e l j wealth management ltd
e l j wealth management ltd Company Information
Company Number
08956693
Website
eljwealth.tppowered.comRegistered Address
c/o ascent accountancy, sandbeck house, wetherby, LS22 7DN
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Telephone
01633841863
Next Accounts Due
December 2024
Group Structure
View All
Directors
David Horne10 Years
Shareholders
david horne 70%
jenni horne 30%
e l j wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of E L J WEALTH MANAGEMENT LTD at £832.1k based on a Turnover of £851k and 0.98x industry multiple (adjusted for size and gross margin).
e l j wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of E L J WEALTH MANAGEMENT LTD at £0 based on an EBITDA of £-13.3k and a 3.9x industry multiple (adjusted for size and gross margin).
e l j wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of E L J WEALTH MANAGEMENT LTD at £695.6k based on Net Assets of £340.5k and 2.04x industry multiple (adjusted for liquidity).
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E L J Wealth Management Ltd Overview
E L J Wealth Management Ltd is a live company located in wetherby, LS22 7DN with a Companies House number of 08956693. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in March 2014, it's largest shareholder is david horne with a 70% stake. E L J Wealth Management Ltd is a established, small sized company, Pomanda has estimated its turnover at £851k with healthy growth in recent years.
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E L J Wealth Management Ltd Health Check
Pomanda's financial health check has awarded E L J Wealth Management Ltd a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 5 areas for improvement. Company Health Check FAQs
4 Strong
1 Regular
5 Weak
Size
annual sales of £851k, make it smaller than the average company (£4m)
- E L J Wealth Management Ltd
£4m - Industry AVG
Growth
3 year (CAGR) sales growth of 14%, show it is growing at a faster rate (3.9%)
- E L J Wealth Management Ltd
3.9% - Industry AVG
Production
with a gross margin of 22.4%, this company has a higher cost of product (61.9%)
- E L J Wealth Management Ltd
61.9% - Industry AVG
Profitability
an operating margin of -1.6% make it less profitable than the average company (11.2%)
- E L J Wealth Management Ltd
11.2% - Industry AVG
Employees
with 2 employees, this is below the industry average (13)
2 - E L J Wealth Management Ltd
13 - Industry AVG
Pay Structure
on an average salary of £72.2k, the company has an equivalent pay structure (£72.2k)
- E L J Wealth Management Ltd
£72.2k - Industry AVG
Efficiency
resulting in sales per employee of £425.5k, this is more efficient (£203.7k)
- E L J Wealth Management Ltd
£203.7k - Industry AVG
Debtor Days
it gets paid by customers after 206 days, this is later than average (30 days)
- E L J Wealth Management Ltd
30 days - Industry AVG
Creditor Days
its suppliers are paid after 81 days, this is slower than average (38 days)
- E L J Wealth Management Ltd
38 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- E L J Wealth Management Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - E L J Wealth Management Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 30.2%, this is a lower level of debt than the average (57.2%)
30.2% - E L J Wealth Management Ltd
57.2% - Industry AVG
E L J WEALTH MANAGEMENT LTD financials
E L J Wealth Management Ltd's latest turnover from March 2023 is estimated at £851 thousand and the company has net assets of £340.5 thousand. According to their latest financial statements, E L J Wealth Management Ltd has 2 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Turnover | |||||||||
| Other Income Or Grants | |||||||||
| Cost Of Sales | |||||||||
| Gross Profit | |||||||||
| Admin Expenses | |||||||||
| Operating Profit | |||||||||
| Interest Payable | |||||||||
| Interest Receivable | |||||||||
| Pre-Tax Profit | |||||||||
| Tax | |||||||||
| Profit After Tax | |||||||||
| Dividends Paid | |||||||||
| Retained Profit | |||||||||
| Employee Costs | |||||||||
