lewis wealth management limited
lewis wealth management limited Company Information
Company Number
08373434
Next Accounts
Dec 2024
Industry
Activities of insurance agents and brokers
Directors
Shareholders
neil lewis
jane amry lewis
Group Structure
View All
Contact
Registered Address
st. james's house, anchorage avenue, shrewsbury, shropshire, SY2 6FG
lewis wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of LEWIS WEALTH MANAGEMENT LIMITED at £674.8k based on a Turnover of £468k and 1.44x industry multiple (adjusted for size and gross margin).
lewis wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of LEWIS WEALTH MANAGEMENT LIMITED at £57k based on an EBITDA of £9.9k and a 5.77x industry multiple (adjusted for size and gross margin).
lewis wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of LEWIS WEALTH MANAGEMENT LIMITED at £70.1k based on Net Assets of £25.4k and 2.76x industry multiple (adjusted for liquidity).
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Lewis Wealth Management Limited Overview
Lewis Wealth Management Limited is a live company located in shrewsbury, SY2 6FG with a Companies House number of 08373434. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in January 2013, it's largest shareholder is neil lewis with a 67% stake. Lewis Wealth Management Limited is a established, micro sized company, Pomanda has estimated its turnover at £468k with healthy growth in recent years.
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Lewis Wealth Management Limited Health Check
Pomanda's financial health check has awarded Lewis Wealth Management Limited a 3.5 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
4 Strong
2 Regular
5 Weak
Size
annual sales of £468k, make it smaller than the average company (£2.6m)
- Lewis Wealth Management Limited
£2.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 8%, show it is growing at a faster rate (5.2%)
- Lewis Wealth Management Limited
5.2% - Industry AVG
Production
with a gross margin of 96.9%, this company has a comparable cost of product (96.9%)
- Lewis Wealth Management Limited
96.9% - Industry AVG
Profitability
an operating margin of 1.3% make it less profitable than the average company (19.7%)
- Lewis Wealth Management Limited
19.7% - Industry AVG
Employees
with 7 employees, this is below the industry average (17)
7 - Lewis Wealth Management Limited
17 - Industry AVG
Pay Structure
on an average salary of £48.7k, the company has an equivalent pay structure (£48.7k)
- Lewis Wealth Management Limited
£48.7k - Industry AVG
Efficiency
resulting in sales per employee of £66.9k, this is less efficient (£107.8k)
- Lewis Wealth Management Limited
£107.8k - Industry AVG
Debtor Days
it gets paid by customers after 15 days, this is earlier than average (69 days)
- Lewis Wealth Management Limited
69 days - Industry AVG
Creditor Days
its suppliers are paid after 487 days, this is slower than average (126 days)
- Lewis Wealth Management Limited
126 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Lewis Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 25 weeks, this is less cash available to meet short term requirements (37 weeks)
25 weeks - Lewis Wealth Management Limited
37 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 47.6%, this is a lower level of debt than the average (59%)
47.6% - Lewis Wealth Management Limited
59% - Industry AVG
LEWIS WEALTH MANAGEMENT LIMITED financials
Lewis Wealth Management Limited's latest turnover from March 2023 is estimated at £468 thousand and the company has net assets of £25.4 thousand. According to their latest financial statements, Lewis Wealth Management Limited has 7 employees and maintains cash reserves of £9.5 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | Mar 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 | 7 | 6 | 6 | 6 | 6 | 5 | 6 | |||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | Mar 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 19,531 | 18,371 | 20,033 | 22,743 | 15,261 | 15,981 | 25,261 | 15,815 | 20,572 | 19,992 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 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 |
| Total Fixed Assets | 19,531 | 18,371 | 20,033 | 22,743 | 15,261 | 15,981 | 25,261 | 15,815 | 20,572 | 19,992 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 19,493 | 34,907 | 16,908 | 12,670 | 16,346 | 13,877 | 18,609 | 11,096 | 14,342 | 4,825 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 88 | 0 | 0 | 0 |
