j m wakeling independent financial advisers limited
j m wakeling independent financial advisers limited Company Information
Group Structure
View All
Industry
Activities of insurance agents and brokers
Registered Address
24a crown street, brentwood, essex, CM14 4BA
Website
www.jmwifa.co.ukj m wakeling independent financial advisers limited Estimated Valuation
Pomanda estimates the enterprise value of J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED at £456.7k based on a Turnover of £469.2k and 0.97x industry multiple (adjusted for size and gross margin).
j m wakeling independent financial advisers limited Estimated Valuation
Pomanda estimates the enterprise value of J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED at £192.1k based on an EBITDA of £32.5k and a 5.92x industry multiple (adjusted for size and gross margin).
j m wakeling independent financial advisers limited Estimated Valuation
Pomanda estimates the enterprise value of J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED at £240.8k based on Net Assets of £126.8k and 1.9x industry multiple (adjusted for liquidity).
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J M Wakeling Independent Financial Advisers Limited Overview
J M Wakeling Independent Financial Advisers Limited is a live company located in essex, CM14 4BA with a Companies House number of 07071731. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in November 2009, it's largest shareholder is john wakeling with a 100% stake. J M Wakeling Independent Financial Advisers Limited is a established, micro sized company, Pomanda has estimated its turnover at £469.2k with high growth in recent years.
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J M Wakeling Independent Financial Advisers Limited Health Check
Pomanda's financial health check has awarded J M Wakeling Independent Financial Advisers Limited a 4 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 4 areas for improvement. Company Health Check FAQs
3 Strong
3 Regular
4 Weak
Size
annual sales of £469.2k, make it smaller than the average company (£2.6m)
- J M Wakeling Independent Financial Advisers Limited
£2.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 19%, show it is growing at a faster rate (8.1%)
- J M Wakeling Independent Financial Advisers Limited
8.1% - Industry AVG
Production
with a gross margin of 94.6%, this company has a comparable cost of product (94.6%)
- J M Wakeling Independent Financial Advisers Limited
94.6% - Industry AVG
Profitability
an operating margin of 6.4% make it less profitable than the average company (19.7%)
- J M Wakeling Independent Financial Advisers Limited
19.7% - Industry AVG
Employees
with 4 employees, this is below the industry average (17)
4 - J M Wakeling Independent Financial Advisers Limited
17 - Industry AVG
Pay Structure
on an average salary of £58.2k, the company has an equivalent pay structure (£58.2k)
- J M Wakeling Independent Financial Advisers Limited
£58.2k - Industry AVG
Efficiency
resulting in sales per employee of £117.3k, this is equally as efficient (£133.9k)
- J M Wakeling Independent Financial Advisers Limited
£133.9k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- J M Wakeling Independent Financial Advisers Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 19 days, this is quicker than average (213 days)
- J M Wakeling Independent Financial Advisers Limited
213 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- J M Wakeling Independent Financial Advisers Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 119 weeks, this is more cash available to meet short term requirements (31 weeks)
119 weeks - J M Wakeling Independent Financial Advisers Limited
31 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 43.8%, this is a lower level of debt than the average (51.8%)
43.8% - J M Wakeling Independent Financial Advisers Limited
51.8% - Industry AVG
J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED financials
J M Wakeling Independent Financial Advisers Limited's latest turnover from November 2024 is estimated at £469.2 thousand and the company has net assets of £126.8 thousand. According to their latest financial statements, J M Wakeling Independent Financial Advisers Limited has 4 employees and maintains cash reserves of £215.9 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Nov 2024 | Nov 2023 | Nov 2022 | Nov 2021 | Nov 2020 | Nov 2019 | Nov 2018 | Nov 2017 | Nov 2016 | Nov 2015 | Nov 2014 | Nov 2013 | Nov 2012 | Nov 2011 | Nov 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 | 4 | 4 | 3 | 3 | 2 | 1 | 1 | ||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Nov 2024 | Nov 2023 | Nov 2022 | Nov 2021 | Nov 2020 | Nov 2019 | Nov 2018 | Nov 2017 | Nov 2016 | Nov 2015 | Nov 2014 | Nov 2013 | Nov 2012 | Nov 2011 | Nov 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 9,621 | 12,026 | 13,579 | 10,730 | 9,543 | 3,542 | 2,677 | 3,196 | 1,731 | 2,713 | 3,403 | 2,682 | 3,146 | 1,261 | 1,313 |
| Intangible Assets | |||||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 9,621 | 12,026 | 13,579 | 10,730 | 9,543 | 3,542 | 2,677 | 3,196 | 1,731 | 2,713 | 3,403 | 2,682 | 3,146 | 1,261 | 1,313 |
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 7,820 | 7,820 | 7,820 | 44,916 | 8,877 | 12,042 | 9,705 | 6,739 | 18,157 | ||||||
| Group Debtors | |||||||||||||||
