Pomanda estimates the enterprise value of D.W. FINANCIAL CONSULTANCY LIMITED at £12.8k based on a Turnover of £25.1k and 0.51x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of D.W. FINANCIAL CONSULTANCY LIMITED at £4.6k based on an EBITDA of £1.2k and a 3.75x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of D.W. FINANCIAL CONSULTANCY LIMITED at £1k based on Net Assets of £336 and 3.06x industry multiple (adjusted for liquidity).
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D.w. Financial Consultancy LimitedOverview
D.w. Financial Consultancy Limited is a live company located in warwickshire, CV8 2AA with a Companies House number of 12683586. It operates in the accounting and auditing activities sector, SIC Code 69201. Founded in June 2020, it's largest shareholder is
david wheatley
with a 90% stake. D.w. Financial Consultancy Limited is a young,
micro sized company, Pomanda has estimated its turnover at
£25.1k with
unknown
growth in recent years.
Pomanda's financial health check has awarded D.W. Financial Consultancy Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 6 areas for improvement. Company Health Check FAQs
Health Rating1.5out of 5
2 Strong
1 Regular
6 Weak
Size
annual sales of £25.1k, make it smaller than the average company (£475.1k)
£25.1k - D.w. Financial Consultancy Limited
£475.1k - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
- - D.w. Financial Consultancy Limited
- - Industry AVG
Production
with a gross margin of 36%, this company has a higher cost of product (77.7%)
36% - D.w. Financial Consultancy Limited
77.7% - Industry AVG
Profitability
an operating margin of 4.8% make it less profitable than the average company (9.6%)
4.8% - D.w. Financial Consultancy Limited
9.6% - Industry AVG
Employees
with 1 employees, this is below the industry average (4)
1 - D.w. Financial Consultancy Limited
4 - Industry AVG
Pay Structure
on an average salary of £45.5k, the company has an equivalent pay structure (£45.5k)
£45.5k - D.w. Financial Consultancy Limited
£45.5k - Industry AVG
Efficiency
resulting in sales per employee of £25.1k, this is less efficient (£113.4k)
£25.1k - D.w. Financial Consultancy Limited
£113.4k - Industry AVG
Debtor Days
it gets paid by customers after 55 days, this is earlier than average (70 days)
55 days - D.w. Financial Consultancy Limited
70 days - Industry AVG
Creditor Days
its suppliers are paid after 78 days, this is slower than average (33 days)
78 days - D.w. Financial Consultancy Limited
33 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - D.w. Financial Consultancy Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - D.w. Financial Consultancy Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 91.2%, this is a higher level of debt than the average (53.2%)
91.2% - D.w. Financial Consultancy Limited
53.2% - Industry AVG
D.W. FINANCIAL CONSULTANCY LIMITED financials
EXPORT
D.W. Financial Consultancy Limited's latest turnover from September 2023 is estimated at £25.1 thousand and the company has net assets of £336. According to their latest financial statements, D.W. Financial Consultancy Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Sep 2023
Sep 2022
Jun 2021
Turnover
25,120
25,777
Other Income Or Grants
Cost Of Sales
16,080
16,313
Gross Profit
9,040
9,464
Admin Expenses
7,825
10,039
Operating Profit
1,215
-575
Interest Payable
Interest Receivable
Pre-Tax Profit
1,215
-575
Tax
-304
Profit After Tax
911
-575
Dividends Paid
Retained Profit
911
-575
Employee Costs
45,547
42,977
Number Of Employees
1
1
EBITDA*
1,215
-575
* Earnings Before Interest, Tax, Depreciation and Amortisation
Sep 2023
Sep 2022
Jun 2021
Tangible Assets
Intangible Assets
Investments & Other
100
Debtors (Due After 1 year)
Total Fixed Assets
100
Stock & work in progress
Trade Debtors
3,810
5,372
Group Debtors
Misc Debtors
Cash
misc current assets
total current assets
3,810
5,372
total assets
3,810
5,372
100
Bank overdraft
Bank loan
Trade Creditors
3,474
5,947
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
total current liabilities
3,474
5,947
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
3,474
5,947
net assets
336
-575
100
total shareholders funds
336
-575
100
Sep 2023
Sep 2022
Jun 2021
Operating Activities
Operating Profit
1,215
-575
Depreciation
Amortisation
Tax
-304
Stock
Debtors
-1,562
5,372
Creditors
-2,473
5,947
Accruals and Deferred Income
Deferred Taxes & Provisions
Cash flow from operations
Investing Activities
capital expenditure
Change in Investments
-100
100
cash flow from investments
100
-100
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
-100
100
interest
cash flow from financing
-100
100
cash and cash equivalents
cash
overdraft
change in cash
d.w. financial consultancy limited Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for d.w. financial consultancy limited. Get real-time insights into d.w. financial consultancy limited's credit score, group structure and payment trends.
Perform a competitor analysis for d.w. financial consultancy limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in CV8 area or any other competitors across 12 key performance metrics.
d.w. financial consultancy limited Ownership
D.W. FINANCIAL CONSULTANCY LIMITED group structure
D.W. Financial Consultancy Limited has no subsidiary companies.
Ultimate parent company
D.W. FINANCIAL CONSULTANCY LIMITED
12683586
D.W. FINANCIAL CONSULTANCY LIMITED Shareholders
The largest shareholders in D.W. Financial Consultancy Limited include David Wheatley and Emma Wheatley.
david wheatley
90%
emma wheatley
10%
d.w. financial consultancy limited directors
D.W. Financial Consultancy Limited currently has 2 directors.
The longest serving directors include
Mrs Emma Wheatley (Jun 2020) and
Mr David Wheatley (Jun 2020).
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 d.w. financial consultancy limited.
d.w. financial consultancy 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.
Click to start generating capital raising & share issue transactions for D.W. FINANCIAL CONSULTANCY LIMITED. This can take several minutes, an email will notify you when this has completed.
d.w. financial consultancy limitedCompanies House Filings - See Documents
