AZETS WEALTH MANAGEMENT LIMITED
🌳Matureactive
05674020 · ltd · incorporated 2006-01-12
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 13.1y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jun 2025
Net worth
—
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 74/100 (strong), bankability 85/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
2 live charges · oldest 13.1y
85/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 13.1 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (84/100)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
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
10 officers (3 active, 10 linked, 8 with DOB)
86
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
82 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →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
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
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 | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Average employees | 78 | 4600 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 signals 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
1
filing
- • 1 accounts
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (42 events)Click to expand
- 2026-03-31📄accounts-with-accounts-type-smallaccounts · AA
- 2025-03-26📄accounts-with-accounts-type-smallaccounts · AA
- 2024-03-29📄accounts-with-accounts-type-smallaccounts · AA
- 2023-07-31📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2023-07-31📄accounts-with-accounts-type-smallaccounts · AA
- 2023-05-17📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2022-12-20📄change-person-director-company-with-change-dateofficers · CH01
- 2022-12-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-12-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-12-05➕AIKMAN, David William appointeddirector
- 2022-12-05➕TENNANT, Steven James appointeddirector
- 2022-12-05➖MOORBY, Andrew John resigneddirector
- 2022-12-05➖WILSON, Alastair Rowan resigneddirector
- 2022-06-14✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2022-05-09📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-05-09📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-05-09📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-05-06📄resolutionresolution · RESOLUTIONS
- 2022-05-06📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2022-05-06📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2022-05-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-05-05📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2022-03-31🔓Charge satisfied #2
- 2022-03-23🔓Charge satisfied #1
- 2015-11-01➖ARTHUR, David Robson resigneddirector
- 2015-11-01➕MOORBY, Andrew John appointeddirector
- 2013-06-18🔒Charge registered #2Lender: Lloyds Tsb Bank PLC
- 2013-05-18🔒Charge registered #1Lender: Lloyds Tsb Bank PLC
- 2012-10-31➖CRAWLEY, Anthony Leslie resignedsecretary
- 2012-10-31➖CRAWLEY, Anthony Leslie resigneddirector
- 2012-10-31➕WILSON, Alastair Rowan appointeddirector
- 2012-03-19➕PARKINSON, Mark Andrew appointeddirector
- 2006-01-12🏢Company incorporatedAs AZETS WEALTH MANAGEMENT LIMITED
- 2006-01-12➕CRAWLEY, Anthony Leslie appointedsecretary
- 2006-01-12➕GRAEME, Paul Gordon appointedsecretary
- 2006-01-12➖GRAEME, Paul Gordon resignedsecretary
- 2006-01-12➕ARTHUR, David Robson appointeddirector
- 2006-01-12➕CRAWLEY, Anthony Leslie appointeddirector
- 2006-01-12➕GRAEME, Lesley Joyce appointeddirector
- 2006-01-12➖GRAEME, Lesley Joyce resigneddirector
Owner dependency
50/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
Succession & seller-readiness
53/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondary12+ year tenure: Director in role 14 years.
- secondaryStable-but-static management: Company is 20 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Azets Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Azets Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
AZETS WEALTH MANAGEMENT LIMITED
This company · 05674020
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 |
|---|---|---|---|---|
Azets Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 30/04/2022 |
2 historic (ceased) PSCs
- Tait Walker Llpceased 30/04/2022· 75-100% shares · 75-100% voting
- Tait Walker Llpceased 30/04/2022· 75-100% shares · 75-100% voting · firm interest
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 · NE postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ARCOT COMMERCIAL LTD→ 11693313 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ATLAS CARD SERVICES LIMITED→ 11512718 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ATU INVESTMENTS LTD.→ 14197174 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| AUGMENTUM CNOT TECHNOLOGY LIMITED→ 12348233 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AVERLEY INVESTMENTS LIMITED→ 14898143 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| B YOUNG CONSULTING LTD→ 13653052 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BAR FINANCIAL SERVICES LTD→ 11314535 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| BERISFORD PENSION TRUSTEE LIMITED→ 16189389 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BERNARD SAXON GENERAL INSURANCE SERVICES LIMITED→ 01823860 · est 1984 · no financials extracted | — | — | — | — | 41y | — | — |
| BESPOKE FINANCIAL RURAL LTD→ 14022216 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| BESTFORD INSURANCE BROKERS LTD→ 13348589 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BH MORTGAGE SERVICES LIMITED→ 09996823 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
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
Incorporated2006-01-12
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
Bulman House Regent Centre
Gosforth
Newcastle Upon Tyne
NE3 3LS
England
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2027-01-31
Last: 2026-01-17
Officers (3 active · 7 resigned)
AIKMAN, David William→
Activedirector · ~48y · appointed 2022-12-05
View their other companies + combined net worth →
PARKINSON, Mark Andrew→
Activedirector · ~52y · appointed 2012-03-19
View their other companies + combined net worth →
TENNANT, Steven James→
Activedirector · ~55y · appointed 2022-12-05
View their other companies + combined net worth →
CRAWLEY, Anthony Leslie→
Resignedsecretary · appointed 2006-01-12 · resigned 2012-10-31
GRAEME, Paul Gordon→
Resignedsecretary · appointed 2006-01-12 · resigned 2006-01-12
ARTHUR, David Robson→
Resigneddirector · ~72y · appointed 2006-01-12 · resigned 2015-11-01
CRAWLEY, Anthony Leslie→
Resigneddirector · ~70y · appointed 2006-01-12 · resigned 2012-10-31
GRAEME, Lesley Joyce→
Resigneddirector · ~73y · appointed 2006-01-12 · resigned 2006-01-12
MOORBY, Andrew John→
Resigneddirector · ~61y · appointed 2015-11-01 · resigned 2022-12-05
WILSON, Alastair Rowan→
Resigneddirector · ~52y · appointed 2012-10-31 · resigned 2022-12-05
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
0
Outstanding
0
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | A registered charge | 1 property | 18/06/2013 | 31/03/2022 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | A registered charge | 1 property | 18/05/2013 | 23/03/2022 |
Recent filings (82 total)
accounts-with-accounts-type-small
accounts · AA
2026-03-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-19
accounts-with-accounts-type-small
accounts · AA
2025-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-17
accounts-with-accounts-type-small
accounts · AA
2024-03-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-17
change-account-reference-date-company-previous-shortened
accounts · AA01
2023-07-31
accounts-with-accounts-type-small
accounts · AA
2023-07-31
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-05-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-17
confirmation-statement-with-updates
confirmation-statement · CS01
2023-01-16
change-person-director-company-with-change-date
officers · CH01
2022-12-20
appoint-person-director-company-with-name-date
officers · AP01
2022-12-15
appoint-person-director-company-with-name-date
officers · AP01
2022-12-15
termination-director-company-with-name-termination-date
officers · TM01
2022-12-15