ASSET MANAGEMENT FINANCIAL ADVISERS LIMITED

🌳Matureactive
02150087 · ltd · incorporated 1987-07-24
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 9.4y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£648.2k
book net assets
Opportunity
80/100
Exceptional
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 65202Non-life reinsurance
Investor take
Pursue
Strong opportunity: active trading company with exceptional profile and bankable structure.

Opportunity 80/100 (exceptional), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 9.4y

85/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 9.4 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 20/100 — clean.

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
17 officers (3 active, 17 linked, 14 with DOB)
86
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
164 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
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £648,247
Cash YoY
+15%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£258k
↑ 15% YoY
Net Worth
£648k
↑ 6.3% YoY
Current Assets
£962k
↑ 13% YoY
Current Liabilities
—
£0£192k£385k£577k£769k£962kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£659.1k£621.8k
Current assets£961.8k£852.4k
Cash£258.3k£225.5k
Debtors£703.6k£626.9k
Net assets£648.2k£610.0k

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
0
filings
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (44 events)Click to expand
  1. 2025-09-15
    📄
    accounts-with-accounts-type-small
    accounts · AA
  2. 2024-12-20
    📄
    accounts-with-accounts-type-small
    accounts · AA
  3. 2024-04-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2024-03-18
    ➕
    WOOD, Matthew appointed
    director
  5. 2023-08-04
    📄
    accounts-with-accounts-type-small
    accounts · AA
  6. 2022-12-20
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  7. 2022-07-29
    📄
    accounts-with-accounts-type-small
    accounts · AA
  8. 2022-03-04
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  9. 2022-03-03
    ➖
    DAVIS, Peter resigned
    secretary
  10. 2021-10-15
    📄
    accounts-with-accounts-type-small
    accounts · AA
  11. 2020-12-30
    📄
    accounts-with-accounts-type-small
    accounts · AA
  12. 2020-04-06
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  13. 2020-03-10
    ➖
    RACE, Gordon John resigned
    director
  14. 2019-11-22
    📄
    accounts-with-accounts-type-small
    accounts · AA
  15. 2019-01-29
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  16. 2019-01-02
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  17. 2019-01-02
    📄
    change-person-director-company-with-change-date
    officers · CH01
  18. 2019-01-02
    📄
    change-person-director-company-with-change-date
    officers · CH01
  19. 2018-09-20
    📄
    accounts-with-accounts-type-small
    accounts · AA
  20. 2017-01-31
    🔒
    Charge registered #1
    Lender: Metro Bank PLC
  21. 2016-01-25
    ➕
    CRAIG, Gordon appointed
    director
  22. 2016-01-25
    ➕
    WOOD, Andrew John appointed
    director
  23. 2015-08-12
    ➖
    BADLEY, Roger resigned
    director
  24. 2015-08-12
    ➖
    CARNE, Richard Horwill resigned
    director
  25. 2015-08-12
    ➖
    CRAIG, Gordon resigned
    director
  26. 2015-08-12
    ➖
    DAVIS, Peter Edwin resigned
    director
  27. 2015-08-12
    ➖
    WOOD, Andrew John resigned
    director
  28. 2010-02-01
    ➕
    WOOD, Andrew John appointed
    director
  29. 2008-04-03
    ➖
    CARNE, Nicola Jayne resigned
    secretary
  30. 2008-04-03
    ➕
    DAVIS, Peter appointed
    secretary
  31. 2008-04-03
    ➖
    CARNE, Nicola Jayne resigned
    director
  32. 2002-03-01
    ➕
    DAVIS, Peter Edwin appointed
    director
  33. 2000-11-01
    ➕
    BADLEY, Roger appointed
    director
  34. 2000-07-01
    ➕
    CRAIG, Gordon appointed
    director
  35. 2000-07-01
    ➕
    RACE, Gordon John appointed
    director
  36. 1998-10-31
    ➖
    PARKER, Jacquelyn Mary resigned
    director
  37. 1995-04-01
    ➕
    PARKER, Jacquelyn Mary appointed
    director
  38. 1994-09-13
    ➕
    CARNE, Nicola Jayne appointed
    secretary
  39. 1994-09-13
    ➖
    NOYCE, Thomas John resigned
    secretary
  40. 1994-09-13
    ➕
    CARNE, Nicola Jayne appointed
    director
  41. 1994-09-13
    ➖
    NOYCE, Thomas Michael resigned
    director
  42. 1994-09-13
    ➖
    NOYCE, Thomas John resigned
    director
  43. 1993-01-31
    ➖
    HEARN, George Stuart resigned
    director
  44. 1987-07-24
    🏢
    Company incorporated
    As ASSET MANAGEMENT FINANCIAL ADVISERS LIMITED

