KINGSLAND WEALTH MANAGEMENT LIMITED

🌳Matureactive

04414865 · ltd · incorporated 2002-04-11

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.

Why now

Window steady · low confidence

Stable recent picture — watch for any upcoming trigger event.

What changed my view

Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Dec 2024

Net worth

—

book net assets

Opportunity

81/100

Exceptional

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 70-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 70). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (81/100)

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

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

18 officers (7 active, 18 linked, 13 with DOB)

Ownership & PSC

1 active PSC(s) of 3 total, 3 with control declared

Director network

11 connected companies via shared directors

Filing history

116 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

81/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2024-12-31	2023-12-31
Average employees	2000	2000

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

filings

Last 90 days

filing

• 1 officers

Last 180 days

filings

• 3 officers
• 1 resolution

Counts from Companies House filing history.

Corporate timeline (53 events)Click to expand

2026-05-08
➕
TAYLOR, Tom appointed
director
2026-05-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-02-25
📄
resolution
resolution · RESOLUTIONS
2026-02-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-02-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-12-08
📄
capital-name-of-class-of-shares
capital · SH08
2025-12-02
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-12-02
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-12-02
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-12-02
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-11-25
➕
PILE, Simon Timothy appointed
director
2025-11-25
➕
WILSON, Simon Levick Garth appointed
director
2025-09-24
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-12
📄
legacy
miscellaneous · ANNOTATION
2024-12-09
📄
resolution
resolution · RESOLUTIONS
2024-12-09
📄
memorandum-articles
incorporation · MA
2024-12-06
📄
capital-return-purchase-own-shares
capital · SH03
2024-12-05
📄
statement-of-companys-objects
change-of-constitution · CC04
2024-12-04
📄
capital-name-of-class-of-shares
capital · SH08
2024-12-04
📄
capital-name-of-class-of-shares
capital · SH08
2024-12-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-11-19
➖
LEA, Stacey resigned
director
2024-11-18
📄
capital-cancellation-shares
capital · SH06
2024-10-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-22
➖
RUSSELL, Gemma Louise resigned
director
2024-10-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-16
➖
MARSHALL, Edward Franklin resigned
director
2024-09-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-07-16
➕
RUSSELL, Gemma Louise appointed
director
2023-08-01
➕
DIXON, Eleanor Joy appointed
director
2021-04-06
➕
LEA, Stacey appointed
director
2021-04-06
➖
RILEY, William Laurence resigned
director
2016-04-12
➕
MARSHALL, Edward Franklin appointed
director
2015-10-08
➕
GOUGH, Catherine Susan appointed
secretary
2015-10-08
➖
RILEY, William Laurence resigned
secretary
2012-12-20
➕
RILEY, William Laurence appointed
secretary
2012-12-20
➖
WINTER, Keith James resigned
secretary
2011-02-14
➖
DIXON, Eleanor Joy resigned
director
2011-02-14
➖
THOMAS, Catherine Helen resigned
director
2011-02-14
➖
WINTER, Keith James resigned
director
2010-05-04
➕
WINTER, Keith James appointed
director
2010-01-01
➕
GOUGH, Catherine Susan appointed
director
2007-11-28
➕
DIXON, Eleanor Joy appointed
director
2007-11-28
➕
THOMAS, Catherine Helen appointed
director
2002-04-11
🏢
Company incorporated
As KINGSLAND WEALTH MANAGEMENT LIMITED
2002-04-11
➕
DIXON, James Shaun appointed
director
2002-04-11
➕
WINTER, Keith James appointed
secretary
2002-04-11
➕
SWIFT INCORPORATIONS LIMITED appointed
corporate-nominee-secretary
2002-04-11
➖
SWIFT INCORPORATIONS LIMITED resigned
corporate-nominee-secretary

Showing most recent 50 of 53 events

Owner dependency

73/100

High — earn-out structure required

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

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 70 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

80/100

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 70 years old. Natural succession window is now.
primary20+ year tenure: Director in role 24 years. Very long tenure is a classic succession signal.
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

Fairstone Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Fairstone Holdings Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

KINGSLAND WEALTH MANAGEMENT LIMITED

This company · 04414865

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%

Name	Shares	Voting rights	Nature of control	Notified
Fairstone Holdings Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	25/11/2025

2 historic (ceased) PSCs

James Shaun Dixonceased 25/11/2025· 25-50% shares · 25-50% voting
Eleanor Joy Dixonceased 25/11/2025· 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 →

Similar companies

Active · Financial services · SR postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
RIVERSTONE WEALTH MANAGEMENT LIMITED→ 06952567 · est 2009	£565.3k £411.1k–£719.4k	—	—	400	16y	81	65y
J.E. LAIDLER (NORTH EAST) LIMITED→ 01102705 · est 1973 · no financials extracted	—	—	—	—	53y	82	87y
ORACLE FINANCIAL PLANNING LIMITED→ 06753174 · est 2008	—	—	£108.9k	—	17y	81	65y
ADVANCED IFA LTD→ 05080099 · est 2004	—	—	£0	—	22y	80	58y
ADVICE AND SOLUTIONS LIMITED→ 05287908 · est 2004	—	—	£29.7k	—	21y	80	67y
FINANCE MY WILL LTD→ 16437365 · est 2025 · no financials extracted	—	—	—	—	—	—	—
KDO INVESTCO LIMITED→ 15586499 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
LILYPAD FINANCIAL PLANNING LTD→ 11579535 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
M.S.N SECURE SERVICES LTD→ 15357514 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
NICHOLSON NORTH LIMITED→ 14371729 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
OLS INVESTMENTS LTD→ 14905455 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
POLICY LINK (HOLDINGS) LIMITED→ 10008299 · est 2016 · no financials extracted	—	—	—	—	10y	—	—

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

Incorporated2002-04-11

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

8 Camberwell Way

Doxford International Business Park

Sunderland

SR3 3XN

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2026-08-09

Last: 2025-07-26