
Company Number
08764231
Next Accounts
Sep 2025
Shareholders
st. jame's place wealth management group plc
Group Structure
View All
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Registered Address
st. james's place house, 1 tetbury road, cirencester, gloucestershire, GL7 1FP
Website
https://www.sjp.co.ukPomanda estimates the enterprise value of ST. JAMES'S PLACE INVESTMENT ADMINISTRATION LIMITED at £449.3m based on a Turnover of £120.8m and 3.72x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of ST. JAMES'S PLACE INVESTMENT ADMINISTRATION LIMITED at £459.7m based on an EBITDA of £35.8m and a 12.83x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of ST. JAMES'S PLACE INVESTMENT ADMINISTRATION LIMITED at £55.5m based on Net Assets of £42.6m and 1.31x industry multiple (adjusted for liquidity).
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St. James's Place Investment Administration Limited is a live company located in cirencester, GL7 1FP with a Companies House number of 08764231. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in November 2013, it's largest shareholder is st. jame's place wealth management group plc with a 100% stake. St. James's Place Investment Administration Limited is a established, mega sized company, Pomanda has estimated its turnover at £120.8m with healthy growth in recent years.
Pomanda's financial health check has awarded St. James'S Place Investment Administration Limited a 5 rating. We use a traffic light system to show it exceeds the industry average on 7 measures and has 0 areas for improvement. Company Health Check FAQs
7 Strong
2 Regular
0 Weak
Size
annual sales of £120.8m, make it larger than the average company (£5.6m)
£120.8m - St. James's Place Investment Administration Limited
£5.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 9%, show it is growing at a faster rate (5%)
9% - St. James's Place Investment Administration Limited
5% - Industry AVG
Production
with a gross margin of 100%, this company has a lower cost of product (54.1%)
100% - St. James's Place Investment Administration Limited
54.1% - Industry AVG
Profitability
an operating margin of 29.7% make it more profitable than the average company (9.1%)
29.7% - St. James's Place Investment Administration Limited
9.1% - Industry AVG
Employees
with 541 employees, this is above the industry average (14)
- St. James's Place Investment Administration Limited
14 - Industry AVG
Pay Structure
on an average salary of £82.7k, the company has an equivalent pay structure (£82.7k)
- St. James's Place Investment Administration Limited
£82.7k - Industry AVG
Efficiency
resulting in sales per employee of £223.3k, this is equally as efficient (£223.3k)
- St. James's Place Investment Administration Limited
£223.3k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - St. James's Place Investment Administration Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - St. James's Place Investment Administration Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - St. James's Place Investment Administration Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 45 weeks, this is more cash available to meet short term requirements (29 weeks)
45 weeks - St. James's Place Investment Administration Limited
29 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 29.9%, this is a lower level of debt than the average (71.4%)
29.9% - St. James's Place Investment Administration Limited
71.4% - Industry AVG
St. James'S Place Investment Administration Limited's latest turnover from December 2023 is £120.8 million and the company has net assets of £42.6 million. According to their latest financial statements, we estimate that St. James'S Place Investment Administration Limited has 541 employees and maintains cash reserves of £15.9 million 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 | |
---|---|---|---|---|---|---|---|---|---|---|
