l j taffetsauffer wealth management limited
l j taffetsauffer wealth management limited Company Information
Company Number
10980250
Next Accounts
Jun 2025
Directors
Shareholders
luke taffetsauffer
katrin taffetsauffer
Group Structure
View All
Industry
Activities of insurance agents and brokers
Registered Address
29 stepney road, llanelli, SA15 4AA
Website
www.taffetsaufferwm.co.ukl j taffetsauffer wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED at £146.8k based on a Turnover of £184.9k and 0.79x industry multiple (adjusted for size and gross margin).
l j taffetsauffer wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED at £4k based on an EBITDA of £829 and a 4.83x industry multiple (adjusted for size and gross margin).
l j taffetsauffer wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED at £18.8k based on Net Assets of £9.9k and 1.9x industry multiple (adjusted for liquidity).
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L J Taffetsauffer Wealth Management Limited Overview
L J Taffetsauffer Wealth Management Limited is a live company located in llanelli, SA15 4AA with a Companies House number of 10980250. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in September 2017, it's largest shareholder is luke taffetsauffer with a 75% stake. L J Taffetsauffer Wealth Management Limited is a young, micro sized company, Pomanda has estimated its turnover at £184.9k with healthy growth in recent years.
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L J Taffetsauffer Wealth Management Limited Health Check
Pomanda's financial health check has awarded L J Taffetsauffer Wealth Management Limited a 1.5 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 £184.9k, make it smaller than the average company (£2.9m)
- L J Taffetsauffer Wealth Management Limited
£2.9m - Industry AVG
Growth
3 year (CAGR) sales growth of 10%, show it is growing at a faster rate (5.9%)
- L J Taffetsauffer Wealth Management Limited
5.9% - Industry AVG
Production
with a gross margin of 61.1%, this company has a higher cost of product (95.7%)
- L J Taffetsauffer Wealth Management Limited
95.7% - Industry AVG
Profitability
an operating margin of 0.5% make it less profitable than the average company (18.6%)
- L J Taffetsauffer Wealth Management Limited
18.6% - Industry AVG
Employees
with 3 employees, this is below the industry average (18)
3 - L J Taffetsauffer Wealth Management Limited
18 - Industry AVG
Pay Structure
on an average salary of £48.7k, the company has an equivalent pay structure (£48.7k)
- L J Taffetsauffer Wealth Management Limited
£48.7k - Industry AVG
Efficiency
resulting in sales per employee of £61.6k, this is less efficient (£113.8k)
- L J Taffetsauffer Wealth Management Limited
£113.8k - Industry AVG
Debtor Days
it gets paid by customers after 171 days, this is later than average (73 days)
- L J Taffetsauffer Wealth Management Limited
73 days - Industry AVG
Creditor Days
its suppliers are paid after 228 days, this is slower than average (98 days)
- L J Taffetsauffer Wealth Management Limited
98 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- L J Taffetsauffer Wealth Management Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - L J Taffetsauffer Wealth Management Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 98.8%, this is a higher level of debt than the average (61.1%)
98.8% - L J Taffetsauffer Wealth Management Limited
61.1% - Industry AVG
L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED financials
L J Taffetsauffer Wealth Management Limited's latest turnover from September 2023 is estimated at £184.9 thousand and the company has net assets of £9.9 thousand. According to their latest financial statements, L J Taffetsauffer Wealth Management Limited has 3 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Sep 2018 | |
|---|---|---|---|---|---|---|
| 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 | 3 | 3 | 2 | 2 | 2 | 2 |
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Sep 2018 | |
|---|---|---|---|---|---|---|
