chris woods wealth management limited

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chris woods wealth management limited Company Information

Share CHRIS WOODS WEALTH MANAGEMENT LIMITED

Company Number

11265431

Shareholders

christopher woods

victoria woods

Group Structure

View All

Industry

Financial management

 

Registered Address

henstaff court llantrisant road, cardiff, CF72 8NG

Website

-

chris woods wealth management limited Estimated Valuation

£104.1k

Pomanda estimates the enterprise value of CHRIS WOODS WEALTH MANAGEMENT LIMITED at £104.1k based on a Turnover of £133.7k and 0.78x industry multiple (adjusted for size and gross margin).

chris woods wealth management limited Estimated Valuation

£47.4k

Pomanda estimates the enterprise value of CHRIS WOODS WEALTH MANAGEMENT LIMITED at £47.4k based on an EBITDA of £10.3k and a 4.6x industry multiple (adjusted for size and gross margin).

chris woods wealth management limited Estimated Valuation

£77

Pomanda estimates the enterprise value of CHRIS WOODS WEALTH MANAGEMENT LIMITED at £77 based on Net Assets of £23 and 3.38x industry multiple (adjusted for liquidity).

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Chris Woods Wealth Management Limited Overview

Chris Woods Wealth Management Limited is a live company located in cardiff, CF72 8NG with a Companies House number of 11265431. It operates in the financial management sector, SIC Code 70221. Founded in March 2018, it's largest shareholder is christopher woods with a 70% stake. Chris Woods Wealth Management Limited is a young, micro sized company, Pomanda has estimated its turnover at £133.7k with healthy growth in recent years.

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Chris Woods Wealth Management Limited Health Check

Pomanda's financial health check has awarded Chris Woods Wealth Management Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 0 measures and has 5 areas for improvement. Company Health Check FAQs

Health Check Image
Health Rating1.5out of 5
positive_score

0 Strong

positive_score

4 Regular

positive_score

5 Weak

size

Size

annual sales of £133.7k, make it smaller than the average company (£847.2k)

£133.7k - Chris Woods Wealth Management Limited

£847.2k - Industry AVG

growth

Growth

3 year (CAGR) sales growth of 5%, show it is growing at a slower rate (9.7%)

5% - Chris Woods Wealth Management Limited

9.7% - Industry AVG

production

Production

with a gross margin of 79.3%, this company has a comparable cost of product (79.3%)

79.3% - Chris Woods Wealth Management Limited

79.3% - Industry AVG

profitability

Profitability

an operating margin of 7.7% make it as profitable than the average company (9%)

7.7% - Chris Woods Wealth Management Limited

9% - Industry AVG

employees

Employees

with 1 employees, this is below the industry average (5)

1 - Chris Woods Wealth Management Limited

5 - Industry AVG

paystructure

Pay Structure

on an average salary of £49.6k, the company has an equivalent pay structure (£49.6k)

£49.6k - Chris Woods Wealth Management Limited

£49.6k - Industry AVG

efficiency

Efficiency

resulting in sales per employee of £133.7k, this is equally as efficient (£133.7k)

£133.7k - Chris Woods Wealth Management Limited

£133.7k - Industry AVG

debtordays

Debtor Days

There is insufficient data available for this Key Performance Indicator!

- - Chris Woods Wealth Management Limited

- - Industry AVG

creditordays

Creditor Days

There is insufficient data available for this Key Performance Indicator!

- - Chris Woods Wealth Management Limited

- - Industry AVG

stockdays

Stock Days

There is insufficient data available for this Key Performance Indicator!

- - Chris Woods Wealth Management Limited

- - Industry AVG

cashbalance

Cash Balance

has cash to cover current liabilities for 6 weeks, this is less cash available to meet short term requirements (32 weeks)

6 weeks - Chris Woods Wealth Management Limited

32 weeks - Industry AVG

debtlevel

Debt Level

it has a ratio of liabilities to total assets of 100%, this is a higher level of debt than the average (57.5%)

100% - Chris Woods Wealth Management Limited

57.5% - Industry AVG

CHRIS WOODS WEALTH MANAGEMENT LIMITED financials

EXPORTms excel logo

Chris Woods Wealth Management Limited's latest turnover from March 2024 is estimated at £133.7 thousand and the company has net assets of £23. According to their latest financial statements, Chris Woods Wealth Management Limited has 1 employee and maintains cash reserves of £3.4 thousand as reported in the balance sheet.

