ARTHUR BROWNS WEALTH MANAGEMENT LTD

🌳Matureactive
06190352 · ltd · incorporated 2007-03-28
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.
Why now
Window steady · low confidence
Steady and tidy — no seller pressure yet. Approach only if an angle opens.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
What changed my view
Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
76/100
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 76/100 (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 (73/100).

Data confidence

Overall: medium (78/100)

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
7 officers (3 active, 7 linked, 5 with DOB)
84
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
64 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
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
85
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£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31

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
1
filing
  • • 1 confirmation-statement
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
  1. 2025-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-07-02
    ➕
    RENIER, Kay appointed
    secretary
  3. 2025-07-02
    📄
    appoint-person-secretary-company-with-name-date
    officers · AP03
  4. 2025-07-02
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2025-07-02
    📄
    change-person-director-company-with-change-date
    officers · CH01
  6. 2025-07-02
    📄
    gazette-filings-brought-up-to-date
    gazette · DISS40
  7. 2025-07-01
    📄
    gazette-notice-compulsory
    gazette · GAZ1
  8. 2024-12-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2023-10-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2022-12-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2021-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2020-07-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2019-11-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2019-07-30
    📄
    resolution
    resolution · RESOLUTIONS
  15. 2019-05-07
    📄
    capital-allotment-shares
    capital · SH01
  16. 2019-04-16
    📄
    capital-allotment-shares
    capital · SH01
  17. 2019-04-05
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  18. 2019-04-04
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  19. 2019-04-03
    ➕
    RENIER, Kay appointed
    director
  20. 2019-04-03
    ➕
    RENIER, Kay appointed
    director
  21. 2019-04-03
    ➖
    RENIER, Kay resigned
    director
  22. 2018-02-15
    ➖
    RENIER, Kay resigned
    director
  23. 2016-04-06
    ➕
    RENIER, Kay appointed
    director
  24. 2013-02-10
    ➖
    HANDLEY, Phil Charles resigned
    director
  25. 2013-01-09
    ➕
    HANDLEY, Phil Charles appointed
    director
  26. 2008-02-01
    ➖
    MACGREGOR, Paul resigned
    secretary
  27. 2007-03-28
    🏢
    Company incorporated
    As ARTHUR BROWNS WEALTH MANAGEMENT LTD
  28. 2007-03-28
    ➕
    RENIER, Matthew James appointed
    director
  29. 2007-03-28
    ➕
    MACGREGOR, Paul appointed
    secretary

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 19 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

49/100
Moderate signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 19 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Matthew James Renier
Individual · British · DOB 12/1976 · age 50
75–100%
75–100%75-100% shares · 75-100% voting07/04/2016

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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———————
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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
Incorporated2007-03-28
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Titan House 13 Station Road
Horsforth
Leeds
LS18 5PA
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-24
Last: 2026-04-10

Officers (3 active · 4 resigned)

RENIER, Kay→
secretary · appointed 2025-07-02
View their other companies + combined net worth →
Active
RENIER, Kay→
director · ~44y · appointed 2019-04-03
View their other companies + combined net worth →
Active
RENIER, Matthew James→
director · ~50y · appointed 2007-03-28
View their other companies + combined net worth →
Active
MACGREGOR, Paul→
secretary · appointed 2007-03-28 · resigned 2008-02-01
Resigned
HANDLEY, Phil Charles→
director · ~49y · appointed 2013-01-09 · resigned 2013-02-10
Resigned
RENIER, Kay→
director · ~44y · appointed 2019-04-03 · resigned 2019-04-03
Resigned
RENIER, Kay→
director · ~44y · appointed 2016-04-06 · resigned 2018-02-15
Resigned

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

Recent filings (64 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-21
appoint-person-secretary-company-with-name-date
officers · AP03
2025-07-02
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-07-02
change-person-director-company-with-change-date
officers · CH01
2025-07-02
gazette-filings-brought-up-to-date
gazette · DISS40
2025-07-02
gazette-notice-compulsory
gazette · GAZ1
2025-07-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-29