| Tangible Assets | 724,154 | 633,721 | 1,067 | 2,692 | 4,317 | 3,499 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 724,154 | 633,721 | 1,067 | 2,692 | 4,317 | 3,499 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 86,695 | 55,829 | 0 | 67,363 | 19,514 | 30,261 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 0 | 0 | 42,341 | 0 | 0 | 0 |
| misc current assets | 0 | 0 | 0 | 0 | 0 | 0 |
| total current assets | 86,695 | 55,829 | 42,341 | 67,363 | 19,514 | 30,261 |
| total assets | 810,849 | 689,550 | 43,408 | 70,055 | 23,831 | 33,760 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 44,945 | 24,521 | 0 | 14,446 | 7,334 | 15,944 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 0 | 0 | 11,369 | 0 | 0 | 0 |
| total current liabilities | 44,945 | 24,521 | 11,369 | 14,446 | 7,334 | 15,944 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 755,982 | 655,729 | 0 | 25,877 | 0 | 0 |
| provisions | 0 | 0 | 0 | 0 | 0 | 0 |
| total long term liabilities | 755,982 | 655,729 | 0 | 25,877 | 0 | 0 |
| total liabilities | 800,927 | 680,250 | 11,369 | 40,323 | 7,334 | 15,944 |
| net assets | 9,922 | 9,300 | 32,039 | 29,732 | 16,497 | 17,816 |
| total shareholders funds | 9,922 | 9,300 | 32,039 | 29,732 | 16,497 | 17,816 |
| Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Sep 2018 | |
|---|---|---|---|---|---|---|
| Operating Activities | ||||||
| Operating Profit | ||||||
| Depreciation | 0 | |||||
| Amortisation | 0 | |||||
| Tax | ||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | 30,866 | 55,829 | -67,363 | 47,849 | -10,747 | 30,261 |
| Creditors | 20,424 | 24,521 | -14,446 | 7,112 | -8,610 | 15,944 |
| Accruals and Deferred Income | 0 | -11,369 | 11,369 | 0 | 0 | 0 |
| Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash flow from operations | ||||||
| Investing Activities | ||||||
| capital expenditure | ||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | ||||||
| Financing Activities | ||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 100,253 | 655,729 | -25,877 | 25,877 | 0 | 0 |
| share issue | ||||||
| interest | ||||||
| cash flow from financing | ||||||
| cash and cash equivalents | ||||||
| cash | 0 | -42,341 | 42,341 | 0 | 0 | 0 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | 0 | -42,341 | 42,341 | 0 | 0 | 0 |
l j taffetsauffer wealth management limited Credit Report and Business Information
L J Taffetsauffer Wealth Management Limited Competitor Analysis
Perform a competitor analysis for l j taffetsauffer wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in SA15 area or any other competitors across 12 key performance metrics.
l j taffetsauffer wealth management limited Ownership
L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED group structure
L J Taffetsauffer Wealth Management Limited has no subsidiary companies.
Ultimate parent company
L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED
10980250
l j taffetsauffer wealth management limited directors
L J Taffetsauffer Wealth Management Limited currently has 1 director, Mr Luke Taffetsauffer serving since Sep 2017.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Luke Taffetsauffer | Wales | 41 years | Sep 2017 | - | Director |
P&L
September 2023turnover
184.9k
+13%
operating profit
829.3
0%
gross margin
61.2%
-2.2%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
September 2023net assets
9.9k
+0.07%
total assets
810.8k
+0.18%
cash
0
0%
net assets
Total assets minus all liabilities
l j taffetsauffer wealth management limited company details
company number
10980250
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
September 2017
age
8
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
September 2023
previous names
N/A
accountant
-
auditor
-
address
29 stepney road, llanelli, SA15 4AA
Bank
-
Legal Advisor
-
l j taffetsauffer 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 l j taffetsauffer wealth management limited.
l j taffetsauffer 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.
Click to start generating capital raising & share issue transactions for L J TAFFETSAUFFER WEALTH MANAGEMENT LIMITED. This can take several minutes, an email will notify you when this has completed.
l j taffetsauffer wealth management limited Companies House Filings - See Documents
| date | description | view/download |
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