professional financial planning (south west) limited
professional financial planning (south west) limited Company Information
Company Number
07251461
Next Accounts
Sep 2025
Shareholders
centurion wealth management limited
blackburn law limited
View AllGroup Structure
View All
Industry
Other activities auxiliary to insurance and pension funding
Registered Address
channel court 8 hill road, clevedon, BS21 7NE
Website
centurioncfp.co.ukprofessional financial planning (south west) limited Estimated Valuation
Pomanda estimates the enterprise value of PROFESSIONAL FINANCIAL PLANNING (SOUTH WEST) LIMITED at £390.3k based on a Turnover of £496.8k and 0.79x industry multiple (adjusted for size and gross margin).
professional financial planning (south west) limited Estimated Valuation
Pomanda estimates the enterprise value of PROFESSIONAL FINANCIAL PLANNING (SOUTH WEST) LIMITED at £0 based on an EBITDA of £-9 and a 5x industry multiple (adjusted for size and gross margin).
professional financial planning (south west) limited Estimated Valuation
Pomanda estimates the enterprise value of PROFESSIONAL FINANCIAL PLANNING (SOUTH WEST) LIMITED at £418 based on Net Assets of £203 and 2.06x industry multiple (adjusted for liquidity).
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Professional Financial Planning (south West) Limited Overview
Professional Financial Planning (south West) Limited is a live company located in clevedon, BS21 7NE with a Companies House number of 07251461. It operates in the other activities auxiliary to insurance and pension funding sector, SIC Code 66290. Founded in May 2010, it's largest shareholder is centurion wealth management limited with a 98.5% stake. Professional Financial Planning (south West) Limited is a established, micro sized company, Pomanda has estimated its turnover at £496.8k with declining growth in recent years.
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Professional Financial Planning (south West) Limited Health Check
Pomanda's financial health check has awarded Professional Financial Planning (South West) Limited a 1 rating. We use a traffic light system to show it exceeds the industry average on 0 measures and has 5 areas for improvement. Company Health Check FAQs
0 Strong
3 Regular
5 Weak
Size
annual sales of £496.8k, make it smaller than the average company (£1.7m)
- Professional Financial Planning (south West) Limited
£1.7m - Industry AVG
Growth
3 year (CAGR) sales growth of -1%, show it is growing at a slower rate (7%)
- Professional Financial Planning (south West) Limited
7% - Industry AVG
Production
with a gross margin of 100%, this company has a comparable cost of product (100%)
- Professional Financial Planning (south West) Limited
100% - Industry AVG
Profitability
an operating margin of 0% make it less profitable than the average company (10.4%)
- Professional Financial Planning (south West) Limited
10.4% - Industry AVG
Employees
with 4 employees, this is below the industry average (9)
4 - Professional Financial Planning (south West) Limited
9 - Industry AVG
Pay Structure
on an average salary of £59.8k, the company has an equivalent pay structure (£59.8k)
- Professional Financial Planning (south West) Limited
£59.8k - Industry AVG
Efficiency
resulting in sales per employee of £124.2k, this is equally as efficient (£124.2k)
- Professional Financial Planning (south West) Limited
£124.2k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Professional Financial Planning (south West) Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Professional Financial Planning (south West) Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Professional Financial Planning (south West) Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Professional Financial Planning (south West) Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 99.2%, this is a higher level of debt than the average (55.3%)
99.2% - Professional Financial Planning (south West) Limited
55.3% - Industry AVG
PROFESSIONAL FINANCIAL PLANNING (SOUTH WEST) LIMITED financials
Professional Financial Planning (South West) Limited's latest turnover from December 2023 is estimated at £496.8 thousand and the company has net assets of £203. According to their latest financial statements, Professional Financial Planning (South West) Limited has 4 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 4 | 5 | 5 | |||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | ||||||||||||||
| Intangible Assets | ||||||||||||||
| Investments & Other | ||||||||||||||
| Debtors (Due After 1 year) | ||||||||||||||
| Total Fixed Assets | ||||||||||||||
| Stock & work in progress | 3,905 | |||||||||||||
| Trade Debtors | 14,636 | 5,465 | 27,100 | 460 | 1,252 | 2,622 | 1,110 | 19,033 | 5,300 | |||||
| Group Debtors | 25,659 | 7,524 | 8,071 | 111,362 | 200 | 200 | 200 | |||||||
| Misc Debtors | 3 | 347 | 3 | 349 | ||||||||||
| Cash | 361 | 9,676 | 19,987 | 21,844 | 20,393 | 19,321 | 5,411 | 18,735 | 39,747 | 2,663 | 8,225 | 33,760 | 9,557 | |
