Fp Wealth Management Limited - Company Profile - Pomanda

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LivePrivate limited with Share Capital

Fp Wealth Management Limited is a live company located in wimborne, BH21 1HR with a Companies House number of 05274147. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in November 2004, its largest shareholders are alistair john ellen and helen bell , each holding 39.6% stakes. Fp Wealth Management Limited is a mature, small sized company.

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Incorporation Date

November 2004Mature

Turnover

Small

3 Year CAGR

-1%Declining

Employees

5

Fp Wealth Management Limited Overview

Company Number

05274147

Next Accounts

Jul 2026

Registered Address

Minster Chambers 35 High Street, Wimborne, BH21 1HR

Shareholders (4)

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VAT Number

SIC Classification

Other Activities Auxiliary To Financial Services, Except Insurance And Pension Funding

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Website

www.fpwm.co.uk

Directors (2)

Alistair Ellen

Ian Bentley

This company operates as a financial advisory firm specializing in wealth management and financial planning services. They offer a holistic approach to client financial situations, focusing on long-term investment strategies, tax optimization, and customized solutions. Their value proposition centers around providing personalized financial guidance, navigating compl**

Keywords

Wealth ManagementFinancial PlanningLong-term Investment Strategies

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Fp Wealth Management Limited Estimated Valuation

Pomanda estimates the enterprise value of FP WEALTH MANAGEMENT LIMITED at based on a Turnover of and industry multiple (adjusted for size and gross margin).

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Fp Wealth Management Limited Financials

EXPORTREFINE ESTIMATESTurnover↑2%1 yearNet Assets£54.4k↓-0.04%1 yearCash Reserves0↓0%1 yearEmployees5↑1.5%1 year

Data source: Companies House, Pomanda Estimates

Profit & LossBalance SheetCash Flow

Oct 2024	Oct 2023	Oct 2022	Oct 2021	Oct 2020	Oct 2019	Oct 2018	Oct 2017	Oct 2016	Oct 2015	Oct 2014	Oct 2013	Oct 2012	Oct 2011	Oct 2010	Oct 2009
Turnover
Other Income Or Grants
Cost Of Sales
Gross Profit
Admin Expenses
Operating Profit
Interest Payable
Interest Receivable
Exceptional Items
Pre-Tax Profit
Tax
Profit After Tax
Dividends Paid
Retained Profit
INFORMATIONAL ITEMS
Employee Costs
Number Of Employees	5	7	6	6	5	4
EBITDA
Accountant
Auditor