Data source: Companies HousePomanda Estimates

Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019
Turnover133,71361,16753,660114,93838,50185,281
Other Income Or Grants
Cost Of Sales27,74811,8365,96216,5928,05817,223
Gross Profit105,96649,33047,69798,34630,44368,059
Admin Expenses95,66153,45546,71098,85330,25667,434
Operating Profit10,305-4,125987-507187625
Interest Payable2,4552,355776
Interest Receivable1731391215
Pre-Tax Profit8,024-6,341223-507188630
Tax-2,006-42-36-120
Profit After Tax6,018-6,341181-507152510
Dividends Paid
Retained Profit6,018-6,341181-507152510
Employee Costs49,57252,92246,18339,78044,51751,200
Number Of Employees111111
EBITDA*10,305-4,1252,562-5071871,825

* Earnings Before Interest, Tax, Depreciation and Amortisation

Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019
Tangible Assets1,1251,1251,1259,9009,600
Intangible Assets7,2007,2007,20010,800
Investments & Other
Debtors (Due After 1 year)8,0008,0008,000
Total Fixed Assets16,32516,32516,3259,9009,60010,800
Stock & work in progress
Trade Debtors2,5002,50031,43125312,552
Group Debtors
Misc Debtors22,9595,58412,640253
Cash3,3713,2303,3091,203
misc current assets
total current assets26,33011,31418,44931,43125314,008
total assets42,65527,63934,77441,3319,85324,808
Bank overdraft3,8653,8653,865
Bank loan
Trade Creditors 20,8518,431
Group/Directors Accounts8,852
other short term finances
hp & lease commitments
other current liabilities21,94310,68711,43115,436
total current liabilities25,80814,55215,29620,8518,43124,288
loans16,82419,08219,132
hp & lease commitments
Accruals and Deferred Income1,000750
other liabilities19,325
provisions
total long term liabilities16,82419,08219,13220,325750
total liabilities42,63233,63434,42841,1769,18124,288
net assets23-5,995346155672520
total shareholders funds23-5,995346155672520
Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020Mar 2019
Operating Activities
Operating Profit10,305-4,125987-507187625
Depreciation375
Amortisation1,2001,200
Tax-2,006-42-36-120
Stock
Debtors14,875-7,056-8,29131,178-12,55212,805
Creditors-20,85112,4208,431
Accruals and Deferred Income11,256-74410,431250-14,68615,436
Deferred Taxes & Provisions
Cash flow from operations4,6802,187391-19,0156,4484,336
Investing Activities
capital expenditure-3001,200-12,000
Change in Investments
cash flow from investments-3001,200-12,000
Financing Activities
Bank loans
Group/Directors Accounts-8,8528,852
Other Short Term Loans
Long term loans-2,258-5019,132
Hire Purchase and Lease Commitments
other long term liabilities-19,32519,325
share issue10-1010
interest-2,282-2,216-76415
cash flow from financing-4,540-2,266-94719,315-8,8518,867
cash and cash equivalents
cash141-793,309-1,2031,203
overdraft3,865
change in cash141-79-556-1,2031,203

chris woods 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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Chris Woods Wealth Management Limited Competitor Analysis

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Perform a competitor analysis for chris woods wealth management limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in CF72 area or any other competitors across 12 key performance metrics.

chris woods wealth management limited Ownership

CHRIS WOODS WEALTH MANAGEMENT LIMITED group structure

Chris Woods Wealth Management Limited has no subsidiary companies.

Ultimate parent company

CHRIS WOODS WEALTH MANAGEMENT LIMITED

11265431

CHRIS WOODS WEALTH MANAGEMENT LIMITED Shareholders

christopher woods 70%
victoria woods 30%

chris woods wealth management limited directors

Chris Woods Wealth Management Limited currently has 1 director, Mr Christopher Woods serving since Mar 2018.

officercountryagestartendrole
Mr Christopher WoodsUnited Kingdom42 years Mar 2018- Director

P&L

March 2024

turnover

133.7k

+119%

operating profit

10.3k

0%

gross margin

79.3%

-1.74%

turnover

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

Balance Sheet

March 2024

net assets

23

-1%

total assets

42.7k

+0.54%

cash

3.4k

+0.04%

net assets

Total assets minus all liabilities

chris woods wealth management limited company details

company number

11265431

Type

Private limited with Share Capital

industry

70221 - Financial management

incorporation date

March 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

henstaff court llantrisant road, cardiff, CF72 8NG

Bank

-

Legal Advisor

-

chris woods 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 chris woods wealth management limited.

chris woods 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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chris woods wealth management limited Companies House Filings - See Documents

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