rjc wealth management ltd

rjc wealth management ltd Company Information

Share RJC WEALTH MANAGEMENT LTD
Live 
EstablishedMicroHigh

Company Number

08777582

Industry

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

 

Shareholders

richard chapman

becky chapman

Group Structure

View All

Contact

Registered Address

2 mill lane, wolverley, kidderminster, DY11 5TR

Website

-

rjc wealth management ltd Estimated Valuation

£166.6k

Pomanda estimates the enterprise value of RJC WEALTH MANAGEMENT LTD at £166.6k based on a Turnover of £216.9k and 0.77x industry multiple (adjusted for size and gross margin).

rjc wealth management ltd Estimated Valuation

£102.9k

Pomanda estimates the enterprise value of RJC WEALTH MANAGEMENT LTD at £102.9k based on an EBITDA of £29.4k and a 3.51x industry multiple (adjusted for size and gross margin).

rjc wealth management ltd Estimated Valuation

£128.9k

Pomanda estimates the enterprise value of RJC WEALTH MANAGEMENT LTD at £128.9k based on Net Assets of £56.2k and 2.3x industry multiple (adjusted for liquidity).

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Rjc Wealth Management Ltd Overview

Rjc Wealth Management Ltd is a live company located in kidderminster, DY11 5TR with a Companies House number of 08777582. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in November 2013, it's largest shareholder is richard chapman with a 85% stake. Rjc Wealth Management Ltd is a established, micro sized company, Pomanda has estimated its turnover at £216.9k with high growth in recent years.

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Rjc Wealth Management Ltd Health Check

Pomanda's financial health check has awarded Rjc Wealth Management Ltd a 4.5 rating. We use a traffic light system to show it exceeds the industry average on 5 measures and has 4 areas for improvement. Company Health Check FAQs

Health Check Image
Health Rating4.5out of 5
positive_score

5 Strong

positive_score

1 Regular

positive_score

4 Weak

size

Size

annual sales of £216.9k, make it smaller than the average company (£2.9m)

£216.9k - Rjc Wealth Management Ltd

£2.9m - Industry AVG

growth

Growth

3 year (CAGR) sales growth of 27%, show it is growing at a faster rate (5%)

27% - Rjc Wealth Management Ltd

5% - Industry AVG

production

Production

with a gross margin of 46.5%, this company has a higher cost of product (84.7%)

46.5% - Rjc Wealth Management Ltd

84.7% - Industry AVG

profitability

Profitability

an operating margin of 13.5% make it more profitable than the average company (9.8%)

13.5% - Rjc Wealth Management Ltd

9.8% - Industry AVG

employees

Employees

with 1 employees, this is below the industry average (14)

1 - Rjc Wealth Management Ltd

14 - Industry AVG

paystructure

Pay Structure

on an average salary of £72.3k, the company has an equivalent pay structure (£72.3k)

£72.3k - Rjc Wealth Management Ltd

£72.3k - Industry AVG

efficiency

Efficiency

resulting in sales per employee of £216.9k, this is more efficient (£174.4k)

£216.9k - Rjc Wealth Management Ltd

£174.4k - Industry AVG

debtordays

Debtor Days

it gets paid by customers after 134 days, this is later than average (31 days)

134 days - Rjc Wealth Management Ltd

31 days - Industry AVG

creditordays

Creditor Days

its suppliers are paid after 73 days, this is slower than average (31 days)

73 days - Rjc Wealth Management Ltd

31 days - Industry AVG

stockdays

Stock Days

There is insufficient data available for this Key Performance Indicator!

- - Rjc Wealth Management Ltd

- - Industry AVG

cashbalance

Cash Balance

There is insufficient data available for this Key Performance Indicator!

- - Rjc Wealth Management Ltd

- - Industry AVG

debtlevel

Debt Level

it has a ratio of liabilities to total assets of 29.5%, this is a lower level of debt than the average (42.5%)

29.5% - Rjc Wealth Management Ltd

42.5% - Industry AVG

RJC WEALTH MANAGEMENT LTD financials

EXPORTms excel logo

Rjc Wealth Management Ltd's latest turnover from March 2023 is estimated at £216.9 thousand and the company has net assets of £56.2 thousand. According to their latest financial statements, Rjc Wealth Management Ltd has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.

