christina clegg financial planning services limited
christina clegg financial planning services limited Company Information
Company Number
09887636
Next Accounts
Dec 2025
Shareholders
christina clegg
philip clegg
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
2 patterdale close, burnley, lancashire, BB10 2UQ
Website
ccfps.co.ukchristina clegg financial planning services limited Estimated Valuation
Pomanda estimates the enterprise value of CHRISTINA CLEGG FINANCIAL PLANNING SERVICES LIMITED at £1.5m based on a Turnover of £1.1m and 1.4x industry multiple (adjusted for size and gross margin).
christina clegg financial planning services limited Estimated Valuation
Pomanda estimates the enterprise value of CHRISTINA CLEGG FINANCIAL PLANNING SERVICES LIMITED at £6k based on an EBITDA of £1.2k and a 4.92x industry multiple (adjusted for size and gross margin).
christina clegg financial planning services limited Estimated Valuation
Pomanda estimates the enterprise value of CHRISTINA CLEGG FINANCIAL PLANNING SERVICES LIMITED at £95.9k based on Net Assets of £74.5k and 1.29x industry multiple (adjusted for liquidity).
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Christina Clegg Financial Planning Services Limited Overview
Christina Clegg Financial Planning Services Limited is a live company located in lancashire, BB10 2UQ with a Companies House number of 09887636. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in November 2015, it's largest shareholder is christina clegg with a 51.5% stake. Christina Clegg Financial Planning Services Limited is a established, small sized company, Pomanda has estimated its turnover at £1.1m with healthy growth in recent years.
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Christina Clegg Financial Planning Services Limited Health Check
Pomanda's financial health check has awarded Christina Clegg Financial Planning Services Limited a 4 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 4 areas for improvement. Company Health Check FAQs
4 Strong
2 Regular
4 Weak
Size
annual sales of £1.1m, make it smaller than the average company (£5.2m)
- Christina Clegg Financial Planning Services Limited
£5.2m - Industry AVG
Growth
3 year (CAGR) sales growth of 9%, show it is growing at a faster rate (6.6%)
- Christina Clegg Financial Planning Services Limited
6.6% - Industry AVG
Production
with a gross margin of 55.8%, this company has a comparable cost of product (55.8%)
- Christina Clegg Financial Planning Services Limited
55.8% - Industry AVG
Profitability
an operating margin of -0.1% make it less profitable than the average company (9.3%)
- Christina Clegg Financial Planning Services Limited
9.3% - Industry AVG
Employees
with 6 employees, this is below the industry average (12)
6 - Christina Clegg Financial Planning Services Limited
12 - Industry AVG
Pay Structure
on an average salary of £79.9k, the company has an equivalent pay structure (£79.9k)
- Christina Clegg Financial Planning Services Limited
£79.9k - Industry AVG
Efficiency
resulting in sales per employee of £180.3k, this is less efficient (£217.6k)
- Christina Clegg Financial Planning Services Limited
£217.6k - Industry AVG
Debtor Days
it gets paid by customers after 24 days, this is earlier than average (32 days)
- Christina Clegg Financial Planning Services Limited
32 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Christina Clegg Financial Planning Services Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Christina Clegg Financial Planning Services Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 55 weeks, this is more cash available to meet short term requirements (29 weeks)
55 weeks - Christina Clegg Financial Planning Services Limited
29 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 58.5%, this is a lower level of debt than the average (68.5%)
58.5% - Christina Clegg Financial Planning Services Limited
68.5% - Industry AVG
CHRISTINA CLEGG FINANCIAL PLANNING SERVICES LIMITED financials
Christina Clegg Financial Planning Services Limited's latest turnover from March 2024 is estimated at £1.1 million and the company has net assets of £74.5 thousand. According to their latest financial statements, Christina Clegg Financial Planning Services Limited has 6 employees and maintains cash reserves of £99.7 thousand 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 | |
|---|---|---|---|---|---|---|---|---|
| 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 | 6 | 8 | 9 | 7 | 7 | 6 | 3 | 3 |
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | |
|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 7,846 | 9,807 | 12,259 | 15,323 | 19,154 | 23,942 | 2,959 | 1,497 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 7,846 | 9,807 | 12,259 | 15,323 | 19,154 | 23,942 | 2,959 | 1,497 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 72,000 | 73,800 | 46,000 | 25,000 | 44,000 | 30,000 | 42,974 | 0 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 99,686 | 86,216 | 133,348 | 125,412 | 48,412 | 41,018 | 34,968 | 28,887 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 171,686 | 160,016 | 179,348 | 150,412 | 92,412 | 71,018 | 77,942 | 28,887 |
