carl evans wealth management limitedEstimated Valuation
£797
Pomanda estimates the enterprise value of CARL EVANS WEALTH MANAGEMENT LIMITED at £797 based on a Turnover of £919 and 0.87x industry multiple (adjusted for size and gross margin).
carl evans wealth management limitedEstimated Valuation
£751
Pomanda estimates the enterprise value of CARL EVANS WEALTH MANAGEMENT LIMITED at £751 based on an EBITDA of £198 and a 3.78x industry multiple (adjusted for size and gross margin).
carl evans wealth management limitedEstimated Valuation
£483
Pomanda estimates the enterprise value of CARL EVANS WEALTH MANAGEMENT LIMITED at £483 based on Net Assets of £320 and 1.51x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Carl Evans Wealth Management LimitedOverview
Carl Evans Wealth Management Limited is a live company located in witney, OX29 0YN with a Companies House number of 06878614. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in April 2009, it's largest shareholder is
catherine elizabeth evans
with a 50% stake. Carl Evans Wealth Management Limited is a established,
micro sized company, Pomanda has estimated its turnover at
£919 with
declining
growth in recent years.
Pomanda's financial health check has awarded Carl Evans Wealth Management Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 6 areas for improvement. Company Health Check FAQs
Health Rating1.5out of 5
1 Strong
1 Regular
6 Weak
Size
annual sales of £919, make it smaller than the average company (£2.7m)
£919 - Carl Evans Wealth Management Limited
£2.7m - Industry AVG
Growth
3 year (CAGR) sales growth of -81%, show it is growing at a slower rate (7.2%)
-81% - Carl Evans Wealth Management Limited
7.2% - Industry AVG
Production
with a gross margin of 47.5%, this company has a higher cost of product (79.5%)
47.5% - Carl Evans Wealth Management Limited
79.5% - Industry AVG
Profitability
an operating margin of 21.6% make it more profitable than the average company (13.2%)
21.6% - Carl Evans Wealth Management Limited
13.2% - Industry AVG
Employees
with 1 employees, this is below the industry average (9)
1 - Carl Evans Wealth Management Limited
9 - Industry AVG
Pay Structure
on an average salary of £65.5k, the company has an equivalent pay structure (£65.5k)
£65.5k - Carl Evans Wealth Management Limited
£65.5k - Industry AVG
Efficiency
resulting in sales per employee of £919, this is less efficient (£164.4k)
£919 - Carl Evans Wealth Management Limited
£164.4k - Industry AVG
Debtor Days
it gets paid by customers after 100 days, this is later than average (44 days)
100 days - Carl Evans Wealth Management Limited
44 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Carl Evans Wealth Management Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Carl Evans Wealth Management Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Carl Evans Wealth Management Limited
- - Industry AVG
Debt Level
There is insufficient data available for this Key Performance Indicator!
- - Carl Evans Wealth Management Limited
- - Industry AVG
CARL EVANS WEALTH MANAGEMENT LIMITED financials
EXPORT
Carl Evans Wealth Management Limited's latest turnover from February 2025 is estimated at £919 and the company has net assets of £320. According to their latest financial statements, we estimate that Carl Evans Wealth Management Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Feb 2025
Apr 2024
Apr 2023
Apr 2022
Apr 2021
Apr 2020
Apr 2019
Apr 2018
Apr 2017
Apr 2016
Apr 2015
Apr 2014
Apr 2013
Apr 2012
Apr 2011
Apr 2010
Turnover
919
162,088
163,280
136,796
182,405
156,960
132,578
129,414
138,459
41,777
32,586
14,701
13,684
15,617
18,753
15,028
Other Income Or Grants
Cost Of Sales
482
102,162
99,796
82,004
111,819
95,154
82,234
82,790
88,212
24,092
19,352
9,148
8,858
10,207
12,228
9,713
Gross Profit
437
59,926
63,484
54,791
70,585
61,806
50,344
46,624
50,247
17,684
13,234
5,553
4,826
5,410
6,525
5,314
Admin Expenses
238
41,274
78,963
55,194
69,733
61,237
49,625
55,966
39,246
17,517
18,968
-2,252
5,120
5,053
6,333
5,222
Operating Profit
199
18,652
-15,479
-403
852
569
719
-9,342
11,001
167
-5,734
7,805
-294
357
192
92
Interest Payable
Interest Receivable
1
1
1
3
3
1
1
Pre-Tax Profit
199
18,652
-15,479
-403
852
569
719
-9,342
11,001
169
-5,733
7,806
-291
361
193
93
Tax
-50
-4,663
-162
-108
-137
-2,090
-34
-1,639
-87
-50
-26
Profit After Tax
149
13,989
-15,479
-403
690
461
582
-9,342
8,911
135
-5,733
6,167
-291
274
143
67
Dividends Paid
Retained Profit
149
13,989
-15,479
-403
690
461
582
-9,342
8,911
135
-5,733
6,167
-291
274
143
67
Employee Costs
65,534
204,046
184,029
184,717
179,485
176,501
173,103
166,265
160,478
52,359
50,630
50,395
49,587
47,930
47,515
47,753
Number Of Employees
1
3
3
3
3
3
3
3
3
1
1
1
1
1
1
1
EBITDA*
199
18,652
-15,479
-403
852
569
719
-9,342
11,001
7,393
1,462
14,421
6,073
1,968
1,840
1,789
* Earnings Before Interest, Tax, Depreciation and Amortisation
Feb 2025
Apr 2024
Apr 2023
Apr 2022
Apr 2021
Apr 2020
Apr 2019
Apr 2018
Apr 2017
Apr 2016
