SPECIALIST PRIVATE WEALTH LIMITED

🌳Matureactive
04524366 · ltd · incorporated 2002-09-02
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
—
year to Dec 2024
Net worth
—
book net assets
Opportunity
74/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 74/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (79/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
9 officers (2 active, 9 linked, 3 with DOB)
77
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
89 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£31k£62k£92k£123k£154kDec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-12-312023-12-31
Total assets—£66.6k
Current assets—£154.1k
Net assets—£52.5k
Average employees5—

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 (33 events)Click to expand
  1. 2025-09-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-06-23
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  3. 2025-06-23
    ✏️
    change-of-name-notice
    change-of-name · CONNOT
  4. 2024-08-05
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-09-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2022-09-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2021-09-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-01-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2020-12-08
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  10. 2020-12-08
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2019-12-20
    📄
    change-person-director-company-with-change-date
    officers · CH01
  12. 2019-12-20
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2019-11-15
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2019-09-10
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  15. 2019-09-01
    ➖
    ARM SECRETARIES LIMITED resigned
    corporate-secretary
  16. 2019-06-25
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  17. 2018-03-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  18. 2005-10-17
    ➕
    VORA, Kajal appointed
    director
  19. 2002-12-18
    ➖
    MILNE, Alan Robert resigned
    secretary
  20. 2002-12-18
    ➕
    ARM SECRETARIES LIMITED appointed
    corporate-secretary
  21. 2002-12-18
    ➖
    CHARTSEC LIMITED resigned
    corporate-director
  22. 2002-11-04
    ➖
    EVANS, Laurence Jonathan Hammond resigned
    director
  23. 2002-11-04
    ➕
    CHARTSEC LIMITED appointed
    corporate-director
  24. 2002-09-02
    🏢
    Company incorporated
    As SPECIALIST PRIVATE WEALTH LIMITED
  25. 2002-09-02
    ➕
    VORA, Aashish appointed
    director
  26. 2002-09-02
    ➕
    MILNE, Alan Robert appointed
    secretary
  27. 2002-09-02
    ➕
    JPCORS LIMITED appointed
    corporate-nominee-secretary
  28. 2002-09-02
    ➖
    JPCORS LIMITED resigned
    corporate-nominee-secretary
  29. 2002-09-02
    ➕
    EVANS, Laurence Jonathan Hammond appointed
    director
  30. 2002-09-02
    ➕
    JPCORD LIMITED appointed
    corporate-nominee-director
  31. 2002-09-02
    ➖
    JPCORD LIMITED resigned
    corporate-nominee-director
  32. 2002-09-02
    ➕
    JPCORS LIMITED appointed
    corporate-nominee-director
  33. 2002-09-02
    ➖
    JPCORS LIMITED resigned
    corporate-nominee-director

Owner dependency

76/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

66/100
Strong succession signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 24 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 24 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

1 med ·
Name changed 2 times
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-06-23: certificate-change-of-name-company; 2025-06-23: change-of-name-notice

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Aashish Vora
Individual · British · DOB 09/1972 · age 54
50–75%
—50-75% shares06/04/2016
Mrs Kajal Vora
Individual · British · DOB 07/1978 · age 48
25–50%
—25-50% shares06/04/2016

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 →

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———————
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
Incorporated2002-09-02
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

155 High Street
Ruislip
Middlesex
HA4 8JY
United Kingdom

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-09-16
Last: 2025-09-02

Officers (2 active · 7 resigned)

VORA, Aashish→
director · ~54y · appointed 2002-09-02
View their other companies + combined net worth →
Active
VORA, Kajal→
director · ~48y · appointed 2005-10-17
View their other companies + combined net worth →
Active
MILNE, Alan Robert→
secretary · appointed 2002-09-02 · resigned 2002-12-18
Resigned
ARM SECRETARIES LIMITED→
corporate-secretary · appointed 2002-12-18 · resigned 2019-09-01
Resigned
JPCORS LIMITED→
corporate-nominee-secretary · appointed 2002-09-02 · resigned 2002-09-02
Resigned
EVANS, Laurence Jonathan Hammond→
director · ~56y · appointed 2002-09-02 · resigned 2002-11-04
Resigned
CHARTSEC LIMITED→
corporate-director · appointed 2002-11-04 · resigned 2002-12-18
Resigned
JPCORD LIMITED→
corporate-nominee-director · appointed 2002-09-02 · resigned 2002-09-02
Resigned
JPCORS LIMITED→
corporate-nominee-director · appointed 2002-09-02 · resigned 2002-09-02
Resigned

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

Recent filings (89 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-09
certificate-change-of-name-company
change-of-name · CERTNM
2025-06-23
change-of-name-notice
change-of-name · CONNOT
2025-06-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-08
accounts-with-accounts-type-micro-entity
accounts · AA
2024-08-05
accounts-with-accounts-type-micro-entity
accounts · AA
2023-09-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-05
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-27
accounts-with-accounts-type-micro-entity
accounts · AA
2021-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-07
accounts-with-accounts-type-micro-entity
accounts · AA
2021-01-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-12-08
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-12-08