| Cash | 9,451 | 1,812 | 0 | 0 | 220 | 23,721 | 0 | 4,500 | 4,731 | 1,721 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 28,944 | 36,719 | 16,908 | 12,670 | 16,566 | 37,598 | 18,697 | 15,596 | 19,073 | 6,546 |
| total assets | 48,475 | 55,090 | 36,941 | 35,413 | 31,827 | 53,579 | 43,958 | 31,411 | 39,645 | 26,538 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 1,903 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 19,379 | 31,267 | 23,151 | 30,591 | 28,558 | 3,617 | 1,999 | 12,905 | 11,870 | 7,569 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 0 | 0 | 0 | 0 | 0 | 24,050 | 12,568 | 0 | 0 | 0 |
| total current liabilities | 19,379 | 31,267 | 23,151 | 30,591 | 28,558 | 27,667 | 16,470 | 12,905 | 11,870 | 7,569 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 6,700 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 3,710 | 3,490 | 3,806 | 0 | 0 | 0 | 0 | 9,518 | 12,129 | 14,531 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 3,710 | 3,490 | 3,806 | 0 | 0 | 0 | 6,700 | 9,518 | 12,129 | 14,531 |
| total liabilities | 23,089 | 34,757 | 26,957 | 30,591 | 28,558 | 27,667 | 23,170 | 22,423 | 23,999 | 22,100 |
| net assets | 25,386 | 20,333 | 9,984 | 4,822 | 3,269 | 25,912 | 20,788 | 8,988 | 15,646 | 4,438 |
| total shareholders funds | 25,386 | 20,333 | 9,984 | 4,822 | 3,269 | 25,912 | 20,788 | 8,988 | 15,646 | 4,438 |
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | Mar 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||
| Operating Profit | ||||||||||
| Depreciation | 3,883 | 3,320 | 3,750 | 3,676 | 2,984 | 2,883 | 5,684 | 4,987 | 0 | 0 |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tax | ||||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -15,414 | 17,999 | 4,238 | -3,676 | 2,469 | -4,820 | 7,601 | -3,246 | 9,517 | 4,825 |
| Creditors | -11,888 | 8,116 | -7,440 | 2,033 | 24,941 | 1,618 | -10,906 | 1,035 | 4,301 | 7,569 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | -24,050 | 11,482 | 12,568 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | ||||||||||
| Investing Activities | ||||||||||
| capital expenditure | ||||||||||
| Change in Investments | 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 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | -6,700 | 6,700 | 0 | 0 | 0 |
| other long term liabilities | 220 | -316 | 3,806 | 0 | 0 | 0 | -9,518 | -2,611 | -2,402 | 14,531 |
| share issue | ||||||||||
| interest | ||||||||||
| cash flow from financing | ||||||||||
| cash and cash equivalents | ||||||||||
| cash | 7,639 | 1,812 | 0 | -220 | -23,501 | 23,721 | -4,500 | -231 | 3,010 | 1,721 |
| overdraft | 0 | 0 | 0 | 0 | 0 | -1,903 | 1,903 | 0 | 0 | 0 |
| change in cash | 7,639 | 1,812 | 0 | -220 | -23,501 | 25,624 | -6,403 | -231 | 3,010 | 1,721 |
lewis wealth management limited Credit Report and Business Information
Lewis Wealth Management Limited Competitor Analysis
Perform a competitor analysis for lewis wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in SY2 area or any other competitors across 12 key performance metrics.
lewis wealth management limited Ownership
LEWIS WEALTH MANAGEMENT LIMITED group structure
Lewis Wealth Management Limited has no subsidiary companies.
Ultimate parent company
LEWIS WEALTH MANAGEMENT LIMITED
08373434
lewis wealth management limited directors
Lewis Wealth Management Limited currently has 1 director, Mr Neil Lewis serving since Jan 2013.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Neil Lewis | United Kingdom | 61 years | Jan 2013 | - | Director |
P&L
March 2023turnover
468k
+8%
operating profit
6k
0%
gross margin
97%
+2.96%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2023net assets
25.4k
+0.25%
total assets
48.5k
-0.12%
cash
9.5k
+4.22%
net assets
Total assets minus all liabilities
lewis wealth management limited company details
company number
08373434
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
January 2013
age
11
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
March 2023
previous names
N/A
accountant
-
auditor
-
address
st. james's house, anchorage avenue, shrewsbury, shropshire, SY2 6FG
Bank
-
Legal Advisor
-
lewis 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 lewis wealth management limited.
lewis wealth management limited Companies House Filings - See Documents
| date | description | view/download |
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