bluejay financial planning ltd
bluejay financial planning ltd Company Information
Company Number
08970008
Next Accounts
Dec 2025
Shareholders
tracey oxford
jason roofe
Group Structure
View All
Industry
Activities of insurance agents and brokers
Registered Address
98 church street, stapleford, nottingham, NG9 8DJ
Website
-bluejay financial planning ltd Estimated Valuation
Pomanda estimates the enterprise value of BLUEJAY FINANCIAL PLANNING LTD at £101.8k based on a Turnover of £131k and 0.78x industry multiple (adjusted for size and gross margin).
bluejay financial planning ltd Estimated Valuation
Pomanda estimates the enterprise value of BLUEJAY FINANCIAL PLANNING LTD at £5.7k based on an EBITDA of £1.3k and a 4.34x industry multiple (adjusted for size and gross margin).
bluejay financial planning ltd Estimated Valuation
Pomanda estimates the enterprise value of BLUEJAY FINANCIAL PLANNING LTD at £92.6k based on Net Assets of £53.9k and 1.72x industry multiple (adjusted for liquidity).
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Bluejay Financial Planning Ltd Overview
Bluejay Financial Planning Ltd is a live company located in nottingham, NG9 8DJ with a Companies House number of 08970008. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in April 2014, it's largest shareholder is tracey oxford with a 50% stake. Bluejay Financial Planning Ltd is a established, micro sized company, Pomanda has estimated its turnover at £131k with low growth in recent years.
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Bluejay Financial Planning Ltd Health Check
Pomanda's financial health check has awarded Bluejay Financial Planning Ltd a 2 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
2 Strong
1 Regular
7 Weak
Size
annual sales of £131k, make it smaller than the average company (£2.3m)
- Bluejay Financial Planning Ltd
£2.3m - Industry AVG
Growth
3 year (CAGR) sales growth of 0%, show it is growing at a slower rate (7%)
- Bluejay Financial Planning Ltd
7% - Industry AVG
Production
with a gross margin of 68.2%, this company has a higher cost of product (96.9%)
- Bluejay Financial Planning Ltd
96.9% - Industry AVG
Profitability
an operating margin of 1% make it less profitable than the average company (20.2%)
- Bluejay Financial Planning Ltd
20.2% - Industry AVG
Employees
with 2 employees, this is below the industry average (17)
2 - Bluejay Financial Planning Ltd
17 - Industry AVG
Pay Structure
on an average salary of £53.8k, the company has an equivalent pay structure (£53.8k)
- Bluejay Financial Planning Ltd
£53.8k - Industry AVG
Efficiency
resulting in sales per employee of £65.5k, this is less efficient (£120.6k)
- Bluejay Financial Planning Ltd
£120.6k - Industry AVG
Debtor Days
it gets paid by customers after 153 days, this is later than average (69 days)
- Bluejay Financial Planning Ltd
69 days - Industry AVG
Creditor Days
its suppliers are paid after 194 days, this is slower than average (151 days)
- Bluejay Financial Planning Ltd
151 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Bluejay Financial Planning Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Bluejay Financial Planning Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 29.1%, this is a lower level of debt than the average (55.2%)
29.1% - Bluejay Financial Planning Ltd
55.2% - Industry AVG
BLUEJAY FINANCIAL PLANNING LTD financials
Bluejay Financial Planning Ltd's latest turnover from March 2024 is estimated at £131 thousand and the company has net assets of £53.9 thousand. According to their latest financial statements, Bluejay Financial Planning Ltd has 2 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2024 | 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 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | ||
| Intangible Assets | 21,000 | 21,000 | ||||||||
| Investments & Other | ||||||||||
| Debtors (Due After 1 year) | ||||||||||
| Total Fixed Assets | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 | 21,000 |
| Stock & work in progress | ||||||||||
| Trade Debtors | 55,053 | 50,791 | 48,051 | 54,573 | 50,182 | 70,173 | 62,188 | 21,840 | ||
| Group Debtors | ||||||||||
| Misc Debtors | ||||||||||
| Cash | 5,022 | 8,473 | ||||||||