Data source: Companies HousePomanda Estimates

Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019Mar 2018Mar 2017Mar 2016Mar 2015
Turnover216,908140,45895,813106,42588,74577,13814,9209,2909,328
Other Income Or Grants000000000
Cost Of Sales115,96974,88553,12359,04353,46042,4809,6645,5805,808
Gross Profit100,93965,57342,69047,38235,28534,6575,2563,7093,520
Admin Expenses71,57534,20535,52751,80729,29434,8945,4303,3492,583
Operating Profit29,36431,3687,163-4,4255,991-237-174360937
Interest Payable000000000
Interest Receivable0000029316227
Pre-Tax Profit29,36431,3687,163-4,4255,991-208-143421965
Tax-5,579-5,960-1,3610-1,13800-84-203
Profit After Tax23,78525,4085,802-4,4254,853-208-143337762
Dividends Paid000000000
Retained Profit23,78525,4085,802-4,4254,853-208-143337762
Employee Costs72,31768,56063,71365,38567,50964,51560,18065,18656,364
Number Of Employees111111111
EBITDA*29,36431,3687,163-4,4255,991-237-174360937

* Earnings Before Interest, Tax, Depreciation and Amortisation

Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019Mar 2018Mar 2017Mar 2016Mar 2015
Tangible Assets11157115153205273545
Intangible Assets000000000
Investments & Other000000000
Debtors (Due After 1 year)000000000
Total Fixed Assets11157115153205273545
Stock & work in progress000000000
Trade Debtors79,66253,73635,45437,05630,61924,5872,87500
Group Debtors000000000
Misc Debtors000000000
Cash00000011,41813,77610,894
misc current assets000000000
total current assets79,66253,73635,45437,05630,61924,58714,29313,77610,894
total assets79,66353,73735,45537,11330,73424,74014,49814,04911,439
Bank overdraft000000000
Bank loan000000000
Trade Creditors 23,49221,35128,47735,93725,13323,99213,54212,85010,577
Group/Directors Accounts000000000
other short term finances000000000
hp & lease commitments000000000
other current liabilities000000000
total current liabilities23,49221,35128,47735,93725,13323,99213,54212,85010,577
loans000000000
hp & lease commitments000000000
Accruals and Deferred Income000000000
other liabilities000000000
provisions000000000
total long term liabilities000000000
total liabilities23,49221,35128,47735,93725,13323,99213,54212,85010,577
net assets56,17132,3866,9781,1765,6017489561,199862
total shareholders funds56,17132,3866,9781,1765,6017489561,199862
Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019Mar 2018Mar 2017Mar 2016Mar 2015
Operating Activities
Operating Profit29,36431,3687,163-4,4255,991-237-174360937
Depreciation000000000
Amortisation000000000
Tax-5,579-5,960-1,3610-1,13800-84-203
Stock000000000
Debtors25,92618,282-1,6026,4376,03221,7122,87500
Creditors2,141-7,126-7,46010,8041,14110,4506922,27310,577
Accruals and Deferred Income000000000
Deferred Taxes & Provisions000000000
Cash flow from operations00-56-58-38-11,499-2,3572,54911,311
Investing Activities
capital expenditure005658385268272-545
Change in Investments000000000
cash flow from investments005658385268272-545
Financing Activities
Bank loans000000000
Group/Directors Accounts000000000
Other Short Term Loans 000000000
Long term loans000000000
Hire Purchase and Lease Commitments000000000
other long term liabilities000000000
share issue000000-1000100
interest0000029316227
cash flow from financing0000029-6962127
cash and cash equivalents
cash00000-11,418-2,3582,88210,894
overdraft000000000
change in cash00000-11,418-2,3582,88210,894

rjc wealth management 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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Rjc Wealth Management Ltd Competitor Analysis

competitor_analysis_table_img

Perform a competitor analysis for rjc wealth management ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in DY11 area or any other competitors across 12 key performance metrics.

rjc wealth management ltd Ownership

RJC WEALTH MANAGEMENT LTD group structure

Rjc Wealth Management Ltd has no subsidiary companies.

Ultimate parent company

RJC WEALTH MANAGEMENT LTD

08777582

RJC WEALTH MANAGEMENT LTD Shareholders

richard chapman 85%
becky chapman 15%

rjc wealth management ltd directors

Rjc Wealth Management Ltd currently has 1 director, Mr Richard Chapman serving since Nov 2013.

officercountryagestartendrole
Mr Richard ChapmanUnited Kingdom55 years Nov 2013- Director

P&L

March 2023

turnover

216.9k

+54%

operating profit

29.4k

0%

gross margin

46.6%

-0.32%

turnover

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

Balance Sheet

March 2023

net assets

56.2k

+0.73%

total assets

79.7k

+0.48%

cash

0

0%

net assets

Total assets minus all liabilities

rjc wealth management ltd company details

company number

08777582

Type

Private limited with Share Capital

industry

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

incorporation date

November 2013

age

11

incorporated

UK

ultimate parent company

None

accounts

Micro-Entity Accounts

last accounts submitted

March 2023

previous names

N/A

accountant

-

auditor

-

address

2 mill lane, wolverley, kidderminster, DY11 5TR

Bank

-

Legal Advisor

-

rjc wealth management 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 rjc wealth management ltd.

rjc wealth management 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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rjc wealth management ltd Companies House Filings - See Documents

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