Apr 2015
Apr 2014
Apr 2013
Apr 2012
Apr 2011
Apr 2010
Tangible Assets
1,964
2,617
1,258
1,677
2,236
2,981
3,325
3,675
3,588
1,847
1,102
333
444
592
Intangible Assets
1,500
7,500
13,500
19,500
25,500
27,000
28,500
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
1,964
2,617
1,258
1,677
2,236
2,981
3,325
5,175
11,088
15,347
20,602
25,833
27,444
29,092
Stock & work in progress
Trade Debtors
254
24,654
17,491
13,685
60,250
34,516
17,400
14,619
26,882
21,086
15,117
7,276
6,284
7,073
9,471
6,744
Group Debtors
Misc Debtors
2,518
Cash
163
372
169
318
1,061
251
307
misc current assets
66
52,249
total current assets
320
24,654
69,740
13,685
60,250
34,516
17,400
14,619
26,882
21,249
15,489
9,963
6,602
8,134
9,722
7,051
total assets
320
24,654
71,704
16,302
61,508
36,193
19,636
17,600
30,207
26,424
26,577
25,310
27,204
33,967
37,166
36,143
Bank overdraft
Bank loan
Trade Creditors
24,483
12,769
24,444
12,248
18,723
17,269
20,534
24,925
25,230
18,948
27,009
33,481
36,954
36,074
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
total current liabilities
24,483
12,769
24,444
12,248
18,723
17,269
20,534
24,925
25,230
18,948
27,009
33,481
36,954
36,074
loans
hp & lease commitments
Accruals and Deferred Income
1,872
other liabilities
85,522
35,000
22,571
provisions
735
718
total long term liabilities
85,522
1,872
35,000
22,571
735
718
total liabilities
24,483
85,522
14,641
59,444
34,819
18,723
17,269
20,534
25,660
25,948
18,948
27,009
33,481
36,954
36,074
net assets
320
171
-13,818
1,661
2,064
1,374
913
331
9,673
764
629
6,362
195
486
212
69
total shareholders funds
320
171
-13,818
1,661
2,064
1,374
913
331
9,673
764
629
6,362
195
486
212
69
Feb 2025
Apr 2024
Apr 2023
Apr 2022
Apr 2021
Apr 2020
Apr 2019
Apr 2018
Apr 2017
Apr 2016
Apr 2015
Apr 2014
Apr 2013
Apr 2012
Apr 2011
Apr 2010
Operating Activities
Operating Profit
199
18,652
-15,479
-403
852
569
719
-9,342
11,001
167
-5,734
7,805
-294
357
192
92
Depreciation
1,226
1,196
616
367
111
148
197
Amortisation
6,000
6,000
6,000
6,000
1,500
1,500
1,500
Tax
-50
-4,663
-162
-108
-137
-2,090
-34
-1,639
-87
-50
-26
Stock
Debtors
-24,400
7,163
3,806
-46,565
25,734
17,116
2,781
-12,263
5,796
5,969
5,323
3,510
-789
-2,398
2,727
6,744
Creditors
-24,483
24,483
-12,769
-11,675
12,196
-6,475
1,454
-3,265
-4,391
-305
6,282
-8,061
-6,472
-3,473
880
36,074
Accruals and Deferred Income
-1,872
1,872
Deferred Taxes & Provisions
-735
17
718
Cash flow from operations
66
31,309
-33,926
36,359
-12,848
-23,130
-745
-344
-2,011
1,102
3,139
1,211
390
806
-57
31,093
Investing Activities
capital expenditure
1,964
653
-1,359
419
559
745
344
1,850
-1,313
-2,937
-1,361
-1,136
-30,789
Change in Investments
cash flow from investments
1,964
653
-1,359
419
559
745
344
1,850
-1,313
-2,937
-1,361
-1,136
-30,789
Financing Activities
Bank loans
Group/Directors Accounts
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
-85,522
85,522
-35,000
12,429
22,571
share issue
-2
2
interest
1
1
1
3
3
1
1
cash flow from financing
-85,522
85,522
-35,000
12,429
22,571
-2
1
1
1
3
3
1
3
cash and cash equivalents
cash
-163
-209
203
-149
-743
810
-56
307
overdraft
change in cash
-163
-209
203
-149
-743
810
-56
307
carl evans wealth management 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 carl evans wealth management limited. Get real-time insights into carl evans wealth management limited's credit score, group structure and payment trends.
Carl Evans Wealth Management Limited Competitor Analysis
Perform a competitor analysis for carl evans wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in OX29 area or any other competitors across 12 key performance metrics.
carl evans wealth management limited Ownership
CARL EVANS WEALTH MANAGEMENT LIMITED group structure
Carl Evans Wealth Management Limited has no subsidiary companies.
Ultimate parent company
CARL EVANS WEALTH MANAGEMENT LIMITED
06878614
CARL EVANS WEALTH MANAGEMENT LIMITED Shareholders
The largest shareholders in Carl Evans Wealth Management Limited include Catherine Elizabeth Evans and Carl Sutton Evans.
catherine elizabeth evans
50%
carl sutton evans
50%
carl evans wealth management limited directors
Carl Evans Wealth Management Limited currently has 1 director, Mr Mathew Timms serving since Jun 2024.
carl evans wealth management limited company details
company number
06878614
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.
66220 - Activities of insurance agents and brokers
incorporation date
April 2009
age
16
incorporated
UK
ultimate parent company
None
accounts
Micro-Entity Accounts
last accounts submitted
February 2025
previous names
N/A
accountant
-
auditor
-
address
1g network point range road, witney, OX29 0YN
Bank
-
Legal Advisor
-
carl evans 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 carl evans wealth management limited.
carl evans 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.
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carl evans wealth management limitedCompanies House Filings - See Documents
