collinson wealth management limited
collinson wealth management limited Company Information
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
6 ringway close, tytherington, SK10 2SU
Website
-collinson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of COLLINSON WEALTH MANAGEMENT LIMITED at £58.8k based on a Turnover of £69k and 0.85x industry multiple (adjusted for size and gross margin).
collinson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of COLLINSON WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £-1k and a 2.94x industry multiple (adjusted for size and gross margin).
collinson wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of COLLINSON WEALTH MANAGEMENT LIMITED at £15.9k based on Net Assets of £11.9k and 1.34x industry multiple (adjusted for liquidity).
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Collinson Wealth Management Limited Overview
Collinson Wealth Management Limited is a dissolved company that was located in tytherington, SK10 2SU with a Companies House number of 09392943. It operated in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in January 2015, it's largest shareholder was fiona liggett with a 100% stake. The last turnover for Collinson Wealth Management Limited was estimated at £69k.
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Collinson Wealth Management Limited Health Check
Pomanda's financial health check has awarded Collinson Wealth Management Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 8 areas for improvement. Company Health Check FAQs
1 Strong
1 Regular
8 Weak
Size
annual sales of £69k, make it smaller than the average company (£4.3m)
- Collinson Wealth Management Limited
£4.3m - Industry AVG
Growth
3 year (CAGR) sales growth of -13%, show it is growing at a slower rate (3.6%)
- Collinson Wealth Management Limited
3.6% - Industry AVG
Production
with a gross margin of 17%, this company has a higher cost of product (58.2%)
- Collinson Wealth Management Limited
58.2% - Industry AVG
Profitability
an operating margin of -1.5% make it less profitable than the average company (10.5%)
- Collinson Wealth Management Limited
10.5% - Industry AVG
Employees
with 1 employees, this is below the industry average (12)
1 - Collinson Wealth Management Limited
12 - Industry AVG
Pay Structure
on an average salary of £74.1k, the company has an equivalent pay structure (£74.1k)
- Collinson Wealth Management Limited
£74.1k - Industry AVG
Efficiency
resulting in sales per employee of £69k, this is less efficient (£200.6k)
- Collinson Wealth Management Limited
£200.6k - Industry AVG
Debtor Days
it gets paid by customers after 75 days, this is later than average (32 days)
- Collinson Wealth Management Limited
32 days - Industry AVG
Creditor Days
its suppliers are paid after 15 days, this is quicker than average (47 days)
- Collinson Wealth Management Limited
47 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Collinson Wealth Management Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Collinson Wealth Management Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 16.8%, this is a lower level of debt than the average (67.6%)
16.8% - Collinson Wealth Management Limited
67.6% - Industry AVG
COLLINSON WEALTH MANAGEMENT LIMITED financials
Collinson Wealth Management Limited's latest turnover from March 2023 is estimated at £69 thousand and the company has net assets of £11.9 thousand. According to their latest financial statements, Collinson Wealth Management Limited has 1 employee 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 | |
|---|---|---|---|---|---|---|---|---|
| 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 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | |
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | |
|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 1,142 | 633 | 844 | 1,125 | 1,158 | 1,142 | 1,367 | |
| Intangible Assets | ||||||||
| Investments & Other | ||||||||
| Debtors (Due After 1 year) | ||||||||
| Total Fixed Assets | 1,142 | 633 | 844 | 1,125 | 1,158 | 1,142 | 1,367 | |
| Stock & work in progress | ||||||||
| Trade Debtors | 14,285 | 12,789 | 33,671 | 38,440 | 32,192 | 6,128 | 7,799 | 2,179 |
| Group Debtors | ||||||||
| Misc Debtors | ||||||||
| Cash | ||||||||
| misc current assets | ||||||||
| total current assets | 14,285 | 12,789 | 33,671 | 38,440 | 32,192 | 6,128 | 7,799 | 2,179 |
| total assets | 14,285 | 13,931 | 34,304 | 39,284 | 33,317 | 7,286 | 8,941 | 3,546 |
| Bank overdraft | ||||||||
| Bank loan | ||||||||
| Trade Creditors | 2,396 | 1,016 | 6,805 | 11,476 | 21,508 | 4,394 | 5,897 | 3,440 |
| Group/Directors Accounts | ||||||||
| other short term finances | ||||||||
| hp & lease commitments | ||||||||
| other current liabilities | ||||||||
| total current liabilities | 2,396 | 1,016 | 6,805 | 11,476 | 21,508 | 4,394 | 5,897 | 3,440 |
| loans | ||||||||
| hp & lease commitments | ||||||||
| Accruals and Deferred Income | ||||||||
| other liabilities | ||||||||
| provisions | ||||||||
| total long term liabilities | ||||||||
| total liabilities | 2,396 | 1,016 | 6,805 | 11,476 | 21,508 | 4,394 | 5,897 | 3,440 |
| net assets | 11,889 | 12,915 | 27,499 | 27,808 | 11,809 | 2,892 | 3,044 | 106 |
| total shareholders funds | 11,889 | 12,915 | 27,499 | 27,808 | 11,809 | 2,892 | 3,044 | 106 |
| Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | Mar 2016 | |
|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||
| Operating Profit | ||||||||
| Depreciation | ||||||||
| Amortisation | ||||||||
| Tax | ||||||||
| Stock | ||||||||
| Debtors | 1,496 | -20,882 | -4,769 | 6,248 | 26,064 | -1,671 | 5,620 | 2,179 |
| Creditors | 1,380 | -5,789 | -4,671 | -10,032 | 17,114 | -1,503 | 2,457 | 3,440 |
| 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 | ||||||||
| overdraft | ||||||||
| change in cash |
collinson wealth management limited Credit Report and Business Information
Collinson Wealth Management Limited Competitor Analysis
Perform a competitor analysis for collinson wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other undefined companies, companies in SK10 area or any other competitors across 12 key performance metrics.
collinson wealth management limited Ownership
COLLINSON WEALTH MANAGEMENT LIMITED group structure
Collinson Wealth Management Limited has no subsidiary companies.
Ultimate parent company
COLLINSON WEALTH MANAGEMENT LIMITED
09392943
collinson wealth management limited directors
Collinson Wealth Management Limited currently has 1 director, Mrs Fiona Liggett serving since Jan 2015.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mrs Fiona Liggett | United Kingdom | 58 years | Jan 2015 | - | Director |
P&L
March 2023turnover
69k
+7%
operating profit
-1k
0%
gross margin
17.1%
-6.47%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2023net assets
11.9k
-0.08%
total assets
14.3k
+0.03%
cash
0
0%
net assets
Total assets minus all liabilities
collinson wealth management limited company details
company number
09392943
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
January 2015
age
10
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
March 2023
previous names
N/A
accountant
-
auditor
-
address
6 ringway close, tytherington, SK10 2SU
Bank
BARCLAYS BANK PLC
Legal Advisor
-
collinson wealth management limited 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 collinson wealth management limited.
collinson wealth management limited 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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collinson wealth management limited Companies House Filings - See Documents
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