CAM WEALTH GROUP LIMITED

🌳Matureactive

05186703 · ltd · incorporated 2004-07-22

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 Feb 2025

Net worth

£49.0k

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Fund management activities

Sector: Financial & insurance

Investor take

Pursue

Asset-holding vehicle with a 69-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 69). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (74/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

16 officers (4 active, 16 linked, 11 with DOB)

Ownership & PSC

1 active PSC(s) of 5 total, 5 with control declared

Director network

12 connected companies via shared directors

Filing history

91 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

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

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.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £49,049

Key financials

1 year extracted from filed iXBRL accounts

Cash

£26k

Net Worth

£49k

Current Assets

£64k

Current Liabilities

—

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-02-28
Total assets	£49.0k
Current assets	£63.9k
Cash	£25.9k
Debtors	£38.0k
Net assets	£49.0k

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

filings

• 1 resolution
• 1 incorporation

Last 180 days

filings

• 1 resolution
• 1 incorporation
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (50 events)Click to expand

2026-06-04
📄
resolution
resolution · RESOLUTIONS
2026-06-04
📄
memorandum-articles
incorporation · MA
2025-10-21
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-26
📄
change-account-reference-date-company-current-shortened
accounts · AA01
2025-02-26
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2025-02-25
➕
CROSSLEY, Lesley Anne appointed
secretary
2025-01-30
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-01-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-21
➕
SMEED, James Brian Andrew appointed
director
2025-01-21
➖
EWART, Elizabeth resigned
secretary
2025-01-17
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2024-07-01
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2024-06-04
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-30
📄
accounts-with-accounts-type-full
accounts · AA
2023-08-10
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-08-10
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-08-10
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-07-27
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-04-18
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2023-04-03
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2023-03-13
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-03-13
📄
change-person-director-company-with-change-date
officers · CH01
2023-02-28
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-02-28
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-02-23
➕
EWART, Elizabeth appointed
secretary
2023-02-21
➖
WILLIAMS, Marion Helen resigned
secretary
2023-02-21
➖
WILLIAMS, Ian Robert resigned
director
2023-02-21
➖
WILLIAMS, Marion Helen resigned
director
2022-10-19
➕
EWART, Elizabeth Anne appointed
director
2022-10-19
➕
GAWNE, Derek Edward appointed
director
2022-10-19
➖
FARROW, Terence Michael, Mr. resigned
director
2022-10-19
➖
LANGLOTZ, Rachel resigned
director
2022-10-19
➖
MORGAN, Jonathan resigned
director
2018-09-07
➕
MORGAN, Jonathan appointed
director
2018-09-03
➕
FARROW, Terence Michael, Mr. appointed
director
2018-09-03
➕
LANGLOTZ, Rachel appointed
director
2016-01-05
➕
WILLIAMS, Marion Helen appointed
director
2015-12-08
➖
LUCAS, Paul Robert resigned
director
2007-04-18
➕
WILLIAMS, Marion Helen appointed
secretary
2007-04-17
➖
LINCOLN, Daniel James David resigned
secretary
2005-06-30
➕
LINCOLN, Daniel James David appointed
secretary
2005-06-30
➖
GAREWAL, Julian resigned
director
2005-06-30
➕
LUCAS, Paul Robert appointed
director
2005-03-17
➖
HARPER, Richard Wayne De Larrinaga resigned
secretary
2005-03-17
➖
HARPER, Richard Wayne De Larrinaga resigned
director
2004-07-22
🏢
Company incorporated
As CAM WEALTH GROUP LIMITED
2004-07-22
➕
HARPER, Richard Wayne De Larrinaga appointed
secretary
2004-07-22
➕
GAREWAL, Julian appointed
director
2004-07-22
➕
HARPER, Richard Wayne De Larrinaga appointed
director
2004-07-22
➕
WILLIAMS, Ian Robert appointed
director

Owner dependency

65/100

High — earn-out structure required

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

FACTORS

+Founder age: Director aged approximately 69 — succession pressure is live.

Succession & seller-readiness

50/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 69. Approaching typical UK retirement age — succession thinking likely.

