
Company Number
08153757
Next Accounts
Apr 2026
Shareholders
seventyseven wealth management limited
Group Structure
View All
Industry
Other activities auxiliary to financial services, except insurance and pension funding
Registered Address
the old granary tong lane, lamberhurst, tunbridge wells, TN3 8AD
Website
www.pritchardwm.co.ukPomanda estimates the enterprise value of PRITCHARD WEALTH MANAGEMENT (UK) LIMITED at £2.4k based on a Turnover of £4.9k and 0.49x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of PRITCHARD WEALTH MANAGEMENT (UK) LIMITED at £0 based on an EBITDA of £0 and a 2.24x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of PRITCHARD WEALTH MANAGEMENT (UK) LIMITED at £2.3k based on Net Assets of £999 and 2.26x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Pritchard Wealth Management (uk) Limited is a live company located in tunbridge wells, TN3 8AD with a Companies House number of 08153757. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in July 2012, it's largest shareholder is seventyseven wealth management limited with a 100% stake. Pritchard Wealth Management (uk) Limited is a established, micro sized company, Pomanda has estimated its turnover at £4.9k with declining growth in recent years.
Pomanda's financial health check has awarded Pritchard Wealth Management (Uk) Limited a 0.5 rating. We use a traffic light system to show it exceeds the industry average on 0 measures and has 6 areas for improvement. Company Health Check FAQs
0 Strong
1 Regular
6 Weak
Size
annual sales of £4.9k, make it smaller than the average company (£3.8m)
- Pritchard Wealth Management (uk) Limited
£3.8m - Industry AVG
Growth
3 year (CAGR) sales growth of -74%, show it is growing at a slower rate (10.1%)
- Pritchard Wealth Management (uk) Limited
10.1% - Industry AVG
Production
with a gross margin of 16.6%, this company has a higher cost of product (80.4%)
- Pritchard Wealth Management (uk) Limited
80.4% - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- Pritchard Wealth Management (uk) Limited
- - Industry AVG
Employees
with 1 employees, this is below the industry average (7)
- Pritchard Wealth Management (uk) Limited
7 - Industry AVG
Pay Structure
on an average salary of £72.4k, the company has an equivalent pay structure (£72.4k)
- Pritchard Wealth Management (uk) Limited
£72.4k - Industry AVG
Efficiency
resulting in sales per employee of £4.9k, this is less efficient (£181.8k)
- Pritchard Wealth Management (uk) Limited
£181.8k - Industry AVG
Debtor Days
it gets paid by customers after 74 days, this is later than average (32 days)
- Pritchard Wealth Management (uk) Limited
32 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Pritchard Wealth Management (uk) Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Pritchard Wealth Management (uk) Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Pritchard Wealth Management (uk) Limited
- - Industry AVG
Debt Level
There is insufficient data available for this Key Performance Indicator!
- - Pritchard Wealth Management (uk) Limited
- - Industry AVG
Pritchard Wealth Management (Uk) Limited's latest turnover from July 2024 is estimated at £4.9 thousand and the company has net assets of £999. According to their latest financial statements, we estimate that Pritchard Wealth Management (Uk) Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 | Jan 2021 | Jan 2020 | Jan 2019 | Jan 2018 | Jan 2017 | Jan 2016 | Jan 2015 | Jan 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 4 | 4 | 4 | 4 | |||||
EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 | Jan 2021 | Jan 2020 | Jan 2019 | Jan 2018 | Jan 2017 | Jan 2016 | Jan 2015 | Jan 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Tangible Assets | 6,837 | 8,691 | 5,549 | 5,310 | 603 | 14,112 | 25,813 | |||||
Intangible Assets | 772,875 | 837,098 | 901,321 | 965,544 | 1,029,767 | 1,079,290 | 1,142,778 | 1,206,266 | ||||
Investments & Other | 57,200 | 46,900 | 62,200 | 53,600 | 45,450 | 750 | 750 | |||||
Debtors (Due After 1 year) | 8,276 | |||||||||||
Total Fixed Assets | 779,712 | 902,989 | 953,770 | 1,033,054 | 1,083,970 | 1,138,852 | 1,177,617 | 1,207,016 | ||||
Stock & work in progress | ||||||||||||
Trade Debtors | 999 | 999 | 999 | 40,037 | 39,731 | 26,110 | 41,693 | 21,451 | 32,431 | 32,654 | 38,872 | |
Group Debtors | 999 | |||||||||||
Misc Debtors | 41,727 | 6,456 | 8,411 | |||||||||
Cash | 428,808 | 225,063 | 916,044 | 824,613 | 574,516 | 443,946 | 383,473 | 275,494 | ||||
misc current assets | ||||||||||||
total current assets | 999 | 999 | 999 | 999 | 510,572 | 264,794 | 942,154 | 866,306 | 602,423 | 484,788 | 416,127 | 314,366 |
