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Wynnstay Properties PLC

Annual Report and Financial Statements 
for the year ended 25 March 2014

WYNNSTAY  PROPERTIES  PLC

CHAIRMAN’S STATEMENT

REPORT OF THE DIRECTORS

and
FINANCIAL STATEMENTS

YEAR ENDED 25TH MARCH 2014

CONTENTS

Directors and Advisers

Summary of Property Portfolio

Chairman’s Statement

Report of the Directors

Strategic Report 

Report of the Auditors

Primary Statements

Notes to the Financial Statements

Five Year Financial Review

Notice of Annual General Meeting

Biographies of the Directors

2 

3 

4 

7 

10 

12 

13 

17 

32 

33 

34 

 – 1 –

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
WYNNSTAY PROPERTIES PLC
(Company incorporated in the United Kingdom)

directors 
P.G.H. COLLINS CBE
(Non-Executive Chairman)

C.P. WILLIAMS, B.Sc., M.B.A., M.R.I.C.S.
(Managing Director)

C.H. DELEVINGNE
(Non-Executive Director)

T.J. NAGLE, B.Th., F.R.I.C.S.
(Non-Executive Director)

T. J. C. PARKER A.C.A.
(Finance Director & Secretary)

registered office
150 Aldersgate Street, London EC1A 4AB

auditors

MOORE STEPHENS LLP
150 Aldersgate Street, London EC1A 4AB

solicitors

FIELD FISHER WATERHOUSE LLP
35 Vine Street, London EC3N 2AA

nominated adviser & broker
CHARLES STANLEY & CO LIMITED
131 Finsbury Pavement, London EC2A 1NT

valuers

SANDERSON WEATHERALL LLP
Balfour House, 46-54 Great Titchfield Street, London W1W 7QA

registrars

CAPITA REGISTRARS LIMITED
The Registry, 34 Beckenham Road, Beckenham, Kent BR3 4TU

bankers

C. HOARE & CO.
37 Fleet Street, London EC4P 4DQ

SVENSKA HANDELSBANKEN SA
5 Welbeck Street, London W1G 9YQ

 – 2 –

Aldershot

Aylesford

Basingstoke

Chessington

Colchester

Cosham

Gosport

Hailsham

Heathfield

Hertford

Lewes

Midhurst

Norwich

St. Neots

Shirley

Surbiton

Uckfield

WYNNSTAY PROPERTIES PLC

SUMMARY OF PROPERTY PORTFOLIO
AT 25TH MARCH 2014

Eastern Road

1 Industrial Unit

Quarry Wood Industrial Estate

18 Industrial Units

Crockford Lane

3 Industrial Units

Oakcroft Business Park

3 Industrial Units/Offices

Short Wyre Street

4 Retail Units

High Street 

High Street 

Offices

1 Retail Unit

Crown Close Industrial Estate

7 Industrial Units

Station Road

5 Industrial Units

Hertingfordbury Road

1 Industrial Unit

Brooks Road

North Street 

2 Retail Warehouse Units

1 Retail Unit

City Trading Estate 

6 Industrial Units

Huntingdon Road 

6 Industrial Units

High Street 

St James’ Street

Bell Lane 

1 Retail Unit

Offices

4 Industrial Units

All the above properties are Freehold.

 – 3 –

WYNNSTAY PROPERTIES PLC

CHAIRMAN’S STATEMENT

I am pleased to be able to report another year of steady progress for  your Company against the background 
of  more  optimistic  news  of  the  UK  economy.  We  continue  to  add  to  the  portfolio  and  to  capitalise  on  the 
opportunities which arise to retain existing tenants and to attract new ones. At the year-end, the portfolio was 
fully let. 

Overview of financial performance 
Wynnstay’s financial performance for the year may be summarised as follows:

•    Property income

•  Profit before movement in fair value of investment 

properties and taxation

•    Earnings per share

•  Dividends per share, paid and proposed

•  Net asset value per share

•  Net gearing

Change

(1.2%)          

(8.3%)

2014

2013

£1,609,000

£1,628,000

£1,011,000

£1,103,000

+9.3%                        

+5.3%                    

+2.0%

34.9p

11.8p

461p

41.4%

(7.1p)

10.8p

438p

40.6%

Property income for the year, at just over £1.6 million, was at a similar level to last year, albeit reflecting a number 
of underlying changes arising from the active management of the portfolio.  Profits before fair value movement 
and taxation for the year, at just over £1 million were slightly lower than in the prior year as a result of additional 
administrative costs noted below. 

Our annual property revaluation delivered an increase over the value for the prior year and the resulting surplus of 
£170,000 has contributed, along with retained earnings and the profit on the property disposal noted below, to an 
increase of over 5% in net asset value per share.  

Property Management and Portfolio
It has been another very active year in the management of the portfolio. We currently have 53 tenants occupying 
over 70 separate properties on 66 leases in 18 locations. During the course of the year we renewed or extended the 
existing leases of 8 tenants and welcomed 3 new ones.  

I noted two significant management achievements when I reported to you in November: the extension until 2018 
of the lease of our office premises at Cosham to a Government Department and the granting of a new ten year lease 
to a national retail business of a vacant unit at Hertford. I reported on other changes in November and since then 
we have also extended the lease of one of the industrial units at Heathfield, renewed another lease at Norwich and 
granted a lease to a new business on one of our retail units in Colchester, which was vacated by a longstanding 
tenant in January 2014.

During  the  year,  there  have  been  two  noteworthy  changes  in  the  portfolio.  As  I  reported  in  my  last  annual 
Chairman’s Statement, early in the financial year we acquired Crown Close Industrial Estate in Hailsham, West 
Sussex details of which are set out in that statement. Secondly, as foreshadowed in my statement in November, we 
have successfully sold the other vacant unit at Hertford to an owner-occupier at a price that was 17% above the net 
book value.

A  number  of  potential  acquisitions  have  been  explored  and  I  am  pleased  to  report  that  shortly  after  the  end  of 
the year we agreed and completed the purchase of a freehold trade counter investment to the east of the centre of 

 – 4 –

WYNNSTAY PROPERTIES PLC

CHAIRMAN’S STATEMENT (continued)

Ipswich, in close proximity to the Neptune Marina development and residential development areas.  The five units 
comprising 18,300 square feet are fully let to three tenants, one being part of a national chain and the two others 
being regional businesses. The total passing rent is £86,500 and with the price paid of £1,037,500, the net initial 
yield is 7.9%. This acquisition, having been made after the year-end, is not reflected in these financial statements.

Portfolio Valuation
As at 25 March 2014, our Independent Valuers, Sanderson Weatherall, have undertaken the annual valuation of 
the company’s portfolio at £18,515,000 representing, as mentioned above, a revaluation increase of £170,000. The 
Board consider this to be a satisfactory outcome and it is particularly pleasing to note a modest increase in the value 
of our most recent acquisitions at Hailsham, Lewes and Surbiton.

Following the revaluation, as at the year-end, the industrial sector within the portfolio accounted for 62% by value, 
with the retail and office elements comprising 18% and 20% respectively.

Borrowings and Gearing
Total borrowings at the year-end were £6.0 million (2013: £5.4 million) and net gearing at the year-end was 41.4% 
compared to 40.6% last year. The increased borrowings reflect the drawdown under our borrowing facility made to 
facilitate the purchase of our Hailsham property in May 2013.

As  you  may  recall,  the  five-year  term  of  our  borrowing  facility  of  £8.5  million  with  Svenska  Handelsbanken 
expired  in  December  2013.  In  December,  we  signed  a  new  five  year  facility  of  £10  million,  the  main  terms  of 
which are broadly the same as those under the previous facility, other than an increase in the margin to 2.65% and 
an increase in the non-utilization fee to 1%. This higher margin, coupled with the increase in borrowings mentioned 
above, is reflected in higher financing costs for the year compared to the prior year.

