craufurd hale wealth management limited

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craufurd hale wealth management limited Company Information

Share CRAUFURD HALE WEALTH MANAGEMENT LIMITED

Company Number

11230872

Shareholders

sean michael egan

daniel john cole

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Group Structure

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Industry

Other activities auxiliary to financial services, except insurance and pension funding

 

Registered Address

c/o craufurd hale group, ground floor, arena court, maidenhead, SL6 8QZ

craufurd hale wealth management limited Estimated Valuation

£479k

Pomanda estimates the enterprise value of CRAUFURD HALE WEALTH MANAGEMENT LIMITED at £479k based on a Turnover of £613.1k and 0.78x industry multiple (adjusted for size and gross margin).

craufurd hale wealth management limited Estimated Valuation

£50.6k

Pomanda estimates the enterprise value of CRAUFURD HALE WEALTH MANAGEMENT LIMITED at £50.6k based on an EBITDA of £14.2k and a 3.56x industry multiple (adjusted for size and gross margin).

craufurd hale wealth management limited Estimated Valuation

£246.4k

Pomanda estimates the enterprise value of CRAUFURD HALE WEALTH MANAGEMENT LIMITED at £246.4k based on Net Assets of £109.1k and 2.26x industry multiple (adjusted for liquidity).

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Craufurd Hale Wealth Management Limited Overview

Craufurd Hale Wealth Management Limited is a live company located in maidenhead, SL6 8QZ with a Companies House number of 11230872. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in February 2018, it's largest shareholder is sean michael egan with a 44.8% stake. Craufurd Hale Wealth Management Limited is a young, small sized company, Pomanda has estimated its turnover at £613.1k with high growth in recent years.

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Craufurd Hale Wealth Management Limited Health Check

Pomanda's financial health check has awarded Craufurd Hale Wealth Management 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

Health Check Image
Health Rating4out of 5
positive_score

4 Strong

positive_score

3 Regular

positive_score

4 Weak

size

Size

annual sales of £613.1k, make it smaller than the average company (£3.7m)

£613.1k - Craufurd Hale Wealth Management Limited

£3.7m - Industry AVG

growth

Growth

3 year (CAGR) sales growth of 21%, show it is growing at a faster rate (10%)

21% - Craufurd Hale Wealth Management Limited

10% - Industry AVG

production

Production

with a gross margin of 80.9%, this company has a comparable cost of product (80.9%)

80.9% - Craufurd Hale Wealth Management Limited

80.9% - Industry AVG

profitability

Profitability

an operating margin of 2.1% make it less profitable than the average company (9.4%)

2.1% - Craufurd Hale Wealth Management Limited

9.4% - Industry AVG

employees

Employees

with 7 employees, this is similar to the industry average (8)

7 - Craufurd Hale Wealth Management Limited

8 - Industry AVG

paystructure

Pay Structure

on an average salary of £72.4k, the company has an equivalent pay structure (£72.4k)

£72.4k - Craufurd Hale Wealth Management Limited

£72.4k - Industry AVG

efficiency

Efficiency

resulting in sales per employee of £87.6k, this is less efficient (£179.2k)

£87.6k - Craufurd Hale Wealth Management Limited

£179.2k - Industry AVG

debtordays

Debtor Days

it gets paid by customers after 4 days, this is earlier than average (32 days)

4 days - Craufurd Hale Wealth Management Limited

32 days - Industry AVG

creditordays

Creditor Days

its suppliers are paid after 4 days, this is quicker than average (37 days)

4 days - Craufurd Hale Wealth Management Limited

37 days - Industry AVG

stockdays

Stock Days

There is insufficient data available for this Key Performance Indicator!

- - Craufurd Hale Wealth Management Limited

- - Industry AVG

cashbalance

Cash Balance

has cash to cover current liabilities for 355 weeks, this is more cash available to meet short term requirements (28 weeks)

355 weeks - Craufurd Hale Wealth Management Limited

28 weeks - Industry AVG

debtlevel

Debt Level

it has a ratio of liabilities to total assets of 12.7%, this is a lower level of debt than the average (68.5%)

12.7% - Craufurd Hale Wealth Management Limited

68.5% - Industry AVG

CRAUFURD HALE WEALTH MANAGEMENT LIMITED financials

EXPORTms excel logo

Craufurd Hale Wealth Management Limited's latest turnover from March 2024 is estimated at £613.1 thousand and the company has net assets of £109.1 thousand. According to their latest financial statements, Craufurd Hale Wealth Management Limited has 7 employees and maintains cash reserves of £108.3 thousand as reported in the balance sheet.

