Pomanda estimates the enterprise value of PRINCIPLE WEALTH MANAGEMENT LTD at £438.4k based on a Turnover of £570.5k and 0.77x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of PRINCIPLE WEALTH MANAGEMENT LTD at £179k based on an EBITDA of £67.5k and a 2.65x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of PRINCIPLE WEALTH MANAGEMENT LTD at £384.5k based on Net Assets of £294.6k and 1.31x industry multiple (adjusted for liquidity).
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Principle Wealth Management LtdOverview
Principle Wealth Management Ltd is a live company located in leeds, LS18 5DZ with a Companies House number of 07283397. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in June 2010, it's largest shareholder is
vincent knight
with a 100% stake. Principle Wealth Management Ltd is a established,
small sized company, Pomanda has estimated its turnover at
£570.5k with
healthy
growth in recent years.
Pomanda's financial health check has awarded Principle Wealth Management Ltd a 4 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 5 areas for improvement. Company Health Check FAQs
Health Rating4out of 5
4 Strong
1 Regular
5 Weak
Size
annual sales of £570.5k, make it smaller than the average company (£5.5m)
£570.5k - Principle Wealth Management Ltd
£5.5m - Industry AVG
Growth
3 year (CAGR) sales growth of 14%, show it is growing at a faster rate (7.6%)
14% - Principle Wealth Management Ltd
7.6% - Industry AVG
Production
with a gross margin of 12.8%, this company has a higher cost of product (54.9%)
12.8% - Principle Wealth Management Ltd
54.9% - Industry AVG
Profitability
an operating margin of 11.8% make it more profitable than the average company (9%)
11.8% - Principle Wealth Management Ltd
9% - Industry AVG
Employees
with 1 employees, this is below the industry average (12)
1 - Principle Wealth Management Ltd
12 - Industry AVG
Pay Structure
on an average salary of £81.5k, the company has an equivalent pay structure (£81.5k)
£81.5k - Principle Wealth Management Ltd
£81.5k - Industry AVG
Efficiency
resulting in sales per employee of £570.5k, this is more efficient (£218.9k)
£570.5k - Principle Wealth Management Ltd
£218.9k - Industry AVG
Debtor Days
it gets paid by customers after 213 days, this is later than average (33 days)
213 days - Principle Wealth Management Ltd
33 days - Industry AVG
Creditor Days
its suppliers are paid after 29 days, this is quicker than average (40 days)
29 days - Principle Wealth Management Ltd
40 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Principle Wealth Management Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Principle Wealth Management Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 12%, this is a lower level of debt than the average (70.2%)
12% - Principle Wealth Management Ltd
70.2% - Industry AVG
PRINCIPLE WEALTH MANAGEMENT LTD financials
EXPORT
Principle Wealth Management Ltd's latest turnover from June 2024 is estimated at £570.5 thousand and the company has net assets of £294.6 thousand. According to their latest financial statements, Principle Wealth Management Ltd has 1 employee 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
570,519
508,148
437,504
386,115
348,293
172,084
281,899
274,780
17,446
17,568
13,259
16,804
Other Income Or Grants
Cost Of Sales
497,418
426,325
363,116
316,249
278,710
138,928
218,342
216,426
12,527
12,381
9,513
12,372
Gross Profit
73,101
81,823
74,388
69,866
69,584
33,156
63,556
58,354
4,920
5,188
3,746
4,432
Admin Expenses
5,592
16,874
11,624
20,439
39,838
19,092
56,778
25,443
-6,604
990
-6,287
-1,324
2,995
-18,400
Operating Profit
67,509
64,949
62,764
49,427
29,746
14,064
6,778
32,911
6,604
-990
11,207
6,512
751
22,832
Interest Payable
Interest Receivable
110
352
261
237
186
168
89
Pre-Tax Profit
67,509
64,949
62,764
49,427
29,746
14,064
6,778
33,021
6,956
-729
11,443
6,699
918
22,922
Tax
-16,877
-16,237
-11,925
-9,391
-5,652
-2,672
-1,288
-6,274
-1,391
-2,403
-1,541
-220
-5,960
Profit After Tax
50,632
48,712
50,839
40,036
24,094
11,392
5,490
26,747
5,565
-729
9,040
5,158
698
16,962
Dividends Paid
Retained Profit
50,632
48,712
50,839
40,036
24,094
11,392
5,490
26,747
5,565
-729
