jrt wealth management limited
jrt wealth management limited Company Information
Group Structure
View All
Industry
Financial management
Registered Address
lancaster house ackhurst busines, foxhole road, chorley, PR7 1NY
Website
-jrt wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of JRT WEALTH MANAGEMENT LIMITED at £230.1k based on a Turnover of £318.2k and 0.72x industry multiple (adjusted for size and gross margin).
jrt wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of JRT WEALTH MANAGEMENT LIMITED at £2m based on an EBITDA of £353.8k and a 5.58x industry multiple (adjusted for size and gross margin).
jrt wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of JRT WEALTH MANAGEMENT LIMITED at £1.6m based on Net Assets of £441.6k and 3.51x industry multiple (adjusted for liquidity).
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Jrt Wealth Management Limited Overview
Jrt Wealth Management Limited is a live company located in chorley, PR7 1NY with a Companies House number of 07887215. It operates in the financial management sector, SIC Code 70221. Founded in December 2011, it's largest shareholder is pfm group limited with a 100% stake. Jrt Wealth Management Limited is a established, micro sized company, Pomanda has estimated its turnover at £318.2k with healthy growth in recent years.
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Jrt Wealth Management Limited Health Check
Pomanda's financial health check has awarded Jrt Wealth Management Limited a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 3 areas for improvement. Company Health Check FAQs
2 Strong
4 Regular
3 Weak
Size
annual sales of £318.2k, make it smaller than the average company (£1.3m)
- Jrt Wealth Management Limited
£1.3m - Industry AVG
Growth
3 year (CAGR) sales growth of 11%, show it is growing at a similar rate (9.6%)
- Jrt Wealth Management Limited
9.6% - Industry AVG
Production
with a gross margin of 83.2%, this company has a comparable cost of product (83.2%)
- Jrt Wealth Management Limited
83.2% - Industry AVG
Profitability
an operating margin of 96.4% make it more profitable than the average company (8.3%)
- Jrt Wealth Management Limited
8.3% - Industry AVG
Employees
with 2 employees, this is below the industry average (6)
2 - Jrt Wealth Management Limited
6 - Industry AVG
Pay Structure
on an average salary of £58.1k, the company has an equivalent pay structure (£58.1k)
- Jrt Wealth Management Limited
£58.1k - Industry AVG
Efficiency
resulting in sales per employee of £159.1k, this is equally as efficient (£159.1k)
- Jrt Wealth Management Limited
£159.1k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Jrt Wealth Management Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Jrt Wealth Management Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Jrt Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 7 weeks, this is less cash available to meet short term requirements (32 weeks)
7 weeks - Jrt Wealth Management Limited
32 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 42.2%, this is a lower level of debt than the average (56%)
42.2% - Jrt Wealth Management Limited
56% - Industry AVG
JRT WEALTH MANAGEMENT LIMITED financials
Jrt Wealth Management Limited's latest turnover from December 2023 is estimated at £318.2 thousand and the company has net assets of £441.6 thousand. According to their latest financial statements, Jrt Wealth Management Limited has 2 employees and maintains cash reserves of £32.9 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 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | |||
| 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 | 83,362 | 130,481 | 1,322 | 1,438 | 1,639 | 3,399 | 879 | 1,366 | 273 | 288 | 405 | 708 |
| Intangible Assets | 22,000 | 88,000 | 154,000 | 220,000 | 286,000 | 352,000 | 418,000 | 484,000 | 550,000 | 616,000 | ||
| Investments & Other | ||||||||||||
| Debtors (Due After 1 year) | ||||||||||||
| Total Fixed Assets | 83,362 | 130,481 | 23,322 | 89,438 | 155,639 | 223,399 | 286,879 | 353,366 | 418,273 | 484,288 | 550,405 | 616,708 |
| Stock & work in progress | ||||||||||||
| Trade Debtors | ||||||||||||
| Group Debtors | ||||||||||||
| Misc Debtors | 647,944 | 321,412 | 354,960 | 419,923 | 431,199 | 331,180 | 279,049 | 81,904 | ||||
| Cash | 32,894 | 80,995 | 182,668 | 116,015 | 51,329 | 35,398 | 39,410 | 17,763 | 215 | 63 | 25 | 20,547 |
| misc current assets | ||||||||||||
| total current assets | 680,838 | 402,407 | 182,668 | 470,975 | 471,252 | 466,597 | 370,590 | 296,812 | 82,119 | 63 | 25 | 20,547 |
| total assets | 764,200 | 532,888 | 205,990 | 560,413 | 626,891 | 689,996 | 657,469 | 650,178 | 500,392 | 484,351 | 550,430 | 637,255 |
| Bank overdraft | 10,000 | 10,000 | 10,000 | 9,167 | ||||||||
