B3 WEALTH MANAGEMENT LIMITED
💤Zombieactive
06207113 · ltd · incorporated 2007-04-10
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 Apr 2026
Net worth
£425.9k
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 75/100 (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: medium (79/100)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
3 officers (2 active, 3 linked, 2 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
54 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
60
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Positive net assets
Net assets £425,949
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£426k
↑ 22% YoY
Current Assets
£434k
↑ 23% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2026-04-30 | 2025-04-30 |
|---|---|---|
| Total assets | £430.3k | £356.6k |
| Current assets | £434.4k | £353.2k |
| Net assets | £425.9k | £350.2k |
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
2
filings
- • 1 accounts
- • 1 confirmation-statement
Last 90 days
3
filings
- • 1 accounts
- • 1 confirmation-statement
- • 1 officers
Last 180 days
4
filings
- • 1 accounts
- • 1 confirmation-statement
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
- 2026-07-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2026-04-30➖ATACK, Clare Miriam resigneddirector
- 2026-04-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-08-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-01➕ATACK, Clare Miriam appointeddirector
- 2024-10-01📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-09-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-10-11📄change-person-secretary-company-with-change-dateofficers · CH03
- 2023-10-11📄change-person-director-company-with-change-dateofficers · CH01
- 2023-10-09📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-06-30📄change-person-director-company-with-change-dateofficers · CH01
- 2023-06-30📄change-person-secretary-company-with-change-dateofficers · CH03
- 2022-08-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-10-13📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-05-14📄change-person-secretary-company-with-change-dateofficers · CH03
- 2020-11-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-11-21📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2007-04-10🏢Company incorporatedAs B3 WEALTH MANAGEMENT LIMITED
- 2007-04-10➕ATACK, Clare Miriam appointedsecretary
- 2007-04-10➕ATACK, David Mark appointeddirector
Owner dependency
85/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
- +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
Succession & seller-readiness
68/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 19 years.
- secondaryStable-but-static management: Company is 19 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.)
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr David Mark Atack Individual · British · DOB 08/1972 · age 54 | 75–100% | — | 75-100% shares | 06/04/2016 |
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 →Similar companies
Active · Financial services · S postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A SHADE GREENER FINANCE F3 LIMITED→ 15678758 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| A SHADE GREENER FINANCE LIMITED→ 10668465 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ANDY HALL MORTGAGES LTD→ 09479295 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ASSURED EQUITY FINANCE LTD→ 12618494 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AURIC FINANCE LIMITED→ 16996123 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AUTOCHX LIMITED→ 03802627 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| AZURA RE LIMITED→ 15886685 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BARBER HARRISON & PLATT CAPITAL HOLDINGS LIMITED→ 16449660 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BARNSLEY MORTGAGES LTD→ 15791578 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BARROUND FINANCE LIMITED→ 00788855 · est 1964 · no financials extracted | — | — | — | — | 62y | — | — |
| BASHUR TRAVEL LIMITED→ 16497627 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BBB INVESTMENT SERVICES LIMITED→ 15662260 · 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
Incorporated2007-04-10
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Suites 4 & 5, S18 Hub Callywhite Lane
Dronfield
S18 2XP
England
Filing status
Accounts
Next due: 2028-01-31
Last made up to: 2026-04-30
Confirmation statement
Next due: 2027-07-14
Last: 2026-06-30
Officers (2 active · 1 resigned)
ATACK, Clare Miriam→
Activesecretary · appointed 2007-04-10
View their other companies + combined net worth →
ATACK, David Mark→
Activedirector · ~54y · appointed 2007-04-10
View their other companies + combined net worth →
ATACK, Clare Miriam→
Resigneddirector · ~52y · appointed 2024-10-01 · resigned 2026-04-30
Click a director name to see their full track record across all companies.
Recent filings (54 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2026-07-03
confirmation-statement-with-updates
confirmation-statement · CS01
2026-07-01
termination-director-company-with-name-termination-date
officers · TM01
2026-04-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-03-16
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-14
appoint-person-director-company-with-name-date
officers · AP01
2024-10-01
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-27
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-11
change-person-secretary-company-with-change-date
officers · CH03
2023-10-11
change-person-director-company-with-change-date
officers · CH01
2023-10-11
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-09
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-30
change-person-director-company-with-change-date
officers · CH01
2023-06-30
change-person-secretary-company-with-change-date
officers · CH03
2023-06-30