investax limited
investax limited Company Information
Company Number
SC222930
Next Accounts
Jan 2026
Shareholders
stephen lawson
martin robertson
View AllGroup 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
234 west george street, glasgow, G2 4QY
Website
http://ifa-guide.co.ukinvestax limited Estimated Valuation
Pomanda estimates the enterprise value of INVESTAX LIMITED at £388.8k based on a Turnover of £504.4k and 0.77x industry multiple (adjusted for size and gross margin).
investax limited Estimated Valuation
Pomanda estimates the enterprise value of INVESTAX LIMITED at £55.4k based on an EBITDA of £20.8k and a 2.66x industry multiple (adjusted for size and gross margin).
investax limited Estimated Valuation
Pomanda estimates the enterprise value of INVESTAX LIMITED at £112.2k based on Net Assets of £86k and 1.31x industry multiple (adjusted for liquidity).
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Investax Limited Overview
Investax Limited is a live company located in glasgow, G2 4QY with a Companies House number of SC222930. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in September 2001, it's largest shareholder is stephen lawson with a 50% stake. Investax Limited is a mature, small sized company, Pomanda has estimated its turnover at £504.4k with declining growth in recent years.
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Investax Limited Health Check
Pomanda's financial health check has awarded Investax Limited a 2 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 7 areas for improvement. Company Health Check FAQs
2 Strong
1 Regular
7 Weak
Size
annual sales of £504.4k, make it smaller than the average company (£5.5m)
- Investax Limited
£5.5m - Industry AVG
Growth
3 year (CAGR) sales growth of -1%, show it is growing at a slower rate (7.2%)
- Investax Limited
7.2% - Industry AVG
Production
with a gross margin of 12.3%, this company has a higher cost of product (53.6%)
- Investax Limited
53.6% - Industry AVG
Profitability
an operating margin of 4.1% make it less profitable than the average company (8.9%)
- Investax Limited
8.9% - Industry AVG
Employees
with 3 employees, this is below the industry average (12)
3 - Investax Limited
12 - Industry AVG
Pay Structure
on an average salary of £80.6k, the company has an equivalent pay structure (£80.6k)
- Investax Limited
£80.6k - Industry AVG
Efficiency
resulting in sales per employee of £168.1k, this is less efficient (£220.1k)
- Investax Limited
£220.1k - Industry AVG
Debtor Days
it gets paid by customers after 156 days, this is later than average (32 days)
- Investax Limited
32 days - Industry AVG
Creditor Days
its suppliers are paid after 107 days, this is slower than average (40 days)
- Investax Limited
40 days - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Investax Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Investax Limited
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 60.3%, this is a lower level of debt than the average (70.2%)
60.3% - Investax Limited
70.2% - Industry AVG
INVESTAX LIMITED financials
Investax Limited's latest turnover from April 2024 is estimated at £504.4 thousand and the company has net assets of £86 thousand. According to their latest financial statements, Investax Limited has 3 employees and maintains cash reserves of 0 as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3 | 3 | 4 | 4 | 5 | 5 | |||||||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 4,473 | ||||||||||||||
| Intangible Assets | |||||||||||||||
| Investments & Other | |||||||||||||||
| Debtors (Due After 1 year) | |||||||||||||||
| Total Fixed Assets | 4,473 | ||||||||||||||
| Stock & work in progress | |||||||||||||||
| Trade Debtors | 216,317 | 168,009 | 233,303 | 235,705 | 158,275 | 86,874 | 91,461 | 63,000 | 12,829 | 6,992 | 65,405 | 75,114 | 100 | 100 | 100 |
| Group Debtors | |||||||||||||||
| Misc Debtors | |||||||||||||||
| Cash | 244,053 | 102,816 | 49,043 | 30,332 | 86,020 | 90,112 | 143,579 | ||||||||
| misc current assets | |||||||||||||||
| total current assets | 216,317 | 168,009 | 233,303 | 235,705 | 158,275 | 86,874 | 91,461 | 63,000 | 256,882 | 109,808 | 114,448 | 105,446 | 86,120 | 90,212 | 143,679 |