| Bank loan | ||||||||||||
| Trade Creditors | 112,579 | 301,140 | 472,789 | |||||||||
| Group/Directors Accounts | 32 | |||||||||||
| other short term finances | ||||||||||||
| hp & lease commitments | 12,363 | 12,363 | ||||||||||
| other current liabilities | 192,531 | 143,757 | 119,071 | 78,193 | 87,476 | 83,444 | 73,921 | 60,372 | 50,748 | |||
| total current liabilities | 214,894 | 166,120 | 129,103 | 87,360 | 87,476 | 83,444 | 73,921 | 60,372 | 50,748 | 112,579 | 301,140 | 472,789 |
| loans | 15,000 | 25,012 | 35,000 | 40,833 | ||||||||
| hp & lease commitments | 92,676 | 105,039 | ||||||||||
| Accruals and Deferred Income | ||||||||||||
| other liabilities | ||||||||||||
| provisions | 24,792 | 251 | 273 | 311 | 646 | 167 | 259 | 52 | 58 | 81 | 142 | |
| total long term liabilities | 107,676 | 154,843 | 35,251 | 41,106 | 311 | 646 | 167 | 259 | 52 | 58 | 81 | 142 |
| total liabilities | 322,570 | 320,963 | 164,354 | 128,466 | 87,787 | 84,090 | 74,088 | 60,631 | 50,800 | 112,637 | 301,221 | 472,931 |
| net assets | 441,630 | 211,925 | 41,636 | 431,947 | 539,104 | 605,906 | 583,381 | 589,547 | 449,592 | 371,714 | 249,209 | 164,324 |
| total shareholders funds | 441,630 | 211,925 | 41,636 | 431,947 | 539,104 | 605,906 | 583,381 | 589,547 | 449,592 | 371,714 | 249,209 | 164,324 |
| 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 | 47,119 | 11,288 | 1,020 | 2,358 | 1,760 | 2,397 | 847 | 820 | 283 | 396 | 303 | 202 |
| Amortisation | 22,000 | 66,000 | 66,000 | 66,000 | 66,000 | 66,000 | 66,000 | 66,000 | 66,000 | 66,000 | 44,000 | |
| Tax | ||||||||||||
| Stock | ||||||||||||
| Debtors | 326,532 | 321,412 | -354,960 | -64,963 | -11,276 | 100,019 | 52,131 | 197,145 | 81,904 | |||
| Creditors | -112,579 | -188,561 | -171,649 | 472,789 | ||||||||
| Accruals and Deferred Income | 48,774 | 24,686 | 40,878 | -9,283 | 4,032 | 9,523 | 13,549 | 9,624 | 50,748 | |||
| Deferred Taxes & Provisions | -24,792 | 24,541 | -22 | -38 | -335 | 479 | -92 | 207 | -6 | -23 | -61 | 142 |
| Cash flow from operations | ||||||||||||
| Investing Activities | ||||||||||||
| capital expenditure | ||||||||||||
| Change in Investments | ||||||||||||
| cash flow from investments | ||||||||||||
| Financing Activities | ||||||||||||
| Bank loans | ||||||||||||
| Group/Directors Accounts | -32 | 32 | ||||||||||
| Other Short Term Loans | ||||||||||||
| Long term loans | -10,012 | -9,988 | -5,833 | 40,833 | ||||||||
| Hire Purchase and Lease Commitments | -12,363 | 117,402 | ||||||||||
| other long term liabilities | ||||||||||||
| share issue | ||||||||||||
| interest | ||||||||||||
| cash flow from financing | ||||||||||||
| cash and cash equivalents | ||||||||||||
| cash | -48,101 | -101,673 | 66,653 | 64,686 | 15,931 | -4,012 | 21,647 | 17,548 | 152 | 38 | -20,522 | 20,547 |
| overdraft | 833 | 9,167 | ||||||||||
| change in cash | -48,101 | -101,673 | 65,820 | 55,519 | 15,931 | -4,012 | 21,647 | 17,548 | 152 | 38 | -20,522 | 20,547 |
jrt wealth management limited Credit Report and Business Information
Jrt Wealth Management Limited Competitor Analysis
Perform a competitor analysis for jrt wealth management limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in PR7 area or any other competitors across 12 key performance metrics.
jrt wealth management limited Ownership
JRT WEALTH MANAGEMENT LIMITED group structure
Jrt Wealth Management Limited has no subsidiary companies.
Ultimate parent company
SYMBOL BIDCO I LTD
#0129177
2 parents
JRT WEALTH MANAGEMENT LIMITED
07887215
jrt wealth management limited directors
Jrt Wealth Management Limited currently has 1 director, Mr David Hesketh serving since Jul 2024.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr David Hesketh | England | 43 years | Jul 2024 | - | Director |
P&L
December 2023turnover
318.2k
+4%
operating profit
306.7k
0%
gross margin
83.2%
-0.22%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
441.6k
+1.08%
total assets
764.2k
+0.43%
cash
32.9k
-0.59%
net assets
Total assets minus all liabilities
jrt wealth management limited company details
company number
07887215
Type
Private limited with Share Capital
industry
70221 - Financial management
incorporation date
December 2011
age
14
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
December 2023
previous names
N/A
accountant
DOUGLAS SHAW LIMITED
auditor
-
address
lancaster house ackhurst busines, foxhole road, chorley, PR7 1NY
Bank
-
Legal Advisor
-
jrt 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 jrt wealth management limited.
jrt 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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jrt wealth management limited Companies House Filings - See Documents
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