w and d wealth planning ltd
w and d wealth planning ltd Company Information
Company Number
11104939
Next Accounts
Sep 2025
Shareholders
gillian disney
brendon howlett
Group Structure
View All
Industry
Other business support service activities n.e.c.
Registered Address
lodge park, lodge lane langham, colchester, CO4 5NE
Website
www.kingswood-group.comw and d wealth planning ltd Estimated Valuation
Pomanda estimates the enterprise value of W AND D WEALTH PLANNING LTD at £63k based on a Turnover of £160.7k and 0.39x industry multiple (adjusted for size and gross margin).
w and d wealth planning ltd Estimated Valuation
Pomanda estimates the enterprise value of W AND D WEALTH PLANNING LTD at £0 based on an EBITDA of £-357 and a 2.87x industry multiple (adjusted for size and gross margin).
w and d wealth planning ltd Estimated Valuation
Pomanda estimates the enterprise value of W AND D WEALTH PLANNING LTD at £401 based on Net Assets of £188 and 2.13x industry multiple (adjusted for liquidity).
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W And D Wealth Planning Ltd Overview
W And D Wealth Planning Ltd is a live company located in colchester, CO4 5NE with a Companies House number of 11104939. It operates in the other business support service activities n.e.c. sector, SIC Code 82990. Founded in December 2017, it's largest shareholder is gillian disney with a 50% stake. W And D Wealth Planning Ltd is a young, micro sized company, Pomanda has estimated its turnover at £160.7k with rapid growth in recent years.
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W And D Wealth Planning Ltd Health Check
Pomanda's financial health check has awarded W And D Wealth Planning Ltd a 1 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 5 areas for improvement. Company Health Check FAQs
1 Strong
1 Regular
5 Weak
Size
annual sales of £160.7k, make it smaller than the average company (£4.8m)
- W And D Wealth Planning Ltd
£4.8m - Industry AVG
Growth
3 year (CAGR) sales growth of 30%, show it is growing at a faster rate (6.7%)
- W And D Wealth Planning Ltd
6.7% - Industry AVG
Production
with a gross margin of 17%, this company has a higher cost of product (38.2%)
- W And D Wealth Planning Ltd
38.2% - Industry AVG
Profitability
an operating margin of -0.2% make it less profitable than the average company (5.7%)
- W And D Wealth Planning Ltd
5.7% - Industry AVG
Employees
with 2 employees, this is below the industry average (27)
2 - W And D Wealth Planning Ltd
27 - Industry AVG
Pay Structure
on an average salary of £53.9k, the company has an equivalent pay structure (£53.9k)
- W And D Wealth Planning Ltd
£53.9k - Industry AVG
Efficiency
resulting in sales per employee of £80.4k, this is less efficient (£171.2k)
- W And D Wealth Planning Ltd
£171.2k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- W And D Wealth Planning Ltd
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- W And D Wealth Planning Ltd
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- W And D Wealth Planning Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - W And D Wealth Planning Ltd
- - Industry AVG
Debt Level
There is insufficient data available for this Key Performance Indicator!
- - W And D Wealth Planning Ltd
- - Industry AVG
W AND D WEALTH PLANNING LTD financials
W And D Wealth Planning Ltd's latest turnover from December 2023 is estimated at £160.7 thousand and the company has net assets of £188. According to their latest financial statements, W And D Wealth Planning Ltd has 2 employees and maintains cash reserves of £187 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 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 | 2 | 2 | 2 | 2 | 2 | |
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | |
|---|---|---|---|---|---|---|
| Tangible Assets | ||||||
| Intangible Assets | ||||||
| Investments & Other | ||||||
| Debtors (Due After 1 year) | ||||||
| Total Fixed Assets | ||||||
| Stock & work in progress | ||||||
| Trade Debtors | 751 | 794 | ||||
| Group Debtors | ||||||
| Misc Debtors | ||||||
| Cash | 187 | 649 | 2,065 | 2,637 | 1,175 | 963 |
| misc current assets | 1 | |||||
| total current assets | 188 | 649 | 2,065 | 2,637 | 1,926 | 1,757 |
| total assets | 188 | 649 | 2,065 | 2,637 | 1,926 | 1,757 |
| Bank overdraft | ||||||
| Bank loan | ||||||
| Trade Creditors | 125 | 391 | 497 | 134 | 322 | |
| Group/Directors Accounts | ||||||
| other short term finances | ||||||
| hp & lease commitments | ||||||
| other current liabilities | ||||||
| total current liabilities | 125 | 391 | 497 | 134 | 322 | |
| loans | ||||||
| hp & lease commitments | ||||||
| Accruals and Deferred Income | ||||||
| other liabilities | ||||||
| provisions | ||||||
| total long term liabilities | ||||||
| total liabilities | 125 | 391 | 497 | 134 | 322 | |
| net assets | 188 | 524 | 1,674 | 2,140 | 1,792 | 1,435 |
| total shareholders funds | 188 | 524 | 1,674 | 2,140 | 1,792 | 1,435 |
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | |
|---|---|---|---|---|---|---|
| Operating Activities | ||||||
| Operating Profit | ||||||
| Depreciation | ||||||
| Amortisation | ||||||
| Tax | ||||||
| Stock | ||||||
| Debtors | -751 | -43 | 794 | |||
| Creditors | -125 | -266 | -106 | 363 | -188 | 322 |
| 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 | -462 | -1,416 | -572 | 1,462 | 212 | 963 |
| overdraft | ||||||
| change in cash | -462 | -1,416 | -572 | 1,462 | 212 | 963 |
w and d wealth planning ltd Credit Report and Business Information
W And D Wealth Planning Ltd Competitor Analysis
Perform a competitor analysis for w and d wealth planning ltd by selecting its closest rivals, whether from the ADMINISTRATIVE AND SUPPORT SERVICE ACTIVITIES sector, other micro companies, companies in CO4 area or any other competitors across 12 key performance metrics.
w and d wealth planning ltd Ownership
W AND D WEALTH PLANNING LTD group structure
W And D Wealth Planning Ltd has no subsidiary companies.
Ultimate parent company
W AND D WEALTH PLANNING LTD
11104939
w and d wealth planning ltd directors
W And D Wealth Planning Ltd currently has 2 directors. The longest serving directors include Mr Peter Disney (Dec 2017) and Mr Brendon Howlett (Dec 2017).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Peter Disney | United Kingdom | 66 years | Dec 2017 | - | Director |
| Mr Brendon Howlett | England | 57 years | Dec 2017 | - | Director |
P&L
December 2023turnover
160.7k
+105%
operating profit
-358
0%
gross margin
17%
-0.63%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
188
-0.64%
total assets
188
-0.71%
cash
187
-0.71%
net assets
Total assets minus all liabilities
w and d wealth planning ltd company details
company number
11104939
Type
Private limited with Share Capital
industry
82990 - Other business support service activities n.e.c.
incorporation date
December 2017
age
8
incorporated
UK
ultimate parent company
accounts
Unaudited Abridged
last accounts submitted
December 2023
previous names
N/A
accountant
WOOD & DISNEY LIMITED
auditor
-
address
lodge park, lodge lane langham, colchester, CO4 5NE
Bank
-
Legal Advisor
-
w and d wealth planning ltd 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 w and d wealth planning ltd.
w and d wealth planning ltd 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 W AND D WEALTH PLANNING LTD. This can take several minutes, an email will notify you when this has completed.
w and d wealth planning ltd Companies House Filings - See Documents
| date | description | view/download |
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