Pomanda estimates the enterprise value of WEALTH PLANNING LIMITED at £374.9k based on a Turnover of £464.7k and 0.81x industry multiple (adjusted for size and gross margin).
wealth planning limitedEstimated Valuation
£153.4k
Pomanda estimates the enterprise value of WEALTH PLANNING LIMITED at £153.4k based on an EBITDA of £32.2k and a 4.77x industry multiple (adjusted for size and gross margin).
wealth planning limitedEstimated Valuation
£25.7k
Pomanda estimates the enterprise value of WEALTH PLANNING LIMITED at £25.7k based on Net Assets of £7.6k and 3.38x industry multiple (adjusted for liquidity).
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Wealth Planning LimitedOverview
Wealth Planning Limited is a live company located in colchester, CO3 3AD with a Companies House number of 13081680. It operates in the financial management sector, SIC Code 70221. Founded in December 2020, it's largest shareholder is
benchmark financial planning limited
with a 100% stake. Wealth Planning Limited is a young,
micro sized company, Pomanda has estimated its turnover at
£464.7k with
unknown
growth in recent years.
Pomanda's financial health check has awarded Wealth Planning Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 6 areas for improvement. Company Health Check FAQs
Health Rating1.5out of 5
1 Strong
2 Regular
6 Weak
Size
annual sales of £464.7k, make it smaller than the average company (£1.1m)
£464.7k - Wealth Planning Limited
£1.1m - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
- - Wealth Planning Limited
- - Industry AVG
Production
with a gross margin of 83.3%, this company has a comparable cost of product (83.3%)
83.3% - Wealth Planning Limited
83.3% - Industry AVG
Profitability
an operating margin of 6.6% make it less profitable than the average company (10.1%)
6.6% - Wealth Planning Limited
10.1% - Industry AVG
Employees
with 4 employees, this is below the industry average (6)
4 - Wealth Planning Limited
6 - Industry AVG
Pay Structure
on an average salary of £57.9k, the company has an equivalent pay structure (£57.9k)
£57.9k - Wealth Planning Limited
£57.9k - Industry AVG
Efficiency
resulting in sales per employee of £116.2k, this is less efficient (£152.5k)
£116.2k - Wealth Planning Limited
£152.5k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - Wealth Planning Limited
- - Industry AVG
Creditor Days
its suppliers are paid after 0 days, this is quicker than average (49 days)
0 days - Wealth Planning Limited
49 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Wealth Planning Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities
for 5 weeks, this is less cash available to meet short term requirements (32 weeks)
5 weeks - Wealth Planning Limited
32 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 29.1%, this is a lower level of debt than the average (52.3%)
29.1% - Wealth Planning Limited
52.3% - Industry AVG
WEALTH PLANNING LIMITED financials
EXPORT
Wealth Planning Limited's latest turnover from December 2022 is estimated at £464.7 thousand and the company has net assets of £7.6 thousand. According to their latest financial statements, Wealth Planning Limited has 4 employees and maintains cash reserves of £340 as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
Dec 2022
Dec 2021
Turnover
464,662
136,019
Other Income Or Grants
Cost Of Sales
77,430
15,525
Gross Profit
387,232
120,494
Admin Expenses
356,508
137,793
Operating Profit
30,724
-17,299
Interest Payable
Interest Receivable
11
Pre-Tax Profit
30,736
-17,299
Tax
-5,840
Profit After Tax
24,896
-17,299
Dividends Paid
Retained Profit
24,896
-17,299
Employee Costs
231,792
49,900
Number Of Employees
4
1
EBITDA*
32,165
-16,301
* Earnings Before Interest, Tax, Depreciation and Amortisation
Dec 2022
Dec 2021
Tangible Assets
3,009
1,016
Intangible Assets
7,364
7,374
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
10,373
8,390
Stock & work in progress
Trade Debtors
Group Debtors
Misc Debtors
Cash
340
315
misc current assets
total current assets
340
315
total assets
10,713
8,705
Bank overdraft
Bank loan
Trade Creditors
56
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
3,059
26,003
total current liabilities
3,115
26,003
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
3,115
26,003
net assets
7,598
-17,298
total shareholders funds
7,598
-17,298
Dec 2022
Dec 2021
Operating Activities
Operating Profit
30,724
-17,299
Depreciation
531
179
Amortisation
910
819
Tax
-5,840
Stock
Debtors
Creditors
56
Accruals and Deferred Income
-22,944
26,003
Deferred Taxes & Provisions
Cash flow from operations
3,437
9,702
Investing Activities
capital expenditure
-3,424
-9,388
Change in Investments
cash flow from investments
-3,424
-9,388
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
1
interest
11
cash flow from financing
11
1
cash and cash equivalents
cash
25
315
overdraft
change in cash
25
315
wealth planning 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 wealth planning limited. Get real-time insights into wealth planning limited's credit score, group structure and payment trends.
Perform a competitor analysis for wealth planning limited by selecting its closest rivals, whether from the PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES sector, other micro companies, companies in CO3 area or any other competitors across 12 key performance metrics.
wealth planning limited Ownership
WEALTH PLANNING LIMITED group structure
Wealth Planning Limited has no subsidiary companies.
begbies traynor, town wall house, balkerne hill, colchester, essex, CO3 3AD
Bank
-
Legal Advisor
-
wealth planning 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 wealth planning limited.
wealth planning 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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wealth planning limitedCompanies House Filings - See Documents
