stevenson wealth management limited Company Information
Company Number
07269742
Next Accounts
Mar 2026
Directors
Shareholders
tracy stevenson
mark stevenson
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
dale cottage denton road, ilkley, LS29 0AF
stevenson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of STEVENSON WEALTH MANAGEMENT LIMITED at £163k based on a Turnover of £203.6k and 0.8x industry multiple (adjusted for size and gross margin).
stevenson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of STEVENSON WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £-20.6k and a 2.76x industry multiple (adjusted for size and gross margin).
stevenson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of STEVENSON WEALTH MANAGEMENT LIMITED at £62.3k based on Net Assets of £46.5k and 1.34x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Stevenson Wealth Management Limited Overview
Stevenson Wealth Management Limited is a live company located in ilkley, LS29 0AF with a Companies House number of 07269742. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in June 2010, it's largest shareholder is tracy stevenson with a 50% stake. Stevenson Wealth Management Limited is a established, micro sized company, Pomanda has estimated its turnover at £203.6k with declining growth in recent years.
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Stevenson Wealth Management Limited Health Check
Pomanda's financial health check has awarded Stevenson Wealth Management Limited 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
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2 Strong
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1 Regular
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7 Weak
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Size
annual sales of £203.6k, make it smaller than the average company (£5.6m)
- Stevenson Wealth Management Limited
£5.6m - Industry AVG
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Growth
3 year (CAGR) sales growth of -11%, show it is growing at a slower rate (7.6%)
- Stevenson Wealth Management Limited
7.6% - Industry AVG
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Production
with a gross margin of 12.3%, this company has a higher cost of product (53.6%)
- Stevenson Wealth Management Limited
53.6% - Industry AVG
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Profitability
an operating margin of -10.1% make it less profitable than the average company (9%)
- Stevenson Wealth Management Limited
9% - Industry AVG
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Employees
with 2 employees, this is below the industry average (12)
2 - Stevenson Wealth Management Limited
12 - Industry AVG
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Pay Structure
on an average salary of £82k, the company has an equivalent pay structure (£82k)
- Stevenson Wealth Management Limited
£82k - Industry AVG
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Efficiency
resulting in sales per employee of £101.8k, this is less efficient (£223k)
- Stevenson Wealth Management Limited
£223k - Industry AVG
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Debtor Days
it gets paid by customers after 106 days, this is later than average (32 days)
- Stevenson Wealth Management Limited
32 days - Industry AVG
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Creditor Days
its suppliers are paid after 110 days, this is slower than average (40 days)
- Stevenson Wealth Management Limited
40 days - Industry AVG
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Stock Days
There is insufficient data available for this Key Performance Indicator!
- Stevenson Wealth Management Limited
- - Industry AVG
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Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Stevenson Wealth Management Limited
- - Industry AVG
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Debt Level
it has a ratio of liabilities to total assets of 53.8%, this is a lower level of debt than the average (70.3%)
53.8% - Stevenson Wealth Management Limited
70.3% - Industry AVG
STEVENSON WEALTH MANAGEMENT LIMITED financials
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Stevenson Wealth Management Limited's latest turnover from June 2024 is estimated at £203.6 thousand and the company has net assets of £46.5 thousand. According to their latest financial statements, Stevenson Wealth Management Limited has 2 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 | Jun 2019 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 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 | 2 | 2 | 2 | 2 | 2 | 2 | ||||||||
EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 | Jun 2019 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Tangible Assets | 41,343 | 52,124 | 4,486 | 5,981 | 7,974 | 3,891 | 5,188 | 3,384 | 725 | 966 | 1,287 | 1,716 | 1,468 | 687 |
Intangible Assets | ||||||||||||||
