 2017 | Oct 2016 | Oct 2015 | Oct 2014 | Oct 2013 | Oct 2012 | Oct 2011 | Oct 2010 | Oct 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | |||||||||||
| Intangible Assets | |||||||||||
| Investments & Other | |||||||||||
| Debtors (Due After 1 year) | |||||||||||
| Total Fixed Assets | |||||||||||
| Stock & work in progress | |||||||||||
| Trade Debtors | 438,393 | 394,261 | 153,177 | 128,187 | 214,487 | 174,649 | 169,304 | 16,367 | 19,637 | 25,487 | |
| Group Debtors | |||||||||||
| Misc Debtors | 59,820 | 49,803 | 139,059 | 42,277 | |||||||
| Cash | 27,842 | 53,597 | 143,509 | 13,734 | 11,654 | 5,021 | 4,037 | 94,428 | 95,646 | 43,222 | |
| misc current assets | |||||||||||
| total current assets | 526,055 | 497,661 | 435,745 | 184,198 | 226,141 | 179,670 | 173,341 | 110,795 | 115,283 | 68,709 | |
| total assets | 526,055 | 497,661 | 435,745 | 184,198 | 226,141 | 179,670 | 173,341 | 110,795 | 115,283 | 68,709 | |
| Bank overdraft | |||||||||||
| Bank loan | |||||||||||
| Trade Creditors | 40,069 | 37,500 | 129,852 | 12,346 | 98,764 | 68,248 | 76,764 | 82,418 | 61,238 | 32,098 | |
| Group/Directors Accounts | |||||||||||
| other short term finances | |||||||||||
| hp & lease commitments | |||||||||||
| other current liabilities | 54,040 | 68,829 | 57,533 | 30,454 | |||||||
| total current liabilities | 94,109 | 106,329 | 187,385 | 42,800 | 98,764 | 68,248 | 76,764 | 82,418 | 61,238 | 32,098 | |
| loans | |||||||||||
| hp & lease commitments | |||||||||||
| Accruals and Deferred Income | |||||||||||
| other liabilities | |||||||||||
| provisions | |||||||||||
| total long term liabilities | |||||||||||
| total liabilities | 94,109 | 106,329 | 187,385 | 42,800 | 98,764 | 68,248 | 76,764 | 82,418 | 61,238 | 32,098 | |
| net assets | 431,946 | 391,332 | 248,360 | 141,398 | 127,377 | 111,422 | 96,577 | 28,377 | 54,045 | 36,611 | |
| total shareholders funds | 431,946 | 391,332 | 248,360 | 141,398 | 127,377 | 111,422 | 96,577 | 28,377 | 54,045 | 36,611 |
| Oct 2019 | Oct 2018 | Oct 2017 | Oct 2016 | Oct 2015 | Oct 2014 | Oct 2013 | Oct 2012 | Oct 2011 | Oct 2010 | Oct 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||
| Operating Profit | |||||||||||
| Depreciation | |||||||||||
| Amortisation | |||||||||||
| Tax | |||||||||||
| Stock | |||||||||||
| Debtors | 54,149 | 151,828 | 121,772 | -44,023 | 39,838 | 5,345 | 152,937 | -3,270 | -5,850 | 25,487 | |
| Creditors | 2,569 | -92,352 | 117,506 | -86,418 | 30,516 | -8,516 | -5,654 | 21,180 | 29,140 | 32,098 | |
| Accruals and Deferred Income | -14,789 | 11,296 | 27,079 | 30,454 | |||||||
| Deferred Taxes & Provisions | |||||||||||
| Cash flow from operations | |||||||||||
| Investing Activities | |||||||||||
| capital expenditure | |||||||||||
| Change in Investments | |||||||||||
| cash flow from investments | |||||||||||
| Financing Activities | |||||||||||
| Bank loans | |||||||||||
| Group/Directors Accounts | |||||||||||
| 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 | -25,755 | -89,912 | 129,775 | 2,080 | 6,633 | 984 | -90,391 | -1,218 | 52,424 | 43,222 | |
| overdraft | |||||||||||
| change in cash | -25,755 | -89,912 | 129,775 | 2,080 | 6,633 | 984 | -90,391 | -1,218 | 52,424 | 43,222 |
sfb wealth management limited Credit Report and Business Information
Sfb Wealth Management Limited Competitor Analysis
Perform a competitor analysis for sfb wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other undefined companies, companies in CV10 area or any other competitors across 12 key performance metrics.
sfb wealth management limited Ownership
SFB WEALTH MANAGEMENT LIMITED group structure
Sfb Wealth Management Limited has no subsidiary companies.
Ultimate parent company
1 parent
SFB WEALTH MANAGEMENT LIMITED
06877344
sfb wealth management limited directors
Sfb Wealth Management Limited currently has 2 directors. The longest serving directors include Mr Peter White (Apr 2009) and Mr Martin Lindsey (Apr 2009).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Peter White | England | 45 years | Apr 2009 | - | Director |
| Mr Martin Lindsey | England | 47 years | Apr 2009 | - | Director |
P&L
October 2019turnover
2.1m
+7%
operating profit
49.8k
0%
gross margin
60.8%
+0.23%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
October 2019net assets
431.9k
+0.1%
total assets
526.1k
+0.06%
cash
27.8k
-0.48%
net assets
Total assets minus all liabilities
sfb wealth management limited company details
company number
06877344
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
April 2009
age
16
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
October 2019
previous names
N/A
accountant
-
auditor
-
address
eliot park innovation centre, 4 barling way, nuneaton, warwickshire, CV10 7RH
Bank
-
Legal Advisor
-
sfb wealth management 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 sfb wealth management limited.
sfb wealth management 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.
Click to start generating capital raising & share issue transactions for SFB WEALTH MANAGEMENT LIMITED. This can take several minutes, an email will notify you when this has completed.
sfb wealth management limited Companies House Filings - See Documents
| date | description | view/download |
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