singular financial planning ltd
singular financial planning ltd Company Information
Company Number
06979255
Next Accounts
May 2025
Industry
Other activities auxiliary to financial services, except insurance and pension funding
Shareholders
bri wealth management plc
Group Structure
View All
Contact
Registered Address
bri house copse drive, coventry, CV5 9RL
Website
www.singularfp.co.uksingular financial planning ltd Estimated Valuation
Pomanda estimates the enterprise value of SINGULAR FINANCIAL PLANNING LTD at £132.5k based on a Turnover of £173.7k and 0.76x industry multiple (adjusted for size and gross margin).
singular financial planning ltd Estimated Valuation
Pomanda estimates the enterprise value of SINGULAR FINANCIAL PLANNING LTD at £7.8k based on an EBITDA of £2.2k and a 3.48x industry multiple (adjusted for size and gross margin).
singular financial planning ltd Estimated Valuation
Pomanda estimates the enterprise value of SINGULAR FINANCIAL PLANNING LTD at £93.4k based on Net Assets of £40.7k and 2.3x industry multiple (adjusted for liquidity).
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Singular Financial Planning Ltd Overview
Singular Financial Planning Ltd is a live company located in coventry, CV5 9RL with a Companies House number of 06979255. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in August 2009, it's largest shareholder is bri wealth management plc with a 100% stake. Singular Financial Planning Ltd is a established, micro sized company, Pomanda has estimated its turnover at £173.7k with healthy growth in recent years.
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Singular Financial Planning Ltd Health Check
Pomanda's financial health check has awarded Singular Financial Planning Ltd a 2 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 7 areas for improvement. Company Health Check FAQs
2 Strong
1 Regular
7 Weak
Size
annual sales of £173.7k, make it smaller than the average company (£3.1m)
- Singular Financial Planning Ltd
£3.1m - Industry AVG
Growth
3 year (CAGR) sales growth of 7%, show it is growing at a faster rate (5.5%)
- Singular Financial Planning Ltd
5.5% - Industry AVG
Production
with a gross margin of 45.8%, this company has a higher cost of product (84.6%)
- Singular Financial Planning Ltd
84.6% - Industry AVG
Profitability
an operating margin of 1.3% make it less profitable than the average company (9.7%)
- Singular Financial Planning Ltd
9.7% - Industry AVG
Employees
with 2 employees, this is below the industry average (14)
2 - Singular Financial Planning Ltd
14 - Industry AVG
Pay Structure
on an average salary of £75k, the company has an equivalent pay structure (£75k)
- Singular Financial Planning Ltd
£75k - Industry AVG
Efficiency
resulting in sales per employee of £86.9k, this is less efficient (£194.6k)
- Singular Financial Planning Ltd
£194.6k - Industry AVG
Debtor Days
it gets paid by customers after 86 days, this is later than average (32 days)
- Singular Financial Planning Ltd
32 days - Industry AVG
Creditor Days
its suppliers are paid after 1 days, this is quicker than average (31 days)
- Singular Financial Planning Ltd
31 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Singular Financial Planning Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Singular Financial Planning Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 1%, this is a lower level of debt than the average (43.7%)
1% - Singular Financial Planning Ltd
43.7% - Industry AVG
SINGULAR FINANCIAL PLANNING LTD financials
Singular Financial Planning Ltd's latest turnover from August 2023 is estimated at £173.7 thousand and the company has net assets of £40.7 thousand. According to their latest financial statements, Singular Financial Planning Ltd has 2 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Aug 2023 | Aug 2022 | Aug 2021 | Aug 2020 | Aug 2019 | Aug 2018 | Aug 2017 | Aug 2016 | Aug 2015 | Aug 2014 | Aug 2013 | Aug 2012 | Aug 2011 | Aug 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 2 | 2 | 2 | 2 | 2 | |||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Aug 2023 | Aug 2022 | Aug 2021 | Aug 2020 | Aug 2019 | Aug 2018 | Aug 2017 | Aug 2016 | Aug 2015 | Aug 2014 | Aug 2013 | Aug 2012 | Aug 2011 | Aug 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 41,108 | 43,255 | 49,295 | 38,410 | 30,660 | 33,768 | 39,832 | 27,426 | 1,310 | 0 | 6,750 | 0 | 0 | 0 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32,175 | 30,054 | 23,546 | 34,506 | 30,548 | 28,917 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 41,108 | 43,255 | 49,295 | 38,410 | 30,660 | 33,768 | 39,832 | 27,426 | 33,485 | 30,054 | 30,296 | 34,506 | 30,548 | 28,917 |