Data source: Companies HousePomanda Estimates

Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019
Turnover613,068478,750381,472345,965339,604294,582
Other Income Or Grants
Cost Of Sales117,395131,98071,39466,95059,26646,386
Gross Profit495,674346,771310,078279,016280,339248,196
Admin Expenses482,756321,911275,189278,074257,342248,281
Operating Profit12,91824,86034,88994222,997-85
Interest Payable
Interest Receivable5,4873,733467513885
Pre-Tax Profit18,40528,59335,35799423,035
Tax-4,601-5,433-6,718-189-4,377
Profit After Tax13,80423,16028,63980518,658
Dividends Paid
Retained Profit13,80423,16028,63980518,658
Employee Costs507,129411,180321,108292,664302,967239,114
Number Of Employees765554
EBITDA*14,18825,73935,5641,45322,997-85

* Earnings Before Interest, Tax, Depreciation and Amortisation

Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019
Tangible Assets1,2372,5071,9001,5952,106
Intangible Assets
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets1,2372,5071,9001,5952,106
Stock & work in progress
Trade Debtors7,2014,8447,4453,6914,2947,915
Group Debtors
Misc Debtors8,15915,32214,4357,2907,727
Cash108,288100,75874,90949,72053,09322,644
misc current assets
total current assets123,648120,92496,78960,70165,11430,559
total assets124,885123,43198,68962,29667,22030,559
Bank overdraft
Bank loan
Trade Creditors 1,32013,4979,0082,2664,103
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities14,49914,67217,57916,56720,4596,559
total current liabilities15,81928,16926,58718,83324,5626,559
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities15,81928,16926,58718,83324,5626,559
net assets109,06695,26272,10243,46342,65824,000
total shareholders funds109,06695,26272,10243,46342,65824,000
Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019
Operating Activities
Operating Profit12,91824,86034,88994222,997-85
Depreciation1,270879675511
Amortisation
Tax-4,601-5,433-6,718-189-4,377
Stock
Debtors-4,806-1,71410,899-1,0404,1067,915
Creditors-12,1774,4896,742-1,8374,103
Accruals and Deferred Income-173-2,9071,012-3,89213,9006,559
Deferred Taxes & Provisions
Cash flow from operations2,04323,60225,701-3,42532,517-1,441
Investing Activities
capital expenditure-1,486-980-2,106
Change in Investments
cash flow from investments-1,486-980-2,106
Financing Activities
Bank loans
Group/Directors Accounts
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
share issue24,000
interest5,4873,733467513885
cash flow from financing5,4873,733467513824,085
cash and cash equivalents
cash7,53025,84925,189-3,37330,44922,644
overdraft
change in cash7,53025,84925,189-3,37330,44922,644

craufurd hale wealth management limited Credit Report and Business Information

Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
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Craufurd Hale Wealth Management Limited Competitor Analysis

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Perform a competitor analysis for craufurd hale wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in SL6 area or any other competitors across 12 key performance metrics.

craufurd hale wealth management limited Ownership

CRAUFURD HALE WEALTH MANAGEMENT LIMITED group structure

Craufurd Hale Wealth Management Limited has no subsidiary companies.

Ultimate parent company

CRAUFURD HALE WEALTH MANAGEMENT LIMITED

11230872

CRAUFURD HALE WEALTH MANAGEMENT LIMITED Shareholders

sean michael egan 44.8%
daniel john cole 35.2%
haresh premji raghwani 20%

craufurd hale wealth management limited directors

Craufurd Hale Wealth Management Limited currently has 4 directors. The longest serving directors include Mr Daniel Cole (Feb 2018) and Mr Christopher Krol (Aug 2018).

officercountryagestartendrole
Mr Daniel ColeUnited Kingdom53 years Feb 2018- Director
Mr Christopher KrolUnited Kingdom70 years Aug 2018- Director
Mr Sean EganEngland60 years Aug 2018- Director
Mr Haresh RaghwaniUnited Kingdom41 years Jul 2021- Director

P&L

March 2024

turnover

613.1k

+28%

operating profit

12.9k

0%

gross margin

80.9%

+11.62%

turnover

Turnover, or revenue, is the amount of sales generated by a company within the financial year.

Balance Sheet

March 2024

net assets

109.1k

+0.14%

total assets

124.9k

+0.01%

cash

108.3k

+0.07%

net assets

Total assets minus all liabilities

craufurd hale wealth management limited company details

company number

11230872

Type

Private limited with Share Capital

industry

66190 - Other activities auxiliary to financial services, except insurance and pension funding

incorporation date

February 2018

age

7

incorporated

UK

ultimate parent company

None

accounts

Total Exemption Full

last accounts submitted

March 2024

previous names

N/A

accountant

-

auditor

-

address

c/o craufurd hale group, ground floor, arena court, maidenhead, SL6 8QZ

Bank

-

Legal Advisor

-

craufurd hale 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 craufurd hale wealth management limited.

craufurd hale 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.

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craufurd hale wealth management limited Companies House Filings - See Documents

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