total assets | 999 | 999 | 999 | 999 | 1,290,284 | 1,167,783 | 1,895,924 | 1,899,360 | 1,686,393 | 1,623,640 | 1,593,744 | 1,521,382 |
Bank overdraft | ||||||||||||
Bank loan | ||||||||||||
Trade Creditors | 2,500 | 5,043 | 858 | 680 | 1,353,569 | 1,360,031 | ||||||
Group/Directors Accounts | ||||||||||||
other short term finances | ||||||||||||
hp & lease commitments | ||||||||||||
other current liabilities | 92,776 | 156,632 | 1,084,294 | 1,194,557 | 1,221,918 | 1,301,596 | ||||||
total current liabilities | 95,276 | 161,675 | 1,084,294 | 1,194,557 | 1,222,776 | 1,302,276 | 1,353,569 | 1,360,031 | ||||
loans | ||||||||||||
hp & lease commitments | ||||||||||||
Accruals and Deferred Income | ||||||||||||
other liabilities | ||||||||||||
provisions | 9,597 | 7,846 | 10,447 | 8,985 | 8,046 | |||||||
total long term liabilities | 9,597 | 7,846 | 10,447 | 8,985 | 8,046 | |||||||
total liabilities | 95,276 | 171,272 | 1,092,140 | 1,205,004 | 1,231,761 | 1,310,322 | 1,353,569 | 1,360,031 | ||||
net assets | 999 | 999 | 999 | 999 | 1,195,008 | 996,511 | 803,784 | 694,356 | 454,632 | 313,318 | 240,175 | 161,351 |
total shareholders funds | 999 | 999 | 999 | 999 | 1,195,008 | 996,511 | 803,784 | 694,356 | 454,632 | 313,318 | 240,175 | 161,351 |
Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 | Jan 2021 | Jan 2020 | Jan 2019 | Jan 2018 | Jan 2017 | Jan 2016 | Jan 2015 | Jan 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Operating Activities | ||||||||||||
Operating Profit | ||||||||||||
Depreciation | 342 | 5,311 | 3,241 | 2,228 | 1,770 | 3,214 | 13,510 | 12,907 | ||||
Amortisation | 5,352 | 64,223 | 64,223 | 64,223 | 64,223 | 64,223 | 63,488 | 63,488 | 63,488 | |||
Tax | ||||||||||||
Stock | ||||||||||||
Debtors | -38,732 | 42,033 | 13,621 | -15,583 | 13,786 | -12,935 | -88 | 2,058 | 38,872 | |||
Creditors | -5,043 | -2,543 | 5,043 | -858 | 178 | -1,352,889 | -6,462 | 1,360,031 | ||||
Accruals and Deferred Income | -156,632 | -63,856 | -927,662 | -110,263 | -27,361 | -79,678 | 1,301,596 | |||||
Deferred Taxes & Provisions | -9,597 | -9,597 | 1,751 | -2,601 | 1,462 | 939 | 8,046 | |||||
Cash flow from operations | ||||||||||||
Investing Activities | ||||||||||||
capital expenditure | ||||||||||||
Change in Investments | -57,200 | -57,200 | 10,300 | -15,300 | 8,600 | 8,150 | 44,700 | 750 | ||||
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 | ||||||||||||
share issue | ||||||||||||
interest | ||||||||||||
cash flow from financing | ||||||||||||
cash and cash equivalents | ||||||||||||
cash | -225,063 | 203,745 | -690,981 | 91,431 | 250,097 | 130,570 | 60,473 | 107,979 | 275,494 | |||
overdraft | ||||||||||||
change in cash | -225,063 | 203,745 | -690,981 | 91,431 | 250,097 | 130,570 | 60,473 | 107,979 | 275,494 |
Perform a competitor analysis for pritchard wealth management (uk) limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in TN3 area or any other competitors across 12 key performance metrics.
PRITCHARD WEALTH MANAGEMENT (UK) LIMITED group structure
Pritchard Wealth Management (Uk) Limited has no subsidiary companies.
Ultimate parent company
1 parent
PRITCHARD WEALTH MANAGEMENT (UK) LIMITED
08153757
Pritchard Wealth Management (Uk) Limited currently has 4 directors. The longest serving directors include Mr Paul Luetchford (Mar 2021) and Mr James Luetchford (Mar 2021).
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Paul Luetchford | England | 50 years | Mar 2021 | - | Director |
Mr James Luetchford | England | 45 years | Mar 2021 | - | Director |
Mr David Summers | England | 69 years | Mar 2021 | - | Director |
Mrs Adele Abbott | England | 41 years | Mar 2021 | - | Director |
P&L
July 2024turnover
4.9k
+7%
operating profit
0
0%
gross margin
16.7%
-8.81%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
July 2024net assets
999
0%
total assets
999
0%
cash
0
0%
net assets
Total assets minus all liabilities
company number
08153757
Type
Private limited with Share Capital
industry
66190 - Other activities auxiliary to financial services, except insurance and pension funding
incorporation date
July 2012
age
13
incorporated
UK
ultimate parent company
accounts
Dormant
last accounts submitted
July 2024
previous names
neil pritchard wealth management (uk) limited (July 2012)
accountant
-
auditor
-
address
the old granary tong lane, lamberhurst, tunbridge wells, TN3 8AD
Bank
-
Legal Advisor
-
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 pritchard wealth management (uk) limited.
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.
Click to start generating capital raising & share issue transactions for PRITCHARD WEALTH MANAGEMENT (UK) LIMITED. This can take several minutes, an email will notify you when this has completed.
date | description | view/download |
---|