smith jackson wealth consultancy limited
smith jackson wealth consultancy limited Company Information
Company Number
08444827
Next Accounts
Sep 2025
Industry
Financial management
Directors
Shareholders
smith jackson wealth management limited
Group Structure
View All
Contact
Registered Address
suite 6b link 665 business centr, todd hall road, haslingden, lancashire, BB4 5HU
Website
www.smithjackson.co.uksmith jackson wealth consultancy limited Estimated Valuation
Pomanda estimates the enterprise value of SMITH JACKSON WEALTH CONSULTANCY LIMITED at £120.7k based on a Turnover of £163.4k and 0.74x industry multiple (adjusted for size and gross margin).
smith jackson wealth consultancy limited Estimated Valuation
Pomanda estimates the enterprise value of SMITH JACKSON WEALTH CONSULTANCY LIMITED at £0 based on an EBITDA of £-30.6k and a 4.9x industry multiple (adjusted for size and gross margin).
smith jackson wealth consultancy limited Estimated Valuation
Pomanda estimates the enterprise value of SMITH JACKSON WEALTH CONSULTANCY LIMITED at £6.5k based on Net Assets of £1.9k and 3.38x industry multiple (adjusted for liquidity).
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Smith Jackson Wealth Consultancy Limited Overview
Smith Jackson Wealth Consultancy Limited is a live company located in haslingden, BB4 5HU with a Companies House number of 08444827. It operates in the financial management sector, SIC Code 70221. Founded in March 2013, it's largest shareholder is smith jackson wealth management limited with a 100% stake. Smith Jackson Wealth Consultancy Limited is a established, micro sized company, Pomanda has estimated its turnover at £163.4k with declining growth in recent years.
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Smith Jackson Wealth Consultancy Limited Health Check
Pomanda's financial health check has awarded Smith Jackson Wealth Consultancy Limited a 1 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
3 Regular
6 Weak
Size
annual sales of £163.4k, make it smaller than the average company (£1.3m)
- Smith Jackson Wealth Consultancy Limited
£1.3m - Industry AVG
Growth
3 year (CAGR) sales growth of -44%, show it is growing at a slower rate (9.5%)
- Smith Jackson Wealth Consultancy Limited
9.5% - Industry AVG
Production
with a gross margin of 82.8%, this company has a comparable cost of product (82.8%)
- Smith Jackson Wealth Consultancy Limited
82.8% - Industry AVG
Profitability
an operating margin of -18.7% make it less profitable than the average company (8.3%)
- Smith Jackson Wealth Consultancy Limited
8.3% - Industry AVG
Employees
with 1 employees, this is below the industry average (6)
1 - Smith Jackson Wealth Consultancy Limited
6 - Industry AVG
Pay Structure
on an average salary of £60.8k, the company has an equivalent pay structure (£60.8k)
- Smith Jackson Wealth Consultancy Limited
£60.8k - Industry AVG
Efficiency
resulting in sales per employee of £163.4k, this is equally as efficient (£163.4k)
- Smith Jackson Wealth Consultancy Limited
£163.4k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Smith Jackson Wealth Consultancy Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Smith Jackson Wealth Consultancy Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Smith Jackson Wealth Consultancy Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 1 weeks, this is less cash available to meet short term requirements (33 weeks)
1 weeks - Smith Jackson Wealth Consultancy Limited
33 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 97.1%, this is a higher level of debt than the average (54.4%)
97.1% - Smith Jackson Wealth Consultancy Limited
54.4% - Industry AVG
SMITH JACKSON WEALTH CONSULTANCY LIMITED financials
Smith Jackson Wealth Consultancy Limited's latest turnover from December 2023 is estimated at £163.4 thousand and the company has net assets of £1.9 thousand. According to their latest financial statements, Smith Jackson Wealth Consultancy Limited has 1 employee and maintains cash reserves of £2 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1 | 14 | 12 | 14 | 14 | 10 | 5 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 0 | 0 | 32,725 | 39,374 | 48,533 | 36,151 | 54,439 | 29,559 | 26,897 | 18,542 | 22,295 |
| Intangible Assets | 0 | 0 | 1,479,617 | 1,585,670 | 1,692,036 | 1,791,521 | 821,658 | 933,653 | 989,545 | 1,067,160 | 836,361 |
| Investments & Other | 0 | 0 | 2,705,600 | 2,714,245 | 2,713,052 | 978,756 | 1,778,062 | 673,137 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 0 | 0 | 4,217,942 | 4,339,289 | 4,453,621 | 2,806,428 | 2,654,159 | 1,636,349 | 1,016,442 | 1,085,702 | 858,656 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 133,014 | 157,539 | 160,803 | 74,423 | 96,949 | 64,458 | 79,475 | 52,623 | 57,864 |
| Group Debtors | 63,984 | 95,112 | 6,702 | 0 | 0 | 0 | 0 | 82,190 | 0 | 0 | 0 |
| Misc Debtors | 0 | 0 | 246,786 | 26,065 | 22,026 | 15,343 | 13,850 | 2,338 | 2,332 | 0 | 0 |
| Cash | 2,013 | 3,147 | 47,944 | 72,846 | 378,367 | 8,552 | 44,949 | 0 | 0 | 51,675 | 63,591 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 65,997 | 98,259 | 434,446 | 256,450 | 561,196 | 98,318 | 155,748 | 148,986 | 81,807 | 104,298 | 121,455 |
