ARW WEALTH MANAGERS LTD

🌳Matureactive
04307302 · ltd · incorporated 2001-10-18
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
—
not disclosed
Net worth
—
book net assets
Opportunity
79/100
Strong
🔔
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What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
Pursue
Active trading company with a 78-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 80/100. Strong seller-intent signal (63/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 1.7y

50/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Newest facility, 1.7 years old — likely still in initial term.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 23/100 — clean.

Data confidence

Overall: medium (61/100)

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
No iXBRL financials extracted
0
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
12 officers (4 active, 12 linked, 9 with DOB)
85
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
15 connected companies via shared directors
90
Filing history
93 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (43 events)Click to expand
  1. 2025-10-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-11-07
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  3. 2024-11-06
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2024-11-06
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  5. 2024-11-06
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2024-10-28
    ➕
    KEY, Sally Marie appointed
    director
  7. 2024-10-28
    ➕
    ROBINSON, Antony Warren appointed
    director
  8. 2024-10-28
    ➖
    GIBBS, Christopher John resigned
    director
  9. 2024-10-28
    🔒
    Charge registered #1
    Lender: Alan Charles Boswell
  10. 2024-09-27
    📄
    accounts-with-accounts-type-small
    accounts · AA
  11. 2024-08-28
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  12. 2024-08-28
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  13. 2024-06-09
    ➖
    ROBERTS, Ian Christopher resigned
    director
  14. 2024-06-09
    ➖
    WHITBOURN, Bernard David resigned
    director
  15. 2023-11-21
    📄
    accounts-with-accounts-type-small
    accounts · AA
  16. 2023-10-20
    📍
    change-sail-address-company-with-old-address-new-address
    address · AD02
  17. 2023-10-19
    📍
    move-registers-to-registered-office-company-with-new-address
    address · AD04
  18. 2023-01-17
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  19. 2023-01-09
    📄
    memorandum-articles
    incorporation · MA
  20. 2023-01-09
    📄
    resolution
    resolution · RESOLUTIONS
  21. 2022-12-12
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  22. 2022-12-12
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  23. 2022-12-12
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  24. 2022-12-12
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  25. 2022-12-12
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  26. 2022-12-12
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  27. 2022-12-12
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  28. 2022-12-09
    ➕
    BOSWELL, Alan Charles appointed
    director
  29. 2022-12-09
    ➕
    DREW, Alastair Fitzroy appointed
    director
  30. 2022-12-09
    ➖
    WHITBOURN, Bernard David resigned
    secretary
  31. 2022-12-09
    ➕
    GIBBS, Christopher John appointed
    director
  32. 2011-10-04
    ➖
    MCGREGOR, Gordon Roderick resigned
    director
  33. 2006-07-01
    ➕
    MCGREGOR, Gordon Roderick appointed
    director
  34. 2004-05-31
    ➖
    MURPHY, Derek resigned
    director
  35. 2002-08-08
    ➕
    MURPHY, Derek appointed
    director
  36. 2001-10-18
    🏢
    Company incorporated
    As ARW WEALTH MANAGERS LTD
  37. 2001-10-18
    ➕
    WHITBOURN, Bernard David appointed
    secretary
  38. 2001-10-18
    ➕
    WATERLOW SECRETARIES LIMITED appointed
    corporate-nominee-secretary
  39. 2001-10-18
    ➖
    WATERLOW SECRETARIES LIMITED resigned
    corporate-nominee-secretary
  40. 2001-10-18
    ➕
    ROBERTS, Ian Christopher appointed
    director
  41. 2001-10-18
    ➕
    WHITBOURN, Bernard David appointed
    director
  42. 2001-10-18
    ➕
    WATERLOW NOMINEES LIMITED appointed
    corporate-nominee-director
  43. 2001-10-18
    ➖
    WATERLOW NOMINEES LIMITED resigned
    corporate-nominee-director

Owner dependency

55/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Founder age: Director aged approximately 78 — succession pressure is live.

Succession & seller-readiness

60/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.

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

Alan Boswell & Company Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Alan Boswell & Company Limited
Corporate parent · holds 75-100% shares
ultimate parent
⬇
ARW WEALTH MANAGERS LTD
This company · 04307302

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
Alan Boswell & Company Limited
Corporate entity
75–100%
75–100%75-100% shares · 75-100% voting · trust interest09/12/2022
2 historic (ceased) PSCs
  • Mr Bernard David Whitbournceased 09/12/2022· 25-50% shares · 25-50% voting
  • Mr Ian Christopher Robertsceased 09/12/2022· 25-50% shares · 25-50% voting

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 →

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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
Incorporated2001-10-18
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999

Registered office

Prospect House
Rouen Road
Norwich
NR1 1RE
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-01
Last: 2025-10-18

Officers (4 active · 8 resigned)

BOSWELL, Alan Charles→
director · ~78y · appointed 2022-12-09
View their other companies + combined net worth →
Active
DREW, Alastair Fitzroy→
director · ~41y · appointed 2022-12-09
View their other companies + combined net worth →
Active
KEY, Sally Marie→
director · ~50y · appointed 2024-10-28
View their other companies + combined net worth →
Active
ROBINSON, Antony Warren→
director · ~52y · appointed 2024-10-28
View their other companies + combined net worth →
Active
WHITBOURN, Bernard David→
secretary · appointed 2001-10-18 · resigned 2022-12-09
Resigned
WATERLOW SECRETARIES LIMITED→
corporate-nominee-secretary · appointed 2001-10-18 · resigned 2001-10-18
Resigned
GIBBS, Christopher John→
director · ~60y · appointed 2022-12-09 · resigned 2024-10-28
Resigned
MCGREGOR, Gordon Roderick→
director · ~58y · appointed 2006-07-01 · resigned 2011-10-04
Resigned
MURPHY, Derek→
director · ~77y · appointed 2002-08-08 · resigned 2004-05-31
Resigned
ROBERTS, Ian Christopher→
director · ~70y · appointed 2001-10-18 · resigned 2024-06-09
Resigned
WHITBOURN, Bernard David→
director · ~70y · appointed 2001-10-18 · resigned 2024-06-09
Resigned
WATERLOW NOMINEES LIMITED→
corporate-nominee-director · appointed 2001-10-18 · resigned 2001-10-18
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
Alan Charles Boswell
A registered charge—28/10/2024—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (93 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-14
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-11-07
appoint-person-director-company-with-name-date
officers · AP01
2024-11-06
appoint-person-director-company-with-name-date
officers · AP01
2024-11-06
termination-director-company-with-name-termination-date
officers · TM01
2024-11-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-18
accounts-with-accounts-type-small
accounts · AA
2024-09-27
termination-director-company-with-name-termination-date
officers · TM01
2024-08-28
termination-director-company-with-name-termination-date
officers · TM01
2024-08-28
accounts-with-accounts-type-small
accounts · AA
2023-11-21
change-sail-address-company-with-old-address-new-address
address · AD02
2023-10-20
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-19
move-registers-to-registered-office-company-with-new-address
address · AD04
2023-10-19
termination-secretary-company-with-name-termination-date
officers · TM02
2023-01-17