While interest rates will undoubtedly rise as the economic recovery becomes established, starting perhaps later in 
the year, they are currently not forecast by experts to return to the historic levels of the pre-financial crisis period.

Costs
Our property costs this year were less than in the prior year, mainly due to the saving in the payment of business 
rates  on  vacant  premises  in  the  year.  Administrative  costs  are  higher  than  in  the  previous  year,  as  we  incurred 
some professional fees in examining the formalities of raising further equity finance from shareholders. These fees 
have been fully accrued for in these accounts, as the Board’s current intention is only to progress this further, if 
conditions are then appropriate, once it appears that the new borrowing facility will be fully utilised.

Dividend
The Board is recommending a total dividend for the year of 11.8p per share being an increase over the 10.8p paid 
in the last year. An increased interim dividend of 4.2p per share was paid in December 2013 and the Board has 
considered carefully whether the final dividend for the year should also be increased, but has decided against doing 
so. Accordingly, subject to approval of Shareholders at the Annual General Meeting, a final dividend of 7.6p per 
share will be paid on 18th July 2014 to Shareholders on the register on 27th June 2014.

However, assuming favourable conditions at the end of the half-year, the Board will again consider increasing the 
interim dividend for payment in December 2014, with a view to aligning further the overall balance between the 
interim and final dividends. 

 – 5 –

WYNNSTAY PROPERTIES PLC

CHAIRMAN’S STATEMENT (continued)

Outlook
As mentioned in the opening paragraph of this statement, there appears now to be greater optimism about the UK 
economy than has been the case for more than six years. The economic outlook, and particularly the prospects for 
small and medium-sized businesses, inevitably affects the value of the commercial property in which we invest and 
the terms that can be agreed with tenants. If this improvement in optimism and outlook is sustained it should lead 
to a return to rental growth which will in turn result in a further increase in the value of your Company’s portfolio.

As the UK emerges from the difficult economic conditions of recent years, Wynnstay is in good shape and, in the 
Board’s view, continues to offer opportunities for profitable growth. We will continue to make changes to enhance 
the value of the portfolio as and when opportunities to do so arise.

Unsolicited approaches to Shareholders
Shareholders  are  reminded  that  unsolicited  approaches  regarding  their  shares  may  be  from  fraudsters.  If  you 
are  in  any  doubt,  please  refer  to  my  letter  sent  to  all  Shareholders  in  January  this  year  (also  available  on  our 
website: www.wynnstayproperties.co.uk) or to the website of the Financial Conduct Authority (www.fca.org.uk/
consumers/scams).

Annual General Meeting 
Our Annual General Meeting will be held at the Royal Automobile Club on Thursday 10th July 2014. As always,  I 
hope that as many Shareholders as possible will attend to meet the Board and other Shareholders informally before 
and after the meeting to discuss the Company’s affairs as well as to take part in the formal business.

Colleagues and Advisers 
Finally  I  would  like  to  express  my  appreciation  for  the  contributions  of  our  two  executive  directors  –  Paul 
Williams,  our  Managing  Director,  and  Toby  Parker,  our  Finance  Director  –  who  manage  Wynnstay’s  affairs 
efficiently  and  effectively,  as  well  as  with  flair  and  determination.  The  two  executive  directors  and  I,  as  your 
Chairman,  also  benefit  from  the  long  experience  in  commercial  property  of  our  two  non-executive  directors  – 
Charles Delevingne and Terence Nagle. I would like to thank all four of them, as well as our advisers, for their 
contributions over the past year.

16th June 2014 

Philip G.H. Collins
Chairman

– 6 –

 
WYNNSTAY PROPERTIES PLC

REPORT OF THE DIRECTORS 2014

The  Directors  present  their  One  Hundred  and  Twenty-eighth  Annual  Report,  together  with  the  audited 
Financial Statements of the Company for the year ended 25th March 2014. 

Please refer to the Strategic Report on pages 10 to 11 for the names of directors, activities and the likely future 
developments of the Company and a discussion of the risks and uncertainties. Please refer to note 18 of the 
financial statements for further disclosure of the financial risks.

Profit  for the Year
The  profit  for  the  year  after  taxation  amounted  to  £946,000  (2013:  loss  £193,000).  Details  of  movements  in 
reserves are set out in the statement of changes in equity on page 16.  

Events Since the End of the Year
On 29th April 2014, the Company completed the purchase of an 18,300 sq ft trade counter investment in Ipswich 
at a cost of £1,037,500 with a passing rent of £86,500 representing a net initial yield of 7.9%. This was financed by 
drawing down funds available under our borrowing facility.

Dividends
The Directors have decided to recommend a final dividend of 7.6 pence per share for the year ended 25th March 
2014 payable on 18th July 2014 to those shareholders on the register on 27th June 2014. This dividend, together 
with the interim dividend of 4.2 pence paid on 10th December 2013, represents a total for the year of 11.8 pence 
(2013 – 10.8 pence).

Statement of Directors’ Responsibilities
The Directors are responsible for preparing the Directors’ Report and the financial statements in accordance 
with applicable law and regulations.

Company  law  requires  the  Directors  to  prepare  financial  statements  for  each  financial  year.  Under  that  law 
the  Directors  have  elected  to  prepare  the  financial  statements  in  accordance  with  IFRS  as  adopted  by  the 
European Union and applicable law. The financial statements must, in accordance with IFRS as adopted by 
the European Union, present fairly the financial position and performance of the Company; such references 
in the UK Companies Act 2006 to such financial statements giving a true and fair view are references to their 
achieving a fair presentation. Under Company law Directors must not approve the financial statements unless 
they are satisfied that they give a true and fair view. In preparing these financial statements, the Directors are 
required to:

• 
• 
• 

• 

  select suitable accounting policies and then apply them consistently;
  make judgements and accounting estimates that are reasonable and prudent;
  state  whether  the  financial  statements  have  been  prepared  in  accordance  with  IFRS  as  adopted  by  the 
European Union;
  prepare the financial statements on the going concern basis unless its is inappropriate to presume that the 
Company will continue in business.

The Directors are responsible for keeping adequate accounting records that are sufficient to show and explain 
the  Company’s  transactions  and  disclose  with  reasonable  accuracy  at  any  time  the  financial  position  of  the 
Company and enable them to ensure that the financial statements comply with the Companies Act 2006. They 
are also responsible for safeguarding the assets of the Company and hence for taking reasonable steps for the 
prevention and detection of fraud and other irregularities.

– 7 –

WYNNSTAY PROPERTIES PLC

REPORT OF THE DIRECTORS 2014 (continued)

The  Directors  are  responsible  for  the  maintenance  and  integrity  of  the  corporate  and  financial  information 
included  on  the  Company’s  website.  Legislation  in  the  United  Kingdom  governing  the  preparation  and 
dissemination of the financial statements may differ from legislation in other jurisdictions. 

Directors’ and Officers’ Liability Insurance
The Company has maintained Directors’ and Officers’ insurance as permitted by the Companies Act 2006.

Substantial Interests
As  at  16  June  2014,  the  Directors  have  been  notified  or  are  aware  of  the  following  interests,  which  are  in 
excess of three per cent of the issued ordinary share capital of the Company: 

No. of Ordinary 
Shares of 25p 

Mr P.G.H. Collins 

850,836 

Mr D. Gibson 

302,618 

Percentage of 
Issued Share  
Capital 2014 

31.38% 

11.16% 

Percentage of
Issued Share
Capital 2013 

31.38% 

11.16%

Corporate Governance
The  Board  of  Directors  is  accountable  to  Shareholders  for  the  good  corporate  governance  of  the  Company 
under the AIM rules for companies. The Company is not required to comply and therefore does not comply 
with the UK Corporate Governance Code which has been in force since 29 June 2010. However, the Board 
is  aware  of  the  best  practice  defined  by  the  Code  and  has  adopted  procedures  to  the  extent  considered 
appropriate. 

