Pomanda estimates the enterprise value of STRATEGIC WEALTH PARTNERS LIMITED at £410.6k based on a Turnover of £342.2k and 1.2x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of STRATEGIC WEALTH PARTNERS LIMITED at £108.8k based on an EBITDA of £26.3k and a 4.14x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of STRATEGIC WEALTH PARTNERS LIMITED at £186k based on Net Assets of £142.5k and 1.31x industry multiple (adjusted for liquidity).
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Strategic Wealth Partners LimitedOverview
Strategic Wealth Partners Limited is a live company located in billingshurst, RH14 0PQ with a Companies House number of 10817804. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in June 2017, it's largest shareholder is
strategic wealth group limited
with a 100% stake. Strategic Wealth Partners Limited is a young,
micro sized company, Pomanda has estimated its turnover at
£342.2k with
declining
growth in recent years.
Pomanda's financial health check has awarded Strategic Wealth Partners Limited a 3.5 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 5 areas for improvement. Company Health Check FAQs
Health Rating3.5out of 5
2 Strong
3 Regular
5 Weak
Size
annual sales of £342.2k, make it smaller than the average company (£5.5m)
£342.2k - Strategic Wealth Partners Limited
£5.5m - Industry AVG
Growth
3 year (CAGR) sales growth of -3%, show it is growing at a slower rate (7.6%)
-3% - Strategic Wealth Partners Limited
7.6% - Industry AVG
Production
with a gross margin of 54.9%, this company has a comparable cost of product (54.9%)
54.9% - Strategic Wealth Partners Limited
54.9% - Industry AVG
Profitability
an operating margin of 7.7% make it as profitable than the average company (9%)
7.7% - Strategic Wealth Partners Limited
9% - Industry AVG
Employees
with 2 employees, this is below the industry average (12)
2 - Strategic Wealth Partners Limited
12 - Industry AVG
Pay Structure
on an average salary of £81.5k, the company has an equivalent pay structure (£81.5k)
£81.5k - Strategic Wealth Partners Limited
£81.5k - Industry AVG
Efficiency
resulting in sales per employee of £171.1k, this is less efficient (£218.9k)
£171.1k - Strategic Wealth Partners Limited
£218.9k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - Strategic Wealth Partners Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 0 days, this is quicker than average (40 days)
0 days - Strategic Wealth Partners Limited
40 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Strategic Wealth Partners Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities
for 245 weeks, this is more cash available to meet short term requirements (29 weeks)
245 weeks - Strategic Wealth Partners Limited
29 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 20.7%, this is a lower level of debt than the average (70.2%)
20.7% - Strategic Wealth Partners Limited
70.2% - Industry AVG
STRATEGIC WEALTH PARTNERS LIMITED financials
EXPORT
Strategic Wealth Partners Limited's latest turnover from June 2024 is estimated at £342.2 thousand and the company has net assets of £142.5 thousand. According to their latest financial statements, Strategic Wealth Partners Limited has 2 employees and maintains cash reserves of £175.7 thousand as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Jun 2024
Jun 2023
Jun 2022
Jun 2021
Jun 2020
Jun 2019
Jun 2018
Turnover
342,224
402,477
421,803
380,000
385,714
392,504
388,750
Other Income Or Grants
Cost Of Sales
154,349
174,282
176,358
155,892
154,525
160,447
154,661
Gross Profit
187,875
228,195
245,445
224,108
231,189
232,056
234,089
Admin Expenses
161,696
234,263
212,928
186,509
205,938
214,588
212,206
Operating Profit
26,179
-6,068
32,517
37,599
25,251
17,468
