
Company Number
12359259
Next Accounts
Sep 2026
Directors
Shareholders
andrew michael russell
Group Structure
View All
Industry
Financial management
Registered Address
northwood house, 138 bromham road, bedford, bedfordshire, MK40 2QW
Website
-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).
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).
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).
Edit your figures and get a professional valuation report.
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.
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
1 Strong
1 Regular
5 Weak
Size
annual sales of £24.7, make it smaller than the average company (£1.1m)
- Berkerley Wealth Limited
£1.1m - Industry AVG
Growth
3 year (CAGR) sales growth of 12%, show it is growing at a faster rate (9.3%)
- Berkerley Wealth Limited
9.3% - Industry AVG
Production
with a gross margin of 33.9%, this company has a higher cost of product (77.5%)
- Berkerley Wealth Limited
77.5% - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- Berkerley Wealth Limited
- - Industry AVG
Employees
with 1 employees, this is below the industry average (5)
- Berkerley Wealth Limited
5 - Industry AVG
Pay Structure
on an average salary of £52.3k, the company has an equivalent pay structure (£52.3k)
- Berkerley Wealth Limited
£52.3k - Industry AVG
Efficiency
resulting in sales per employee of £24.7, this is less efficient (£134.2k)
- Berkerley Wealth Limited
£134.2k - Industry AVG
Debtor Days
it gets paid by customers after 147 days, this is later than average (65 days)
- Berkerley Wealth Limited
65 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Berkerley Wealth Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Berkerley Wealth Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Berkerley Wealth Limited
- - Industry AVG
Debt Level
There is insufficient data available for this Key Performance Indicator!
- - Berkerley Wealth Limited
- - Industry AVG
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 House, Pomanda Estimates
Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | |
---|---|---|---|---|---|
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 | |||||
EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | |
---|---|---|---|---|---|
Tangible Assets | |||||
Intangible Assets | |||||
Investments & Other | |||||
Debtors (Due After 1 year) | |||||
Total Fixed Assets | |||||
Stock & work in progress | |||||
Trade Debtors | 10 | 10 | 10 | 10 | 10 |
Group Debtors | |||||
Misc Debtors | |||||
Cash | |||||
misc current assets | |||||
total current assets | 10 | 10 | 10 | 10 | 10 |
total assets | 10 | 10 | 10 | 10 | 10 |
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 assets | 10 | 10 | 10 | 10 | 10 |
total shareholders funds | 10 | 10 | 10 | 10 | 10 |
Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | |
---|---|---|---|---|---|
Operating Activities | |||||
Operating Profit | |||||
Depreciation | |||||
Amortisation | |||||
Tax | |||||
Stock | |||||
Debtors | 10 | ||||
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 |
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 group structure
Berkerley Wealth Limited has no subsidiary companies.
Ultimate parent company
BERKERLEY WEALTH LIMITED
12359259
Berkerley Wealth Limited currently has 1 director, Mr Andrew Russell serving since Dec 2019.
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Andrew Russell | England | 57 years | Dec 2019 | - | Director |
P&L
December 2024turnover
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 2024net assets
10
0%
total assets
10
0%
cash
0
0%
net assets
Total assets minus all liabilities
company number
12359259
Type
Private limited with Share Capital
industry
70221 - Financial management
incorporation date
December 2019
age
6
incorporated
UK
ultimate parent company
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
-
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.
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 BERKERLEY WEALTH LIMITED. This can take several minutes, an email will notify you when this has completed.
date | description | view/download |
---|