| total assets | 65,997 | 98,259 | 4,652,388 | 4,595,739 | 5,014,817 | 2,904,746 | 2,809,907 | 1,785,335 | 1,098,249 | 1,190,000 | 980,111 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19,558 | 14,007 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 0 | 0 | 4,915 | 17,838 | 10,192 | 7,712 | 6,858 | 4,148 | 17,230 | 1,114,027 | 930,587 |
| Group/Directors Accounts | 0 | 0 | 0 | 11,588 | 29,275 | 24,031 | 36,049 | 0 | 0 | 0 | 0 |
| other short term finances | 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 |
| other current liabilities | 64,057 | 65,817 | 1,040,780 | 1,404,740 | 3,006,837 | 713,396 | 606,178 | 1,710,330 | 1,050,600 | 0 | 0 |
| total current liabilities | 64,057 | 65,817 | 1,045,695 | 1,434,166 | 3,046,304 | 745,139 | 649,085 | 1,734,036 | 1,081,837 | 1,114,027 | 930,587 |
| loans | 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 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 0 | 2,810,000 | 3,047,038 | 1,818,487 | 2,082,592 | 2,091,798 | 0 | 0 | 0 | 0 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 0 | 0 | 2,810,000 | 3,047,038 | 1,818,487 | 2,082,592 | 2,091,798 | 0 | 0 | 0 | 0 |
| total liabilities | 64,057 | 65,817 | 3,855,695 | 4,481,204 | 4,864,791 | 2,827,731 | 2,740,883 | 1,734,036 | 1,081,837 | 1,114,027 | 930,587 |
| net assets | 1,940 | 32,442 | 796,693 | 114,535 | 150,026 | 77,015 | 69,024 | 51,299 | 16,412 | 75,973 | 49,524 |
| total shareholders funds | 1,940 | 32,442 | 796,693 | 114,535 | 150,026 | 77,015 | 69,024 | 51,299 | 16,412 | 75,973 | 49,524 |
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||
| Operating Profit | |||||||||||
| Depreciation | 0 | 0 | 16,353 | 16,553 | 15,952 | 25,592 | 21,195 | 9,145 | 8,565 | 9,105 | 3,176 |
| Amortisation | 0 | 0 | 106,053 | 106,366 | 105,740 | 105,740 | 51,961 | 55,892 | 55,893 | 57,099 | 17,795 |
| Tax | |||||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -31,128 | -291,390 | 202,898 | 775 | 93,063 | -21,033 | -38,187 | 67,179 | 29,184 | -5,241 | 57,864 |
| Creditors | 0 | -4,915 | -12,923 | 7,646 | 2,480 | 854 | 2,710 | -13,082 | -1,096,797 | 183,440 | 930,587 |
| Accruals and Deferred Income | -1,760 | -974,963 | -363,960 | -1,602,097 | 2,293,441 | 107,218 | -1,104,152 | 659,730 | 1,050,600 | 0 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | |||||||||||
| Investing Activities | |||||||||||
| capital expenditure | |||||||||||
| Change in Investments | 0 | -2,705,600 | -8,645 | 1,193 | 1,734,296 | -799,306 | 1,104,925 | 673,137 | 0 | 0 | 0 |
| cash flow from investments | |||||||||||
| Financing Activities | |||||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | -11,588 | -17,687 | 5,244 | -12,018 | 36,049 | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | -2,810,000 | -237,038 | 1,228,551 | -264,105 | -9,206 | 2,091,798 | 0 | 0 | 0 | 0 |
| share issue | |||||||||||
| interest | |||||||||||
| cash flow from financing | |||||||||||
| cash and cash equivalents | |||||||||||
| cash | -1,134 | -44,797 | -24,902 | -305,521 | 369,815 | -36,397 | 44,949 | 0 | -51,675 | -11,916 | 63,591 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | -19,558 | 5,551 | 14,007 | 0 | 0 |
| change in cash | -1,134 | -44,797 | -24,902 | -305,521 | 369,815 | -36,397 | 64,507 | -5,551 | -65,682 | -11,916 | 63,591 |
smith jackson wealth consultancy limited Credit Report and Business Information
Smith Jackson Wealth Consultancy Limited Competitor Analysis
Perform a competitor analysis for smith jackson wealth consultancy limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in BB4 area or any other competitors across 12 key performance metrics.
smith jackson wealth consultancy limited Ownership
SMITH JACKSON WEALTH CONSULTANCY LIMITED group structure
Smith Jackson Wealth Consultancy Limited has 1 subsidiary company.
Ultimate parent company
SMITH JACKSON WEALTH CONSULTANCY LIMITED
08444827
1 subsidiary
smith jackson wealth consultancy limited directors
Smith Jackson Wealth Consultancy Limited currently has 1 director, Mr Andrew Smith serving since Mar 2013.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Andrew Smith | United Kingdom | 57 years | Mar 2013 | - | Director |
P&L
December 2023turnover
163.4k
-92%
operating profit
-30.6k
0%
gross margin
82.8%
-1.45%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
1.9k
-0.94%
total assets
66k
-0.33%
cash
2k
-0.36%
net assets
Total assets minus all liabilities
smith jackson wealth consultancy limited company details
company number
08444827
Type
Private limited with Share Capital
industry
70221 - Financial management
incorporation date
March 2013
age
12
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
December 2023
previous names
N/A
accountant
BTMR LIMITED
auditor
-
address
suite 6b link 665 business centr, todd hall road, haslingden, lancashire, BB4 5HU
Bank
HSBC BANK PLC
Legal Advisor
-
smith jackson wealth consultancy 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 found 1 charges/mortgages relating to smith jackson wealth consultancy limited. Currently there are 0 open charges and 1 have been satisfied in the past.
smith jackson wealth consultancy 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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smith jackson wealth consultancy limited Companies House Filings - See Documents
| date | description | view/download |
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