•  The Company is headed by an effective Board of Directors. 

•  There is a clear division of responsibilities in running the Board and running the Company’s business. 

•  The  Board  currently  comprises  two  executive  and  three  non-executive  Directors.  The  Chairman  is  a  non-
executive  member  of  the  Board.  In  view  of  the  size  of  the  Company  there  is  no  formal  procedure  for  the 
appointment of new Directors. 

•  The  Board  receives  and  reviews  on  a  regular  basis  financial  and  operating  information  appropriate  to  the 
Directors being able to discharge their duties. An annual budget is approved by the Board and a revised forecast 
is prepared at the half year stage. Cash flow and other financial performance indicators are monitored monthly 
against budget. 

•  Directors  submit  themselves  for  re-election  every  three  years  by  rotation  in  accordance  with  the  Articles  of 

Association. 

•  The  Board  welcomes  communication  from  the  Company’s  Shareholders  and  positively  encourages  their 

attendance at the Annual General Meeting. 

•  In view of the current size of the Company and its Board the establishment of an audit committee or an internal 
audit  department  would  be  inappropriate.  However,  the  auditors  have  direct  access  to  the  non-executive 
Chairman. 

8– 8 –

 
 
 
 
WYNNSTAY PROPERTIES PLC

REPORT OF THE DIRECTORS 2014 (continued)

Remuneration Committee
The  Board  currently  acts  as  the  remuneration  committee,  the  details  of  the  Directors’  emoluments  being 
set  out  in  the  Strategic  Report.  It  is  the  Company’s  policy  that  the  remuneration  of  Directors  should  be 
commensurate with services provided by them to the Company.  

Going Concern
The Directors have a reasonable expectation that the Company has adequate resources to continue in existence 
for  the  foreseeable  future.  For  this  reason  they  continue  to  adopt  the  going  concern  basis  in  preparing  the 
financial statements. 

Internal Control
The  Directors  are  responsible  for  the  Company’s  system  of  internal  financial  control,  which  is  designed 
to  provide  reasonable,  but  not  absolute,  assurance  against  material  misstatement  or  loss.  In  fulfilling  these 
responsibilities,  the  Board  has  reviewed  the  effectiveness  of  the  system  of  internal  financial  control.  The 
Directors have established procedures for planning and budgeting and for monitoring, on a regular basis, the 
performance of the Company. 

Statement as to Disclosure of Information to Auditors
Each of the persons who are Directors at the time when this report is approved has confirmed that: 

•  so far as each Director is aware, there is no relevant audit information of which the Company’s auditors are 

unaware; and 

•  each  Director  has  taken  all  the  steps  that  ought  to  have  been  taken  as  a  Director,  including  making 
appropriate enquiries of fellow Directors and the Company’s auditors for that purpose, in order to be aware 
of  any  information  needed  by  the  Company’s  auditors  in  connection  with  preparing  their  report  and  to 
establish that the Company’s auditors are aware of that information. 

Annual General Meeting
The Notice of the Annual General Meeting, to be held on Thursday 10th July 2014, is set out on page 33.

By Order of the Board,
T.J.C. Parker
Secretary

16th June 2014

8

– 9 –

  
WYNNSTAY PROPERTIES PLC

STRATEGIC REPORT 2014

Principal Activity
The principal activity of the Company during the year continued to be that of Property Owners, Developers and 
Managers.

Business Review, Performance Indicators and Risks
A review of the business for the year and of the future prospects of the Company is included in the Chairman’s 
Statement on pages 4 to 6. The financial statements and notes are set out on pages 13 to 31.  

The key performance indicators for the Company are those relating to the underlying  movement  in both  rental 
income and in the value of its property investments as set out below:
•   The reduction in rental income of 1.2% (2013: growth of 8.3%).
•   The growth in value of the investment portfolio, on a like for like basis, was 0.8% (2013: reduction of 5.5%).

The directors will continue to search for profitable investment opportunities, and make changes to enhance  the 
value of the portfolio as and when such opportunities arise.

The principal risks and uncertainties are those associated with the commercial property market, which is cyclical 
by  its  nature  and  include  changes  in  the  supply  and  demand  for  space  as  well  as  the  inherent  risk  of  tenant 
failure. In the latter case, the Company seeks to reduce this risk by requiring the payment of rent deposits when 
considered appropriate. Other risk factors include changes in legislation in respect of taxation and the obtaining of 
planning consents, etc. as well as those associated with financing and treasury management. The company’s risk 
management objectives can be found at note 18 of the financial statements.

Investment Properties
The investment properties have been valued by Sanderson Weatherall on the basis of Market Value at 25th March 
2014. The movement in investment properties is set out in Note 9 on page 22.

Directors
The  Directors  holding  office  during  the  financial  year  under  review  and  their  beneficial  and  non-beneficial 
interests in the ordinary share capital of the Company at 25th March 2014 and 25th March 2013 are shown below:

                                                                                                                                     Ordinary Shares of 25p
25.3.13 

25.3.14 

P.G.H. Collins 
C.P. Williams 
C.H. Delevingne 
T.J. Nagle 
T.J.C. Parker  

Non-Executive Chairman 
Managing Director 
Non-Executive Director 
Non-Executive Director 
Finance Director and Secretary 

 850,836 
9,412 
5,000 
13,000 
6,750 

850,836 
–
5,000
13,000
–

The interests shown above in respect of Mr. P.G.H. Collins include non-beneficial interests of 217,983 shares at 
25th March 2014 and 2013.

– 10 –

 
 
 
WYNNSTAY PROPERTIES PLC

STRATEGIC REPORT 2014 (continued)

Directors (continued)
Mr. C.P. Williams and Mr T.J.C. Parker each have a service agreement with the Company. Under the respective 
terms thereof, their employment is subject to six months’ notice of termination by either party.

In accordance with the Company’s Articles of Association, Mr. T.J Nagle retires by rotation and, being eligible, 
offers himself for re-election.

Brief biographies of each of the Directors appear on page 34. 

Directors’ Emoluments
Directors’ emoluments for the year ended 25th March 2014 are set out below:-

P.G.H. Collins 
C.P. Williams 
C.H. Delevingne 
T.J. Nagle 
T.J.C.Parker 

Total 2014 

Total 2013 

Salaries 
– 
101,588  
– 
 – 
– 

Fees 
31,001 
11,090 
11,090 
11,090 
11,090 

Pension 
– 
10,159 
– 
 –  
 – 

Benefits 
 –  
2,285 
 –  
 – 
 –  

Total 
2014 
31,001 
125,122 
11,090 
11,090 
11,090 

Total
2013
29,525 
119,268
10,562
10,562
10,562

£101,588 

£75,361 

10,159 

£2,285 

£189,393  

£96,750 

£71,773 

£9,675 

£2,281 

   £180,479    

I.F.M. Consultants Limited, a company owned and controlled by Mr T.J.C. Parker, was paid a fee of £38,480 
(2013: £36,648) for services rendered during the year (see note 21). 