| Number Of Employees | 2 | 2 | 2 | 2 | 2 | ||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 5,314 | 5,541 | 3,955 | 4,280 | 490 | 52,414 | 1,022 | 1,621 | 1,023 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 103,167 | 154,750 | 0 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 5,314 | 5,541 | 3,955 | 4,280 | 490 | 52,414 | 104,189 | 156,371 | 1,023 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 482,326 | 455,465 | 377,126 | 292,808 | 243,113 | 186,100 | 143,556 | 19,089 | 442 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 67,978 | 44,843 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 482,326 | 455,465 | 377,126 | 292,808 | 243,113 | 186,100 | 143,556 | 87,067 | 45,285 |
| total assets | 487,640 | 461,006 | 381,081 | 297,088 | 243,603 | 238,514 | 247,745 | 243,438 | 46,308 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 147,149 | 107,206 | 121,950 | 135,663 | 150,771 | 198,231 | 233,074 | 227,048 | 34,999 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current liabilities | 147,149 | 107,206 | 121,950 | 135,663 | 150,771 | 198,231 | 233,074 | 227,048 | 34,999 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 300 | 200 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 300 | 200 |
| total liabilities | 147,149 | 107,206 | 121,950 | 135,663 | 150,771 | 198,231 | 233,074 | 227,348 | 35,199 |
| net assets | 340,491 | 353,800 | 259,131 | 161,425 | 92,832 | 40,283 | 14,671 | 16,090 | 11,109 |
| total shareholders funds | 340,491 | 353,800 | 259,131 | 161,425 | 92,832 | 40,283 | 14,671 | 16,090 | 11,109 |
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||
| Operating Profit | |||||||||
| Depreciation | 933 | 503 | |||||||
| Amortisation | 51,583 | 0 | |||||||
| Tax | |||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | 26,861 | 78,339 | 84,318 | 49,695 | 57,013 | 42,544 | 124,467 | 18,647 | 442 |
| Creditors | 39,943 | -14,744 | -13,713 | -15,108 | -47,460 | -34,843 | 6,026 | 192,049 | 34,999 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | -300 | 100 | 200 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | |||||||||
| Investing Activities | |||||||||
| capital expenditure | |||||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | |||||||||
| Financing Activities | |||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| share issue | |||||||||
| interest | |||||||||
| cash flow from financing | |||||||||
| cash and cash equivalents | |||||||||
| cash | 0 | 0 | 0 | 0 | 0 | 0 | -67,978 | 23,135 | 44,843 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | 0 | 0 | 0 | 0 | 0 | 0 | -67,978 | 23,135 | 44,843 |
e l j wealth management ltd Credit Report and Business Information
E L J Wealth Management Ltd Competitor Analysis
Perform a competitor analysis for e l j wealth management ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in LS22 area or any other competitors across 12 key performance metrics.
e l j wealth management ltd Ownership
E L J WEALTH MANAGEMENT LTD group structure
E L J Wealth Management Ltd has no subsidiary companies.
Ultimate parent company
E L J WEALTH MANAGEMENT LTD
08956693
e l j wealth management ltd directors
E L J Wealth Management Ltd currently has 1 director, Mr David Horne serving since Mar 2014.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr David Horne | England | 42 years | Mar 2014 | - | Director |
P&L
March 2023turnover
851k
+7%
operating profit
-13.3k
0%
gross margin
22.4%
-11.76%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2023net assets
340.5k
-0.04%
total assets
487.6k
+0.06%
cash
0
0%
net assets
Total assets minus all liabilities
e l j wealth management ltd company details
company number
08956693
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
March 2014
age
10
incorporated
UK
accounts
Micro-Entity Accounts
ultimate parent company
previous names
N/A
last accounts submitted
March 2023
address
c/o ascent accountancy, sandbeck house, wetherby, LS22 7DN
accountant
-
auditor
-
e l j 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 e l j wealth management ltd.
e l j wealth management ltd Companies House Filings - See Documents
| date | description | view/download |
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