Oct 2024	Oct 2023	Oct 2022	Oct 2021	Oct 2020	Oct 2019	Oct 2018	Oct 2017	Oct 2016	Oct 2015	Oct 2014	Oct 2013	Oct 2012	Oct 2011	Oct 2010	Oct 2009
Tangible Assets	2,761	5,098	7,507	9,509	11,971	14,317	2,204	11,863	14,236	9,017	12,022	16,030	21,374	28,499	921	1,228
Intangible Assets	0	0	0	0	0	0	14,875	17,000	19,125	21,250	23,375	25,500	27,625	29,750	31,875	34,000
Investments & Other	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors (Due After 1 Year)	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Total Fixed Assets	2,761	5,098	7,507	9,509	11,971	14,317	17,079	28,863	33,361	30,267	35,397	41,530	48,999	58,249	32,796	35,228
Stock & Work In Progress	0	0	0	0	0	0	3,938	0	0	0	0	0	0	0	0	0
Trade Debtors	156,571	132,196	158,070	188,721	78,118	159,065	49,809	37,323	18,877	127,684	147,776	125,539	126,963	36,250	27,595	25,205
Group Debtors	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Misc Debtors	0	2,834	165	16,083	95,857	2,337	119,506	119,465	118,966	0	0	0	0	83,393	74,078	63,617
Cash	0	0	0	0	0	0	14,681	6,992	2	1,842	1	3,125	18,294	12,836	16,251	16,391
Misc Current Assets	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Total Current Assets	156,571	135,030	158,235	204,804	173,975	161,402	187,934	163,780	137,845	129,526	147,777	128,664	145,257	132,479	117,924	105,213
Total Assets	159,332	140,128	165,742	214,313	185,946	175,719	205,013	192,643	171,206	159,793	183,174	170,194	194,256	190,728	150,720	140,441
Bank Overdraft	0	0	0	0	0	0	0	0	638	0	0	0	0	0	0	0
Bank Loan	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Creditors	104,956	83,594	66,973	71,853	56,972	54,018	0	0	0	53,273	84,262	87,777	95,098	84,269	83,851	78,414
Group / Directors Accounts	0	0	0	0	0	0	3,815	0	0	0	0	0	0	0	0	0
Other Short Term Finances	0	0	0	0	0	0	3,833	9,199	9,199	0	0	0	0	0	0	0
Hp & Lease Commitments	0	0	0	0	0	0	0	4,274	4,274	0	0	0	0	0	0	0
Other Current Liabilities	0	0	0	0	0	0	52,847	54,734	43,604	0	0	0	0	0	0	0
Total Current Liabilities	104,956	83,594	66,973	71,853	56,972	54,018	60,495	68,207	57,715	53,273	84,262	87,777	95,098	84,269	83,851	78,414
Loans	0	0	0	0	0	0	0	3,834	13,034	0	0	0	0	0	0	0
Hp & Lease Commitments	0	0	0	0	0	0	0	4,274	8,547	0	0	0	0	0	0	0
Accruals And Deferred Income	0	0	5,125	13,709	5,744	7,355	0	0	0	0	0	0	0	0	0	0
Other Liabilities	0	0	0	0	0	0	0	0	0	22,233	34,969	9,798	14,910	20,022	0	0
Provisions	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Total Long Term Liabilities	0	0	5,125	13,709	5,744	7,355	0	8,108	21,581	22,233	34,969	9,798	14,910	20,022	0	0
Total Liabilities	104,956	83,594	72,098	85,562	62,716	61,373	60,495	76,315	79,296	75,506	119,231	97,575	110,008	104,291	83,851	78,414
Net Assets	54,376	56,534	93,644	128,751	123,230	114,346	144,518	116,328	91,910	84,287	63,943	72,619	84,248	86,437	66,869	62,027
Total Shareholders Funds	54,376	56,534	93,644	128,751	123,230	114,346	144,518	116,328	91,910	84,287	63,943	72,619	84,248	86,437	66,869	62,027

Oct 2024	Oct 2023	Oct 2022	Oct 2021	Oct 2020	Oct 2019	Oct 2018	Oct 2017	Oct 2016	Oct 2015	Oct 2014	Oct 2013	Oct 2012	Oct 2011	Oct 2010	Oct 2009
Operating Activities
Operating Profit
Depreciation	637	735	3,954	4,746	3,005	4,008	5,344	7,125	822	307	410
Amortisation	2,125	2,125	2,125	2,125	2,125	2,125	2,125	2,125	2,125	2,125
Tax
Stock	0	0	0	0	0	-3,938	3,938	0	0	0	0	0	0	0	0	0
Debtors	21,541	-23,205	-46,569	30,829	12,573	-7,913	12,527	18,945	10,159	-20,092	22,237	-1,424	7,320	17,970	12,851	88,822
Creditors	21,362	16,621	-4,880	14,881	2,954	54,018	0	0	-53,273	-30,989	-3,515	-7,321	10,829	418	5,437	78,414
Accruals and Deferred Income	0	-5,125	-8,584	7,965	-1,611	-45,492	-1,887	11,130	43,604	0	0	0	0	0	0	0
Deferred Taxes & Provisions	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cash Flow From Operations
Investing Activities
Capital Expenditure
Change in Investments	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cash Flow From Investments
Financing Activities
Bank Loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Group/Directors Accounts	0	0	0	0	0	-3,815	3,815	0	0	0	0	0	0	0	0	0
Other Short Term Loans	0	0	0	0	0	-3,833	-5,366	0	9,199	0	0	0	0	0	0	0
Long Term Loans	0	0	0	0	0	0	-3,834	-9,200	13,034	0	0	0	0	0	0	0
Hire Purchase And Lease Commitments	0	0	0	0	0	0	-8,548	-4,273	12,821	0	0	0	0	0	0	0
Other Long Term Liabilities	0	0	0	0	0	0	0	0	-22,233	-12,736	25,171	-5,112	-5,112	20,022	0	0
Share Issue
Interest
Cash Flow From Financing
Cash and Cash Equivalents
Cash	0	0	0	0	0	-14,681	7,689	6,990	-1,840	1,841	-3,124	-15,169	5,458	-3,415	-140	16,391
Overdraft	0	0	0	0	0	0	0	-638	638	0	0	0	0	0	0	0
Change In Cash	0	0	0	0	0	-14,681	7,689	7,628	-2,478	1,841	-3,124	-15,169	5,458	-3,415	-140	16,391