Investments & Other | ||||||||||||||
Debtors (Due After 1 year) | ||||||||||||||
Total Fixed Assets | 41,343 | 52,124 | 4,486 | 5,981 | 7,974 | 3,891 | 5,188 | 3,384 | 725 | 966 | 1,287 | 1,716 | 1,468 | 687 |
Stock & work in progress | ||||||||||||||
Trade Debtors | 59,201 | 80,118 | 55,051 | 138,142 | 155,383 | 57,929 | 59,040 | 59,314 | 1,105 | |||||
Group Debtors | ||||||||||||||
Misc Debtors | ||||||||||||||
Cash | 30,280 | 51,533 | 45,792 | 98,912 | 90,852 | 120,159 | ||||||||
misc current assets | ||||||||||||||
total current assets | 59,201 | 80,118 | 55,051 | 138,142 | 155,383 | 57,929 | 59,040 | 59,314 | 30,280 | 51,533 | 45,792 | 98,912 | 91,957 | 120,159 |
total assets | 100,544 | 132,242 | 59,537 | 144,123 | 163,357 | 61,820 | 64,228 | 62,698 | 31,005 | 52,499 | 47,079 | 100,628 | 93,425 | 120,846 |
Bank overdraft | ||||||||||||||
Bank loan | ||||||||||||||
Trade Creditors | 54,094 | 65,160 | 34,147 | 32,066 | 82,683 | 24,756 | 30,201 | 57,788 | 22,740 | 23,178 | 19,767 | 21,958 | 52,803 | |
Group/Directors Accounts | ||||||||||||||
other short term finances | ||||||||||||||
hp & lease commitments | ||||||||||||||
other current liabilities | ||||||||||||||
total current liabilities | 54,094 | 65,160 | 34,147 | 32,066 | 82,683 | 24,756 | 30,201 | 57,788 | 22,740 | 23,178 | 19,767 | 21,958 | 52,803 | |
loans | ||||||||||||||
hp & lease commitments | ||||||||||||||
Accruals and Deferred Income | ||||||||||||||
other liabilities | 21,610 | |||||||||||||
provisions | ||||||||||||||
total long term liabilities | 21,610 | |||||||||||||
total liabilities | 54,094 | 65,160 | 34,147 | 32,066 | 82,683 | 24,756 | 30,201 | 57,788 | 22,740 | 23,178 | 19,767 | 21,958 | 21,610 | 52,803 |
net assets | 46,450 | 67,082 | 25,390 | 112,057 | 80,674 | 37,064 | 34,027 | 4,910 | 8,265 | 29,321 | 27,312 | 78,670 | 71,815 | 68,043 |
total shareholders funds | 46,450 | 67,082 | 25,390 | 112,057 | 80,674 | 37,064 | 34,027 | 4,910 | 8,265 | 29,321 | 27,312 | 78,670 | 71,815 | 68,043 |
Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 | Jun 2019 | Jun 2018 | Jun 2017 | Jun 2016 | Jun 2015 | Jun 2014 | Jun 2013 | Jun 2012 | Jun 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Operating Activities | ||||||||||||||
Operating Profit | ||||||||||||||
Depreciation | 241 | 321 | 429 | 572 | 489 | 229 | ||||||||
Amortisation | ||||||||||||||
Tax | ||||||||||||||
Stock | ||||||||||||||
Debtors | -20,917 | 25,067 | -83,091 | -17,241 | 97,454 | -1,111 | -274 | 59,314 | -1,105 | 1,105 | ||||
Creditors | -11,066 | 31,013 | 2,081 | -50,617 | 57,927 | -5,445 | -27,587 | 35,048 | -438 | 3,411 | -2,191 | 21,958 | -52,803 | 52,803 |
Accruals and Deferred Income | ||||||||||||||
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 | -21,610 | 21,610 | ||||||||||||
share issue | ||||||||||||||
interest | ||||||||||||||
cash flow from financing | ||||||||||||||
cash and cash equivalents | ||||||||||||||
cash | -30,280 | -21,253 | 5,741 | -53,120 | 8,060 | -29,307 | 120,159 | |||||||
overdraft | ||||||||||||||
change in cash | -30,280 | -21,253 | 5,741 | -53,120 | 8,060 | -29,307 | 120,159 |
stevenson wealth management limited Credit Report and Business Information
Stevenson Wealth Management Limited Competitor Analysis
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Perform a competitor analysis for stevenson wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in LS29 area or any other competitors across 12 key performance metrics.
stevenson wealth management limited Ownership
STEVENSON WEALTH MANAGEMENT LIMITED group structure
Stevenson Wealth Management Limited has no subsidiary companies.
Ultimate parent company
STEVENSON WEALTH MANAGEMENT LIMITED
07269742
stevenson wealth management limited directors
Stevenson Wealth Management Limited currently has 1 director, Mr Mark Stevenson serving since Jun 2010.
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Mark Stevenson | United Kingdom | 60 years | Jun 2010 | - | Director |
P&L
June 2024turnover
203.6k
-8%
operating profit
-20.6k
0%
gross margin
12.4%
-23.85%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
June 2024net assets
46.5k
-0.31%
total assets
100.5k
-0.24%
cash
0
0%
net assets
Total assets minus all liabilities
stevenson wealth management limited company details
company number
07269742
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
June 2010
age
15
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
June 2024
previous names
N/A
accountant
-
auditor
-
address
dale cottage denton road, ilkley, LS29 0AF
Bank
-
Legal Advisor
-
stevenson 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 stevenson wealth management limited.
stevenson 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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stevenson wealth management limited Companies House Filings - See Documents
date | description | view/download |
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