
Group Structure
View All
Industry
Activities of insurance agents and brokers
Registered Address
3 siskin drive, middlemarch business park, coventry, CV3 4FJ
Website
-Pomanda estimates the enterprise value of EXCHEQUER WEALTH MANAGEMENT LIMITED at £0 based on a Turnover of £0 and 0.86x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of EXCHEQUER WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £-5 and a 4.7x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of EXCHEQUER WEALTH MANAGEMENT LIMITED at £193 based on Net Assets of £100 and 1.94x industry multiple (adjusted for liquidity).
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Exchequer Wealth Management Limited is a live company located in coventry, CV3 4FJ with a Companies House number of 13735189. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in November 2021, it's largest shareholder is trevor roberts with a 100% stake. Exchequer Wealth Management Limited is a startup, unknown sized company, Pomanda has estimated its turnover at £0 with unknown growth in recent years.
There is insufficient data available to calculate a health check for Exchequer Wealth Management Limited. Company Health Check FAQs
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0 Regular
0 Weak
Size
There is insufficient data available for this Key Performance Indicator!
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- - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
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Production
There is insufficient data available for this Key Performance Indicator!
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Profitability
There is insufficient data available for this Key Performance Indicator!
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Employees
There is insufficient data available for this Key Performance Indicator!
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Pay Structure
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Efficiency
There is insufficient data available for this Key Performance Indicator!
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Debtor Days
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Creditor Days
There is insufficient data available for this Key Performance Indicator!
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Stock Days
There is insufficient data available for this Key Performance Indicator!
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Cash Balance
There is insufficient data available for this Key Performance Indicator!
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Debt Level
There is insufficient data available for this Key Performance Indicator!
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- - Industry AVG
Exchequer Wealth Management Limited's latest turnover from November 2024 is estimated at 0 and the company has net assets of £100. According to their latest financial statements, we estimate that Exchequer Wealth Management Limited has no employees and maintains cash reserves of £100 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Nov 2024 | Nov 2023 | Nov 2022 | |
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Turnover | |||
Other Income Or Grants | |||
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Gross Profit | |||
Admin Expenses | |||
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Interest Payable | |||
Interest Receivable | |||
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Tax | |||
Profit After Tax | |||
Dividends Paid | |||
Retained Profit | |||
Employee Costs | |||
Number Of Employees | |||
EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Nov 2024 | Nov 2023 | Nov 2022 | |
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Tangible Assets | |||
Intangible Assets | |||
Investments & Other | |||
Debtors (Due After 1 year) | |||
Total Fixed Assets | |||
Stock & work in progress | |||
Trade Debtors | |||
Group Debtors | |||
Misc Debtors | |||
Cash | 100 | 100 | 100 |
misc current assets | |||
total current assets | 100 | 100 | 100 |
total assets | 100 | 100 | 100 |
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 | 100 | 100 | 100 |
total shareholders funds | 100 | 100 | 100 |
Nov 2024 | Nov 2023 | Nov 2022 | |
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Operating Activities | |||
Operating Profit | |||
Depreciation | |||
Amortisation | |||
Tax | |||
Stock | |||
Debtors | |||
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 | 100 | ||
cash and cash equivalents | |||
cash | 100 | ||
overdraft | |||
change in cash | 100 |
Perform a competitor analysis for exchequer wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other startup companies, companies in CV3 area or any other competitors across 12 key performance metrics.
EXCHEQUER WEALTH MANAGEMENT LIMITED group structure
Exchequer Wealth Management Limited has no subsidiary companies.
Ultimate parent company
EXCHEQUER WEALTH MANAGEMENT LIMITED
13735189
Exchequer Wealth Management Limited currently has 1 director, Mr Trevor Roberts serving since Nov 2021.
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Trevor Roberts | United Kingdom | 49 years | Nov 2021 | - | Director |
P&L
November 2024turnover
0
0%
operating profit
-5
0%
gross margin
0%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
November 2024net assets
100
0%
total assets
100
0%
cash
100
0%
net assets
Total assets minus all liabilities
Similar Companies
company number
13735189
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
November 2021
age
4
incorporated
UK
ultimate parent company
accounts
Dormant
last accounts submitted
November 2024
previous names
N/A
accountant
ASKEWS CHARTERED CERTIFIED ACCOUNTANTS
auditor
-
address
3 siskin drive, middlemarch business park, coventry, CV3 4FJ
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 exchequer wealth management 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.
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