my estate planner ltd

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my estate planner ltd Company Information

Share MY ESTATE PLANNER LTD

Company Number

08466025

Shareholders

jonathan amponsah

Group Structure

View All

Industry

Financial management

 

Registered Address

13 west hill, wandsworth, london, SW18 1RB

Website

-

my estate planner ltd Estimated Valuation

£22.6k

Pomanda estimates the enterprise value of MY ESTATE PLANNER LTD at £22.6k based on a Turnover of £42.8k and 0.53x industry multiple (adjusted for size and gross margin).

my estate planner ltd Estimated Valuation

£0

Pomanda estimates the enterprise value of MY ESTATE PLANNER LTD at £0 based on an EBITDA of £-4.3k and a 3.12x industry multiple (adjusted for size and gross margin).

my estate planner ltd Estimated Valuation

£26.3k

Pomanda estimates the enterprise value of MY ESTATE PLANNER LTD at £26.3k based on Net Assets of £7.8k and 3.38x industry multiple (adjusted for liquidity).

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My Estate Planner Ltd Overview

My Estate Planner Ltd is a live company located in london, SW18 1RB with a Companies House number of 08466025. It operates in the financial management sector, SIC Code 70221. Founded in March 2013, it's largest shareholder is jonathan amponsah with a 100% stake. My Estate Planner Ltd is a established, micro sized company, Pomanda has estimated its turnover at £42.8k with high growth in recent years.

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My Estate Planner Ltd Health Check

Pomanda's financial health check has awarded My Estate Planner Ltd a 2.5 rating. We use a traffic light system to show it exceeds the industry average on 3 measures and has 6 areas for improvement. Company Health Check FAQs

Health Check Image
Health Rating2.5out of 5
positive_score

3 Strong

positive_score

1 Regular

positive_score

6 Weak

size

Size

annual sales of £42.8k, make it smaller than the average company (£847.2k)

£42.8k - My Estate Planner Ltd

£847.2k - Industry AVG

growth

Growth

3 year (CAGR) sales growth of 25%, show it is growing at a faster rate (9.7%)

25% - My Estate Planner Ltd

9.7% - Industry AVG

production

Production

with a gross margin of 31.6%, this company has a higher cost of product (79.3%)

31.6% - My Estate Planner Ltd

79.3% - Industry AVG

profitability

Profitability

an operating margin of -10% make it less profitable than the average company (9.1%)

-10% - My Estate Planner Ltd

9.1% - Industry AVG

employees

Employees

with 1 employees, this is below the industry average (5)

1 - My Estate Planner Ltd

5 - Industry AVG

paystructure

Pay Structure

on an average salary of £49.6k, the company has an equivalent pay structure (£49.6k)

£49.6k - My Estate Planner Ltd

£49.6k - Industry AVG

efficiency

Efficiency

resulting in sales per employee of £42.8k, this is less efficient (£133.7k)

£42.8k - My Estate Planner Ltd

£133.7k - Industry AVG

debtordays

Debtor Days

it gets paid by customers after 117 days, this is later than average (69 days)

117 days - My Estate Planner Ltd

69 days - Industry AVG

creditordays

Creditor Days

its suppliers are paid after 87 days, this is slower than average (36 days)

87 days - My Estate Planner Ltd

36 days - Industry AVG

stockdays

Stock Days

There is insufficient data available for this Key Performance Indicator!

- - My Estate Planner Ltd

- - Industry AVG

cashbalance

Cash Balance

There is insufficient data available for this Key Performance Indicator!

- - My Estate Planner Ltd

- - Industry AVG

debtlevel

Debt Level

it has a ratio of liabilities to total assets of 47.6%, this is a lower level of debt than the average (57.5%)

47.6% - My Estate Planner Ltd

57.5% - Industry AVG

MY ESTATE PLANNER LTD financials

EXPORTms excel logo

My Estate Planner Ltd's latest turnover from March 2024 is estimated at £42.8 thousand and the company has net assets of £7.8 thousand. According to their latest financial statements, My Estate Planner Ltd has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.

