Cullen Wealth Management Limited

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cullen wealth management limited Company Information

Live

EstablishedMicroHealthy

Company Number

08646168

Next Accounts

May 2025

Industry

Other activities auxiliary to financial services, except insurance and pension funding

Directors

Edward Cullen

Christina Cullen

Shareholders

edward john cullen

christina cullen

Group Structure

View All

Contact

Registered Address

21 hall green, upholland, skelmersdale, WN8 0PB

Website

www.cullenwealth.co.uk

cullen wealth management limited Estimated Valuation

£166.8k

Pomanda estimates the enterprise value of CULLEN WEALTH MANAGEMENT LIMITED at £166.8k based on a Turnover of £214.3k and 0.78x industry multiple (adjusted for size and gross margin).

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Cullen Wealth Management Limited is a live company located in skelmersdale, WN8 0PB with a Companies House number of 08646168. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in August 2013, it's largest shareholder is edward john cullen with a 50% stake. Cullen Wealth Management Limited is a established, micro sized company, Pomanda has estimated its turnover at £214.3k with healthy growth in recent years.

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Pomanda's financial health check has awarded Cullen Wealth Management Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 7 areas for improvement. Company Health Check FAQs

Health Rating1.5out of 5

2 Strong

1 Regular

7 Weak

Size

annual sales of £214.3k, make it smaller than the average company (£3.1m)

Growth

3 year (CAGR) sales growth of 9%, show it is growing at a faster rate (5.3%)

EXPORT

Cullen Wealth Management Limited's latest turnover from August 2023 is estimated at £214.3 thousand and the company has net assets of £104. According to their latest financial statements, Cullen Wealth Management Limited has 2 employees and maintains cash reserves of 0 as reported in the balance sheet.

Data source: Companies House, Pomanda Estimates

	Aug 2023	Aug 2022	Aug 2021	Aug 2020	Aug 2019	Aug 2018	Aug 2017	Aug 2016	Aug 2015	Aug 2014
Turnover	214,273	192,260	134,256	166,261	116,757	96,955	44,601	2,716	2,393	6,361
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	116,255	103,435	76,131	101,225	72,853	53,330	27,810	1,643	1,463	4,489
Gross Profit	98,017	88,826	58,125	65,037	43,904	43,625	16,791	1,073	930	1,873
Admin Expenses	98,185	88,674	58,076	68,381	43,388	40,061	16,654	1,052	941	1,855
Operating Profit	-168	152	49	-3,344	516	3,564	137	21	-11	18
Interest Payable	0	0	0	0	0	0	0	0	0	0
Interest Receivable	0	0	0	0	0	0	6	9	5	0
Pre-Tax Profit	-168	152	49	-3,344	516	3,564	143	30	-6	18
Tax	0	-29	-9	0	-98	-677	-27	-6	0	-4
Profit After Tax	-168	123	40	-3,344	418	2,887	116	24	-6	14
Dividends Paid	0	0	0	0	0	0	0	0	0	0
Retained Profit	-168	123	40	-3,344	418	2,887	116	24	-6	14
Employee Costs	150,122	140,248	121,931	130,771	136,336	124,073	60,814	59,290	57,818	56,929
Number Of Employees	2	2	2	2	2	2	1	1	1	1
EBITDA*	-168	152	49	-3,344	516	3,564	137	505	473	233

* Earnings Before Interest, Tax, Depreciation and Amortisation

	Aug 2023	Aug 2022	Aug 2021	Aug 2020	Aug 2019	Aug 2018	Aug 2017	Aug 2016	Aug 2015	Aug 2014
Tangible Assets	0	126	588	1,053	1,015	3	271	756	1,240	648
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	0	126	588	1,053	1,015	3	271	756	1,240	648
Stock & work in progress	0	0	0	0	0	0	0	0	0	0
Trade Debtors	58,620	58,893	36,956	51,368	27,487	21,274	11,490	535	0	1,210
Group Debtors	0	0	0	0	0	0	0	0	0	0
Misc Debtors	0	0	0	0	0	0	0	0	0	4,838
Cash	0	0	0	0	0	0	0	4,950	2,033	0
misc current assets	0	0	0	0	1,450	0	0	0	0	0
total current assets	58,620	58,893	36,956	51,368	28,937	21,274	11,490	5,485	2,033	6,048
total assets	58,620	59,019	37,544	52,421	29,952	21,277	11,761	6,241	3,273	6,696
Bank overdraft	0	0	0	0	0	0	0	0	0	0
Bank loan	0	0	0	0	0	0	0	0	0	0
Trade Creditors	48,773	44,037	16,299	51,147	24,946	16,088	8,725	6,109	3,165	6,582
Group/Directors Accounts	0	0	0	0	269	720	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	0	0	0	0	0
total current liabilities	48,773	44,037	16,299	51,147	25,215	16,808	8,725	6,109	3,165	6,582
loans	0	0	0	0	0	0	0	0	0	0
hp & lease commitments	0	0	0	0	0	0	0	0	0	0
Accruals and Deferred Income	0	0	1,285	1,165	1,284	1,434	2,888	0	0	0
other liabilities	9,743	14,710	19,811	0	0	0	0	0	0	0
provisions	0	0	0	0	0	0	0	0	0	0
total long term liabilities	9,743	14,710	21,096	1,165	1,284	1,434	2,888	0	0	0
total liabilities	58,516	58,747	37,395	52,312	26,499	18,242	11,613	6,109	3,165	6,582
net assets	104	272	149	109	3,453	3,035	148	132	108	114
total shareholders funds	104	272	149	109	3,453	3,035	148	132	108	114