| total assets | 216,317 | 168,009 | 233,303 | 235,705 | 158,275 | 91,347 | 91,461 | 63,000 | 256,882 | 109,808 | 114,448 | 105,446 | 86,120 | 90,212 | 143,679 |
| Bank overdraft | |||||||||||||||
| Bank loan | |||||||||||||||
| Trade Creditors | 130,363 | 97,667 | 104,106 | 91,570 | 76,619 | 55,993 | 53,051 | 21,630 | 142,266 | 56,719 | 27,372 | 29,135 | 48,782 | 25,403 | 28,916 |
| Group/Directors Accounts | |||||||||||||||
| other short term finances | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| other current liabilities | |||||||||||||||
| total current liabilities | 130,363 | 97,667 | 104,106 | 91,570 | 76,619 | 55,993 | 53,051 | 21,630 | 142,266 | 56,719 | 27,372 | 29,135 | 48,782 | 25,403 | 28,916 |
| loans | |||||||||||||||
| hp & lease commitments | |||||||||||||||
| Accruals and Deferred Income | |||||||||||||||
| other liabilities | |||||||||||||||
| provisions | |||||||||||||||
| total long term liabilities | |||||||||||||||
| total liabilities | 130,363 | 97,667 | 104,106 | 91,570 | 76,619 | 55,993 | 53,051 | 21,630 | 142,266 | 56,719 | 27,372 | 29,135 | 48,782 | 25,403 | 28,916 |
| net assets | 85,954 | 70,342 | 129,197 | 144,135 | 81,656 | 35,354 | 38,410 | 41,370 | 114,616 | 53,089 | 87,076 | 76,311 | 37,338 | 64,809 | 114,763 |
| total shareholders funds | 85,954 | 70,342 | 129,197 | 144,135 | 81,656 | 35,354 | 38,410 | 41,370 | 114,616 | 53,089 | 87,076 | 76,311 | 37,338 | 64,809 | 114,763 |
| Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | Apr 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||||||||
| Operating Profit | |||||||||||||||
| Depreciation | |||||||||||||||
| Amortisation | |||||||||||||||
| Tax | |||||||||||||||
| Stock | |||||||||||||||
| Debtors | 48,308 | -65,294 | -2,402 | 77,430 | 71,401 | -4,587 | 28,461 | 50,171 | 5,837 | -58,413 | -9,709 | 75,014 | 100 | ||
| Creditors | 32,696 | -6,439 | 12,536 | 14,951 | 20,626 | 2,942 | 31,421 | -120,636 | 85,547 | 29,347 | -1,763 | -19,647 | 23,379 | -3,513 | 28,916 |
| 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 | |||||||||||||||
| cash and cash equivalents | |||||||||||||||
| cash | -244,053 | 141,237 | 53,773 | 18,711 | -55,688 | -4,092 | -53,467 | 143,579 | |||||||
| overdraft | |||||||||||||||
| change in cash | -244,053 | 141,237 | 53,773 | 18,711 | -55,688 | -4,092 | -53,467 | 143,579 |
investax limited Credit Report and Business Information
Investax Limited Competitor Analysis
Perform a competitor analysis for investax limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other small companies, companies in G 2 area or any other competitors across 12 key performance metrics.
investax limited Ownership
INVESTAX LIMITED group structure
Investax Limited has no subsidiary companies.
Ultimate parent company
INVESTAX LIMITED
SC222930
investax limited directors
Investax Limited currently has 2 directors. The longest serving directors include Mr Stephen Lawson (Sep 2001) and Mr Martin Robertson (May 2014).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Stephen Lawson | Scotland | 53 years | Sep 2001 | - | Director |
| Mr Martin Robertson | Scotland | 54 years | May 2014 | - | Director |
P&L
April 2024turnover
504.4k
+24%
operating profit
20.8k
0%
gross margin
12.4%
-21.38%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
April 2024net assets
86k
+0.22%
total assets
216.3k
+0.29%
cash
0
0%
net assets
Total assets minus all liabilities
investax limited company details
company number
SC222930
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 2001
age
24
incorporated
UK
ultimate parent company
accounts
Micro-Entity Accounts
last accounts submitted
April 2024
previous names
bannerman johnstone maclay (advisory) limited (February 2017)
bannerman johnstone maclay limited (June 2006)
accountant
-
auditor
-
address
234 west george street, glasgow, G2 4QY
Bank
THE ROYAL BANK OF SCOTLAND PLC
Legal Advisor
-
investax 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 found 1 charges/mortgages relating to investax limited. Currently there are 1 open charges and 0 have been satisfied in the past.
investax 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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investax limited Companies House Filings - See Documents
| date | description | view/download |
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