Pomanda estimates the enterprise value of AIM WEALTH HOLDINGS LIMITED at £0 based on a Turnover of £0 and 0.49x industry multiple (adjusted for size and gross margin).
aim wealth holdings limitedEstimated Valuation
£0
Pomanda estimates the enterprise value of AIM WEALTH HOLDINGS LIMITED at £0 based on an EBITDA of £-167.9k and a 3.49x industry multiple (adjusted for size and gross margin).
aim wealth holdings limitedEstimated Valuation
£268.7k
Pomanda estimates the enterprise value of AIM WEALTH HOLDINGS LIMITED at £268.7k based on Net Assets of £113.5k and 2.37x industry multiple (adjusted for liquidity).
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Aim Wealth Holdings LimitedOverview
Aim Wealth Holdings Limited is a live company located in london, EC2N 2HG with a Companies House number of 08613891. It operates in the other business support service activities n.e.c. sector, SIC Code 82990. Founded in July 2013, it's largest shareholder is
kw uk wealth planning holdco limited
with a 100% stake. Aim Wealth Holdings Limited is a established,
unknown sized company, Pomanda has estimated its turnover at
£0 with
unknown
growth in recent years.
Pomanda's financial health check has awarded Aim Wealth Holdings Limited a 2 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 1 areas for improvement. Company Health Check FAQs
Health Rating2out of 5
2 Strong
1 Regular
1 Weak
Size
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Production
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Employees
with 1 employees, this is below the industry average (23)
- - Aim Wealth Holdings Limited
- - Industry AVG
Pay Structure
on an average salary of £148, the company has a lower pay structure (£48.2k)
- - Aim Wealth Holdings Limited
- - Industry AVG
Efficiency
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Aim Wealth Holdings Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities
for 30 weeks, this is average cash available to meet short term requirements (25 weeks)
- - Aim Wealth Holdings Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 38.1%, this is a lower level of debt than the average (61.6%)
- - Aim Wealth Holdings Limited
- - Industry AVG
AIM WEALTH HOLDINGS LIMITED financials
EXPORT
Aim Wealth Holdings Limited's latest turnover from July 2023 is 0 and the company has net assets of £113.5 thousand. According to their latest financial statements, we estimate that Aim Wealth Holdings Limited has 1 employee and maintains cash reserves of £40.4 thousand as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Jul 2023
Jul 2022
Jul 2021
Jul 2020
Jul 2019
Jul 2018
Jul 2017
Jul 2016
Jul 2015
Jul 2014
Turnover
1,153,611
253,937
77,474
82,933
Other Income Or Grants
Cost Of Sales
536
123,597
157,246
48,960
53,484
Gross Profit
-536
1,030,014
96,691
28,513
29,449
Admin Expenses
172,048
561,835
7
20
179
90
96,728
58
28,595
29,503
Operating Profit
-172,584
468,179
-7
-20
-179
-90
-37
-58
-82
-54
Interest Payable
Interest Receivable
88
3,790
7
20
179
90
37
58
82
54
Pre-Tax Profit
-179,739
471,969
Tax
44,931
-92,196
Profit After Tax
-134,808
379,773
Dividends Paid
181,811
Retained Profit
-134,808
197,962
Employee Costs
148
305,831
76,008
37,590
37,618
Number Of Employees
1
11
2
1
1
EBITDA*
-167,948
487,377
-7
-20
-179
-90
-37
-58
-82
-54
* Earnings Before Interest, Tax, Depreciation and Amortisation
Jul 2023
Jul 2022
Jul 2021
Jul 2020
Jul 2019
Jul 2018
Jul 2017
Jul 2016
Jul 2015
Jul 2014
Tangible Assets
10,943
404
Intangible Assets
Investments & Other
2,945
248
252
252
402
406
318
318
Debtors (Due After 1 year)
Total Fixed Assets
2,945
10,943
248
252
252
402
404
406
318
318
Stock & work in progress
Trade Debtors
14,974
2,829
Group Debtors
88,980
39,264
31,705
23,275
42,329
29,797
Misc Debtors
