templetonburn wealth management ltd
templetonburn wealth management ltd Company Information
Company Number
SC497577
Next Accounts
50 days late
Shareholders
advanta solutions ltd
Group Structure
View All
Industry
Activities of insurance agents and brokers
Registered Address
turnberry house, 175 west george street, glasgow, G2 2LB
Website
-templetonburn wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of TEMPLETONBURN WEALTH MANAGEMENT LTD at £4.2k based on a Turnover of £5.1k and 0.83x industry multiple (adjusted for size and gross margin).
templetonburn wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of TEMPLETONBURN WEALTH MANAGEMENT LTD at £0 based on an EBITDA of £-13k and a 5.02x industry multiple (adjusted for size and gross margin).
templetonburn wealth management ltd Estimated Valuation
Pomanda estimates the enterprise value of TEMPLETONBURN WEALTH MANAGEMENT LTD at £107.8k based on Net Assets of £56.8k and 1.9x industry multiple (adjusted for liquidity).
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Templetonburn Wealth Management Ltd Overview
Templetonburn Wealth Management Ltd is a live company located in glasgow, G2 2LB with a Companies House number of SC497577. It operates in the activities of insurance agents and brokers sector, SIC Code 66220. Founded in February 2015, it's largest shareholder is advanta solutions ltd with a 100% stake. Templetonburn Wealth Management Ltd is a established, micro sized company, Pomanda has estimated its turnover at £5.1k with declining growth in recent years.
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Templetonburn Wealth Management Ltd Health Check
Pomanda's financial health check has awarded Templetonburn Wealth Management Ltd a 2 rating. We use a traffic light system to show it exceeds the industry average on 2 measures and has 6 areas for improvement. Company Health Check FAQs
2 Strong
0 Regular
6 Weak
Size
annual sales of £5.1k, make it smaller than the average company (£2.5m)
£5.1k - Templetonburn Wealth Management Ltd
£2.5m - Industry AVG
Growth
3 year (CAGR) sales growth of -66%, show it is growing at a slower rate (5.2%)
- Templetonburn Wealth Management Ltd
5.2% - Industry AVG
Production
with a gross margin of 67.6%, this company has a higher cost of product (96.8%)
67.6% - Templetonburn Wealth Management Ltd
96.8% - Industry AVG
Profitability
an operating margin of -255.2% make it less profitable than the average company (19.7%)
-255.2% - Templetonburn Wealth Management Ltd
19.7% - Industry AVG
Employees
with 1 employees, this is below the industry average (17)
- Templetonburn Wealth Management Ltd
17 - Industry AVG
Pay Structure
There is insufficient data available for this Key Performance Indicator!
- Templetonburn Wealth Management Ltd
- - Industry AVG
Efficiency
resulting in sales per employee of £5.1k, this is less efficient (£108.8k)
- Templetonburn Wealth Management Ltd
£108.8k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- - Templetonburn Wealth Management Ltd
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Templetonburn Wealth Management Ltd
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Templetonburn Wealth Management Ltd
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 3143 weeks, this is more cash available to meet short term requirements (37 weeks)
3143 weeks - Templetonburn Wealth Management Ltd
37 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 1.7%, this is a lower level of debt than the average (59.6%)
1.7% - Templetonburn Wealth Management Ltd
59.6% - Industry AVG
TEMPLETONBURN WEALTH MANAGEMENT LTD financials
Templetonburn Wealth Management Ltd's latest turnover from March 2023 is £5.1 thousand and the company has net assets of £56.8 thousand. According to their latest financial statements, we estimate that Templetonburn Wealth Management Ltd has 1 employee and maintains cash reserves of £57.6 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Mar 2023 | Mar 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | |
|---|---|---|---|---|---|---|---|---|
| Turnover | 5,100 | 88,520 | ||||||
| Other Income Or Grants | ||||||||
| Cost Of Sales | ||||||||
| Gross Profit | ||||||||
| Admin Expenses | ||||||||
| Operating Profit | -13,016 | -91,050 | ||||||
| Interest Payable | 0 | 0 | ||||||
| Interest Receivable | 0 | 0 | ||||||
| Pre-Tax Profit | -13,016 | -91,050 | ||||||
| Tax | 0 | -11,580 | ||||||
| Profit After Tax | -13,016 | -102,630 | ||||||
| Dividends Paid | 0 | 0 | ||||||
| Retained Profit | -13,016 | -102,630 | ||||||
| Employee Costs | 0 | 0 | ||||||
| Number Of Employees | 2 | 2 | 2 | 2 | 2 | |||
| EBITDA* | -13,016 | 60,950 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Mar 2023 | Mar 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | |
|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 0 | 0 | 0 | 2,602 | 3,469 | 2,765 | 2,765 | 3,687 |
| Intangible Assets | 0 | 0 | 152,000 | 171,000 | 0 | 0 | 0 | 174,800 |
| Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors (Due After 1 year) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Fixed Assets | 0 | 0 | 152,000 | 173,602 | 3,469 | 2,765 | 2,765 | 178,487 |
| Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 1,500 | 9,191 |