9,040
5,158
698
16,962
Employee Costs
81,532
75,277
74,024
68,937
68,928
69,813
67,417
63,943
58,688
58,486
56,099
56,882
Number Of Employees
1
1
1
1
1
1
1
1
1
1
1
1
EBITDA*
67,509
64,949
62,764
49,427
29,746
14,064
6,778
32,911
6,893
-763
11,509
6,915
1,288
23,188
* 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
879
1,172
1,563
1,832
658
877
488
650
866
680
907
1,209
1,612
1,066
Intangible Assets
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
879
1,172
1,563
1,832
658
877
488
650
866
680
907
1,209
1,612
1,066
Stock & work in progress
Trade Debtors
333,919
307,842
278,902
229,888
186,251
91,947
97,619
95,928
Group Debtors
Misc Debtors
Cash
87,978
52,905
51,502
43,113
31,396
35,706
misc current assets
total current assets
333,919
307,842
278,902
229,888
186,251
91,947
97,619
95,928
87,978
52,905
51,502
43,113
31,396
35,706
total assets
334,798
309,014
280,465
231,720
186,909
92,824
98,107
96,578
88,844
53,585
52,409
44,322
33,008
36,772
Bank overdraft
Bank loan
Trade Creditors
40,162
65,010
85,173
87,267
82,492
12,501
29,176
33,137
20,451
21,404
15,248
19,710
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
total current liabilities
40,162
65,010
85,173
87,267
82,492
12,501
29,176
33,137
20,451
21,404
15,248
19,710
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
52,050
22,356
provisions
total long term liabilities
52,050
22,356
total liabilities
40,162
65,010
85,173
87,267
82,492
12,501
29,176
33,137
52,050
22,356
20,451
21,404
15,248
19,710
net assets
294,636
244,004
195,292
144,453
104,417
80,323
68,931
63,441
36,794
31,229
31,958
22,918
17,760
17,062
total shareholders funds
294,636
244,004
195,292
144,453
104,417
80,323
68,931
63,441
36,794
31,229
31,958
22,918
17,760
17,062
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
67,509
64,949
62,764
49,427
29,746
14,064
6,778
32,911
6,604
-990
11,207
6,512
751
22,832
Depreciation
289
227
302
403
537
356
Amortisation
Tax
-16,877
-16,237
-11,925
-9,391
-5,652
-2,672
-1,288
-6,274
-1,391
-2,403
-1,541
-220
-5,960
Stock
Debtors
26,077
28,940
49,014
43,637
94,304
-5,672
1,691
95,928
Creditors
-24,848
-20,163
-2,094
4,775
69,991
-16,675
-3,961
33,137
-20,451
-953
6,156
-4,462
19,710
Accruals and Deferred Income
Deferred Taxes & Provisions
Cash flow from operations
-293
-391
-269
1,174
-219
389
-162
-36,154
5,502
-21,214
8,153
11,530
-3,394
36,938
Investing Activities
capital expenditure
293
391
269
-1,174
219
-389
162
216
-475
-1,083
-1,422
Change in Investments
cash flow from investments
293
391
269
-1,174
219
-389
162
216
-475
-1,083
-1,422
Financing Activities
Bank loans
Group/Directors Accounts
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
-52,050
29,694
22,356
share issue
-100
100
interest
110
352
261
237
186
168
89
cash flow from financing
-52,040
30,046
22,617
237
186
168
189
cash and cash equivalents
cash
-87,978
35,073
1,403
8,389
11,717
-4,310
35,706
overdraft
change in cash
-87,978
35,073
1,403
8,389
11,717
-4,310
35,706
principle wealth management ltd 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 principle wealth management ltd. Get real-time insights into principle wealth management ltd's credit score, group structure and payment trends.
Perform a competitor analysis for principle wealth management ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in LS18 area or any other competitors across 12 key performance metrics.
principle wealth management ltd Ownership
PRINCIPLE WEALTH MANAGEMENT LTD group structure
Principle Wealth Management Ltd has no subsidiary companies.
Ultimate parent company
PRINCIPLE WEALTH MANAGEMENT LTD
07283397
PRINCIPLE WEALTH MANAGEMENT LTD Shareholders
The sole shareholder of Principle Wealth Management Ltd is Vincent Knight.
vincent knight
100%
principle wealth management ltd directors
Principle Wealth Management Ltd currently has 1 director, Mr Vincent Knight serving since Jun 2010.
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 principle wealth management ltd.
principle wealth management 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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principle wealth management ltdCompanies House Filings - See Documents