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

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

🏛️

Cam Wealth Group Holdings Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

CAM WEALTH GROUP LIMITED

This company · 05186703

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
Cam Wealth Group Holdings Limited Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	13/03/2023

4 historic (ceased) PSCs

Cam Wealth Group Ltdceased 13/03/2023· 50-75% shares · firm interest
Mrs Elizabeth Anne Ewartceased 21/02/2023· 25-50% shares
Mr Derek Edward Gawneceased 21/02/2023· 25-50% shares
Charteris Holdings Limitedceased 21/02/2023· 75-100% shares · 75-100% voting · board control · significant influence

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 · L postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ASSURED COVER LTD→ 11162610 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
BIBBY FACTORS LEICESTER LIMITED→ 02989348 · est 1994 · no financials extracted	—	—	—	—	31y	—	—
BIBBY FACTORS SUSSEX LIMITED→ 03847904 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
BRADLEY J.LEWIS FINANCIAL SOLUTIONS LIMITED→ 05274720 · est 2004 · no financials extracted	—	—	—	—	21y	—	—
BROOKS BECKMAN LIMITED→ 12918986 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
BULLION BROKER LIMITED→ 14476059 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
C2 MORTGAGES LTD→ 14423354 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
CALDEA NOMINEES LIMITED→ 03373633 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
CALDERSTONES PROPERTY COMPANY LIMITED→ 00502544 · est 1951 · no financials extracted	—	—	—	—	74y	—	—
CAM WEALTH GROUP HOLDINGS LIMITED→ 13794323 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
CAMPBELL INSURANCE SERVICES LIMITED→ 02045904 · est 1986 · no financials extracted	—	—	—	—	39y	—	—
CANIXO FINANCIAL LIMITED→ 15685642 · est 2024 · no financials extracted	—	—	—	—	1y	—	—

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

Incorporated2004-07-22

Jurisdictionengland-wales

Primary SIC66300 — Fund management activities

Registered office

6th Floor The Plaza

100 Old Hall Street

Liverpool

L3 9QJ

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2025-02-28

Confirmation statement

Next due: 2027-03-29

Last: 2026-03-15

Officers (4 active · 12 resigned)

CROSSLEY, Lesley Anne→

secretary · appointed 2025-02-25

View their other companies + combined net worth →

Active

EWART, Elizabeth Anne→

director · ~62y · appointed 2022-10-19

View their other companies + combined net worth →

Active

GAWNE, Derek Edward→

director · ~69y · appointed 2022-10-19

View their other companies + combined net worth →

Active

SMEED, James Brian Andrew→

director · ~42y · appointed 2025-01-21

View their other companies + combined net worth →

Active

EWART, Elizabeth→

secretary · appointed 2023-02-23 · resigned 2025-01-21

Resigned

HARPER, Richard Wayne De Larrinaga→

secretary · appointed 2004-07-22 · resigned 2005-03-17

Resigned

LINCOLN, Daniel James David→

secretary · appointed 2005-06-30 · resigned 2007-04-17

Resigned

WILLIAMS, Marion Helen→

secretary · appointed 2007-04-18 · resigned 2023-02-21

Resigned

FARROW, Terence Michael, Mr.→

director · ~82y · appointed 2018-09-03 · resigned 2022-10-19

Resigned

GAREWAL, Julian→

director · ~74y · appointed 2004-07-22 · resigned 2005-06-30

Resigned

HARPER, Richard Wayne De Larrinaga→

director · ~73y · appointed 2004-07-22 · resigned 2005-03-17

Resigned

LANGLOTZ, Rachel→

director · ~39y · appointed 2018-09-03 · resigned 2022-10-19

Resigned

LUCAS, Paul Robert→

director · ~75y · appointed 2005-06-30 · resigned 2015-12-08

Resigned

MORGAN, Jonathan→

director · ~63y · appointed 2018-09-07 · resigned 2022-10-19

Resigned

WILLIAMS, Ian Robert→

director · ~74y · appointed 2004-07-22 · resigned 2023-02-21

Resigned

WILLIAMS, Marion Helen→

director · ~73y · appointed 2016-01-05 · resigned 2023-02-21

Resigned

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

Recent filings (91 total)

resolution

resolution · RESOLUTIONS

2026-06-04

memorandum-articles

incorporation · MA

2026-06-04

confirmation-statement-with-no-updates

confirmation-statement · CS01

2026-03-18

accounts-with-accounts-type-total-exemption-full

accounts · AA

2025-10-21

change-account-reference-date-company-current-shortened

accounts · AA01

2025-06-26

confirmation-statement-with-updates

confirmation-statement · CS01

2025-03-18

appoint-person-secretary-company-with-name-date

officers · AP03

2025-02-26

termination-secretary-company-with-name-termination-date

officers · TM02

2025-01-30

appoint-person-director-company-with-name-date

officers · AP01

2025-01-30

second-filing-of-confirmation-statement-with-made-up-date

confirmation-statement · RP04CS01

2025-01-17

second-filing-of-confirmation-statement-with-made-up-date

confirmation-statement · RP04CS01

2024-07-01

accounts-with-accounts-type-total-exemption-full

accounts · AA

2024-06-04

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-03-27

accounts-with-accounts-type-full

accounts · AA

2023-11-30

cessation-of-a-person-with-significant-control

persons-with-significant-control · PSC07

2023-08-10