This Strategic Report was approved by the Board and signed on its behalf by:

T.J.C. Parker
Director

16th June 2014

– 11 –

 
  
 
 
 
 
 
 
 
 
 
 
INDEPENDENT AUDITORS’ REPORT

TO THE MEMBERS OF WYNNSTAY PROPERTIES PLC

We have audited the financial statements of Wynnstay Properties Plc for the year ended 25th March 2014 which 
are  set  out  on  pages  13  to  31.  The  financial  reporting  framework  that  has  been  applied  in  their  preparation  is 
applicable law and International Financial Reporting Standards (IFRSs) as adopted by the European Union. 

This report is made solely to the company’s members, as a body, in accordance with Chapter 3 of Part 16 of the 
Companies  Act  2006.  Our  audit  work  has  been  undertaken  so  that  we  might  state  to  the  company’s  members 
those  matters  we  are  required  to  state  to  them  in  an  auditor’s  report  and  for  no  other  purpose.  To  the  fullest 
extent permitted by law, we do not accept or assume responsibility to anyone other than the company and the 
company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

Respective responsibilities of directors and auditor
As  explained  more  fully  in  the  Directors’  Responsibilities  Statement  set  out  on  page  7,  the  directors  are 
responsible for the preparation of the financial statements and for being satisfied that they give a true and fair 
view.  Our  responsibility  is  to  audit  and  express  an  opinion  on  the  financial  statements  in  accordance  with 
applicable law and International Standards on Auditing (UK and Ireland). Those standards require us to comply 
with the Auditing Practices Board’s (APB’s) Ethical Standards for Auditors.

Scope of the audit of the financial statements  
A description of the scope of an audit of financial statements is provided on the Financial Reporting Council’s 
website at www.frc.org.uk/auditscopeukprivate .

Opinion on financial statements 
In our opinion the financial statements:

• give a true and fair view of the state of the company’s affairs as at 25th March 2014 and of its profit for the

year then ended;

• have been properly prepared in accordance with IFRSs as adopted by the European Union; and
• have been prepared in accordance with the requirements of the Companies Act 2006.

Opinion on other matter prescribed by the Companies Act 2006
In our opinion the information given in the Directors’ Report and the Strategic Report for the financial year for 
which the financial statements are prepared is consistent with the financial statements.

Matters on which we are required to report by exception
We  have  nothing  to  report  in  respect  of  the  following  matters  where  the  Companies  Act  2006  requires  us  to 
report to you if, in our opinion:
• adequate accounting records have not been kept, or returns adequate for our audit have not been received from

branches not visited by us; or

• the financial statements are not in agreement with the accounting records and returns; or
• certain disclosures of directors’ remuneration specified by law are not made; or
• we have not received all the information and explanations we require for our audit.

Joanne Allen, Senior Statutory Auditor
For and on behalf of Moore Stephens LLP, Statutory Auditor

150 Aldersgate Street
London EC1A 4AB

16th June 2014

– 12 –

 – 13 –

 STATEMENT OF COMPREHENSIVE INCOME FOR YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

Property Income

Property Costs

Administrative Costs

Movement in fair value of:
Investment Properties

Profit on Sale of Investment Property

Operating Income 

Investment Income

Finance Costs

Income before Taxation

Taxation

Income/(Loss) after Taxation

Basic and diluted earnings per share

Notes

2

3

9

5

5

6

8

The company has no items of other comprehensive income.

2014

£’000

1,609

(79)

(443)

1,087

170

52

1,309

1

(129)

1,181

(235)

946

2013

£’000

1,628

(125)

(384)

1,119

(937)

100

282

1

(117)

166

(359)

(193)

34.9p

(7.1p)

 – 13 –
 – 13 –

 
 
 
 
 
 
WYNNSTAY PROPERTIES PLC

 STATEMENT OF FINANCIAL POSITION 25TH MARCH 2014

2014
£’000

 18,515 
3

18,518

267
776

   1,043

(876)
–
(235)

(1,111)

(68)

18,450

(5,951)

12,499

789
(1,570)
1,135
 205 
11,940

12,499

2013
£’000

 17,700 
 3 

 17,703 

 191 
 571 

 762 

(816)
(5,396)
(380)

(6,592)

(5,830)

 11,873 

 –   

 11,873 

 789 
(1,570)
 1,135 
 205 
 11,314 

 11,873 

Notes

9
12

13

14
15

15

17

Non Current Assets
Investment Properties
Investments

Current Assets
Accounts Receivable
Cash and Cash Equivalents

Current Liabilities
Accounts Payable
Bank Loans Payable
Income Taxes Payable

Net Current Liabilities

Total Assets Less Current Liabilities

Non-Current Liabilities
Bank Loans Payable

Net Assets

Capital and Reserves

Share Capital
Treasury Shares
Share Premium Account
Capital Redemption Reserve
Retained Earnings

Approved by the Board and authorised for issue on 16th June 2014

P.G.H. Collins 
Chairman 

T.J.C. Parker
Finance Director

– 14 –

   
 
 
 
WYNNSTAY PROPERTIES PLC

STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 25TH MARCH 2014

2014
£’000

1,181

3
–
    (170)
(1)
129
(52)

(93)
31  
(380)
(129) 

 519  

 1  
(945) 
352

(592)

(320) 
(5,998)
6,596

278

205

 571  

 776  

2013
£’000

 166  

–
 28  
 937  
(1) 
 117  
(100) 

 100  
14  
(208) 
(117) 

 936  

 1  
(1,672) 
 2,424  

 753  

(293) 
(2,850) 
1,059

(2,084) 

(395) 

 966  

 571  

Cashflow from operating activities
Income before taxation
Adjusted for:
Amortisation of deferred finance costs
Allowance for trade receivables
(Increase)/decrease in fair value of investment properties
Interest income
Interest expense
Profit on disposal of investment properties

Changes in:
Trade and other receivables
Trade and other payables
Income taxes paid
Interest paid

Net cash from operating activities

Cashflow from investing activities
Interest and other income received
Purchase of investment properties
Sale of investment properties

Net cash from investing activities

Cashflow from financing activities
Dividends paid
Repayments on bank loans
Drawdown on bank loans

Net cash from financing activities

Net increase/(decrease) in cash and cash equivalents

Cash and cash equivalents at beginning of period

Cash and cash equivalents at end of period

– 15 –

STATEMENT OF CHANGES IN EQUITY FOR THE YEAR ENDED 25th MARCH 2014

WYNNSTAY PROPERTIES PLC

YEAR ENDED 25 MARCH 2014

Share 
Capital

£ 000

789

–

–

Capital 
Redemption 
Reserve

Share 
Premium 
Account

Treasury
Shares

Retained 
Earnings

£ 000

£ 000

£ 000

£ 000

Total

£ 000

205

1,135

(1,570)

11,314

11,873

–

–

–

–

–

–

946

(320)

946

(320)

Balance at 26 March 2013
Total comprehensive  
income for the year

Dividends – note 7

Balance at 25 March 2014

789

205

1,135

(1,570)

11,940

12,499

YEAR ENDED 25 MARCH 2013

Share 
Capital

£ 000

Capital 
Redemption 
Reserve

Share 
Premium 
Account

Treasury
Shares

Retained 
Earnings

£ 000

£ 000

£ 000

£ 000

Total

£ 000

Balance at 26 March 2012

789

205

1,135

(1,570)

11,800

12,359

Total comprehensive  
loss for the year

Dividends – note 7

–

–

–

–

–

–

–

–

(193)

(293)

(193)

(293)

Balance at 25 March 2013

789

205

1,135

(1,570)

11,314

11,873

– 16 –

 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

1. 

BASIS OF PREPARATION, ACCOUNTING POLICIES AND ESTIMATES

Wynnstay Properties Plc is a public limited company incorporated and domiciled in England and Wales. 
The  principal  activity  of  the  Company  is  property  investment,  development  and  management.  The 
Company’s ordinary shares are traded on the Alternative Investment Market. The Company’s registered 
number is 00022473.

