robert saunderson wealth management limited
robert saunderson wealth management limited Company Information
Company Number
07749880
Website
www.robertelliot.co.ukRegistered Address
5-11 mortimer street, london, W1T 3HS
Industry
Other activities auxiliary to financial services, except insurance and pension funding
Telephone
01883621088
Next Accounts Due
September 2025
Group Structure
View All
Directors
Robert Saunderson13 Years
Shareholders
ashling saunderson 50%
robert saunderson 50%
robert saunderson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED at £709.8k based on a Turnover of £711.8k and 1x industry multiple (adjusted for size and gross margin).
robert saunderson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £-8.2k and a 4.35x industry multiple (adjusted for size and gross margin).
robert saunderson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED at £78.2k based on Net Assets of £31.8k and 2.46x industry multiple (adjusted for liquidity).
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Robert Saunderson Wealth Management Limited Overview
Robert Saunderson Wealth Management Limited is a live company located in london, W1T 3HS with a Companies House number of 07749880. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in August 2011, it's largest shareholder is ashling saunderson with a 50% stake. Robert Saunderson Wealth Management Limited is a established, small sized company, Pomanda has estimated its turnover at £711.8k with healthy growth in recent years.
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Robert Saunderson Wealth Management Limited Health Check
Pomanda's financial health check has awarded Robert Saunderson Wealth Management Limited a 1 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 7 areas for improvement. Company Health Check FAQs
1 Strong
2 Regular
7 Weak
Size
annual sales of £711.8k, make it smaller than the average company (£3.5m)
- Robert Saunderson Wealth Management Limited
£3.5m - Industry AVG
Growth
3 year (CAGR) sales growth of 9%, show it is growing at a faster rate (5.7%)
- Robert Saunderson Wealth Management Limited
5.7% - Industry AVG
Production
with a gross margin of 84%, this company has a comparable cost of product (84%)
- Robert Saunderson Wealth Management Limited
84% - Industry AVG
Profitability
an operating margin of -5.6% make it less profitable than the average company (9.7%)
- Robert Saunderson Wealth Management Limited
9.7% - Industry AVG
Employees
with 4 employees, this is below the industry average (15)
4 - Robert Saunderson Wealth Management Limited
15 - Industry AVG
Pay Structure
on an average salary of £83.4k, the company has an equivalent pay structure (£83.4k)
- Robert Saunderson Wealth Management Limited
£83.4k - Industry AVG
Efficiency
resulting in sales per employee of £177.9k, this is less efficient (£215.8k)
- Robert Saunderson Wealth Management Limited
£215.8k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Robert Saunderson Wealth Management Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 23 days, this is quicker than average (30 days)
- Robert Saunderson Wealth Management Limited
30 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Robert Saunderson Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 18 weeks, this is less cash available to meet short term requirements (38 weeks)
18 weeks - Robert Saunderson Wealth Management Limited
38 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 84.6%, this is a higher level of debt than the average (42.6%)
84.6% - Robert Saunderson Wealth Management Limited
42.6% - Industry AVG
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED financials
Robert Saunderson Wealth Management Limited's latest turnover from December 2023 is estimated at £711.8 thousand and the company has net assets of £31.8 thousand. According to their latest financial statements, Robert Saunderson Wealth Management Limited has 4 employees and maintains cash reserves of £55.1 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 5 | 5 | 5 | 3 | 5 | 4 | ||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 503 | 460 | 1,104 | 1,121 | 1,855 | 1,785 | 519 | 779 | 167 | 895 | 1,479 | 2,184 |
| Intangible Assets | 150,394 | 181,510 | 212,626 | 242,833 | 273,833 | 299,667 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 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 |
| Total Fixed Assets | 150,897 | 181,970 | 213,730 | 243,954 | 275,688 | 301,452 | 519 | 779 | 167 | 895 | 1,479 | 2,184 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 15,559 | 40,242 | 21,894 | 37,148 | 12,063 | 12,289 | 9,549 | 32,283 | 35,768 | 37,853 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 0 | 45,409 | 4,660 | 10,420 | 9,543 | 9,544 | 10,834 | 25,805 | 25,378 | 0 | 3,925 | 0 |
| Cash | 55,115 | 51,455 | 163,626 | 191,096 | 73,219 | 33,825 | 0 | 15,168 | 3,787 | 7,028 | 3,035 | 3,162 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 27,858 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 55,115 | 96,864 | 183,845 | 241,758 | 104,656 | 80,517 | 50,755 | 53,262 | 38,714 | 39,311 | 42,728 | 41,015 |
| total assets | 206,012 | 278,834 | 397,575 | 485,712 | 380,344 | 381,969 | 51,274 | 54,041 | 38,881 | 40,206 | 44,207 | 43,199 |