	Aug 2023	Aug 2022	Aug 2021	Aug 2020	Aug 2019	Aug 2018	Aug 2017	Aug 2016	Aug 2015	Aug 2014
Operating Activities
Operating Profit	-168	152	49	-3,344	516	3,564	137	21	-11	18
Depreciation	0	0	0	0	0	0	0	484	484	215
Amortisation	0	0	0	0	0	0	0	0	0	0
Tax	0	-29	-9	0	-98	-677	-27	-6	0	-4
Stock	0	0	0	0	0	0	0	0	0	0
Debtors	-273	21,937	-14,412	23,881	6,213	9,784	10,955	535	-6,048	6,048
Creditors	4,736	27,738	-34,848	26,201	8,858	7,363	2,616	2,944	-3,417	6,582
Accruals and Deferred Income	0	-1,285	120	-119	-150	-1,454	2,888	0	0	0
Deferred Taxes & Provisions	0	0	0	0	0	0	0	0	0	0
Cash flow from operations	4,841	4,639	-20,276	-1,143	2,913	-988	-5,341	2,908	3,104	763
Investing Activities
capital expenditure	126	462	465	-38	-1,012	268	485	0	-1,076	-863
Change in Investments	0	0	0	0	0	0	0	0	0	0
cash flow from investments	126	462	465	-38	-1,012	268	485	0	-1,076	-863
Financing Activities
Bank loans	0	0	0	0	0	0	0	0	0	0
Group/Directors Accounts	0	0	0	-269	-451	720	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	0	0	0	0	0
other long term liabilities	-4,967	-5,101	19,811	0	0	0	0	0	0	0
share issue	0	0	0	0	0	0	-100	0	0	100
interest	0	0	0	0	0	0	6	9	5	0
cash flow from financing	-4,967	-5,101	19,811	-269	-451	720	-94	9	5	100
cash and cash equivalents
cash	0	0	0	0	0	0	-4,950	2,917	2,033	0
overdraft	0	0	0	0	0	0	0	0	0	0
change in cash	0	0	0	0	0	0	-4,950	2,917	2,033	0

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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CULLEN WEALTH MANAGEMENT LIMITED group structure

Cullen Wealth Management Limited has no subsidiary companies.

Ultimate parent company

CULLEN WEALTH MANAGEMENT LIMITED

08646168

CULLEN WEALTH MANAGEMENT LIMITED Shareholders

edward john cullen	50%
christina cullen	50%

Cullen Wealth Management Limited currently has 2 directors. The longest serving directors include Mr Edward Cullen (Aug 2013) and Mrs Christina Cullen (Feb 2020).

officer	country	age	start	end	role
Mr Edward Cullen	England	58 years	Aug 2013	-	Director
Mrs Christina Cullen	England	59 years	Feb 2020	-	Director

P&L

August 2023

turnover

214.3k

+11%

operating profit

-168

gross margin

45.8%

-0.99%

turnover

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

Balance Sheet

August 2023

net assets

104

-0.62%

total assets

58.6k

-0.01%

cash

net assets

Total assets minus all liabilities

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company number

08646168

Type

Private limited with Share Capital

industry

66190 - Other activities auxiliary to financial services, except insurance and pension funding

incorporation date

August 2013

ultimate parent company

None

previous names

N/A

address

21 hall green, upholland, skelmersdale, WN8 0PB

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 cullen wealth management limited.

cullen wealth management limited Company Information

cullen wealth management limited Estimated Valuation

cullen wealth management limited Estimated Valuation

cullen wealth management limited Estimated Valuation

Cullen Wealth Management Limited Overview

Cullen Wealth Management Limited Health Check

CULLEN WEALTH MANAGEMENT LIMITED financials

cullen wealth management limited Credit Report and Business Information

Cullen Wealth Management Limited Competitor Analysis

cullen wealth management limited Ownership

cullen wealth management limited directors

cullen wealth management limited company details

cullen wealth management limited Charges & Mortgages

cullen wealth management limited Companies House Filings - See Documents