| total assets | 41,108 | 43,255 | 49,295 | 38,410 | 30,660 | 33,768 | 39,832 | 27,426 | 33,485 | 30,054 | 30,296 | 34,506 | 30,548 | 28,917 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 395 | 4,228 | 6,144 | 6,787 | 6,132 | 11,544 | 19,504 | 6,694 | 13,006 | 10,685 | 0 | 9,034 | 7,343 | 10,281 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current liabilities | 395 | 4,228 | 6,144 | 6,787 | 6,132 | 11,544 | 19,504 | 6,694 | 13,006 | 10,685 | 0 | 9,034 | 7,343 | 10,281 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,700 | 0 | 10,000 | 10,000 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,700 | 0 | 10,000 | 10,000 |
| total liabilities | 395 | 4,228 | 6,144 | 6,787 | 6,132 | 11,544 | 19,504 | 6,694 | 13,006 | 10,685 | 9,700 | 9,034 | 17,343 | 20,281 |
| net assets | 40,713 | 39,027 | 43,151 | 31,623 | 24,528 | 22,224 | 20,328 | 20,732 | 20,479 | 19,369 | 20,596 | 25,472 | 13,205 | 8,636 |
| total shareholders funds | 40,713 | 39,027 | 43,151 | 31,623 | 24,528 | 22,224 | 20,328 | 20,732 | 20,479 | 19,369 | 20,596 | 25,472 | 13,205 | 8,636 |
| Aug 2023 | Aug 2022 | Aug 2021 | Aug 2020 | Aug 2019 | Aug 2018 | Aug 2017 | Aug 2016 | Aug 2015 | Aug 2014 | Aug 2013 | Aug 2012 | Aug 2011 | Aug 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||||||
| Operating Profit | ||||||||||||||
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tax | ||||||||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -2,147 | -6,040 | 10,885 | 7,750 | -3,108 | -6,064 | 12,406 | 26,116 | 1,310 | -6,750 | 6,750 | 0 | 0 | 0 |
| Creditors | -3,833 | -1,916 | -643 | 655 | -5,412 | -7,960 | 12,810 | -6,312 | 2,321 | 10,685 | -9,034 | 1,691 | -2,938 | 10,281 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | ||||||||||||||
| Investing Activities | ||||||||||||||
| capital expenditure | ||||||||||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | ||||||||||||||
| Financing Activities | ||||||||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -9,700 | 9,700 | -10,000 | 0 | 10,000 |
| share issue | ||||||||||||||
| interest | ||||||||||||||
| cash flow from financing | ||||||||||||||
| cash and cash equivalents | ||||||||||||||
| cash | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -32,175 | 2,121 | 6,508 | -10,960 | 3,958 | 1,631 | 28,917 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -32,175 | 2,121 | 6,508 | -10,960 | 3,958 | 1,631 | 28,917 |
singular financial planning ltd Credit Report and Business Information
Singular Financial Planning Ltd Competitor Analysis
Perform a competitor analysis for singular financial planning ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in CV5 area or any other competitors across 12 key performance metrics.
singular financial planning ltd Ownership
SINGULAR FINANCIAL PLANNING LTD group structure
Singular Financial Planning Ltd has no subsidiary companies.
Ultimate parent company
2 parents
SINGULAR FINANCIAL PLANNING LTD
06979255
singular financial planning ltd directors
Singular Financial Planning Ltd currently has 2 directors. The longest serving directors include Mr Dean Wragg (Sep 2023) and Mr Dean Smith (Sep 2023).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Dean Wragg | 54 years | Sep 2023 | - | Director | |
| Mr Dean Smith | 49 years | Sep 2023 | - | Director |
P&L
August 2023turnover
173.7k
+8%
operating profit
2.2k
0%
gross margin
45.9%
-0.86%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
August 2023net assets
40.7k
+0.04%
total assets
41.1k
-0.05%
cash
0
0%
net assets
Total assets minus all liabilities
singular financial planning ltd company details
company number
06979255
Type
Private limited with Share Capital
industry
66190 - Other activities auxiliary to financial services, except insurance and pension funding
incorporation date
August 2009
age
15
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
August 2023
previous names
cerberus financial planning ltd. (June 2014)
accountant
-
auditor
-
address
bri house copse drive, coventry, CV5 9RL
Bank
-
Legal Advisor
-
singular financial planning 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 singular financial planning ltd.
singular financial planning 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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singular financial planning ltd Companies House Filings - See Documents
| date | description | view/download |
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