1.1    Basis of Preparation

The  financial  statements  have  been  prepared  in  accordance  with  International  Financial  Reporting 
Standards  (“IFRS”)  as  adopted  by  the  EU.  The  financial  statements  have  been  presented  in  Pounds 
Sterling  being  the  functional  currency  of  the  Company.  The  financial  statements  have  been  prepared 
under the historical cost basis modified for the revaluation of investment properties, financial assets and 
financial liabilities measured at fair value through profit or loss, and investments. 

The financial statements comprise the results of the Company drawn up to 25th March each year.

(a) New Interpretations and Revised Standards Effective for the year ended 25th March 2014
The Directors have adopted all new and revised standards and interpretations issued by the International  
Accounting  Standards  Board  (“IASB”)  and  the  International  Financial  Reporting  Interpretations 
Committee (“IFRIC”) of the IASB that are relevant to the operations and effective for accounting periods 
beginning on or after 26th March 2013.

(b) Standards and Interpretations in Issue but not yet Effective
The  International  Accounting  Standards  Board  (“IASB”)  and  International  Financial  Reporting 
Interpretations  Committee  (“IFRIC”)  have  issued  revisions  to  a  number  of  existing  standards  and  new 
interpretations with an effective date of implementation after the date of these financial statements.

It is not anticipated that the adoption of these revised standards and interpretations will have a material 
impact on the figures included in the financial statements in the period of initial application other than the 
following revisions to an existing standard.

IFRS 9: Financial Instruments 
The  standard  makes  substantial  changes  to  the  recognition  and  measurement  of  financial  assets  and 
liabilities and derecognition of financial assets. In the future, there will only be two categories of financial 
assets,  although  there  are  current  proposals  in  issue  to  increase  these  to  three.  Under  the  current  issue, 
financial assets are recognised at either fair value through profit and loss or measured at amortised cost. 
On  adoption  of  the  standard,  the  Company  will  have  to  redetermine  the  classification  of  its  financial 
assets,  specifically  those  classified  as  available  for  sale  and  held  to  maturity  financial  assets.  Most 
financial liabilities will continue to be carried at amortised cost, however, some financial liabilities will 
require to be measured at fair value through profit or loss, for example derivative financial instruments, 
with changes in the liabilities’ credit risk recognised in other comprehensive income. 

The standard currently has no mandatory effective date.

1.2  ACCOUNTING POLICIES

Investment Properties
All  the  Company’s  investment  properties  are  revalued  annually  and  stated  at  fair  value  at  25th  March. 
The aggregate of any resulting surpluses or deficits are taken to profit or loss.  

Non-current  assets  are  classified  as  held  for  sale  if  their  carrying  amount  will  be  recovered  through  a 
sale transaction rather than through continuing use. This condition is regarded as met only when the sale 
is  highly  probable  and  the  asset  is  available  for  immediate  sale  in  its  present  condition.  Management 
must  be  committed  to  the  sale,  which  should  be  expected  to  qualify  for  recognition  as  a  completed 
sale  within  one  year  from  the  date  of  classification.  Non-current  assets  classified  as  held  for  sale  are 
measured at the lower of the assets’ previous carrying amount and fair value less cost to sell.

 – 17 –

 
 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

1.2  ACCOUNTING POLICIES (Continued)

Depreciation
In  accordance  with  IAS  40,  freehold  investment  properties  are  included  in  the  Statement  of  Financial 
Position at fair value, and are not depreciated.   

Other plant and equipment is recognised at cost and depreciated on a straight line basis calculated at annual 
rates estimated to write off each asset over its useful life of 5 years. 

Disposal of Investments 
The gains and losses on the disposal of investment properties and other investments are included in profit or 
loss in the year of disposal. 

Property Income
Property income is recognised on a straight line basis over the period of the lease. Revenue is measured 
at the fair value of the consideration receivable. All income is derived in the United Kingdom.  

Taxation
The  tax  expense  represents  the  sum  of  the  tax  currently  payable  and  deferred  tax.  Current  tax  is  the 
expected  tax  payable  on  the  taxable  income  for  the  year  based  on  the  tax  rate  enacted  or  substantially 
enacted at the reporting date, and any adjustment to tax payable in respect of prior years. Taxable profit 
differs from income before tax because it excludes items of income or expense that are deductible in other 
years, and it further excludes items that are never taxable or deductible. 

Deferred  taxation  is  the  tax  expected  to  be  payable  or  recoverable  on  differences  between  the  carrying 
amounts  of  assets  and  liabilities  in  the  financial  statements  and  the  corresponding  tax  bases  used  in  the 
computation  of  taxable  profits,  and  is  accounted  for  using  the  statement  of  financial  position  liability 
method. Deferred tax liabilities are recognised for all taxable temporary differences (including unrealised 
gains on revaluation of investment properties) and deferred tax assets are recognised to the extent that it 
is  probable  that  taxable  profits  will  be  available  against  which  deductible  temporary  differences  can  be 
utilised.  

The Company provides for deferred tax on investment properties by reference to the tax that would be due 
on the sale of the investment properties. Deferred tax is calculated at the rates that are expected to apply in 
the period when the liability is settled, or the asset is realised. Deferred tax is charged or credited to profit 
or loss, including deferred tax on the revaluation of investment property. 

Trade and Other Accounts Receivable
Trade and other receivables are initially measured at fair value as reduced by appropriate allowances 
for estimated irrecoverable amounts. All receivables do not carry any interest and are short term in 
nature.  

Cash and Cash Equivalents
Cash  comprises  cash  at  bank  and  on  demand  deposits.  Cash  equivalents  are  short  term  (less  than 
three months from inception), repayable on demand and are subject to an insignificant risk of change 
in value.

Trade and Other Accounts Payable
Trade and other payables are initially measured at fair value. All trade and other accounts payable 
are not interest bearing. 

 – 18 –

 – 19 –

 
 
 
 
 
 
 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

1.2  ACCOUNTING POLICIES (Continued)

Pensions
Pension  contributions  towards  employees’  pension  plans  are  charged  to  the  statement  of 
comprehensive income as incurred. The pension scheme is a defined contribution scheme. 

Borrowings
Interest rate borrowings are recognised at fair value, being proceeds received less any distributable 
transaction costs. Borrowings are subsequently stated at amortised cost. Any difference between the 
proceeds (net of transaction costs) and the redemption value is recognised in profit or loss over the 
period  of  the  borrowings  using  the  effective  interest  method.  Borrowings  are  classified  as  current 
liabilities  unless  the  Company  has  an  unconditional  right  to  defer  settlement  of  the  liability  for  at 
least 12 months after the reporting date.

1.3 

 Key Sources of Estimation Uncertainty and Judgements
The  preparation  of  the  financial  statements  requires  management  to  make  judgements,  estimates  and 
assumptions that may affect the application of accounting policies and the reported amounts of assets and 
liabilities, income and expenses.  

Revisions  to  accounting  estimates  are  recognised  in  the  period  in  which  the  estimate  is  revised  if  the 
revision affects only that period. The key sources of estimation uncertainty that have a significant risk of 
causing material adjustment to the carrying amounts of assets and liabilities within the next financial year 
are those relating to the fair value of investment properties.

There  are  no  judgemental  areas  identified  by  management  that  could  have  a  material  effect  on  the 
financial statements at the reporting date.