| misc current assets | ||||||||||
| total current assets | 55,053 | 50,791 | 48,051 | 54,573 | 50,182 | 70,173 | 62,188 | 21,840 | 5,022 | 8,473 |
| total assets | 76,053 | 71,791 | 69,051 | 75,573 | 71,182 | 91,173 | 83,188 | 42,840 | 26,022 | 29,473 |
| Bank overdraft | ||||||||||
| Bank loan | ||||||||||
| Trade Creditors | 22,161 | 18,875 | 20,410 | 19,660 | 12,602 | 23,088 | 28,939 | 24,958 | 25,038 | 27,777 |
| Group/Directors Accounts | ||||||||||
| other short term finances | ||||||||||
| hp & lease commitments | ||||||||||
| other current liabilities | ||||||||||
| total current liabilities | 22,161 | 18,875 | 20,410 | 19,660 | 12,602 | 23,088 | 28,939 | 24,958 | 25,038 | 27,777 |
| loans | ||||||||||
| hp & lease commitments | ||||||||||
| Accruals and Deferred Income | ||||||||||
| other liabilities | ||||||||||
| provisions | ||||||||||
| total long term liabilities | ||||||||||
| total liabilities | 22,161 | 18,875 | 20,410 | 19,660 | 12,602 | 23,088 | 28,939 | 24,958 | 25,038 | 27,777 |
| net assets | 53,892 | 52,916 | 48,641 | 55,913 | 58,580 | 68,085 | 54,249 | 17,882 | 984 | 1,696 |
| total shareholders funds | 53,892 | 52,916 | 48,641 | 55,913 | 58,580 | 68,085 | 54,249 | 17,882 | 984 | 1,696 |
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||
| Operating Profit | ||||||||||
| Depreciation | ||||||||||
| Amortisation | ||||||||||
| Tax | ||||||||||
| Stock | ||||||||||
| Debtors | 4,262 | 2,740 | -6,522 | 4,391 | -19,991 | 7,985 | 40,348 | 21,840 | ||
| Creditors | 3,286 | -1,535 | 750 | 7,058 | -10,486 | -5,851 | 3,981 | -80 | -2,739 | 27,777 |
| Accruals and Deferred Income | ||||||||||
| Deferred Taxes & Provisions | ||||||||||
| Cash flow from operations | ||||||||||
| Investing Activities | ||||||||||
| capital expenditure | ||||||||||
| Change in Investments | ||||||||||
| cash flow from investments | ||||||||||
| Financing Activities | ||||||||||
| Bank loans | ||||||||||
| Group/Directors Accounts | ||||||||||
| Other Short Term Loans | ||||||||||
| Long term loans | ||||||||||
| Hire Purchase and Lease Commitments | ||||||||||
| other long term liabilities | ||||||||||
| share issue | ||||||||||
| interest | ||||||||||
| cash flow from financing | ||||||||||
| cash and cash equivalents | ||||||||||
| cash | -5,022 | -3,451 | 8,473 | |||||||
| overdraft | ||||||||||
| change in cash | -5,022 | -3,451 | 8,473 |
bluejay financial planning ltd Credit Report and Business Information
Bluejay Financial Planning Ltd Competitor Analysis
Perform a competitor analysis for bluejay financial planning ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in NG9 area or any other competitors across 12 key performance metrics.
bluejay financial planning ltd Ownership
BLUEJAY FINANCIAL PLANNING LTD group structure
Bluejay Financial Planning Ltd has no subsidiary companies.
Ultimate parent company
BLUEJAY FINANCIAL PLANNING LTD
08970008
bluejay financial planning ltd directors
Bluejay Financial Planning Ltd currently has 2 directors. The longest serving directors include Miss Tracey Oxford (Apr 2014) and Mr Jason Roofe (Apr 2014).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Miss Tracey Oxford | England | 47 years | Apr 2014 | - | Director |
| Mr Jason Roofe | England | 54 years | Apr 2014 | - | Director |
P&L
March 2024turnover
131k
+9%
operating profit
1.3k
0%
gross margin
68.2%
+0.94%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
53.9k
+0.02%
total assets
76.1k
+0.06%
cash
0
0%
net assets
Total assets minus all liabilities
Similar Companies
bluejay financial planning ltd company details
company number
08970008
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
April 2014
age
11
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
March 2024
previous names
N/A
accountant
-
auditor
-
address
98 church street, stapleford, nottingham, NG9 8DJ
Bank
-
Legal Advisor
-
bluejay financial planning 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 bluejay financial planning ltd.
bluejay financial planning 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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bluejay financial planning ltd Companies House Filings - See Documents
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