| Misc Debtors | |||||||||||||||
| Cash | 215,857 | 175,187 | 157,380 | 132,360 | 118,882 | 75,056 | 65,633 | 21,622 | 22,795 | 19,602 | 21,171 | 10,939 | 24,526 | 24,902 | |
| misc current assets | 10,000 | ||||||||||||||
| total current assets | 215,857 | 175,187 | 157,380 | 132,360 | 126,702 | 82,876 | 73,453 | 44,916 | 30,499 | 34,837 | 29,307 | 27,910 | 29,096 | 34,526 | 24,902 |
| total assets | 225,478 | 187,213 | 170,959 | 143,090 | 136,245 | 86,418 | 76,130 | 48,112 | 32,230 | 37,550 | 32,710 | 30,592 | 32,242 | 35,787 | 26,215 |
| Bank overdraft | 10,648 | 10,648 | 10,648 | 10,648 | 1,781 | 1,879 | |||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 1,334 | 1,332 | 1,333 | 1,331 | 1,333 | 1,333 | 1,333 | 22,803 | 14,648 | 17,512 | 13,295 | 13,578 | 12,160 | 16,845 | 21,833 |
| Group/Directors Accounts | |||||||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | 81,690 | 61,469 | 54,101 | 41,032 | 34,360 | 32,995 | 28,930 | ||||||||
| total current liabilities | 93,672 | 73,449 | 66,082 | 53,011 | 35,693 | 36,109 | 32,142 | 22,803 | 14,648 | 17,512 | 13,295 | 13,578 | 12,160 | 16,845 | 21,833 |
| loans | 5,019 | 15,134 | 25,007 | 34,633 | 50,000 | ||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | |||||||||||||||
| provisions | |||||||||||||||
| total long term liabilities | 5,019 | 15,134 | 25,007 | 34,633 | 50,000 | ||||||||||
| total liabilities | 98,691 | 88,583 | 91,089 | 87,644 | 85,693 | 36,109 | 32,142 | 22,803 | 14,648 | 17,512 | 13,295 | 13,578 | 12,160 | 16,845 | 21,833 |
| net assets | 126,787 | 98,630 | 79,870 | 55,446 | 50,552 | 50,309 | 43,988 | 25,309 | 17,582 | 20,038 | 19,415 | 17,014 | 20,082 | 18,942 | 4,382 |
| total shareholders funds | 126,787 | 98,630 | 79,870 | 55,446 | 50,552 | 50,309 | 43,988 | 25,309 | 17,582 | 20,038 | 19,415 | 17,014 | 20,082 | 18,942 | 4,382 |
| Nov 2024 | Nov 2023 | Nov 2022 | Nov 2021 | Nov 2020 | Nov 2019 | Nov 2018 | Nov 2017 | Nov 2016 | Nov 2015 | Nov 2014 | Nov 2013 | Nov 2012 | Nov 2011 | Nov 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | |||||||||||||||
| Depreciation | 2,405 | 3,006 | 2,338 | 2,682 | 2,386 | 885 | 1,358 | 1,352 | 1,548 | 1,092 | 969 | 397 | 328 | ||
| Amortisation | |||||||||||||||
| Tax | |||||||||||||||
| Stock | |||||||||||||||
| Debtors | -7,820 | -37,096 | 36,039 | -3,165 | 2,337 | 2,966 | -11,418 | 18,157 | |||||||
| Creditors | 2 | -1 | 2 | -2 | -21,470 | 8,155 | -2,864 | 4,217 | -283 | 1,418 | -4,685 | -4,988 | 21,833 | ||
| Accruals and Deferred Income | 20,221 | 7,368 | 13,069 | 6,672 | 1,365 | 4,065 | 28,930 | ||||||||
| 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 | -10,115 | -9,873 | -9,626 | -15,367 | 50,000 | ||||||||||
| Hire Purchase and Lease Commitments | |||||||||||||||
| other long term liabilities | |||||||||||||||
| share issue | |||||||||||||||
| interest | |||||||||||||||
| cash flow from financing | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | 40,670 | 17,807 | 25,020 | 13,478 | 43,826 | 9,423 | 65,633 | -21,622 | -1,173 | 3,193 | -1,569 | 10,232 | -13,587 | -376 | 24,902 |
| overdraft | 10,648 | -1,781 | -98 | 1,879 | |||||||||||
| change in cash | 40,670 | 17,807 | 25,020 | 2,830 | 45,607 | 9,521 | 63,754 | -21,622 | -1,173 | 3,193 | -1,569 | 10,232 | -13,587 | -376 | 24,902 |
j m wakeling independent financial advisers limited Credit Report and Business Information
J M Wakeling Independent Financial Advisers Limited Competitor Analysis
Perform a competitor analysis for j m wakeling independent financial advisers limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in CM14 area or any other competitors across 12 key performance metrics.
j m wakeling independent financial advisers limited Ownership
J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED group structure
J M Wakeling Independent Financial Advisers Limited has no subsidiary companies.
Ultimate parent company
J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED
07071731
j m wakeling independent financial advisers limited directors
J M Wakeling Independent Financial Advisers Limited currently has 1 director, Mr John Wakeling serving since Nov 2009.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr John Wakeling | England | 63 years | Nov 2009 | - | Director |
P&L
November 2024turnover
469.2k
+17%
operating profit
30k
0%
gross margin
94.7%
-1.34%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
November 2024net assets
126.8k
+0.29%
total assets
225.5k
+0.2%
cash
215.9k
+0.23%
net assets
Total assets minus all liabilities
j m wakeling independent financial advisers limited company details
company number
07071731
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
November 2009
age
16
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
November 2024
previous names
N/A
accountant
-
auditor
-
address
24a crown street, brentwood, essex, CM14 4BA
Bank
-
Legal Advisor
-
j m wakeling independent financial advisers 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 j m wakeling independent financial advisers limited.
j m wakeling independent financial advisers 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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j m wakeling independent financial advisers limited Companies House Filings - See Documents
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