 – 19 –
 – 19 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

2. PROPERTY COSTS

Rents payable

Empty rates

Twickenham costs

Property management

Legal fees 

Agents fees

Allowance for trade receivables

3. ADMINISTRATIVE COSTS

Rents payable – operating lease rentals

General administration, including staff costs

Fees relating to potential equity issue

Auditors’ remuneration:   Audit fees

Amortisation of deferred finance costs

Tax services

4. STAFF COSTS

Staff costs, including Directors, during the year were as follows:

Wages and salaries

Social security costs

Other pension costs

2014

£’000

3

12

–

9

24

26

29

    –

79

2014

£’000

20

358

26

32

4

3

443

2014

£’000

178

21

10

209

2013

£’000

4

7

1

43

55

22

20

    28

125

2013

£’000

18

330

–

32

4

–

384

2013

£’000

170

22

10

202

Details of Directors’ emoluments, totaling £189,393 (2013: £180,479), are shown in the Strategic Report on 
page 11. There are no other key management personnel.

The average number of employees, including Directors,  
engaged wholly in management and administration was: 

The number of Directors for whom the Company paid pension benefits 
during the year was:

No.

No.

5

1

5

1

– 20 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

5.   FINANCE COSTS (NET)

Interest payable on bank loans

Less: Bank interest receivable

6.   TAXATION

(a) Analysis of the tax charge for the year:

UK Corporation tax at 23% (2013: 24%)

Overprovision in previous year

Total current tax charge

Deferred tax  – temporary differences

Tax charge for the year

(b) Factors affecting the tax charge for the year:

Net Income before taxation

Current Year:

Corporation tax thereon at 23% (2013 - 24%)

Expenses not deductible for tax purposes

Excess of capital allowances over depreciation

Investment (gain)/loss on fair value allowable

Investment gain not taxable

Investment gain taxable

Overprovision in previous year

Deferred tax

Current tax charge

7.   DIVIDENDS

Final dividend paid in year of 7.6p per share 

(2013: 7.6p per share)

Interim dividend paid in year of 4.2p per share                                     

(2013: 3.2p per share)

2014

£’000

129

(1)

128

2014

£’000

235

–

235

–

235

1,181

272

18

(3)

(39)

(13)

–

–

–

235

2014

£’000

206

114

320

2013

£’000

117

(1)

116

2013

£’000

380

(15)

365

(6)

359

166

40

7

(5)

225

(24)

       137

(15)

(6)

359

2013

£’000

206

87

293

The Board recommends the payment of a final dividend of 7.6p per share, which will be recorded in the 
Financial Statements for the year ending 25th March 2015.

 – 21 –

 
  
 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

8.   EARNINGS PER SHARE

Basic  earnings  per  share  are  calculated  by  dividing  Income  after  Taxation  attributable  to  Ordinary 
Shareholders  of  £946,000  (2013:  loss  £193,000)  by  the  weighted  average  number  of  2,711,617  
(2013: 2,711,617) ordinary shares in issue during the period. There are no instruments in issue that would 
have the effect of diluting earnings per share.

9.   INVESTMENT PROPERTIES

Investment Properties

Balance at 25th March 2013

Additions

Disposals

Revaluation Surplus/ (Deficit)

Balance at 25th March 2014

Less:

Assets Held for Sale

Balance at 25th March 2013

Disposals

Balance at 25th March 2014

Investment properties at 25th March 2014

2014

£’000

17,700

945

(300)

18,345

170

18,515

–

–

18,515

18,515

2013

£’000

19,289

1,672

(2,324)

18,637

(937)

17,700

2,324

(2,324)

–

17,700

The Company’s freehold investment properties are carried at fair value as at 25th March 2014. The fair 
value of the properties has been calculated by independent valuers, Sanderson Weatherall, on the basis of 
market value, defined as: 

“The estimated amount for which a property should exchange on the date of valuation between a willing 
buyer and a willing seller in an arm’s-length transaction, after proper marketing wherein the parties had each 
acted knowledgeably, prudently and without compulsion.”

These recurring fair value measurements for non-financial assets use inputs that are not based on observable 
market data, and therefore fall within level 3 of the fair value hierarchy. 

The significant unobservable market data used is property yields which range from 6% to 11%, with an 
average yield of 8.44% and an average weighted yield of 5.56% for the portfolio.

There have been no transfers between levels of the fair value hierarchy.

Movements in the fair value are recognised in profit or loss. 

A 0.5% increase or decrease in the yield would result in a corresponding increase or decrease of £92,575 in 
the fair value movement through profit or loss.

 – 22 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

10.  OTHER PROPERTY, PLANT AND EQUIPMENT

Cost

Balance at 25th March 2013 and 25th March 2014 

Depreciation

Balance at 25th March 2013

Charge for the Year

Balance at 25th March 2014

Net Book Values at 25th March 2013 
and 25th March 2014

11.  OPERATING LEASES RECEIVABLE

The future minimum lease payments 
receivable under non-cancellable 
operating leases which expire:

Not later than one year

Between 2 and 5 years

Over 5 years

2014
£’000

2013
£’000

47

47

–

47

–

2014

£’000

1,494

2,922

1,102

5,518

47

41

6

47

–

2013

£’000

 1,366 

 2,583 

 1,141 

 5,090 

Rental income recognised in the profit or loss amounted to £1,609,000 (2013: £1,628,000).

Typically, the properties were let for a term of between 5 and 15 years at a market rent with rent reviews 
every 5 years. The above maturity analysis reflects future minimum lease payments receivable to the next 
break clause in the operating lease. The properties are leased on terms where the tenant has the responsibility 
for repairs and running costs for each individual unit with a service charge payable to cover common services 
provided by the landlord on certain properties.

 – 23 –

 
              
            
 
 
 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

12.  INVESTMENTS

Quoted investments

13.  ACCOUNTS RECEIVABLE

Trade receivables

Other receivables

2014

£’000

3

2014

£’000

264

3

267

2013

        £’000

3

2013

        £’000

182

9

191

Trade receivables include an allowance for bad debts of £28,000 (2013: £28,000). Trade receivables of 
£18,000 (2013: £8,000) are considered past due but not impaired.

14.  ACCOUNTS PAYABLE

Trade payables

Other creditors

Accruals and deferred income

15.  BANK LOANS PAYABLE 

Current position

Non-current position

less: deferred finance costs

2014

£’000

40

 163 

673

 876 

2014

£’000

–

5,998

(47)

5,951

2013

 £’000

20

125

671

 816 

2013

 £’000

5,396

–

–

5,396

The  bank  loan  was  re-financed  in  the  year  providing  a  credit  facility  of  up  to  £10  million.  Interest  was 
charged at 1.25% per annum over LIBOR on funds drawn down until 17th December 2013 and at 2.65% per 
annum over LIBOR thereafter. 

The  loan  is  repayable  in  one  instalment  on  18  December  2018.  The  bank  loan  includes  the  following 
financial covenants:

•  Rental income shall not be less than 2.25 times the interest costs
• The bank loan shall at no time exceed 50% of the market value of the properties secured.

 – 24 –

 – 25 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

15.  BANK LOANS PAYABLE (Continued)

The borrowing facility is secured by fixed charges over a number of freehold land and buildings owned by the 
Company, which at the year end had a combined value of £17,155,000 (2013: £13,380,000). The undrawn 
element  of  the  borrowing  facility  available  at  25th  March  2014  was  £4.0million  (2013:  £3.1million).  A 
commitment fee of 1% per annum is payable on the undrawn amount. In the accounts for the year ended 
25th  March  2013,  as  the  borrowing  facility  expired  and  the  funds  drawn  down  were  repayable  on  17th 
December 2013, it was treated as a current liability.

16.  DEFERRED TAX 

A deferred tax asset of £250,286 (2013: £291,751) has not been recognised, as the Directors believe it is 
unlikely that there will be suitable taxable profits in the foreseeable future from which the future reversal of 
the underlying timing differences can be deducted.

