ASHWOOD LAW WEALTH MANAGEMENT LIMITED
🌳Matureactive
03540491 · ltd · incorporated 1998-04-03
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 12.3y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£1.81M
book net assets
Opportunity
83/100
Exceptional
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueActive trading company with a 74-year-old founder — textbook succession opportunity.
Opportunity 83/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 74). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
4 live charges · 2 lenders · oldest 12.3y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 12.3 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 23/100 — clean.
Data confidence
Overall: medium (73/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
12 officers (4 active, 12 linked, 10 with DOB)
87
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
130 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
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
85
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 declaredPositive net assets
Net assets £1,813,191
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
£1.8m
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 |
|---|---|
| Total assets | £1.81M |
| Debtors | £1.75M |
| Net assets | £1.81M |
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
6
filings
- • 1 capital
- • 1 resolution
- • 1 persons-with-significant-control
Last 180 days
7
filings
- • 2 accounts
- • 1 capital
- • 1 resolution
Counts from Companies House filing history.
Corporate timeline (48 events)Click to expand
- 2026-05-12📄capital-name-of-class-of-sharescapital · SH08
- 2026-05-12📄resolutionresolution · RESOLUTIONS
- 2026-05-11📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-04-29📄accounts-amended-with-accounts-type-total-exemption-fullaccounts · AAMD
- 2026-04-10📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-04-01➖TRUDGILL, Nicholas Stuart resigneddirector
- 2025-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-08-08📄resolutionresolution · RESOLUTIONS
- 2025-08-08📄memorandum-articlesincorporation · MA
- 2025-08-06📄capital-allotment-sharescapital · SH01
- 2025-02-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-11-17📄resolutionresolution · RESOLUTIONS
- 2024-11-14📄memorandum-articlesincorporation · MA
- 2024-11-01📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-10-21📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-10-15🔒Charge registered #4Lender: Quilter Financial Planning Limited
- 2024-09-12📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-09-12📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-09-12📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-09-03➖BENNETT, Christine Sylvia resigneddirector
- 2024-09-03➖BURTON, Sharon Margaret resigneddirector
- 2024-09-03➖WILLIAMS, Gerard Anthony resigneddirector
- 2024-09-03📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-08-29➖BURTON, Stephen George resigneddirector
- 2024-08-13🔒Charge registered #3Lender: Quilter Financial Planning Limited
- 2024-07-25📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2024-06-14📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-06-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-15🔒Charge registered #2Lender: Quilter Financial Planning Limited
- 2019-12-12➖GAO, Fei resigneddirector
- 2017-12-12🔓Charge satisfied #1
- 2017-06-27➕BENNETT, Christine Sylvia appointeddirector
- 2017-06-27➕BURTON, Sharon Margaret appointeddirector
- 2017-06-27➕TRUDGILL, Nicholas Stuart appointeddirector
- 2017-06-27➕WILLIAMS, Gerard Anthony appointeddirector
- 2014-03-06🔒Charge registered #1Lender: Tenetconnect Limited
- 2013-10-01➕BAILEY, Stanley Martyn appointeddirector
- 2013-10-01➕GRATTAGE, Robert Anthony appointeddirector
- 2013-10-01➕GAO, Fei appointeddirector
- 2008-03-31➖LYCETT, Redvers Alastair resigneddirector
- 1998-04-03🏢Company incorporatedAs ASHWOOD LAW WEALTH MANAGEMENT LIMITED
- 1998-04-03➕LAWSON, Robert Anthony appointedsecretary
- 1998-04-03➕LAWSON, Robert Anthony appointeddirector
- 1998-04-03➕SWIFT INCORPORATIONS LIMITED appointedcorporate-nominee-secretary
- 1998-04-03➖SWIFT INCORPORATIONS LIMITED resignedcorporate-nominee-secretary
- 1998-04-03➕BURTON, Stephen George appointeddirector
- 1998-04-03➕LYCETT, Redvers Alastair appointeddirector
Owner dependency
75/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 74 — succession pressure is live.
Succession & seller-readiness
90/100
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 74 years old. Natural succession window is now.
- primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 28 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
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Robert Anthony Lawson Individual · British · DOB 02/1952 · age 74 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
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 · WS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 2ND CITY FINANCE LTD→ 13055699 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| A S R FINANCIAL LIMITED→ 14663101 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| A T FINANCIAL SERVICES LTD→ 12628112 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ARMCHAIR ADVISER LTD→ 15852316 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ARQ FINANCIAL PLANNING LTD→ 17087763 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BARRINGTON SECURITY ELITE LTD→ 16294621 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BLACK MANOR LIMITED→ 07670717 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| BOSS RISK SOLUTIONS LTD→ 13214543 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| BOWBROOK FINANCIAL PLANNERS LTD→ 12816788 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BRIAN WILLIAMS HOLDINGS LIMITED→ 03739719 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
| BRYN CAPITAL LIMITED→ 15750168 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BUBBLE FINANCIAL LIMITED→ 16322650 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
9 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
Incorporated1998-04-03
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Hanover Court 5 Queen Street
Lichfield
Staffordshire
WS13 6QD
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-17
Last: 2026-04-03
Officers (4 active · 8 resigned)
LAWSON, Robert Anthony→
Activesecretary · appointed 1998-04-03
View their other companies + combined net worth →
BAILEY, Stanley Martyn→
Activedirector · ~66y · appointed 2013-10-01
View their other companies + combined net worth →
GRATTAGE, Robert Anthony→
Activedirector · ~57y · appointed 2013-10-01
View their other companies + combined net worth →
LAWSON, Robert Anthony→
Activedirector · ~74y · appointed 1998-04-03
View their other companies + combined net worth →
SWIFT INCORPORATIONS LIMITED→
Resignedcorporate-nominee-secretary · appointed 1998-04-03 · resigned 1998-04-03
BENNETT, Christine Sylvia→
Resigneddirector · ~69y · appointed 2017-06-27 · resigned 2024-09-03
BURTON, Sharon Margaret→
Resigneddirector · ~55y · appointed 2017-06-27 · resigned 2024-09-03
BURTON, Stephen George→
Resigneddirector · ~70y · appointed 1998-04-03 · resigned 2024-08-29
GAO, Fei→
Resigneddirector · ~70y · appointed 2013-10-01 · resigned 2019-12-12
LYCETT, Redvers Alastair→
Resigneddirector · ~64y · appointed 1998-04-03 · resigned 2008-03-31
TRUDGILL, Nicholas Stuart→
Resigneddirector · ~59y · appointed 2017-06-27 · resigned 2026-04-01
WILLIAMS, Gerard Anthony→
Resigneddirector · ~57y · appointed 2017-06-27 · resigned 2024-09-03
Click a director name to see their full track record across all companies.
Mortgages & charges
4
Total charges
3
Outstanding
1
Active lenders
Status:Lender:4 of 4 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Quilter Financial Planning Quilter Financial Planning Limited | A registered charge | — | 15/10/2024 | — | |
| outstanding | Quilter Financial Planning Quilter Financial Planning Limited | A registered charge | — | 13/08/2024 | — | |
| outstanding | Quilter Financial Planning Quilter Financial Planning Limited | A registered charge | 1 property | 15/05/2023 | — | |
| satisfied | Tenetconnect Tenetconnect Limited | A registered charge | 1 property | 06/03/2014 | 12/12/2017 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (130 total)
capital-name-of-class-of-shares
capital · SH08
2026-05-12
resolution
resolution · RESOLUTIONS
2026-05-12
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-11
confirmation-statement-with-updates
confirmation-statement · CS01
2026-05-11
accounts-amended-with-accounts-type-total-exemption-full
accounts · AAMD
2026-04-29
termination-director-company-with-name-termination-date
officers · TM01
2026-04-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-19
resolution
resolution · RESOLUTIONS
2025-08-08
memorandum-articles
incorporation · MA
2025-08-08
capital-allotment-shares
capital · SH01
2025-08-06
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-04
resolution
resolution · RESOLUTIONS
2024-11-17
memorandum-articles
incorporation · MA
2024-11-14
termination-director-company-with-name-termination-date
officers · TM01
2024-11-01