| Bank overdraft | 10,119 | 9,737 | 9,497 | 38,815 | 20,828 | 58,000 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 7,462 | 7,807 | 3,536 | 4,575 | 3,635 | 5,014 | 44,866 | 1,676 | 3,772 | 39,684 | 35,982 | 37,519 |
| Group/Directors Accounts | 48,419 | 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 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 92,395 | 55,295 | 90,575 | 210,749 | 231,093 | 135,975 | 0 | 50,633 | 34,051 | 0 | 0 | 0 |
| total current liabilities | 158,395 | 72,839 | 103,608 | 254,139 | 255,556 | 198,989 | 44,866 | 52,309 | 37,823 | 39,684 | 35,982 | 37,519 |
| loans | 15,661 | 25,913 | 35,779 | 186,590 | 107,892 | 92,552 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 5,500 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 107,850 | 176,051 | 0 | 0 | 77,500 | 0 | 0 | 0 | 0 | 7,468 | 5,173 |
| provisions | 126 | 115 | 276 | 213 | 352 | 339 | 0 | 0 | 33 | 179 | 296 | 437 |
| total long term liabilities | 15,787 | 133,878 | 212,106 | 186,803 | 108,244 | 170,391 | 5,500 | 0 | 33 | 179 | 7,764 | 5,610 |
| total liabilities | 174,182 | 206,717 | 315,714 | 440,942 | 363,800 | 369,380 | 50,366 | 52,309 | 37,856 | 39,863 | 43,746 | 43,129 |
| net assets | 31,830 | 72,117 | 81,861 | 44,770 | 16,544 | 12,589 | 908 | 1,732 | 1,025 | 343 | 461 | 70 |
| total shareholders funds | 31,830 | 72,117 | 81,861 | 44,770 | 16,544 | 12,589 | 908 | 1,732 | 1,025 | 343 | 461 | 70 |
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||||
| Operating Profit | ||||||||||||
| Depreciation | 294 | 644 | 866 | 734 | 839 | 442 | 267 | 728 | 745 | 705 | 714 | |
| Amortisation | 31,116 | 31,116 | 31,367 | 31,000 | 25,834 | 10,333 | 0 | 0 | 0 | 0 | 0 | |
| Tax | ||||||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -45,409 | 25,190 | -30,443 | 19,225 | -15,255 | 23,795 | -15,197 | 3,167 | 2,644 | -7,410 | 1,840 | 37,853 |
| Creditors | -345 | 4,271 | -1,039 | 940 | -1,379 | -39,852 | 43,190 | -2,096 | -35,912 | 3,702 | -1,537 | 37,519 |
| Accruals and Deferred Income | 37,100 | -35,280 | -120,174 | -20,344 | 95,118 | 130,475 | -45,133 | 16,582 | 34,051 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | 11 | -161 | 63 | -139 | 13 | 339 | 0 | -33 | -146 | -117 | -141 | 437 |
| Cash flow from operations | ||||||||||||
| Investing Activities | ||||||||||||
| capital expenditure | ||||||||||||
| Change in Investments | 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 |
| Group/Directors Accounts | 48,419 | 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 |
| Long term loans | -10,252 | -9,866 | -150,811 | 78,698 | 15,340 | 92,552 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | -107,850 | -68,201 | 176,051 | 0 | -77,500 | 77,500 | 0 | 0 | 0 | -7,468 | 2,295 | 5,173 |
| share issue | ||||||||||||
| interest | ||||||||||||
| cash flow from financing | ||||||||||||
| cash and cash equivalents | ||||||||||||
| cash | 3,660 | -112,171 | -27,470 | 117,877 | 39,394 | 33,825 | -15,168 | 11,381 | -3,241 | 3,993 | -127 | 3,162 |
| overdraft | 382 | 240 | -29,318 | 17,987 | -37,172 | 58,000 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | 3,278 | -112,411 | 1,848 | 99,890 | 76,566 | -24,175 | -15,168 | 11,381 | -3,241 | 3,993 | -127 | 3,162 |
robert saunderson wealth management limited Credit Report and Business Information
Robert Saunderson Wealth Management Limited Competitor Analysis
Perform a competitor analysis for robert saunderson wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in W1T area or any other competitors across 12 key performance metrics.
robert saunderson wealth management limited Ownership
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED group structure
Robert Saunderson Wealth Management Limited has no subsidiary companies.
Ultimate parent company
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED
07749880
robert saunderson wealth management limited directors
Robert Saunderson Wealth Management Limited currently has 1 director, Mr Robert Saunderson serving since Aug 2011.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Robert Saunderson | United Kingdom | 44 years | Aug 2011 | - | Director |
P&L
December 2023turnover
711.8k
+14%
operating profit
-39.6k
0%
gross margin
84%
+0.59%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
31.8k
-0.56%
total assets
206k
-0.26%
cash
55.1k
+0.07%
net assets
Total assets minus all liabilities
Similar Companies
robert saunderson wealth management limited company details
company number
07749880
Type
Private limited with Share Capital
industry
66190 - Other activities auxiliary to financial services, except insurance and pension funding
incorporation date
August 2011
age
13
incorporated
UK
accounts
Total Exemption Full
ultimate parent company
previous names
robert elliot wealth management limited (December 2023)
last accounts submitted
December 2023
address
5-11 mortimer street, london, W1T 3HS
accountant
-
auditor
-
robert saunderson 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 robert saunderson wealth management limited.
robert saunderson wealth management limited Companies House Filings - See Documents
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