17.  SHARE CAPITAL

Authorised

8,000,000 ordinary Shares of 25p each:

Allotted, Called Up and Fully Paid

3,155,267 ordinary shares of 25p each

2014

£’000

2013

£’000

2,000

789

2,000

789

All shares rank equally in respect of Shareholder rights.

In March 2010, the company acquired 443,650 Ordinary shares of Wynnstay Properties Plc from Channel 
Hotels and Properties Ltd at a price of £3.50 per share. These shares, representing in excess of 14% of the 
total shares in issue, are held in Treasury.

 – 25 –

 
 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

18.  FINANCIAL INSTRUMENTS

The objective of the Company’s policies is to manage the Company’s financial risk, secure cost effective 
funding  for  the  Company’s  operations  and  minimise  the  adverse  effects  of  fluctuations  in  the  financial 
markets on the value of the Company’s financial assets and liabilities, on reported profitability and on the 
cash flows of the Company. 

At 25th March 2014 the Company’s financial instruments comprised borrowings and cash at bank and in 
hand,  with  short  term  receivables  and  short  term  payables  excluded  from  IFRS  7.  The  main  purpose  of 
these financial instruments was to raise finance for the Company’s operations. Throughout the period under 
review, the Company has not traded in any other financial instruments and the fair value of the Company’s 
financial assets and liabilities at 25th March 2014 is not materially different from their book value. The 
Board reviews and agrees policies for managing each of these risks and they are summarised below:

Credit Risk
The  risk  of  financial  loss  due  to  a  counterparty’s  failure  to  honour  its  obligations  arises  principally  in 
connection with property leases and the investment of surplus cash.

Tenant rent payments are monitored regularly and appropriate action is taken to recover monies owed or, if 
necessary, to terminate the lease. Funds are invested and loan transactions contracted only with banks and 
financial institutions with a high credit rating.

The  Company  has  no  significant  concentration  of  credit  risk  associated  with  trading  counterparties 
(considered to be over 5% of net assets) with exposure spread over a large number of tenancies.

Concentration of credit risk exists to the extent that at 25th March 2014 and 2013, current account and short 
term deposits were held with two financial institutions, Svenska Handelsbanken AB and C Hoare & Co. 
Maximum exposure to credit risk on cash and cash equivalents at 25th March 2014 was £776,000 (2013:
£571,000).

Currency Risk
As the Company’s assets and liabilities are denominated in Pounds Sterling, there is no exposure to currency 
risk.

Interest Rate Risk
The  Company  is  exposed  to  cash  flow  interest  rate  risk  as  it  currently  borrows  at  floating 
interest  rates.  The  Company  monitors  and  manages  its  interest  rate  exposure  on  a  periodic  basis.                                                                                                           
The Company finances its operations through a combination of retained profits and bank borrowings. 

 – 26 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

19.  FINANCIAL INSTRUMENTS (Continued)

Interest Rate Sensitivity
Financial instruments affected by interest rate risk include loan borrowings and cash deposits. The analysis 
below  shows  the  sensitivity  of  the  statement  of  comprehensive  income  and  equity  to  a  0.5%  change  in 
interest rates:

0.5% decrease 
in interest rates

0.5% increase 
in interest rates

Impact on interest payable - gain/(loss)

Impact on interest receivable - (loss)/gain

Total impact on pre tax profit and equity

2014

£'000

30

(4)

26

2013

£'000

27

(3)

24

2014

£'000

(30)

4

(26)

The net exposure of the Company to interest rate fluctuations was as follows:

Floating rate borrowings (bank loans)

Less: cash and cash equivalents

2014

£'000

 (5,998)   

776

(5,222)

2013

£'000

(27)

3

(24)

2013

£'000

(5,396)

571

(4,825)

Fair Value of Financial Instruments
Except as detailed in the following table, management consider the carrying amounts of financial assets and 
financial liabilities recognised at amortised cost approximate to their fair value. 

Interest bearing borrowings (note 15)

2014
Book Value
£’000
(5,951)

2014
Fair Value
£’000
(5,998)

2013
Book Value
£’000
(5,396)

2013
Fair Value
£’000
(5,411)

Total

(5,951)

(5,998)

(5,396)

(5,411)

 – 27 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

18.  FINANCIAL INSTRUMENTS (Continued)

Categories of Financial Instruments

Financial assets:

Quoted investments

Loans and receivables

Cash and cash equivalents

Total financial assets

Non-financial assets

Total assets

Financial liabilities at amortised cost

Total liabilities

Shareholders’ equity

Total shareholders’ equity and liabilities

2014

£’000

3

267

776

1,046

18,515

19,561

2013

£’000

3

191

571

765

17,700

18,465

7,062

6,592

7,062

12,499

19,530

6,592

11,873

18,465

The only financial instruments measured subsequent to initial recognition at fair value as at 25th March are 
quoted investments. These are included in level 1 in the IFRS 7 hierarchy as they are based on quoted prices 
in active markets.

 – 28 –

 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

18.  FINANCIAL INSTRUMENTS (Continued)

Capital Management
The primary objectives of the Company’s capital management are:

 • 

 • 

to safeguard the Company’s ability to continue as a going concern, so that it can continue to provide 
returns for shareholders: and
to  enable the Company to respond quickly to changes in market conditions and to take advantage of 
opportunities.

Capital  comprises  Shareholders’  equity  plus  net  borrowings.  The  Company  monitors  capital  using  loan 
to value and gearing ratios. The former is calculated by reference to total net debt as a percentage of the 
year end valuation of, the investment property portfolio. Gearing ratio is the percentage of net borrowings 
divided by Shareholders’ equity. Net borrowings comprise total borrowings less cash and cash equivalents.  

The Company’s policy is that the loan to value ratio  should not exceed 50% and the gearing ratio should 
not exceed 100%.  

Net borrowings and overdraft

Cash and cash equivalents

Net borrowings

Shareholders’ equity

Investment properties

Loan to value ratio

Net gearing ratio

2014

£'000

 5,951 

(776)

 5,175 

 12,499 

 18,515 

28.0%

41.4%

2013

£'000

 5,396 

(571)

 4,825 

11,873

17,700

27.3%

40.6%

 – 29 –

 
 
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

19. STATEMENT OF CASH FLOWS

Analysis of Net Debt

25th March

Cash

26th March

Cash and cash equivalents

Bank loan

Net Debt

2014

£’000

(776)

5,998

5,222

Movement

£’000

(205)

602

397

2013

£’000

(571)

5,396

4,825

20. COMMITMENTS UNDER OPERATING LEASES

Future rental commitments at 25th March 2014 under non-cancellable operating leases are as follows:-

Within one year

Between two to five years

2014

£’000

19

24

43

2013

£’000

22

3

25

21. RELATED PARTY TRANSACTIONS

The Company has entered into an agreement with I.F.M.Consultants Ltd, a company owned and controlled
by  T.J.C.  Parker,  a  Director  of  the  Company,  for  that  company  to  provide  certain  consultancy  services.
During  the  year  to  25th  March  2014,  I.F.M.  Consultants  Ltd  was  paid  £38,480  (2013:  £36,648).  There
were  no  other  related  party  transactions  other  than  with  the  Directors,  which  have  been  disclosed  under
Directors’ Emoluments in the Strategic Report on page 11. As of 26th March 2014, the Company terminated
its agreement with I.F.M. Consultants Ltd and entered into a new agreement with T.J.C. Consultants Ltd, a
company owned and controlled by T.J.C. Parker.

22. EVENTS AFTER THE END OF THE REPORTING PERIOD

On 29th April 2014, the Company completed the purchase of an 18,300 sq ft trade counter investment in
Ipswich at a cost of £1,037,500 with a passing rent of £86,500 representing a net initial yield of 7.9%. This
was financed by drawing down funds available under our borrowing facility.