| total assets | 179,532 | 169,823 | 191,607 | 165,735 | 111,566 | 94,960 | 80,901 | 30,384 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 8,000 | 8,000 | 8,000 | 8,937 | 3,715 | 20,970 | 0 | 0 |
| Trade Creditors | 0 | 0 | 0 | 0 | 0 | 0 | 52,691 | 18,483 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other short term finances | 940 | 510 | 471 | 1,525 | 41,030 | 6,762 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 84,806 | 68,866 | 67,524 | 57,270 | 35,558 | 35,030 | 0 | 0 |
| total current liabilities | 93,746 | 77,376 | 75,995 | 67,732 | 80,303 | 62,762 | 52,691 | 18,483 |
| loans | 9,333 | 17,333 | 25,333 | 31,063 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 6,694 | 7,971 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| provisions | 1,961 | 1,863 | 2,329 | 2,911 | 3,639 | 4,549 | 0 | 0 |
| total long term liabilities | 11,294 | 19,196 | 27,662 | 33,974 | 3,639 | 4,549 | 6,694 | 7,971 |
| total liabilities | 105,040 | 96,572 | 103,657 | 101,706 | 83,942 | 67,311 | 59,385 | 26,454 |
| net assets | 74,492 | 73,251 | 87,950 | 64,029 | 27,624 | 27,649 | 21,516 | 3,930 |
| total shareholders funds | 74,492 | 73,251 | 87,950 | 64,029 | 27,624 | 27,649 | 21,516 | 3,930 |
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | Mar 2018 | Mar 2017 | |
|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||
| Operating Profit | ||||||||
| Depreciation | 1,961 | 2,452 | 3,064 | 3,831 | 4,788 | 3,607 | 555 | 116 |
| Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Tax | ||||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -1,800 | 27,800 | 21,000 | -19,000 | 14,000 | -12,974 | 42,974 | 0 |
| Creditors | 0 | 0 | 0 | 0 | 0 | -52,691 | 34,208 | 18,483 |
| Accruals and Deferred Income | 15,940 | 1,342 | 10,254 | 21,712 | 528 | 28,336 | -1,277 | 7,971 |
| Deferred Taxes & Provisions | 98 | -466 | -582 | -728 | -910 | 4,549 | 0 | 0 |
| Cash flow from operations | ||||||||
| Investing Activities | ||||||||
| capital expenditure | ||||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | ||||||||
| Financing Activities | ||||||||
| Bank loans | 0 | 0 | -937 | 5,222 | -17,255 | 20,970 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 430 | 39 | -1,054 | -39,505 | 34,268 | 6,762 | 0 | 0 |
| Long term loans | -8,000 | -8,000 | -5,730 | 31,063 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| share issue | ||||||||
| interest | ||||||||
| cash flow from financing | ||||||||
| cash and cash equivalents | ||||||||
| cash | 13,470 | -47,132 | 7,936 | 77,000 | 7,394 | 6,050 | 6,081 | 28,887 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | 13,470 | -47,132 | 7,936 | 77,000 | 7,394 | 6,050 | 6,081 | 28,887 |
christina clegg financial planning services limited Credit Report and Business Information
Christina Clegg Financial Planning Services Limited Competitor Analysis
Perform a competitor analysis for christina clegg financial planning services limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in BB10 area or any other competitors across 12 key performance metrics.
christina clegg financial planning services limited Ownership
CHRISTINA CLEGG FINANCIAL PLANNING SERVICES LIMITED group structure
Christina Clegg Financial Planning Services Limited has no subsidiary companies.
Ultimate parent company
CHRISTINA CLEGG FINANCIAL PLANNING SERVICES LIMITED
09887636
christina clegg financial planning services limited directors
Christina Clegg Financial Planning Services Limited currently has 2 directors. The longest serving directors include Mr Philip Clegg (Nov 2015) and Mrs Christina Clegg (Nov 2015).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Philip Clegg | United Kingdom | 57 years | Nov 2015 | - | Director |
| Mrs Christina Clegg | United Kingdom | 54 years | Nov 2015 | - | Director |
P&L
March 2024turnover
1.1m
-13%
operating profit
-743.7
0%
gross margin
55.9%
-3.52%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
74.5k
+0.02%
total assets
179.5k
+0.06%
cash
99.7k
+0.16%
net assets
Total assets minus all liabilities
Similar Companies
christina clegg financial planning services limited company details
company number
09887636
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 2015
age
10
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
March 2024
previous names
N/A
accountant
-
auditor
-
address
2 patterdale close, burnley, lancashire, BB10 2UQ
Bank
-
Legal Advisor
-
christina clegg financial planning services 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 christina clegg financial planning services limited.
christina clegg financial planning services 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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christina clegg financial planning services limited Companies House Filings - See Documents
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