family wealth platform limited
family wealth platform limited Company Information
Company Number
14385843
Next Accounts
Jun 2025
Directors
Shareholders
perpetual wealth group 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
17 st. katharines way, london, E1W 1LP
Website
-family wealth platform limited Estimated Valuation
Pomanda estimates the enterprise value of FAMILY WEALTH PLATFORM LIMITED at £3.3k based on a Turnover of £3.9k and 0.84x industry multiple (adjusted for size and gross margin).
family wealth platform limited Estimated Valuation
Pomanda estimates the enterprise value of FAMILY WEALTH PLATFORM LIMITED at £3.9k based on an EBITDA of £1.3k and a 2.9x industry multiple (adjusted for size and gross margin).
family wealth platform limited Estimated Valuation
Pomanda estimates the enterprise value of FAMILY WEALTH PLATFORM LIMITED at £1.3k based on Net Assets of £1k and 1.34x industry multiple (adjusted for liquidity).
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Family Wealth Platform Limited Overview
Family Wealth Platform Limited is a live company located in london, E1W 1LP with a Companies House number of 14385843. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in September 2022, it's largest shareholder is perpetual wealth group limited with a 100% stake. Family Wealth Platform Limited is a startup, micro sized company, Pomanda has estimated its turnover at £3.9k with unknown growth in recent years.
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Family Wealth Platform Limited Health Check
Pomanda's financial health check has awarded Family Wealth Platform Limited a 1.5 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 £3.9k, make it smaller than the average company (£4.7m)
- Family Wealth Platform Limited
£4.7m - Industry AVG
Growth
There is insufficient data available for this Key Performance Indicator!
- Family Wealth Platform Limited
- - Industry AVG
Production
with a gross margin of 16%, this company has a higher cost of product (56.9%)
- Family Wealth Platform Limited
56.9% - Industry AVG
Profitability
an operating margin of 34.1% make it more profitable than the average company (10%)
- Family Wealth Platform Limited
10% - Industry AVG
Employees
with 1 employees, this is below the industry average (13)
- Family Wealth Platform Limited
13 - Industry AVG
Pay Structure
on an average salary of £77.4k, the company has an equivalent pay structure (£77.4k)
- Family Wealth Platform Limited
£77.4k - Industry AVG
Efficiency
resulting in sales per employee of £3.9k, this is less efficient (£205.6k)
- Family Wealth Platform Limited
£205.6k - Industry AVG
Debtor Days
it gets paid by customers after 93 days, this is later than average (32 days)
- Family Wealth Platform Limited
32 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Family Wealth Platform Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Family Wealth Platform Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Family Wealth Platform Limited
- - Industry AVG
Debt Level
There is insufficient data available for this Key Performance Indicator!
- - Family Wealth Platform Limited
- - Industry AVG
FAMILY WEALTH PLATFORM LIMITED financials
Family Wealth Platform Limited's latest turnover from September 2023 is estimated at £3.9 thousand and the company has net assets of £1 thousand. According to their latest financial statements, we estimate that Family Wealth Platform Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Sep 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
| Sep 2023 | |
|---|---|
| Tangible Assets | 0 |
| Intangible Assets | 0 |
| Investments & Other | 0 |
| Debtors (Due After 1 year) | 0 |
| Total Fixed Assets | 0 |
| Stock & work in progress | 0 |
| Trade Debtors | 1,000 |
| Group Debtors | 0 |
| Misc Debtors | 0 |
| Cash | 0 |
| misc current assets | 0 |
| total current assets | 1,000 |
| total assets | 1,000 |
| Bank overdraft | 0 |
| Bank loan | 0 |
| Trade Creditors | 0 |
| Group/Directors Accounts | 0 |
| other short term finances | 0 |
| hp & lease commitments | 0 |
| other current liabilities | 0 |
| total current liabilities | 0 |
| loans | 0 |
| hp & lease commitments | 0 |
| Accruals and Deferred Income | 0 |
| other liabilities | 0 |
| provisions | 0 |
| total long term liabilities | 0 |
| total liabilities | 0 |
| net assets | 1,000 |
| total shareholders funds | 1,000 |
| Sep 2023 | |
|---|---|
| Operating Activities | |
| Operating Profit | |
| Depreciation | 0 |
| Amortisation | 0 |
| Tax | |
| Stock | 0 |
| Debtors | 1,000 |
| Creditors | 0 |
| Accruals and Deferred Income | 0 |
| Deferred Taxes & Provisions | 0 |
| Cash flow from operations | |
| Investing Activities | |
| capital expenditure | |
| Change in Investments | 0 |
| cash flow from investments | |
| Financing Activities | |
| Bank loans | 0 |
| Group/Directors Accounts | 0 |
| Other Short Term Loans | 0 |
| Long term loans | 0 |
| Hire Purchase and Lease Commitments | 0 |
| other long term liabilities | 0 |
| share issue | |
| interest | |
| cash flow from financing | |
| cash and cash equivalents | |
| cash | 0 |
| overdraft | 0 |
| change in cash | 0 |
family wealth platform limited Credit Report and Business Information
Family Wealth Platform Limited Competitor Analysis
Perform a competitor analysis for family wealth platform limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in E1W area or any other competitors across 12 key performance metrics.
family wealth platform limited Ownership
FAMILY WEALTH PLATFORM LIMITED group structure
Family Wealth Platform Limited has no subsidiary companies.
Ultimate parent company
1 parent
FAMILY WEALTH PLATFORM LIMITED
14385843
family wealth platform limited directors
Family Wealth Platform Limited currently has 1 director, Mr Ian Cooke serving since Sep 2022.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Ian Cooke | England | 56 years | Sep 2022 | - | Director |
P&L
September 2023turnover
3.9k
0%
operating profit
1.3k
0%
gross margin
16.1%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
September 2023net assets
1k
0%
total assets
1k
0%
cash
0
0%
net assets
Total assets minus all liabilities
Similar Companies
family wealth platform limited company details
company number
14385843
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
September 2022
age
3
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
September 2023
previous names
N/A
accountant
-
auditor
-
address
17 st. katharines way, london, E1W 1LP
Bank
-
Legal Advisor
-
family wealth platform 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 family wealth platform limited.
family wealth platform 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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family wealth platform limited Companies House Filings - See Documents
| date | description | view/download |
|---|
