
Company Number
11230872
Next Accounts
Dec 2025
Shareholders
sean michael egan
daniel john cole
View AllGroup Structure
View All
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
Website
craufurdhalegroup.co.ukPomanda 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).
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).
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 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.
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
4 Strong
3 Regular
4 Weak
Size
annual sales of £613.1k, make it smaller than the average company (£3.7m)
- Craufurd Hale Wealth Management Limited
£3.7m - Industry AVG
Growth
3 year (CAGR) sales growth of 21%, show it is growing at a faster rate (10%)
- Craufurd Hale Wealth Management Limited
10% - Industry AVG
Production
with a gross margin of 80.9%, this company has a comparable cost of product (80.9%)
- Craufurd Hale Wealth Management Limited
80.9% - Industry AVG
Profitability
an operating margin of 2.1% make it less profitable than the average company (9.4%)
- Craufurd Hale Wealth Management Limited
9.4% - Industry AVG
Employees
with 7 employees, this is similar to the industry average (8)
7 - Craufurd Hale Wealth Management Limited
8 - Industry AVG
Pay Structure
on an average salary of £72.4k, the company has an equivalent pay structure (£72.4k)
- Craufurd Hale Wealth Management Limited
£72.4k - Industry AVG
Efficiency
resulting in sales per employee of £87.6k, this is less efficient (£179.2k)
- Craufurd Hale Wealth Management Limited
£179.2k - Industry AVG
Debtor Days
it gets paid by customers after 4 days, this is earlier than average (32 days)
- Craufurd Hale Wealth Management Limited
32 days - Industry AVG
Creditor Days
its suppliers are paid after 4 days, this is quicker than average (37 days)
- Craufurd Hale Wealth Management Limited
37 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Craufurd Hale Wealth Management Limited
- - Industry AVG
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
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'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 House, Pomanda Estimates
Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | |
---|---|---|---|---|---|---|
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 | 7 | 6 | 5 | 5 | 5 | 4 |
EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | |
---|---|---|---|---|---|---|
Tangible Assets | 1,237 | 2,507 | 1,900 | 1,595 | 2,106 | |
Intangible Assets | ||||||
Investments & Other | ||||||
Debtors (Due After 1 year) | ||||||
Total Fixed Assets | 1,237 | 2,507 | 1,900 | 1,595 | 2,106 | |
Stock & work in progress | ||||||
Trade Debtors | 7,201 | 4,844 | 7,445 | 3,691 | 4,294 | 7,915 |
Group Debtors | ||||||
Misc Debtors | 8,159 | 15,322 | 14,435 | 7,290 | 7,727 | |
Cash | 108,288 | 100,758 | 74,909 | 49,720 | 53,093 | 22,644 |
misc current assets | ||||||
total current assets | 123,648 | 120,924 | 96,789 | 60,701 | 65,114 | 30,559 |
total assets | 124,885 | 123,431 | 98,689 | 62,296 | 67,220 | 30,559 |
Bank overdraft | ||||||
Bank loan | ||||||
Trade Creditors | 1,320 | 13,497 | 9,008 | 2,266 | 4,103 | |
Group/Directors Accounts | ||||||
other short term finances | ||||||
hp & lease commitments | ||||||
other current liabilities | 14,499 | 14,672 | 17,579 | 16,567 | 20,459 | 6,559 |
total current liabilities | 15,819 | 28,169 | 26,587 | 18,833 | 24,562 | 6,559 |
loans | ||||||
hp & lease commitments | ||||||
Accruals and Deferred Income | ||||||
other liabilities | ||||||
provisions | ||||||
total long term liabilities | ||||||
total liabilities | 15,819 | 28,169 | 26,587 | 18,833 | 24,562 | 6,559 |
net assets | 109,066 | 95,262 | 72,102 | 43,463 | 42,658 | 24,000 |
total shareholders funds | 109,066 | 95,262 | 72,102 | 43,463 | 42,658 | 24,000 |
Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 | Mar 2019 | |
---|---|---|---|---|---|---|
Operating Activities | ||||||
Operating Profit | ||||||
Depreciation | 1,270 | 879 | 675 | 511 | ||
Amortisation | ||||||
Tax | ||||||
Stock | ||||||
Debtors | -4,806 | -1,714 | 10,899 | -1,040 | 4,106 | 7,915 |
Creditors | -12,177 | 4,489 | 6,742 | -1,837 | 4,103 | |
Accruals and Deferred Income | -173 | -2,907 | 1,012 | -3,892 | 13,900 | 6,559 |
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 | 7,530 | 25,849 | 25,189 | -3,373 | 30,449 | 22,644 |
overdraft | ||||||
change in cash | 7,530 | 25,849 | 25,189 | -3,373 | 30,449 | 22,644 |
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 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 currently has 4 directors. The longest serving directors include Mr Daniel Cole (Feb 2018) and Mr Christopher Krol (Aug 2018).
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Daniel Cole | United Kingdom | 53 years | Feb 2018 | - | Director |
Mr Christopher Krol | United Kingdom | 70 years | Aug 2018 | - | Director |
Mr Sean Egan | England | 60 years | Aug 2018 | - | Director |
Mr Haresh Raghwani | United Kingdom | 41 years | Jul 2021 | - | Director |
P&L
March 2024turnover
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 2024net assets
109.1k
+0.14%
total assets
124.9k
+0.01%
cash
108.3k
+0.07%
net assets
Total assets minus all liabilities
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
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
-
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.
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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