
Company Number
09990241
Next Accounts
Nov 2025
Shareholders
owain llyr williams
david patrick scott
View AllGroup 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
, high street, st. asaph, LL17 0RD
Website
sjwealthmanagement.comPomanda estimates the enterprise value of SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED at £0 based on a Turnover of £0 and 1.25x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £-11.2k and a 4.32x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED at £4.7k based on Net Assets of £3.6k and 1.31x industry multiple (adjusted for liquidity).
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Swayne Johnson Wealth Management Limited is a live company located in st. asaph, LL17 0RD with a Companies House number of 09990241. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in February 2016, it's largest shareholder is owain llyr williams with a 14.3% stake. Swayne Johnson Wealth Management Limited is a young, unknown sized company, Pomanda has estimated its turnover at £0 with unknown growth in recent years.
Pomanda's financial health check has awarded Swayne Johnson 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 0 areas for improvement. Company Health Check FAQs
1 Strong
1 Regular
0 Weak
Size
There is insufficient data available for this Key Performance Indicator!
- - Swayne Johnson Wealth Management Limited
- - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Production
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Employees
There is insufficient data available for this Key Performance Indicator!
- - Swayne Johnson Wealth Management Limited
- - Industry AVG
Pay Structure
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Efficiency
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Swayne Johnson Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 38 weeks, this is more cash available to meet short term requirements (28 weeks)
- - Swayne Johnson Wealth Management Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 72.7%, this is a similar level of debt than the average (70.2%)
- - Swayne Johnson Wealth Management Limited
- - Industry AVG
Swayne Johnson Wealth Management Limited's latest turnover from February 2024 is estimated at 0 and the company has net assets of £3.6 thousand. According to their latest financial statements, we estimate that Swayne Johnson Wealth Management Limited has no employees and maintains cash reserves of £7.1 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Feb 2024 | Feb 2023 | Feb 2022 | Feb 2021 | Feb 2020 | Feb 2019 | Feb 2018 | Feb 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 | ||||||||
EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Feb 2024 | Feb 2023 | Feb 2022 | Feb 2021 | Feb 2020 | Feb 2019 | Feb 2018 | Feb 2017 | |
---|---|---|---|---|---|---|---|---|
Tangible Assets | ||||||||
Intangible Assets | ||||||||
Investments & Other | ||||||||
Debtors (Due After 1 year) | ||||||||
Total Fixed Assets | ||||||||
Stock & work in progress | ||||||||
Trade Debtors | ||||||||
Group Debtors | ||||||||
Misc Debtors | 6,169 | 5,145 | 5,919 | 8,330 | 8,055 | 2,160 | 3,136 | 4,020 |
Cash | 7,118 | 17,687 | 13,859 | 11,959 | 10,649 | 13,683 | 9,797 | 13,312 |
misc current assets | ||||||||
total current assets | 13,287 | 22,832 | 19,778 | 20,289 | 18,704 | 15,843 | 12,933 | 17,332 |
total assets | 13,287 | 22,832 | 19,778 | 20,289 | 18,704 | 15,843 | 12,933 | 17,332 |
Bank overdraft | ||||||||
Bank loan | ||||||||
Trade Creditors | ||||||||
Group/Directors Accounts | ||||||||
other short term finances | ||||||||
hp & lease commitments | ||||||||
other current liabilities | 9,655 | 8,663 | 12,637 | 12,611 | 10,457 | 6,853 | 6,817 | 17,105 |
total current liabilities | 9,655 | 8,663 | 12,637 | 12,611 | 10,457 | 6,853 | 6,817 | 17,105 |
loans | ||||||||
hp & lease commitments | ||||||||
Accruals and Deferred Income | ||||||||
other liabilities | ||||||||
provisions | ||||||||
total long term liabilities | ||||||||
total liabilities | 9,655 | 8,663 | 12,637 | 12,611 | 10,457 | 6,853 | 6,817 | 17,105 |
net assets | 3,632 | 14,169 | 7,141 | 7,678 | 8,247 | 8,990 | 6,116 | 227 |
total shareholders funds | 3,632 | 14,169 | 7,141 | 7,678 | 8,247 | 8,990 | 6,116 | 227 |
Feb 2024 | Feb 2023 | Feb 2022 | Feb 2021 | Feb 2020 | Feb 2019 | Feb 2018 | Feb 2017 | |
---|---|---|---|---|---|---|---|---|
Operating Activities | ||||||||
Operating Profit | ||||||||
Depreciation | ||||||||
Amortisation | ||||||||
Tax | ||||||||
Stock | ||||||||
Debtors | 1,024 | -774 | -2,411 | 275 | 5,895 | -976 | -884 | 4,020 |
Creditors | ||||||||
Accruals and Deferred Income | 992 | -3,974 | 26 | 2,154 | 3,604 | 36 | -10,288 | 17,105 |
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 | -10,569 | 3,828 | 1,900 | 1,310 | -3,034 | 3,886 | -3,515 | 13,312 |
overdraft | ||||||||
change in cash | -10,569 | 3,828 | 1,900 | 1,310 | -3,034 | 3,886 | -3,515 | 13,312 |
Perform a competitor analysis for swayne johnson wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other young companies, companies in LL17 area or any other competitors across 12 key performance metrics.
SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED group structure
Swayne Johnson Wealth Management Limited has no subsidiary companies.
Ultimate parent company
SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED
09990241
Swayne Johnson Wealth Management Limited currently has 8 directors. The longest serving directors include Mrs Lynette Viney-Passig (Feb 2016) and Mr Michael Tree (Feb 2016).
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mrs Lynette Viney-Passig | Wales | 43 years | Feb 2016 | - | Director |
Mr Michael Tree | Wales | 52 years | Feb 2016 | - | Director |
Mr Owain Williams | Wales | 44 years | Feb 2016 | - | Director |
Mrs Sarah Noton | Wales | 61 years | Feb 2016 | - | Director |
Mrs Lynette Viney-Passig | Wales | 43 years | Feb 2016 | - | Director |
Mr David Scott | Wales | 66 years | Feb 2016 | - | Director |
Mrs Caryl Vaughan | 45 years | Feb 2016 | - | Director | |
Mr Gareth Davies | United Kingdom | 44 years | Feb 2023 | - | Director |
P&L
February 2024turnover
0
0%
operating profit
-11.2k
0%
gross margin
0%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
February 2024net assets
3.6k
-0.74%
total assets
13.3k
-0.42%
cash
7.1k
-0.6%
net assets
Total assets minus all liabilities
company number
09990241
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
February 2016
age
9
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
February 2024
previous names
N/A
accountant
BENNETT BROOKS & CO LTD
auditor
-
address
, high street, st. asaph, LL17 0RD
Bank
-
Legal Advisor
-
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 swayne johnson wealth management limited.
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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