Fp Wealth Management Limited Benchmarking

Health Check

Pomanda's financial health check has awarded Fp Wealth Management Limited a 1.5 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 7 areas for improvement.

Health Rating1.5out of 5

1 Strong

2 Regular

7 Weak

Size

annual sales of , make it smaller than the average company ()

£0 - Fp Wealth Management Limited

£0 - Industry AVG

Growth

3 year (CAGR) sales growth of , show it is growing at a slower rate ()

**% - Fp Wealth Management Limited

****% - Industry AVG

Production

with a gross margin of , this company has a higher cost of product ()

**% - Fp Wealth Management Limited

****% - Industry AVG

Profitability

an operating margin of make it less profitable than the average company ()

****% - Fp Wealth Management Limited

***% - Industry AVG

Employees

with employees, this is below the industry average ()

* - Fp Wealth Management Limited

* - Industry AVG

Pay Structure

on an average salary of , the company has an equivalent pay structure ()

£0 - Fp Wealth Management Limited

£0 - Industry AVG

Efficiency

resulting in sales per employee of , this is less efficient ()

£0 - Fp Wealth Management Limited

£0 - Industry AVG

Debtor Days

it gets paid by customers after , this is later than average ()

*** days - Fp Wealth Management Limited

** days - Industry AVG

Creditor Days

its suppliers are paid after , this is slower than average ()

** days - Fp Wealth Management Limited

** days - Industry AVG

Stock Days

There is insufficient data available for this Key Performance Indicator!

- - Fp Wealth Management Limited

- - Industry AVG

Cash Balance

There is insufficient data available for this Key Performance Indicator!

- - Fp Wealth Management Limited

- - Industry AVG

Debt Level

it has a ratio of liabilities to total assets of , this is a similar level of debt than the average ()

****% - Fp Wealth Management Limited

**% - Industry AVG

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Competitor Analysis

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Fp Wealth Management Limited Ownership

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Fp Wealth Management Limited is a stand-alone company, no parent or subsidiaries found.

ULTIMATE PARENT COMPANY

FP WEALTH MANAGEMENT LIMITED

05274147

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The largest shareholders in Fp Wealth Management Limited include and .

4 Shareholders Found

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FP WEALTH MANAGEMENT LIMITED Directors

Fp Wealth Management Limited currently has 2 directors. The longest serving directors include Mr Alistair Ellen and Mr Ian Bentley.

OpenClosedRetiredAllMr Alistair EllenMr Ian Bentley

Industry

66190 - Other activities auxiliary to financial services, except insurance and pension funding

Type

Private limited with Share Capital

Incorporation Date

November 2004 (22 Years)

Accounts

Micro-Entity Accounts

Latest Accounts

October 2024

Previous Names

FINANCIAL PARTNERS WEALTH MANAGEMENT LIMITED

Auditor

Accountant

Trading Address

minster chambers 35 high street, wimborne, BH21 1HR

Trading Names

-

Bank

Legal Advisor

Fp Wealth Management Limited Fundraising

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.

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Capital Raised & Share Issues

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