berkerley wealth limited

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berkerley wealth limited Company Information

Share BERKERLEY WEALTH LIMITED

Company Number

12359259

Shareholders

andrew michael russell

Group Structure

View All

Industry

Financial management

 

Registered Address

northwood house, 138 bromham road, bedford, bedfordshire, MK40 2QW

Website

-

berkerley wealth limited Estimated Valuation

£13

Pomanda estimates the enterprise value of BERKERLEY WEALTH LIMITED at £13 based on a Turnover of £24 and 0.53x industry multiple (adjusted for size and gross margin).

berkerley wealth limited Estimated Valuation

£0

Pomanda estimates the enterprise value of BERKERLEY WEALTH LIMITED at £0 based on an EBITDA of £0 and a 3.13x industry multiple (adjusted for size and gross margin).

berkerley wealth limited Estimated Valuation

£33

Pomanda estimates the enterprise value of BERKERLEY WEALTH LIMITED at £33 based on Net Assets of £10 and 3.38x industry multiple (adjusted for liquidity).

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Berkerley Wealth Limited Overview

Berkerley Wealth Limited is a live company located in bedford, MK40 2QW with a Companies House number of 12359259. It operates in the financial management sector, SIC Code 70221. Founded in December 2019, it's largest shareholder is andrew michael russell with a 100% stake. Berkerley Wealth Limited is a young, micro sized company, Pomanda has estimated its turnover at £24.7 with healthy growth in recent years.

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Berkerley Wealth Limited Health Check

Pomanda's financial health check has awarded Berkerley Wealth Limited 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

Health Check Image
Health Rating1out of 5
positive_score

1 Strong

positive_score

1 Regular

positive_score

5 Weak

size

Size

annual sales of £24.7, make it smaller than the average company (£1.1m)

£24.7 - Berkerley Wealth Limited

£1.1m - Industry AVG

growth

Growth

3 year (CAGR) sales growth of 12%, show it is growing at a faster rate (9.3%)

12% - Berkerley Wealth Limited

9.3% - Industry AVG

production

Production

with a gross margin of 33.9%, this company has a higher cost of product (77.5%)

33.9% - Berkerley Wealth Limited

77.5% - Industry AVG

profitability

Profitability

There is insufficient data available for this Key Performance Indicator!

- - Berkerley Wealth Limited

- - Industry AVG

employees

Employees

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

1 - Berkerley Wealth Limited

5 - Industry AVG

paystructure

Pay Structure

on an average salary of £52.3k, the company has an equivalent pay structure (£52.3k)

£52.3k - Berkerley Wealth Limited

£52.3k - Industry AVG

efficiency

Efficiency

resulting in sales per employee of £24.7, this is less efficient (£134.2k)

£24.7 - Berkerley Wealth Limited

£134.2k - Industry AVG

debtordays

Debtor Days

it gets paid by customers after 147 days, this is later than average (65 days)

147 days - Berkerley Wealth Limited

65 days - Industry AVG

creditordays

Creditor Days

There is insufficient data available for this Key Performance Indicator!

- - Berkerley Wealth Limited

- - Industry AVG

stockdays

Stock Days

There is insufficient data available for this Key Performance Indicator!

- - Berkerley Wealth Limited

- - Industry AVG

cashbalance

Cash Balance

There is insufficient data available for this Key Performance Indicator!

- - Berkerley Wealth Limited

- - Industry AVG

debtlevel

Debt Level

There is insufficient data available for this Key Performance Indicator!

- - Berkerley Wealth Limited

- - Industry AVG

BERKERLEY WEALTH LIMITED financials

EXPORTms excel logo

Berkerley Wealth Limited's latest turnover from December 2024 is estimated at £25 and the company has net assets of £10. According to their latest financial statements, we estimate that Berkerley Wealth Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.

Data source: Companies HousePomanda Estimates

Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Turnover2523211820
Other Income Or Grants
Cost Of Sales1615131213
Gross Profit88767
Admin Expenses8876-5
Operating Profit12
Interest Payable
Interest Receivable
Pre-Tax Profit12
Tax-2
Profit After Tax10
Dividends Paid
Retained Profit10
Employee Costs52,29657,95457,94849,90049,769
Number Of Employees11111
EBITDA*12

* Earnings Before Interest, Tax, Depreciation and Amortisation

Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Tangible Assets
Intangible Assets
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
Stock & work in progress
Trade Debtors1010101010
Group Debtors
Misc Debtors
Cash
misc current assets
total current assets1010101010
total assets1010101010
Bank overdraft
Bank loan
Trade Creditors
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
total current liabilities
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
net assets1010101010
total shareholders funds1010101010
Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Operating Activities
Operating Profit12
Depreciation
Amortisation
Tax-2
Stock
Debtors10
Creditors
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
overdraft
change in cash

berkerley wealth 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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Berkerley Wealth Limited Competitor Analysis

competitor_analysis_table_img

Perform a competitor analysis for berkerley wealth limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in MK40 area or any other competitors across 12 key performance metrics.

berkerley wealth limited Ownership

BERKERLEY WEALTH LIMITED group structure

Berkerley Wealth Limited has no subsidiary companies.

Ultimate parent company

BERKERLEY WEALTH LIMITED

12359259

BERKERLEY WEALTH LIMITED Shareholders

andrew michael russell 100%

berkerley wealth limited directors

Berkerley Wealth Limited currently has 1 director, Mr Andrew Russell serving since Dec 2019.

officercountryagestartendrole
Mr Andrew RussellEngland57 years Dec 2019- Director

P&L

December 2024

turnover

24.7

+9%

operating profit

0

0%

gross margin

33.9%

-5.84%

turnover

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

Balance Sheet

December 2024

net assets

10

0%

total assets

10

0%

cash

0

0%

net assets

Total assets minus all liabilities

berkerley wealth limited company details

company number

12359259

Type

Private limited with Share Capital

industry

70221 - Financial management

incorporation date

December 2019

age

6

incorporated

UK

ultimate parent company

None

accounts

Micro-Entity Accounts

last accounts submitted

December 2024

previous names

N/A

accountant

-

auditor

-

address

northwood house, 138 bromham road, bedford, bedfordshire, MK40 2QW

Bank

-

Legal Advisor

-

berkerley wealth 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 berkerley wealth limited.

berkerley wealth 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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berkerley wealth limited Companies House Filings - See Documents

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