CROWN WEALTH MANAGEMENT LIMITED

💤Zombieactive
05957611 · ltd · incorporated 2006-10-05
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 May 2025
Net worth
—
book net assets
Opportunity
71/100
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 71/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. 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: strategic trade sale (65/100).

Data confidence

Overall: high (82/100)

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
Confirmed no charges registered
85
Directors & officers
10 officers (1 active, 10 linked, 9 with DOB)
88
Ownership & PSC
1 active PSC(s) of 5 total, 5 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
82 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
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£0£0£0£0£0May 2024May 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-05-312024-05-31
Average employees9900

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
4
filings
  • • 4 officers
Last 90 days
11
filings
  • • 10 officers
  • • 1 address
Last 180 days
11
filings
  • • 10 officers
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (42 events)Click to expand
  1. 2026-05-14
    ➕
    WARD, Sam Philip appointed
    director
  2. 2026-05-14
    ➖
    HEPWORTH, Julie Suzanne resigned
    director
  3. 2026-05-14
    ➖
    HESKETH, David John Philip resigned
    director
  4. 2026-05-14
    ➖
    WILKINSON, Ian Mitcheal resigned
    director
  5. 2026-05-14
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2026-05-14
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  7. 2026-05-14
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2026-05-14
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2026-04-13
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  10. 2026-04-12
    ➖
    CLEGG, Matthew James resigned
    director
  11. 2026-03-17
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2026-03-17
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  13. 2026-03-17
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  14. 2026-03-17
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  15. 2026-03-17
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  16. 2026-03-17
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  17. 2026-03-12
    ➖
    BENSON, Tracy Dawn resigned
    secretary
  18. 2026-03-12
    ➖
    BENSON, Brian Vincent resigned
    director
  19. 2026-03-12
    ➕
    HEPWORTH, Julie Suzanne appointed
    director
  20. 2026-03-12
    ➕
    HESKETH, David John Philip appointed
    director
  21. 2026-03-12
    ➕
    WILKINSON, Ian Mitcheal appointed
    director
  22. 2025-12-02
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  23. 2025-11-17
    📄
    capital-name-of-class-of-shares
    capital · SH08
  24. 2025-11-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  25. 2025-10-08
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  26. 2025-10-08
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  27. 2025-10-08
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  28. 2025-01-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  29. 2024-10-18
    📄
    change-person-director-company-with-change-date
    officers · CH01
  30. 2024-02-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  31. 2023-10-17
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  32. 2023-10-17
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  33. 2019-12-02
    ➖
    TURNER, Edward Elwyn resigned
    director
  34. 2015-01-05
    ➕
    CLEGG, Matthew James appointed
    director
  35. 2014-09-17
    ➖
    OWEN, Dawn Corinne resigned
    director
  36. 2010-03-01
    ➕
    OWEN, Dawn Corinne appointed
    director
  37. 2010-01-12
    ➖
    OLLIER, Jonathan Matthew resigned
    director
  38. 2008-02-19
    ➕
    OLLIER, Jonathan Matthew appointed
    director
  39. 2008-02-19
    ➕
    TURNER, Edward Elwyn appointed
    director
  40. 2006-10-05
    🏢
    Company incorporated
    As CROWN WEALTH MANAGEMENT LIMITED
  41. 2006-10-05
    ➕
    BENSON, Tracy Dawn appointed
    secretary
  42. 2006-10-05
    ➕
    BENSON, Brian Vincent appointed
    director

Owner dependency

75/100
High — earn-out structure required

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

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.

Succession & seller-readiness

45/100
Moderate signal

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

SIGNALS
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

Red flags

1 med ·
6 director resignations in last 12 months
medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: BENSON, Tracy Dawn resigned 2026-03-12; BENSON, Brian Vincent resigned 2026-03-12; CLEGG, Matthew James resigned 2026-04-12

Group structure

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

🏛️
Cwm Holdings Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
CROWN WEALTH MANAGEMENT LIMITED
This company · 05957611

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%
NameSharesVoting rightsNature of controlNotified
Cwm Holdings Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control13/01/2020
4 historic (ceased) PSCs
  • Mr Brian Vincent Bensonceased 08/10/2025· significant influence
  • Mrs Tracy Dawn Bensonceased 08/10/2025· significant influence
  • Mr Brian Vincent Bensonceased 13/01/2020· 50-75% shares
  • Mrs Tracy Dawn Bensonceased 13/01/2020· 25-50% shares

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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———————
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————5y——
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14234027 · est 2022 · no financials extracted
————3y——
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14569796 · est 2023 · no financials extracted
————3y——
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15685580 · est 2024 · no financials extracted
————1y——
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———————
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
Incorporated2006-10-05
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England

Filing status

Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2026-10-19
Last: 2025-10-05

Officers (1 active · 9 resigned)

WARD, Sam Philip→
director · ~40y · appointed 2026-05-14
View their other companies + combined net worth →
Active
BENSON, Tracy Dawn→
secretary · appointed 2006-10-05 · resigned 2026-03-12
Resigned
BENSON, Brian Vincent→
director · ~65y · appointed 2006-10-05 · resigned 2026-03-12
Resigned
CLEGG, Matthew James→
director · ~50y · appointed 2015-01-05 · resigned 2026-04-12
Resigned
HEPWORTH, Julie Suzanne→
director · ~52y · appointed 2026-03-12 · resigned 2026-05-14
Resigned
HESKETH, David John Philip→
director · ~45y · appointed 2026-03-12 · resigned 2026-05-14
Resigned
OLLIER, Jonathan Matthew→
director · ~59y · appointed 2008-02-19 · resigned 2010-01-12
Resigned
OWEN, Dawn Corinne→
director · ~54y · appointed 2010-03-01 · resigned 2014-09-17
Resigned
TURNER, Edward Elwyn→
director · ~54y · appointed 2008-02-19 · resigned 2019-12-02
Resigned
WILKINSON, Ian Mitcheal→
director · ~56y · appointed 2026-03-12 · resigned 2026-05-14
Resigned

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

Recent filings (82 total)

termination-director-company-with-name-termination-date
officers · TM01
2026-05-14
termination-director-company-with-name-termination-date
officers · TM01
2026-05-14
termination-director-company-with-name-termination-date
officers · TM01
2026-05-14
appoint-person-director-company-with-name-date
officers · AP01
2026-05-14
termination-director-company-with-name-termination-date
officers · TM01
2026-04-13
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-03-17
termination-secretary-company-with-name-termination-date
officers · TM02
2026-03-17
termination-director-company-with-name-termination-date
officers · TM01
2026-03-17
appoint-person-director-company-with-name-date
officers · AP01
2026-03-17
appoint-person-director-company-with-name-date
officers · AP01
2026-03-17
appoint-person-director-company-with-name-date
officers · AP01
2026-03-17
second-filing-of-annual-return-with-made-up-date
annual-return · RP04AR01
2025-12-02
capital-name-of-class-of-shares
capital · SH08
2025-11-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-16