Owner dependency

66/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Senior director age: Director aged approximately 58 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

45/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Amfa (Southampton) Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Amfa (Southampton) Holdings Limited
Corporate parent · holds 75-100% shares
ultimate parent
⬇
ASSET MANAGEMENT FINANCIAL ADVISERS LIMITED
This company · 02150087

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Amfa (Southampton) Holdings Limited
Corporate entity
75–100%
75–100%75-100% shares · 75-100% voting06/04/2016

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 · SO postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
ANDERSON REED FINANCIAL SERVICES LTD→
13190705 · est 2021 · no financials extracted
————5y——
ANGLO SCOTTISH EMPLOYEE BENEFITS LTD→
05800828 · est 2006 · no financials extracted
————19y——
ANGLO SCOTTISH EMPLOYER BENEFITS LTD.→
08117822 · est 2012 · no financials extracted
————13y——
ARCTURUS ASSOCIATES LTD→
10881996 · est 2017 · no financials extracted
————8y——
ASHBRIDGE PARTNERS LIMITED→
08120644 · est 2012 · no financials extracted
————13y——
ASIFS AFRO CARIBBEAN GROOVE LTD→
07843481 · est 2011 · no financials extracted
————14y——
ASSET GROWTH INVESTMENTS LIMITED→
08437430 · est 2013 · no financials extracted
————13y——
AT FINANCIAL SOLUTIONS LIMITED→
08684826 · est 2013 · no financials extracted
————12y——
AT RETIREMENT SERVICES LTD→
08773204 · est 2013 · no financials extracted
————12y——
AVALON FINANCIAL ASSOCIATES LTD→
07032599 · est 2009 · no financials extracted
————16y——
AVALON FINANCIAL SOLUTIONS LTD→
11393825 · est 2018 · no financials extracted
————7y——
BALSCOTE TRUSTEES (NO1) LTD→
14195002 · est 2022 · no financials extracted
————3y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 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
Incorporated1987-07-24
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

8 Gaters Mill Mansbridge Road
West End
Southampton
Hampshire
SO18 3HW
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-02
Last: 2025-12-19

Officers (3 active · 14 resigned)

CRAIG, Gordon→
director · ~58y · appointed 2016-01-25
View their other companies + combined net worth →
Active
WOOD, Andrew John→
director · ~58y · appointed 2016-01-25
View their other companies + combined net worth →
Active
WOOD, Matthew→
director · ~30y · appointed 2024-03-18
View their other companies + combined net worth →
Active
CARNE, Nicola Jayne→
secretary · appointed 1994-09-13 · resigned 2008-04-03
Resigned
DAVIS, Peter→
secretary · appointed 2008-04-03 · resigned 2022-03-03
Resigned
NOYCE, Thomas John→
secretary · resigned 1994-09-13
Resigned
BADLEY, Roger→
director · ~73y · appointed 2000-11-01 · resigned 2015-08-12
Resigned
CARNE, Nicola Jayne→
director · ~63y · appointed 1994-09-13 · resigned 2008-04-03
Resigned
CARNE, Richard Horwill→
director · ~72y · resigned 2015-08-12
Resigned
CRAIG, Gordon→
director · ~58y · appointed 2000-07-01 · resigned 2015-08-12
Resigned
DAVIS, Peter Edwin→
director · ~72y · appointed 2002-03-01 · resigned 2015-08-12
Resigned
HEARN, George Stuart→
director · ~77y · resigned 1993-01-31
Resigned
NOYCE, Thomas Michael→
director · ~69y · resigned 1994-09-13
Resigned
NOYCE, Thomas John→
director · ~94y · resigned 1994-09-13
Resigned
PARKER, Jacquelyn Mary→
director · ~74y · appointed 1995-04-01 · resigned 1998-10-31
Resigned
RACE, Gordon John→
director · ~65y · appointed 2000-07-01 · resigned 2020-03-10
Resigned
WOOD, Andrew John→
director · ~58y · appointed 2010-02-01 · resigned 2015-08-12
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
Metro Bank
Metro Bank PLC
A registered charge—31/01/2017—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (164 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-12
accounts-with-accounts-type-small
accounts · AA
2025-09-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-24
accounts-with-accounts-type-small
accounts · AA
2024-12-20
appoint-person-director-company-with-name-date
officers · AP01
2024-04-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-20
accounts-with-accounts-type-small
accounts · AA
2023-08-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-20
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2022-12-20
accounts-with-accounts-type-small
accounts · AA
2022-07-29
termination-secretary-company-with-name-termination-date
officers · TM02
2022-03-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-20
accounts-with-accounts-type-small
accounts · AA
2021-10-15
accounts-with-accounts-type-small
accounts · AA
2020-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-12-21