Data source: Companies HousePomanda Estimates

Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019Mar 2018Mar 2017Mar 2016Mar 2015Mar 2014
Turnover42,84343,40223,76022,067
Other Income Or Grants
Cost Of Sales29,30227,65015,09614,235
Gross Profit13,54115,7528,6647,832
Admin Expenses17,8393,4098,1915,764
Operating Profit-4,29812,3434732,068
Interest Payable
Interest Receivable
Pre-Tax Profit-4,29812,3434732,068
Tax-2,345-90-393
Profit After Tax-4,2989,9983831,675
Dividends Paid
Retained Profit-4,2989,9983831,675
Employee Costs49,57252,92246,18339,780
Number Of Employees1111
EBITDA*-4,29812,3434732,068

* Earnings Before Interest, Tax, Depreciation and Amortisation

Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019Mar 2018Mar 2017Mar 2016Mar 2015Mar 2014
Tangible Assets
Intangible Assets
Investments & Other1,0001,0001,0001,0001,0001,000
Debtors (Due After 1 year)
Total Fixed Assets1,0001,0001,0001,0001,0001,000
Stock & work in progress
Trade Debtors13,79615,9111,806833
Group Debtors
Misc Debtors
Cash
misc current assets
total current assets13,79615,9111,806833
total assets14,79616,9112,8061,8331,0001,000
Bank overdraft
Bank loan
Trade Creditors 7,0384,855748158
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
total current liabilities7,0384,855748158
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities7,0384,855748158
net assets7,75812,0562,0581,6751,0001,000
total shareholders funds7,75812,0562,0581,6751,0001,000
Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019Mar 2018Mar 2017Mar 2016Mar 2015Mar 2014
Operating Activities
Operating Profit-4,29812,3434732,068
Depreciation
Amortisation
Tax-2,345-90-393
Stock
Debtors-2,11514,105973833
Creditors2,1834,107590158
Accruals and Deferred Income
Deferred Taxes & Provisions
Cash flow from operations1,000
Investing Activities
capital expenditure
Change in Investments1,000
cash flow from investments-1,000
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-1,0001,000
interest
cash flow from financing-1,0001,000
cash and cash equivalents
cash
overdraft
change in cash

my estate planner ltd Credit Report and Business Information

Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
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My Estate Planner Ltd Competitor Analysis

competitor_analysis_table_img

Perform a competitor analysis for my estate planner ltd by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in SW18 area or any other competitors across 12 key performance metrics.

my estate planner ltd Ownership

MY ESTATE PLANNER LTD group structure

My Estate Planner Ltd has no subsidiary companies.

Ultimate parent company

MY ESTATE PLANNER LTD

08466025

MY ESTATE PLANNER LTD Shareholders

jonathan amponsah 100%

my estate planner ltd directors

My Estate Planner Ltd currently has 1 director, Mr Jonathan Amponsah serving since Mar 2013.

officercountryagestartendrole
Mr Jonathan AmponsahUnited Kingdom48 years Mar 2013- Director

P&L

March 2024

turnover

42.8k

-1%

operating profit

-4.3k

0%

gross margin

31.7%

-12.91%

turnover

Turnover, or revenue, is the amount of sales generated by a company within the financial year.

Balance Sheet

March 2024

net assets

7.8k

-0.36%

total assets

14.8k

-0.13%

cash

0

0%

net assets

Total assets minus all liabilities

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my estate planner ltd company details

company number

08466025

Type

Private limited with Share Capital

industry

70221 - Financial management

incorporation date

March 2013

age

12

incorporated

UK

ultimate parent company

None

accounts

Micro-Entity Accounts

last accounts submitted

March 2024

previous names

vanilla trustees ltd (August 2017)

vanilla wealth management ltd (April 2015)

accountant

-

auditor

-

address

13 west hill, wandsworth, london, SW18 1RB

Bank

-

Legal Advisor

-

my estate planner ltd 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 my estate planner ltd.

my estate planner ltd 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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my estate planner ltd Companies House Filings - See Documents

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