Turnover | 120,807,000 | 121,091,000 | 118,464,000 | 93,220,000 | 90,858,000 | 85,679,000 | 78,537,000 | 63,095,000 | 12,397,000 | |
Other Income Or Grants | ||||||||||
Cost Of Sales | 107,000 | 363,000 | 475,000 | 502,000 | ||||||
Gross Profit | 120,807,000 | 121,091,000 | 118,464,000 | 93,220,000 | 90,858,000 | 85,572,000 | 78,174,000 | 62,620,000 | 11,895,000 | |
Admin Expenses | 84,978,000 | 84,244,000 | 79,241,000 | 60,734,000 | 57,247,000 | 54,555,000 | 52,278,000 | 47,314,000 | 8,196,000 | |
Operating Profit | 35,829,000 | 36,847,000 | 39,223,000 | 32,486,000 | 33,611,000 | 31,017,000 | 25,896,000 | 15,306,000 | 3,699,000 | |
Interest Payable | ||||||||||
Interest Receivable | 1,823,000 | 360,000 | 1,000 | 64,000 | 159,000 | 99,000 | 29,000 | 68,000 | 55,000 | 1 |
Pre-Tax Profit | 37,652,000 | 37,207,000 | 39,224,000 | 32,550,000 | 33,770,000 | 31,116,000 | 25,925,000 | 15,374,000 | 3,754,000 | 1 |
Tax | -8,867,000 | -7,086,000 | -7,450,000 | -6,190,000 | -6,418,000 | -5,911,000 | -4,984,000 | -3,066,000 | -747,000 | |
Profit After Tax | 28,785,000 | 30,121,000 | 31,774,000 | 26,360,000 | 27,352,000 | 25,205,000 | 20,941,000 | 12,308,000 | 3,007,000 | 1 |
Dividends Paid | 22,000,000 | 26,000,000 | 35,000,000 | 15,500,000 | 30,000,000 | 19,800,000 | 18,000,000 | 9,000,000 | ||
Retained Profit | 6,785,000 | 4,121,000 | -3,226,000 | 10,860,000 | -2,648,000 | 5,405,000 | 2,941,000 | 3,308,000 | 3,007,000 | 1 |
Employee Costs | ||||||||||
Number Of Employees | ||||||||||
EBITDA* | 35,829,000 | 36,847,000 | 39,223,000 | 32,486,000 | 33,611,000 | 31,017,000 | 25,896,000 | 15,306,000 | 3,699,000 |
* 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 | |
---|---|---|---|---|---|---|---|---|---|---|
Tangible Assets | ||||||||||
Intangible Assets | ||||||||||
Investments & Other | ||||||||||
Debtors (Due After 1 year) | ||||||||||
Total Fixed Assets | ||||||||||
Stock & work in progress | ||||||||||
Trade Debtors | ||||||||||
Group Debtors | 9,450,000 | 12,235,000 | 9,023,000 | 9,753,000 | 7,032,000 | 5,654,000 | 5,447,000 | 5,790,000 | 3,474,000 | |
Misc Debtors | 2,366,000 | 4,122,000 | 8,963,000 | 2,076,000 | 1,616,000 | 2,085,000 | 3,545,000 | 2,695,000 | 6,101,000 | |
Cash | 15,855,000 | 13,002,000 | 12,105,000 | 9,213,000 | 12,327,000 | 14,532,000 | 11,685,000 | 18,598,000 | 8,423,000 | 102 |
misc current assets | 33,000,000 | 24,000,000 | 26,208,000 | 28,500,000 | 23,378,000 | 13,378,000 | 3,078,000 | 14,261,000 | 11,901 | |
total current assets | 60,671,000 | 53,359,000 | 56,299,000 | 49,542,000 | 39,075,000 | 45,649,000 | 34,055,000 | 30,161,000 | 32,259,000 | 12,003 |
total assets | 60,671,000 | 53,359,000 | 56,299,000 | 49,542,000 | 39,075,000 | 45,649,000 | 34,055,000 | 30,161,000 | 32,259,000 | 12,003 |
Bank overdraft | ||||||||||
Bank loan | ||||||||||
Trade Creditors | ||||||||||
Group/Directors Accounts | 5,832,000 | 4,429,000 | 10,994,000 | 2,964,000 | 3,244,000 | 8,378,000 | 3,289,000 | 4,436,000 | 13,492,000 | |
other short term finances | ||||||||||
hp & lease commitments | ||||||||||
other current liabilities | 12,285,000 | 13,161,000 | 13,657,000 | 11,704,000 | 11,817,000 | 10,609,000 | 9,509,000 | 7,409,000 | 3,759,000 | 2 |
total current liabilities | 18,117,000 | 17,590,000 | 24,651,000 | 14,668,000 | 15,061,000 | 18,987,000 | 12,798,000 | 11,845,000 | 17,251,000 | 2 |
loans | ||||||||||
hp & lease commitments | ||||||||||
Accruals and Deferred Income | ||||||||||
other liabilities | ||||||||||
provisions | ||||||||||
total long term liabilities | ||||||||||
total liabilities | 18,117,000 | 17,590,000 | 24,651,000 | 14,668,000 | 15,061,000 | 18,987,000 | 12,798,000 | 11,845,000 | 17,251,000 | 2 |
net assets | 42,554,000 | 35,769,000 | 31,648,000 | 34,874,000 | 24,014,000 | 26,662,000 | 21,257,000 | 18,316,000 | 15,008,000 | 12,001 |
total shareholders funds | 42,554,000 | 35,769,000 | 31,648,000 | 34,874,000 | 24,014,000 | 26,662,000 | 21,257,000 | 18,316,000 | 15,008,000 | 12,001 |
Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | |
---|---|---|---|---|---|---|---|---|---|---|
Operating Activities | ||||||||||
Operating Profit | 35,829,000 | 36,847,000 | 39,223,000 | 32,486,000 | 33,611,000 | 31,017,000 | 25,896,000 | 15,306,000 | 3,699,000 | |
Depreciation | ||||||||||
Amortisation | ||||||||||
Tax | -8,867,000 | -7,086,000 | -7,450,000 | -6,190,000 | -6,418,000 | -5,911,000 | -4,984,000 | -3,066,000 | -747,000 | |
Stock | ||||||||||
Debtors | -4,541,000 | -1,629,000 | 6,157,000 | 3,181,000 | 909,000 | -1,253,000 | 507,000 | -1,090,000 | 9,575,000 | |
Creditors | ||||||||||
Accruals and Deferred Income | -876,000 | -496,000 | 1,953,000 | -113,000 | 1,208,000 | 1,100,000 | 2,100,000 | 3,650,000 | 3,758,998 | 2 |
Deferred Taxes & Provisions | ||||||||||
Cash flow from operations | 30,627,000 | 30,894,000 | 27,569,000 | 23,002,000 | 27,492,000 | 27,459,000 | 22,505,000 | 16,980,000 | -2,864,002 | 2 |
Investing Activities | ||||||||||
capital expenditure | ||||||||||
Change in Investments | ||||||||||
cash flow from investments | ||||||||||
Financing Activities | ||||||||||
Bank loans | ||||||||||
Group/Directors Accounts | 1,403,000 | -6,565,000 | 8,030,000 | -280,000 | -5,134,000 | 5,089,000 | -1,147,000 | -9,056,000 | 13,492,000 | |
Other Short Term Loans | ||||||||||
Long term loans | ||||||||||
Hire Purchase and Lease Commitments | ||||||||||
other long term liabilities | ||||||||||
share issue | ||||||||||
interest | 1,823,000 | 360,000 | 1,000 | 64,000 | 159,000 | 99,000 | 29,000 | 68,000 | 55,000 | 1 |
cash flow from financing | 3,226,000 | -6,205,000 | 8,031,000 | -216,000 | -4,975,000 | 5,188,000 | -1,118,000 | -8,988,000 | 25,535,999 | 12,001 |
cash and cash equivalents | ||||||||||
cash | 2,853,000 | 897,000 | 2,892,000 | -3,114,000 | -2,205,000 | 2,847,000 | -6,913,000 | 10,175,000 | 8,422,898 | 102 |
overdraft | ||||||||||
change in cash | 2,853,000 | 897,000 | 2,892,000 | -3,114,000 | -2,205,000 | 2,847,000 | -6,913,000 | 10,175,000 | 8,422,898 | 102 |
Perform a competitor analysis for st. james's place investment administration limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other mega companies, companies in GL7 area or any other competitors across 12 key performance metrics.
ST. JAMES'S PLACE INVESTMENT ADMINISTRATION LIMITED group structure
St. James'S Place Investment Administration Limited has no subsidiary companies.
Ultimate parent company
2 parents
ST. JAMES'S PLACE INVESTMENT ADMINISTRATION LIMITED
08764231
St. James'S Place Investment Administration Limited currently has 3 directors. The longest serving directors include Mr Ian MacKenzie (May 2018) and Mr Charles Woodd (Jul 2024).
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Ian MacKenzie | United Kingdom | 53 years | May 2018 | - | Director |
Mr Charles Woodd | England | 53 years | Jul 2024 | - | Director |
Mr Anthony O'Riordan | Ireland | 59 years | Jul 2024 | - | Director |
P&L
December 2023turnover
120.8m
0%
operating profit
35.8m
-3%
gross margin
100%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
42.6m
+0.19%
total assets
60.7m
+0.14%
cash
15.9m
+0.22%
net assets
Total assets minus all liabilities
company number
08764231
Type
Private limited with Share Capital
industry
64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
incorporation date
November 2013
age
12
incorporated
UK
ultimate parent company
accounts
Full Accounts
last accounts submitted
December 2023
previous names
N/A
accountant
-
auditor
PRICEWATERHOUSECOOPERS LLP
address
st. james's place house, 1 tetbury road, cirencester, gloucestershire, GL7 1FP
Bank
-
Legal Advisor
-
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 st. james's place investment administration limited.
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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