ANISH SHARMA WEALTH MANAGEMENT LIMITED
🌳Matureactive
01830203 · ltd · incorporated 1984-07-04
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£282.2k
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: Pension funding
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle with a 75-year-old founder — textbook succession opportunity.
Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 75). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
6 officers (3 active, 6 linked, 4 with DOB)
83
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
108 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £282,179
Cash YoY
+10%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£72k
↑ 9.6% YoY
Net Worth
£282k
↑ 5.5% YoY
Current Assets
£260k
↓ 1.7% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-30 | 2024-03-30 |
|---|---|---|
| Total assets | £291.9k | £271.9k |
| Current assets | £260.1k | £264.5k |
| Cash | £71.9k | £65.6k |
| Debtors | £188.2k | £198.9k |
| Net assets | £282.2k | £267.5k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 accounts
Last 180 days
3
filings
- • 2 persons-with-significant-control
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (25 events)Click to expand
- 2026-03-26📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2026-02-18📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-02-18📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-12-29📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-03-27📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-10-02✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-08-14📍change-sail-address-company-with-old-address-new-addressaddress · AD02
- 2023-02-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-06-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-31📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2021-04-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-06-08📄change-person-director-company-with-change-dateofficers · CH01
- 2020-06-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-06-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-06-05📄change-person-director-company-with-change-dateofficers · CH01
- 2020-04-21📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-04-16➖SHARMA, Ashok Kumar resigneddirector
- 2019-12-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2012-08-03➕SHARMA, Neelu appointeddirector
- 2005-08-10➕SHARMA, Anish appointeddirector
- 1996-08-01➕SHARMA, Neelu appointedsecretary
- 1996-08-01➖SHARMA, Ashok Kumar resignedsecretary
- 1996-08-01➖SHARMA, Amar Nath resigneddirector
- 1984-07-04🏢Company incorporatedAs ANISH SHARMA WEALTH MANAGEMENT LIMITED
Owner dependency
100/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "SHARMA" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 21 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 75 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
96/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 75 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 21 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 42 years old and no new directors in the last 3 years — succession not yet being planned internally.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Anish Sharma Individual · British · DOB 04/1979 · age 47 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 06/04/2016 |
Mrs Neelu Sharma Individual · British · DOB 12/1951 · age 75 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 06/04/2016 |
1 historic (ceased) PSC
- Mr Ashok Kumar Sharmaceased 30/04/2020· 25-50% shares · 25-50% voting · board control
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
🔒Co-director network graph
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Financial services · DA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ACCENT PARTNERS LIMITED→ 13167788 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| AEQUUS TECHNICAL ADJUSTING LIMITED→ 09620919 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| AGA CORPORATE BROKING LIMITED→ 16421882 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AGILE FUNDING4U LIMITED→ 15399866 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AIP FINANCIAL SERVICES LIMITED→ 11562220 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AJK WITTERS LIMITED→ 16992945 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ALEXANDER MORTGAGE SERVICES LIMITED→ 16877265 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALFIE SCOTT CONSULTING LIMITED→ 13781873 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| AMITT CONSULTING LIMITED→ 09937640 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| AMSTAR LIMITED→ 11096132 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ANCIENT GENUS LTD→ 16509911 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ANNLOW INVESTMENTS LIMITED→ 14801553 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated1984-07-04
Jurisdictionengland-wales
Primary SIC65300 — Pension funding
Registered office
31 Milton Road
Gravesend
Kent
DA12 2RF
Filing status
Accounts
Next due: 2026-12-30
Last made up to: 2025-03-30
Confirmation statement
Next due: 2026-08-16
Last: 2025-08-02
Officers (3 active · 3 resigned)
Active
SHARMA, Anish→
Activedirector · ~47y · appointed 2005-08-10
View their other companies + combined net worth →
SHARMA, Neelu→
Activedirector · ~75y · appointed 2012-08-03
View their other companies + combined net worth →
SHARMA, Ashok Kumar→
Resignedsecretary · resigned 1996-08-01
SHARMA, Amar Nath→
Resigneddirector · ~118y · resigned 1996-08-01
SHARMA, Ashok Kumar→
Resigneddirector · ~79y · resigned 2020-04-16
Click a director name to see their full track record across all companies.
Recent filings (108 total)
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-03-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-02-18
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-02-18
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-18
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-29
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-24
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-03-27
certificate-change-of-name-company
change-of-name · CERTNM
2023-10-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-14
change-sail-address-company-with-old-address-new-address
address · AD02
2023-08-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-01
confirmation-statement-with-updates
confirmation-statement · CS01
2022-08-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-06-30
change-account-reference-date-company-current-shortened
accounts · AA01
2022-03-31
confirmation-statement-with-updates
confirmation-statement · CS01
2021-08-04