| misc current assets | ||||||||||||||
| total current assets | 25,662 | 22,868 | 23,215 | 131,349 | 53,198 | 20,393 | 19,521 | 5,611 | 19,395 | 40,999 | 5,285 | 9,335 | 52,793 | 14,857 |
| total assets | 25,662 | 22,868 | 23,215 | 131,349 | 53,198 | 20,393 | 19,521 | 5,611 | 19,395 | 40,999 | 5,285 | 9,335 | 52,793 | 14,857 |
| Bank overdraft | ||||||||||||||
| Bank loan | ||||||||||||||
| Trade Creditors | 2,364 | 196 | 10,590 | 9,095 | 12,873 | 26,071 | 9,729 | |||||||
| Group/Directors Accounts | 10,000 | 1,350 | ||||||||||||
| other short term finances | ||||||||||||||
| hp & lease commitments | ||||||||||||||
| other current liabilities | 25,459 | 22,665 | 23,012 | 19,987 | 14,680 | 18,100 | 12,800 | 8,850 | 8,866 | |||||
| total current liabilities | 25,459 | 22,665 | 23,012 | 19,987 | 27,044 | 19,450 | 12,800 | 8,850 | 9,062 | 10,590 | 9,095 | 12,873 | 26,071 | 9,729 |
| loans | ||||||||||||||
| hp & lease commitments | ||||||||||||||
| Accruals and Deferred Income | ||||||||||||||
| other liabilities | ||||||||||||||
| provisions | ||||||||||||||
| total long term liabilities | ||||||||||||||
| total liabilities | 25,459 | 22,665 | 23,012 | 19,987 | 27,044 | 19,450 | 12,800 | 8,850 | 9,062 | 10,590 | 9,095 | 12,873 | 26,071 | 9,729 |
| net assets | 203 | 203 | 203 | 111,362 | 26,154 | 943 | 6,721 | -3,239 | 10,333 | 30,409 | -3,810 | -3,538 | 26,722 | 5,128 |
| total shareholders funds | 203 | 203 | 203 | 111,362 | 26,154 | 943 | 6,721 | -3,239 | 10,333 | 30,409 | -3,810 | -3,538 | 26,722 | 5,128 |
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||||||
| Operating Profit | ||||||||||||||
| Depreciation | 255 | |||||||||||||
| Amortisation | ||||||||||||||
| Tax | ||||||||||||||
| Stock | -3,905 | 3,905 | ||||||||||||
| Debtors | 3,155 | 8,968 | -97,823 | 83,913 | 27,449 | -200 | -460 | -592 | -1,370 | 1,512 | -17,923 | 13,733 | 5,300 | |
| Creditors | -2,364 | 2,364 | -196 | -10,394 | 1,495 | -3,778 | -13,198 | 16,342 | 9,729 | |||||
| Accruals and Deferred Income | 2,794 | -347 | 3,025 | 5,307 | -3,420 | 9,250 | 3,950 | -16 | 8,866 | |||||
| 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 | -10,000 | 8,650 | 1,350 | |||||||||||
| 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 | -361 | -9,315 | -10,311 | -1,857 | 1,451 | 14,982 | 13,910 | -13,324 | -21,012 | 37,084 | -5,562 | -25,535 | 24,203 | 9,557 |
| overdraft | ||||||||||||||
| change in cash | -361 | -9,315 | -10,311 | -1,857 | 1,451 | 14,982 | 13,910 | -13,324 | -21,012 | 37,084 | -5,562 | -25,535 | 24,203 | 9,557 |
professional financial planning (south west) limited Credit Report and Business Information
Professional Financial Planning (south West) Limited Competitor Analysis
Perform a competitor analysis for professional financial planning (south west) limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in BS21 area or any other competitors across 12 key performance metrics.
professional financial planning (south west) limited Ownership
PROFESSIONAL FINANCIAL PLANNING (SOUTH WEST) LIMITED group structure
Professional Financial Planning (South West) Limited has no subsidiary companies.
Ultimate parent company
PROFESSIONAL FINANCIAL PLANNING (SOUTH WEST) LIMITED
07251461
professional financial planning (south west) limited directors
Professional Financial Planning (South West) Limited currently has 4 directors. The longest serving directors include Mr Stephen Bulman (May 2010) and Mrs Catherine Causey (Jun 2013).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Stephen Bulman | United Kingdom | 58 years | May 2010 | - | Director |
| Mrs Catherine Causey | United Kingdom | 54 years | Jun 2013 | - | Director |
| Mr Stuart Doughty | England | 58 years | Nov 2018 | - | Director |
| Mr David Robinson | England | 64 years | Nov 2018 | - | Director |
P&L
December 2023turnover
496.8k
+63%
operating profit
-9.5
0%
gross margin
100%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
203
0%
total assets
25.7k
+0.12%
cash
0
-1%
net assets
Total assets minus all liabilities
Similar Companies
professional financial planning (south west) limited company details
company number
07251461
Type
Private limited with Share Capital
industry
66290 - Other activities auxiliary to insurance and pension funding
incorporation date
May 2010
age
15
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
December 2023
previous names
wbw financial services limited (November 2012)
accountant
-
auditor
-
address
channel court 8 hill road, clevedon, BS21 7NE
Bank
-
Legal Advisor
-
professional financial planning (south west) 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 professional financial planning (south west) limited.
professional financial planning (south west) 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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professional financial planning (south west) limited Companies House Filings - See Documents
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