CADOGAN WILSON LIMITED

💤Zombieactive
04307390 · ltd · incorporated 2001-10-19
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
Upgrade to see
Turnover
year to Mar 2025
Net worth
£140.9k
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.

What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 76-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 76). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (71/100)

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
Confirmed no charges registered
85
Directors & officers
7 officers (2 active, 7 linked, 4 with DOB)
81
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
71 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 declared
Positive net assets
Net assets £140,926

Key financials

1 year extracted from filed iXBRL accounts
Cash
Net Worth
£141k
Current Assets
£171k
Current Liabilities

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-31
Total assets£142.0k
Current assets£171.2k
Net assets£140.9k

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
0
filings
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2025-10-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-08-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-04-03
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2022-12-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2021-06-10
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  7. 2020-05-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2019-05-14
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  9. 2018-05-14
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  10. 2017-05-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2017-03-03
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2016-05-12
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2015-10-15
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  14. 2015-06-11
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  15. 2014-10-23
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2006-01-01
    JOLLY, Elizabeth Mary appointed
    secretary
  17. 2005-12-31
    JOLLY, David resigned
    secretary
  18. 2005-12-31
    WILSON, Mark Simon resigned
    director
  19. 2004-11-12
    HARRIS, Andrew David resigned
    director
  20. 2002-07-15
    HARRIS, Andrew David appointed
    director
  21. 2001-10-19
    🏢
    Company incorporated
    As CADOGAN WILSON LIMITED
  22. 2001-10-19
    JOLLY, David appointed
    director
  23. 2001-10-19
    BREWER, Suzanne appointed
    nominee-secretary
  24. 2001-10-19
    BREWER, Suzanne resigned
    nominee-secretary
  25. 2001-10-19
    JOLLY, David appointed
    secretary
  26. 2001-10-19
    BREWER, Kevin, Dr appointed
    nominee-director
  27. 2001-10-19
    BREWER, Kevin, Dr resigned
    nominee-director
  28. 2001-10-19
    WILSON, Mark Simon appointed
    director

Owner dependency

100/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Long-tenure founder: Senior director has been in place 25 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 76 — succession pressure is live.

Succession & seller-readiness

100/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 76 years old. Natural succession window is now.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 25 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 25 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

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr David Jolly
Individual · British · DOB 11/1950 · age 76
sig. influencesignificant influence01/09/2016

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 · KT postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
BETWEEN STREETS GROUP LIMITED
15241751 · est 2023 · no financials extracted
2y
BIRCH INVESTMENT GROUP LIMITED
13095531 · est 2020 · no financials extracted
5y
BLACK PIG INVESTMENTS LIMITED
13461627 · est 2021 · no financials extracted
4y
BLUEFIELDS WEALTH LIMITED
10919416 · est 2017 · no financials extracted
8y
BOUNDARY SECURITY LIMITED
13169926 · est 2021 · no financials extracted
5y
BRAVA INVESTMENTS LIMITED
16542824 · est 2025 · no financials extracted
CABOT FINANCE GROUP LIMITED
12602592 · est 2020 · no financials extracted
5y
CAITHNESS & CO LIMITED
01165590 · est 1974 · no financials extracted
52y
CAMERON ADVISORY LIMITED
12928676 · est 2020 · no financials extracted
5y
CAPACITY INSIGHT LTD
13703183 · est 2021 · no financials extracted
4y
CAPEL ALLEY LIMITED
15133249 · est 2023 · no financials extracted
2y
CAPITAL & CO (ACCOUNTANTS) LIMITED
08413097 · est 2013 · no financials extracted
13y
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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
Incorporated2001-10-19
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

9 Copley Way
Tadworth
KT20 5QS
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-14
Last: 2025-09-30

Officers (2 active · 5 resigned)

JOLLY, Elizabeth Mary
secretary · appointed 2006-01-01
View their other companies + combined net worth →
Active
JOLLY, David
director · ~76y · appointed 2001-10-19
View their other companies + combined net worth →
Active
BREWER, Suzanne
nominee-secretary · appointed 2001-10-19 · resigned 2001-10-19
Resigned
JOLLY, David
secretary · appointed 2001-10-19 · resigned 2005-12-31
Resigned
BREWER, Kevin, Dr
nominee-director · ~74y · appointed 2001-10-19 · resigned 2001-10-19
Resigned
HARRIS, Andrew David
director · ~65y · appointed 2002-07-15 · resigned 2004-11-12
Resigned
WILSON, Mark Simon
director · ~69y · appointed 2001-10-19 · resigned 2005-12-31
Resigned

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

Recent filings (71 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-10-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-29
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-10
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-29
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-04-03
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-10-01
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-06-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-10-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-05-19
confirmation-statement-with-updates
confirmation-statement · CS01
2019-09-30
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2019-05-14