– 30 –

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 25TH MARCH 2014

WYNNSTAY PROPERTIES PLC

23.  SEGMENTAL REPORTING

          Industrial

             Retail

              Office

              Total

2014

2013

2014

2013

2014

2013

2014

2013

 £’000

£’000

 £’000

£’000

 £’000

£’000

 £’000

£’000

1,107

1,068

230

(163)

163

25

195

339

(685)

  (85)

365

(90)

1,609

1,628

170

(937)

Rental Income

Profit/(loss) on property  
investments at fair value

Total income and gain/(loss)

1,337

906

188

(490)

254

275

1,779

691

Property expenses

(79)

(125)

–

–

–

–

(79)

(125)

Segment profit/(loss)

1,258

781

188

(490)

254

275

1,700

566

Unallocated corporate 
expenses

Profit on sale of
investment property

Operating income

Interest expense (all relating 
to property loans)

Interest income and  
other income

Income before taxation

52

100

–

–

–

–

52

100

(443)

(384)

1,309

282

(129)

(117)

1

1

1,181

166

Other information

          Industrial

             Retail

              Office

              Total

2014

2013

2014

2013

2014

2013

2014

2013

 £’000

£’000

 £’000

£’000

 £’000

£’000

 £’000

£’000

Segment assets

11,462

10,588

3,300

3,275

3,753

3,837

18,515

17,700

Segment assets held  
as security

6,143

6,268

3,300

3,275

3,753

3,837

13,196

13,380

 – 31 –

   
WYNNSTAY PROPERTIES PLC

FIVE YEAR FINANCIAL REVIEW

Years Ended 25th March:

PROFIT AND LOSS ACCOUNT

Property Income

Profit before movement in fair value of 
investment properties and taxation

Income before Taxation

Income/(Loss) after Taxation

2014

 £’000

2013

 £’000

1,609

   1,011

1,181

   946

1,628

1,103

166

(193)

IFRS

2012

£’000

1,503

1,157

292

117

2011

£’000

2010

£’000

1,691

886

661

449

1,934

990

1,535

1,168

BALANCE SHEET

Investment Properties

Equity Shareholders’ Funds 

PER SHARE

Basic earnings

Dividends paid and proposed

Net Asset Value - IFRS

18,515

12,499

17,700

11,873

19,289

12,359

20,120

12,538

21,290

12,365

34.9p

11.8p

461p

(7.1p)

10.8p

438p

4.3p

10.5p

456p

17p

10.5p

462p

43.1p

10.5p

456p

 – 32 –

 – 33 –

                                                       
                                    
 
WYNNSTAY PROPERTIES PLC

NOTICE OF MEETING

NOTICE IS HEREBY GIVEN that the one hundred and twenty-eighth ANNUAL GENERAL MEETING of 
the Members of Wynnstay Properties PLC will be held at The Royal Automobile Club, 89 Pall Mall, London 
SW1Y  5HS  on  Thursday,  10th  July  2014,  at  12.00  noon  to  transact  the  following  business  which  will  be 
proposed as ordinary resolutions. 

ORDINARY RESOLUTIONS 
1.   To adopt the Report of the Directors and the Financial Statements for the year ended 25th March 2014.
2  To declare a final dividend for the year ended 25th March 2014.
3  To fix the remuneration of the Directors.
4  To reappoint Moore Stephens LLP as Auditors.
5  To authorise the Directors to determine the remuneration of the Auditors.
6  To reelect as a Director of the Company Mr T.J. Nagle, who retires and offers himself for reelection. 

Registered Office: 
150 Aldersgate Street 
London  EC1A 4AB 

Notes:

By Order of the Board,
T. J. C. Parker
Secretary.
16th June 2014

1.  A Member entitled to attend and vote at the Meeting may appoint one or more proxies to attend, speak 
and vote in his stead. The proxy need not be a Member of the Company. To be effective, completed forms 
of proxy and the power of attorney or other authority (if any) under which they are signed or a copy of 
that power or authority certified notarially or in accordance with the Powers of Attorney Act 1971 must 
be lodged at the office of the Company’s registrars, Capita Registrars, The Registry, 34 Beckenham Road, 
Beckenham, Kent BR3 4TU at least 48 hours before the time appointed for the Meeting. A form of proxy 
is enclosed.    

2.  Completion and return of a form of proxy will not preclude a member from attending and voting at the 

meeting in person should he wish to do so.  

3.    The  Company,  pursuant  to  Regulation  41  of  the  Uncertificated  Securities  Regulations  2001,  specifies 
that  only  those  shareholders  registered  in  the  register  of  members  of  the  Company  as  at  12.00  noon  on 
8th July 2014, shall be entitled to attend or vote at the Annual General Meeting in respect of the number 
of  Ordinary  Shares  registered  in  their  name  at  that  time.  Changes  to  entries  on  the  relevant  register  of 
securities after 12.00 noon on 8th July 2014 shall be disregarded in determining the rights of any person 
to attend or vote at the Meeting. 

4.    Copies of the service agreements under which Directors of the Company are employed by the Company 
will be available for inspection at the Company’s registered office during normal business hours on any 
weekday from the date of this Notice until the date of the Annual General Meeting and for 15 minutes 
prior to and during the Meeting. 

 – 33 –

 
 
 
 
 
 
 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
WYNNSTAY PROPERTIES PLC

BIOGRAPHIES OF THE DIRECTORS

Philip  G.H.  Collins  CBE  (Non-Executive  Chairman)  aged  66,  is  a  Solicitor  and  was  Chairman  of  the 
Office of Fair Trading from 2005 to 2014. He was awarded the CBE in the New Year’s Honours List 2014 for 
services to the competition and consumer protection regimes. He was formerly a partner in an international 
firm  based  in  the  City  where  he  specialised  in  E.U.  law,  with  particular  emphasis  on  competition  issues. 
Previously,  after  practising  for  some  years  in  the  corporate  and  commercial  field,  he  was  seconded  for  a 
period to work as Chief Legal Adviser in an industrial group. Appointed a Director of Wynnstay Properties in 
1988 and elected Chairman in October 1998. 

Paul  Williams  (Managing  Director)  aged  56  is  a  Chartered  Surveyor  and  holds  a  Degree  in  Land 
Management as well as an MBA. He has spent his entire career in commercial property including a fourteen 
year period with MEPC where he held a number of senior positions. Paul has also worked for Lloyds TSB, 
Legal  &  General,  GE  Pensions  and  Credit  Suisse  Asset  Management  and  joined  Wynnstay  Properties  as 
Managing Director in February 2006. 

Charles H. Delevingne (Non-Executive) aged 64. After spending his early career as a partner with prominent 
estate agencies, in 1981 he founded Harvey White Properties Limited, a substantial private commercial property 
investment  company,  which  he  continues  to  own  and  operate  jointly.  Appointed  a  Director  of  Wynnstay 
Properties in June 2002. 

Terence J. Nagle (Senior Independent Non-Executive) aged 71, is a Chartered Surveyor who has spent his 
entire career in property with companies which include Mobil Oil and Rank Xerox. In 1972 he joined Brixton 
Estate and was Property Director from 1984 to 1993 and Managing Director from 1993 to 1997. Appointed a 
Director of Wynnstay Properties in October 1998. 

Toby  J.  C.  Parker  (Finance  Director  and  Company  Secretary)  aged  59,  is  a  Chartered  Accountant  who 
has worked for a number of small and medium sized companies in a varied number of business sectors both in 
the UK and abroad. Appointed a Director of Wynnstay Properties in August 2007.

 – 34 –

 – 35 –

– 36 –