21,883
Interest Payable
Interest Receivable
8,278
6,980
1,544
102
87
448
102
Pre-Tax Profit
34,457
912
34,062
37,701
25,338
17,916
21,985
Tax
-8,614
-228
-6,472
-7,163
-4,814
-3,404
-4,177
Profit After Tax
25,843
684
27,590
30,538
20,524
14,512
17,808
Dividends Paid
Retained Profit
25,843
684
27,590
30,538
20,524
14,512
17,808
Employee Costs
163,064
150,555
148,048
137,874
137,856
139,626
134,835
Number Of Employees
2
2
2
2
2
2
2
EBITDA*
26,284
-5,317
33,884
39,201
27,411
19,008
23,323
* Earnings Before Interest, Tax, Depreciation and Amortisation
Jun 2024
Jun 2023
Jun 2022
Jun 2021
Jun 2020
Jun 2019
Jun 2018
Tangible Assets
213
751
2,118
1,509
1,794
2,922
Intangible Assets
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
213
751
2,118
1,509
1,794
2,922
Stock & work in progress
Trade Debtors
Group Debtors
Misc Debtors
3,788
5,077
6,034
5,662
5,254
3,639
4,560
Cash
175,652
139,696
139,499
107,614
96,196
78,459
40,946
misc current assets
total current assets
179,440
144,773
145,533
113,276
101,450
82,098
45,506
total assets
179,653
144,773
146,284
115,394
102,959
83,892
48,428
Bank overdraft
Bank loan
Trade Creditors
420
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
36,734
28,117
30,312
27,012
45,115
46,572
25,620
total current liabilities
37,154
28,117
30,312
27,012
45,115
46,572
25,620
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
37,154
28,117
30,312
27,012
45,115
46,572
25,620
net assets
142,499
116,656
115,972
88,382
57,844
37,320
22,808
total shareholders funds
142,499
116,656
115,972
88,382
57,844
37,320
22,808
Jun 2024
Jun 2023
Jun 2022
Jun 2021
Jun 2020
Jun 2019
Jun 2018
Operating Activities
Operating Profit
26,179
-6,068
32,517
37,599
25,251
17,468
21,883
Depreciation
105
751
1,367
1,602
2,160
1,540
1,440
Amortisation
Tax
-8,614
-228
-6,472
-7,163
-4,814
-3,404
-4,177
Stock
Debtors
-1,289
-957
372
408
1,615
-921
4,560
Creditors
420
Accruals and Deferred Income
8,617
-2,195
3,300
-18,103
-1,457
20,952
25,620
Deferred Taxes & Provisions
Cash flow from operations
27,996
-6,783
30,340
13,527
19,525
37,477
40,206
Investing Activities
capital expenditure
-318
-2,211
-1,875
-412
-4,362
Change in Investments
cash flow from investments
-318
-2,211
-1,875
-412
-4,362
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
5,000
interest
8,278
6,980
1,544
102
87
448
102
cash flow from financing
8,278
6,980
1,544
102
87
448
5,102
cash and cash equivalents
cash
35,956
197
31,885
11,418
17,737
37,513
40,946
overdraft
change in cash
35,956
197
31,885
11,418
17,737
37,513
40,946
strategic wealth partners limited Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for strategic wealth partners limited. Get real-time insights into strategic wealth partners limited's credit score, group structure and payment trends.
Perform a competitor analysis for strategic wealth partners limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in RH14 area or any other competitors across 12 key performance metrics.
strategic wealth partners limited Ownership
STRATEGIC WEALTH PARTNERS LIMITED group structure
Strategic Wealth Partners Limited has no subsidiary companies.
The sole shareholder of Strategic Wealth Partners Limited is Strategic Wealth Group Limited.
strategic wealth group limited
100%
strategic wealth partners limited directors
Strategic Wealth Partners Limited currently has 2 directors.
The longest serving directors include
Mr Amyr Badim Rocha Lima (Sep 2023) and
Mr Ian Cooke (Sep 2023).
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 strategic wealth partners limited.
strategic wealth partners limited Capital Raised & Share Issues BETA
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strategic wealth partners limitedCompanies House Filings - See Documents
