ramsay & white wealth management limited
ramsay & white wealth management limited Company Information
Company Number
13966120
Next Accounts
Dec 2025
Shareholders
j white holdings ltd
foremasons limited
Group Structure
View All
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Registered Address
5, oak tree court, mulberry drive, cardiff, CF23 8RS
Website
-ramsay & white wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of RAMSAY & WHITE WEALTH MANAGEMENT LIMITED at £52.4k based on a Turnover of £67.5k and 0.78x industry multiple (adjusted for size and gross margin).
ramsay & white wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of RAMSAY & WHITE WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £-1.2k and a 2.68x industry multiple (adjusted for size and gross margin).
ramsay & white wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of RAMSAY & WHITE WEALTH MANAGEMENT LIMITED at £0 based on Net Assets of £-5.9k and 1.31x industry multiple (adjusted for liquidity).
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Ramsay & White Wealth Management Limited Overview
Ramsay & White Wealth Management Limited is a live company located in cardiff, CF23 8RS with a Companies House number of 13966120. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in March 2022, it's largest shareholder is j white holdings ltd with a 50% stake. Ramsay & White Wealth Management Limited is a startup, micro sized company, Pomanda has estimated its turnover at £67.5k with unknown growth in recent years.
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Ramsay & White Wealth Management Limited Health Check
Pomanda's financial health check has awarded Ramsay & White Wealth Management Limited a 1 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 7 areas for improvement. Company Health Check FAQs
1 Strong
1 Regular
7 Weak
Size
annual sales of £67.5k, make it smaller than the average company (£5.3m)
- Ramsay & White Wealth Management Limited
£5.3m - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
- Ramsay & White Wealth Management Limited
- - Industry AVG
Production
with a gross margin of 14.5%, this company has a higher cost of product (56%)
- Ramsay & White Wealth Management Limited
56% - Industry AVG
Profitability
an operating margin of -1.7% make it less profitable than the average company (9.2%)
- Ramsay & White Wealth Management Limited
9.2% - Industry AVG
Employees
with 1 employees, this is below the industry average (12)
- Ramsay & White Wealth Management Limited
12 - Industry AVG
Pay Structure
on an average salary of £79.6k, the company has an equivalent pay structure (£79.6k)
- Ramsay & White Wealth Management Limited
£79.6k - Industry AVG
Efficiency
resulting in sales per employee of £67.5k, this is less efficient (£216.1k)
- Ramsay & White Wealth Management Limited
£216.1k - Industry AVG
Debtor Days
it gets paid by customers after 110 days, this is later than average (33 days)
- Ramsay & White Wealth Management Limited
33 days - Industry AVG
Creditor Days
its suppliers are paid after 189 days, this is slower than average (41 days)
- Ramsay & White Wealth Management Limited
41 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Ramsay & White Wealth Management Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Ramsay & White Wealth Management Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 123.8%, this is a higher level of debt than the average (69.5%)
123.8% - Ramsay & White Wealth Management Limited
69.5% - Industry AVG
RAMSAY & WHITE WEALTH MANAGEMENT LIMITED financials
Ramsay & White Wealth Management Limited's latest turnover from March 2024 is estimated at £67.5 thousand and the company has net assets of -£5.9 thousand. According to their latest financial statements, we estimate that Ramsay & White Wealth Management Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2024 | Mar 2023 | |
|---|---|---|
| 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
| Mar 2024 | Mar 2023 | |
|---|---|---|
| Tangible Assets | ||
| Intangible Assets | ||
| Investments & Other | 1,000 | 1,000 |
| Debtors (Due After 1 year) | ||
| Total Fixed Assets | 1,000 | 1,000 |
| Stock & work in progress | ||
| Trade Debtors | 20,439 | 3,788 |
| Group Debtors | ||
| Misc Debtors | 3,135 | |
| Cash | ||
| misc current assets | ||
| total current assets | 23,574 | 3,788 |
| total assets | 24,574 | 4,788 |
| Bank overdraft | ||
| Bank loan | ||
| Trade Creditors | 29,936 | |
| Group/Directors Accounts | ||
| other short term finances | ||
| hp & lease commitments | ||
| other current liabilities | ||
| total current liabilities | 29,936 | |
| loans | ||
| hp & lease commitments | ||
| Accruals and Deferred Income | 495 | 9,495 |
| other liabilities | ||
| provisions | ||
| total long term liabilities | 495 | 9,495 |
| total liabilities | 30,431 | 9,495 |
| net assets | -5,857 | -4,707 |
| total shareholders funds | -5,857 | -4,707 |
| Mar 2024 | Mar 2023 | |
|---|---|---|
| Operating Activities | ||
| Operating Profit | ||
| Depreciation | ||
| Amortisation | ||
| Tax | ||
| Stock | ||
| Debtors | 19,786 | 3,788 |
| Creditors | 29,936 | |
| Accruals and Deferred Income | -9,000 | 9,495 |
| Deferred Taxes & Provisions | ||
| Cash flow from operations | ||
| Investing Activities | ||
| capital expenditure | ||
| Change in Investments | 1,000 | |
| 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 |
ramsay & white wealth management limited Credit Report and Business Information
Ramsay & White Wealth Management Limited Competitor Analysis
Perform a competitor analysis for ramsay & white wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in CF23 area or any other competitors across 12 key performance metrics.
ramsay & white wealth management limited Ownership
RAMSAY & WHITE WEALTH MANAGEMENT LIMITED group structure
Ramsay & White Wealth Management Limited has no subsidiary companies.
Ultimate parent company
RAMSAY & WHITE WEALTH MANAGEMENT LIMITED
13966120
ramsay & white wealth management limited directors
Ramsay & White Wealth Management Limited currently has 4 directors. The longest serving directors include Mr Paul Davies (Mar 2022) and Mr Dean Cripps (Mar 2022).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Paul Davies | United Kingdom | 47 years | Mar 2022 | - | Director |
| Mr Dean Cripps | Wales | 35 years | Mar 2022 | - | Director |
| Mr Joel White | Wales | 37 years | Mar 2022 | - | Director |
| Mr Joel White | Wales | 37 years | Mar 2022 | - | Director |
P&L
March 2024turnover
67.5k
+361%
operating profit
-1.2k
0%
gross margin
14.5%
-15.21%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2024net assets
-5.9k
+0.24%
total assets
24.6k
+4.13%
cash
0
0%
net assets
Total assets minus all liabilities
Similar Companies
ramsay & white wealth management limited company details
company number
13966120
Type
Private limited with Share Capital
industry
64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
incorporation date
March 2022
age
3
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
March 2024
previous names
N/A
accountant
-
auditor
-
address
5, oak tree court, mulberry drive, cardiff, CF23 8RS
Bank
-
Legal Advisor
-
ramsay & white wealth management 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 ramsay & white wealth management limited.
ramsay & white wealth management 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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ramsay & white wealth management limited Companies House Filings - See Documents
| date | description | view/download |
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