| Group Debtors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Misc Debtors | 175 | 462 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash | 57,554 | 80,912 | 48,847 | 48,410 | 34,874 | 59,014 | 35,588 | 34,897 |
| misc current assets | 0 | 0 | 0 | 22,933 | 0 | 22,002 | 21,445 | 0 |
| total current assets | 57,729 | 81,374 | 48,847 | 71,343 | 58,230 | 81,016 | 58,533 | 44,088 |
| total assets | 57,729 | 81,374 | 200,847 | 244,945 | 61,699 | 83,781 | 61,298 | 222,575 |
| Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Trade Creditors | 0 | 0 | 0 | 2,100 | 2,000 | 1,920 | 4,051 | 2,595 |
| Group/Directors Accounts | 0 | 10,120 | 0 | 166,785 | 1,571 | 1,267 | 354 | 206,109 |
| other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other current liabilities | 952 | 1,461 | 28,424 | 14,262 | 3,599 | 12,516 | 12,672 | 16,056 |
| total current liabilities | 952 | 11,581 | 28,424 | 183,147 | 7,170 | 15,703 | 17,077 | 224,760 |
| loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accruals and Deferred Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| provisions | 0 | 0 | 0 | 489 | 670 | 106 | 480 | 65 |
| total long term liabilities | 0 | 0 | 0 | 489 | 670 | 106 | 480 | 65 |
| total liabilities | 952 | 11,581 | 28,424 | 183,636 | 7,840 | 15,809 | 17,557 | 224,825 |
| net assets | 56,777 | 69,793 | 172,423 | 61,309 | 53,859 | 67,972 | 43,741 | -2,250 |
| total shareholders funds | 56,777 | 69,793 | 172,423 | 61,309 | 53,859 | 67,972 | 43,741 | -2,250 |
| Mar 2023 | Mar 2022 | Apr 2021 | Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | |
|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||
| Operating Profit | -13,016 | -91,050 | ||||||
| Depreciation | 0 | 0 | 0 | 867 | 1,156 | 923 | 922 | 1,229 |
| Amortisation | 0 | 152,000 | 19,000 | 19,000 | 0 | 0 | 0 | 9,200 |
| Tax | 0 | -11,580 | ||||||
| Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debtors | -287 | 462 | 0 | 0 | 0 | -1,500 | -7,691 | 9,191 |
| Creditors | 0 | 0 | -2,100 | 100 | 80 | -2,131 | 1,456 | 2,595 |
| Accruals and Deferred Income | -509 | -26,963 | 14,162 | 10,663 | -8,917 | -156 | -3,384 | 16,056 |
| Deferred Taxes & Provisions | 0 | 0 | -489 | -181 | 564 | -374 | 415 | 65 |
| Cash flow from operations | -13,238 | 21,945 | ||||||
| Investing Activities | ||||||||
| capital expenditure | ||||||||
| Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| cash flow from investments | ||||||||
| Financing Activities | ||||||||
| Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Group/Directors Accounts | -10,120 | 10,120 | -166,785 | 165,214 | 304 | 913 | -205,755 | 206,109 |
| Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| share issue | ||||||||
| interest | 0 | 0 | ||||||
| cash flow from financing | -10,120 | 10,120 | ||||||
| cash and cash equivalents | ||||||||
| cash | -23,358 | 32,065 | 437 | 13,536 | -24,140 | 23,426 | 691 | 34,897 |
| overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| change in cash | -23,358 | 32,065 | 437 | 13,536 | -24,140 | 23,426 | 691 | 34,897 |
templetonburn wealth management ltd Credit Report and Business Information
Templetonburn Wealth Management Ltd Competitor Analysis
Perform a competitor analysis for templetonburn wealth management ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in G 2 area or any other competitors across 12 key performance metrics.
templetonburn wealth management ltd Ownership
TEMPLETONBURN WEALTH MANAGEMENT LTD group structure
Templetonburn Wealth Management Ltd has no subsidiary companies.
Ultimate parent company
ADVANTA LTD
#0135393
2 parents
TEMPLETONBURN WEALTH MANAGEMENT LTD
SC497577
templetonburn wealth management ltd directors
Templetonburn Wealth Management Ltd currently has 2 directors. The longest serving directors include Mr Chris Feeney (Jun 2021) and Mr Ali Emamy (Jan 2024).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Chris Feeney | United Kingdom | 45 years | Jun 2021 | - | Director |
| Mr Ali Emamy | England | 49 years | Jan 2024 | - | Director |
P&L
March 2023turnover
5.1k
-94%
operating profit
-13k
-86%
gross margin
67.6%
+5.62%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
March 2023net assets
56.8k
-0.19%
total assets
57.7k
-0.29%
cash
57.6k
-0.29%
net assets
Total assets minus all liabilities
templetonburn wealth management ltd company details
company number
SC497577
Type
Private limited with Share Capital
industry
66220 - Activities of insurance agents and brokers
incorporation date
February 2015
age
10
incorporated
UK
ultimate parent company
accounts
Audit Exemption Subsidiary
last accounts submitted
March 2023
previous names
N/A
accountant
CITY CHARTERED ACCOUNTANTS
auditor
-
address
turnberry house, 175 west george street, glasgow, G2 2LB
Bank
-
Legal Advisor
-
templetonburn wealth management ltd 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 templetonburn wealth management ltd.
templetonburn wealth management ltd 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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templetonburn wealth management ltd Companies House Filings - See Documents
| date | description | view/download |
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