51,181
13,452
6,815
13,520
Cash
40,371
339,374
3,478
11,210
29,402
18,293
17,549
11,978
11,142
21,570
misc current assets
total current assets
180,532
352,826
49,557
42,915
52,677
60,622
47,346
25,498
26,116
24,399
total assets
183,477
363,769
49,805
43,167
52,929
61,024
47,750
25,904
26,434
24,717
Bank overdraft
Bank loan
Trade Creditors
223
23,917
Group/Directors Accounts
46,644
24,796
25,411
other short term finances
hp & lease commitments
other current liabilities
69,964
115,448
49,005
42,367
52,129
60,224
306
308
total current liabilities
69,964
115,448
49,005
42,367
52,129
60,224
46,950
25,104
25,634
23,917
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
69,964
115,448
49,005
42,367
52,129
60,224
46,950
25,104
25,634
23,917
net assets
113,513
248,321
800
800
800
800
800
800
800
800
total shareholders funds
113,513
248,321
800
800
800
800
800
800
800
800
Jul 2023
Jul 2022
Jul 2021
Jul 2020
Jul 2019
Jul 2018
Jul 2017
Jul 2016
Jul 2015
Jul 2014
Operating Activities
Operating Profit
-172,584
468,179
-7
-20
-179
-90
-37
-58
-82
-54
Depreciation
4,636
3,647
Amortisation
15,551
Tax
44,931
-92,196
Stock
Debtors
126,709
-32,627
14,374
8,430
-19,054
12,532
16,277
-1,454
12,145
2,829
Creditors
-223
-23,694
23,917
Accruals and Deferred Income
-45,484
66,443
6,638
-9,762
-8,095
59,918
-2
308
Deferred Taxes & Provisions
Cash flow from operations
-295,210
494,251
-7,743
-18,212
10,780
47,296
-16,316
1,481
-35,921
21,034
Investing Activities
capital expenditure
6,307
-30,141
404
-404
Change in Investments
2,945
-248
-4
-150
402
-406
88
318
cash flow from investments
3,362
-29,893
4
150
2
2
-88
-318
Financing Activities
Bank loans
Group/Directors Accounts
-46,644
21,848
-615
25,411
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
share issue
49,559
800
interest
88
3,790
7
20
179
90
37
58
82
54
cash flow from financing
88
53,349
7
20
179
-46,554
21,885
-557
25,493
854
cash and cash equivalents
cash
-299,003
335,896
-7,732
-18,192
11,109
744
5,571
836
-10,428
21,570
overdraft
change in cash
-299,003
335,896
-7,732
-18,192
11,109
744
5,571
836
-10,428
21,570
aim wealth holdings limited Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for aim wealth holdings limited. Get real-time insights into aim wealth holdings limited's credit score, group structure and payment trends.
Perform a competitor analysis for aim wealth holdings limited by selecting its closest rivals, whether from the ADMINISTRATIVE AND SUPPORT SERVICE ACTIVITIES sector, other established companies, companies in EC2N area or any other competitors across 12 key performance metrics.
aim wealth holdings limited Ownership
AIM WEALTH HOLDINGS LIMITED group structure
Aim Wealth Holdings Limited has 2 subsidiary companies.
The sole shareholder of Aim Wealth Holdings Limited is Kw Uk Wealth Planning Holdco Limited.
kw uk wealth planning holdco limited
100%
aim wealth holdings limited directors
Aim Wealth Holdings Limited currently has 3 directors.
The longest serving directors include
Mr Richard Bernstein (Feb 2022) and
Mr Paul Hammick (May 2023).
82990 - Other business support service activities n.e.c.
incorporation date
July 2013
age
12
incorporated
UK
ultimate parent company
KW UK WEALTH PLANNING HOLDCO LTD
accounts
Group
last accounts submitted
July 2023
previous names
N/A
accountant
-
auditor
MENZIES LLP
address
10-11 austin friars, london, EC2N 2HG
Bank
-
Legal Advisor
-
aim wealth holdings 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 aim wealth holdings limited. Currently there are 1 open charges and 0 have been satisfied in the past.
aim wealth holdings 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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aim wealth holdings limitedCompanies House Filings - See Documents
