APPLETON FOX WEALTH MANAGEMENT LTD

🌳Matureactive

06159055 · ltd · incorporated 2007-03-14

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 Mar 2025

Net worth

£1.1k

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Asset-holding vehicle with a 67-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 67). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -41% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (80/100)

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

8 officers (3 active, 8 linked, 5 with DOB)

Ownership & PSC

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

Director network

7 connected companies via shared directors

Filing history

63 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 £1,080

Net assets shrinking

Down £751,251 YoY

Cash draining

Cash down 41% YoY

Cash YoY

-41%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£42k

↓ 41% YoY

Net Worth

£1k

↓ 100% YoY

Current Assets

£79k

↓ 90% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Total assets	£1.7k	£752.9k
Current assets	£78.9k	£802.7k
Cash	£42.0k	£71.1k
Debtors	£36.9k	£731.6k
Net assets	£1.1k	£752.3k

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 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (31 events)Click to expand

2025-07-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-09
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-14
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-06
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-01-25
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-01-25
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-01-25
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2021-01-25
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-01-25
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-01-25
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-01-25
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-01-25
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-01-25
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2021-01-25
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-01-22
➕
HANSELL, Richard John appointed
director
2021-01-22
➕
PENDARVES, George William appointed
director
2021-01-22
➕
PENDARVES, Mark William appointed
director
2021-01-22
➖
FOX, Linda resigned
secretary
2021-01-22
➖
FOX, Linda resigned
director
2021-01-22
➖
FOX, Nicholas Jonathan resigned
director
2020-09-04
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2019-07-29
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2008-08-28
➕
FOX, Linda appointed
director
2007-03-14
🏢
Company incorporated
As APPLETON FOX WEALTH MANAGEMENT LTD
2007-03-14
➕
FOX, Linda appointed
secretary
2007-03-14
➕
DUPORT SECRETARY LIMITED appointed
corporate-nominee-secretary
2007-03-14
➖
DUPORT SECRETARY LIMITED resigned
corporate-nominee-secretary
2007-03-14
➕
FOX, Nicholas Jonathan appointed
director
2007-03-14
➕
DUPORT DIRECTOR LIMITED appointed
corporate-nominee-director
2007-03-14
➖
DUPORT DIRECTOR LIMITED resigned
corporate-nominee-director

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

+Founder age: Director aged approximately 67 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

60/100

Strong succession signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
secondaryStable-but-static management: Company is 19 years old and no new directors in the last 3 years — succession not yet being planned internally.

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

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

🏛️

Langley Marsh Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

APPLETON FOX WEALTH MANAGEMENT LTD

This company · 06159055

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
Langley Marsh Limited Corporate entity	75–100%	—	75-100% shares	22/01/2021

2 historic (ceased) PSCs

Mr Nicholas Jonathan Foxceased 21/01/2021· 50-75% shares
Mrs Linda Foxceased 21/01/2021· 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 →

Similar companies

Active · Financial services · PL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
2000 MORTGAGES.CO.UK LTD→ 04940389 · est 2003 · no financials extracted	—	—	—	—	22y	—	—
ACBA LTD→ 07399493 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
ACCOLADE EDUCATION EQUIPMENT LEASING LIMITED→ 15187570 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ACCOLADE EDUCATION FINANCIAL INVESTMENTS LIMITED→ 15187606 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ACCOLADE FINANCE INVESTMENTS LIMITED→ 14383658 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
AGRI FACILITIES LIMITED→ 14192901 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
ALLSHORE ASSOCIATES LIMITED→ 10637483 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
ANDERSON FINANCIAL PLANNING LTD→ 07152568 · est 2010 · no financials extracted	—	—	—	—	16y	—	—
ANDREW LEIGH IFA LTD→ 11910284 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
ANTHONY TRUEMAN AND CO LIMITED→ 05808084 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
APPLEGATE INSURANCE CONSULTANTS LIMITED→ 03366485 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
ARCHER ASSET & CAPITAL MANAGEMENT LTD→ 13126940 · est 2021 · no financials extracted	—	—	—	—	5y	—	—

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

Incorporated2007-03-14

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

St Denys House

22 East Hill

St. Austell

Cornwall

PL25 4TR

England

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-03-28

Last: 2026-03-14

Officers (3 active · 5 resigned)

HANSELL, Richard John→

director · ~51y · appointed 2021-01-22

View their other companies + combined net worth →

Active

PENDARVES, George William→

director · ~42y · appointed 2021-01-22

View their other companies + combined net worth →

Active

PENDARVES, Mark William→

director · ~67y · appointed 2021-01-22

View their other companies + combined net worth →

Active

FOX, Linda→

secretary · appointed 2007-03-14 · resigned 2021-01-22

Resigned

DUPORT SECRETARY LIMITED→

corporate-nominee-secretary · appointed 2007-03-14 · resigned 2007-03-14

Resigned

FOX, Linda→

director · ~64y · appointed 2008-08-28 · resigned 2021-01-22

Resigned

FOX, Nicholas Jonathan→

director · ~61y · appointed 2007-03-14 · resigned 2021-01-22

Resigned

DUPORT DIRECTOR LIMITED→

corporate-nominee-director · appointed 2007-03-14 · resigned 2007-03-14

Resigned

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