ABACUS WEALTH MANAGEMENT LIMITED

🌳Matureactive
06261779 · ltd · incorporated 2007-05-29
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.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
🔔
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What this business does
Primary activity: Life insurance
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 65300Pension funding
Investor take
Pursue
Active trading company with a 66-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 66). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (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, 2 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
5 officers (2 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
60 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
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
4
filings
  • • 3 persons-with-significant-control
  • • 1 confirmation-statement
Last 90 days
6
filings
  • • 3 confirmation-statement
  • • 3 persons-with-significant-control
Last 180 days
6
filings
  • • 3 confirmation-statement
  • • 3 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-05-12
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  2. 2026-05-12
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  3. 2026-05-12
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  4. 2026-03-12
    📄
    replacement-filing-of-confirmation-statement-with-made-up-date
    confirmation-statement · RP01CS01
  5. 2026-03-12
    📄
    replacement-filing-of-confirmation-statement-with-made-up-date
    confirmation-statement · RP01CS01
  6. 2025-07-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2025-03-10
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  8. 2025-03-10
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  9. 2024-12-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2024-04-01
    ➕
    FORSTER WHITE, Julie appointed
    director
  11. 2023-10-25
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2023-10-25
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  13. 2023-10-25
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2023-10-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2023-10-09
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  16. 2022-09-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2021-11-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2020-06-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2008-12-31
    ➖
    WHITE, Ian Roy resigned
    secretary
  20. 2008-12-31
    ➖
    JACKSON, Stephen resigned
    director
  21. 2008-12-31
    ➖
    RICHMOND, Neil Mark resigned
    director
  22. 2007-05-29
    🏢
    Company incorporated
    As ABACUS WEALTH MANAGEMENT LIMITED
  23. 2007-05-29
    ➕
    WHITE, Ian Roy appointed
    director
  24. 2007-05-29
    ➕
    WHITE, Ian Roy appointed
    secretary
  25. 2007-05-29
    ➕
    JACKSON, Stephen appointed
    director
  26. 2007-05-29
    ➕
    RICHMOND, Neil Mark appointed
    director

Owner dependency

83/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

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.
  • +Founder age: Director aged approximately 66 — succession pressure is live.

Succession & seller-readiness

69/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
  • 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.)

Group structure

Abacus Wealth Management Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Abacus Wealth Management Group Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
ABACUS WEALTH MANAGEMENT LIMITED
This company · 06261779

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
Abacus Wealth Management Group Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control02/04/2026
2 historic (ceased) PSCs
  • Mrs Julie Forster Whiteceased 02/04/2026· 25-50% shares · 25-50% voting
  • Mr Ian Roy Whiteceased 02/04/2026· 75-100% shares · 75-100% voting · board control

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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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
Incorporated2007-05-29
Jurisdictionengland-wales
Primary SIC65110 — Life insurance

Registered office

3a Blue Sky Way
Monkton Business Park South
Hebburn
Tyne And Wear
NE31 2EQ
England

Filing status

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

Officers (2 active · 3 resigned)

FORSTER WHITE, Julie→
director · ~60y · appointed 2024-04-01
View their other companies + combined net worth →
Active
WHITE, Ian Roy→
director · ~66y · appointed 2007-05-29
View their other companies + combined net worth →
Active
WHITE, Ian Roy→
secretary · appointed 2007-05-29 · resigned 2008-12-31
Resigned
JACKSON, Stephen→
director · ~65y · appointed 2007-05-29 · resigned 2008-12-31
Resigned
RICHMOND, Neil Mark→
director · ~58y · appointed 2007-05-29 · resigned 2008-12-31
Resigned

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

Recent filings (60 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-12
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-05-12
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-05-12
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-05-12
replacement-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP01CS01
2026-03-12
replacement-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP01CS01
2026-03-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-22
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-10
appoint-person-director-company-with-name-date
officers · AP01
2025-03-10
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-03-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-09
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-03
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-10-25
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-10-25