TRUST & WEALTH LIMITED

🌳Matureactive
06309703 · ltd · incorporated 2007-07-11
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
£82.7k
book net assets
Opportunity
74/100
Strong
🔔
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What this business does
Primary activity: Management consultancy activities other than financial management
Sector: Professional, scientific & technical
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 74/100 (strong), bankability 80/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -65% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (63/100).

🏦

Refinance opportunity

1 live charge · oldest 15.7y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 15.7 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Cashflow trend is negative — lender view likely cautious.

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
15 officers (3 active, 15 linked, 5 with DOB)
77
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
21 connected companies via shared directors
90
Filing history
80 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £82,704
Cash draining
Cash down 65% YoY
Cash YoY
-65%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£30k
↓ 65% YoY
Net Worth
£83k
↑ 217% YoY
Current Assets
£165k
↓ 21% YoY
Current Liabilities
—
£0£42k£83k£125k£167k£208kMar 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
Total assets£83.8k£34.5k
Current assets£164.7k£208.5k
Cash£30.2k£86.0k
Debtors£134.5k£122.4k
Net assets£82.7k£26.1k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals 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
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Counts from Companies House filing history.
Corporate timeline (45 events)Click to expand
  1. 2026-05-06
    📄
    change-person-director-company-with-change-date
    officers · CH01
  2. 2025-09-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2025-05-05
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  4. 2025-02-08
    ➖
    JEFFERY, Laura Teresa resigned
    secretary
  5. 2024-12-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2024-03-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2023-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2022-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2021-06-23
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  10. 2021-06-23
    📄
    appoint-corporate-director-company-with-name-date
    officers · AP02
  11. 2021-06-16
    ➕
    T&W DIRECTORS LTD appointed
    corporate-director
  12. 2021-06-16
    ➖
    BELLUZZO, Alessandro resigned
    director
  13. 2021-04-30
    ➖
    T&W DIRECTORS LTD resigned
    corporate-director
  14. 2021-04-30
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  15. 2021-01-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2020-02-12
    📄
    change-person-director-company-with-change-date
    officers · CH01
  17. 2019-12-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2018-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2018-02-20
    📄
    change-person-director-company-with-change-date
    officers · CH01
  20. 2017-11-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2017-08-01
    ➕
    PETTENUZZO, Elena appointed
    director
  22. 2017-08-01
    ➖
    MOSCA, Francesco resigned
    director
  23. 2016-01-01
    ➕
    MOSCA, Francesco appointed
    director
  24. 2014-04-01
    ➕
    FRANCIONI, Giacomo appointed
    director
  25. 2014-01-01
    ➕
    JEFFERY, Laura Teresa appointed
    secretary
  26. 2014-01-01
    ➖
    B&A SECRETARIES LTD resigned
    corporate-secretary
  27. 2012-11-07
    ➖
    BOZZONI, Sara resigned
    director
  28. 2012-02-20
    ➖
    B&A DIRECTORS LTD resigned
    corporate-secretary
  29. 2012-02-20
    ➕
    B&A SECRETARIES LTD appointed
    corporate-secretary
  30. 2012-02-20
    ➕
    BOZZONI, Sara appointed
    director
  31. 2012-02-17
    ➖
    PRIORE, Angelo resigned
    secretary
  32. 2011-06-22
    ➕
    PRIORE, Angelo appointed
    secretary
  33. 2010-10-01
    ➖
    B AND A PARTNERS LTD resigned
    corporate-secretary
  34. 2010-10-01
    ➕
    B&A DIRECTORS LTD appointed
    corporate-secretary
  35. 2010-10-01
    ➖
    B&A PARTNERS LTD resigned
    corporate-director
  36. 2010-10-01
    ➕
    T&W DIRECTORS LTD appointed
    corporate-director
  37. 2010-09-20
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  38. 2009-07-10
    ➕
    B AND A PARTNERS LTD appointed
    corporate-secretary
  39. 2009-07-10
    ➖
    COMPANY LAW CONSULTANTS LIMITED resigned
    corporate-secretary
  40. 2007-07-31
    ➕
    BELLUZZO, Alessandro appointed
    director
  41. 2007-07-11
    🏢
    Company incorporated
    As TRUST & WEALTH LIMITED
  42. 2007-07-11
    ➕
    COMPANY LAW CONSULTANTS LIMITED appointed
    corporate-secretary
  43. 2007-07-11
    ➕
    B&A PARTNERS LTD appointed
    corporate-director
  44. 2007-07-11
    ➕
    COMPANY LAW SERVICES LIMITED appointed
    corporate-director
  45. 2007-07-11
    ➖
    COMPANY LAW SERVICES LIMITED resigned
    corporate-director

Owner dependency

50/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

Succession & seller-readiness

53/100
Moderate signal

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

SIGNALS
  • secondary12+ year tenure: Director in role 12 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

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 Alessandro Belluzzo
Individual · British · DOB 01/1977 · age 49
75–100%
—75-100% shares14/02/2017
1 historic (ceased) PSC
  • B&A Partners Ltdceased 14/02/2017· 75-100% 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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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
Incorporated2007-07-11
Jurisdictionengland-wales
Primary SIC70229 — Management consultancy activities other than financial management

Registered office

38 Craven Street
London
WC2N 5NG

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-05-03
Last: 2026-04-19

Officers (3 active · 12 resigned)

FRANCIONI, Giacomo→
director · ~45y · appointed 2014-04-01
View their other companies + combined net worth →
Active
PETTENUZZO, Elena→
director · ~48y · appointed 2017-08-01
View their other companies + combined net worth →
Active
T&W DIRECTORS LTD→
corporate-director · appointed 2021-06-16
View their other companies + combined net worth →
Active
JEFFERY, Laura Teresa→
secretary · appointed 2014-01-01 · resigned 2025-02-08
Resigned
PRIORE, Angelo→
secretary · appointed 2011-06-22 · resigned 2012-02-17
Resigned
B AND A PARTNERS LTD→
corporate-secretary · appointed 2009-07-10 · resigned 2010-10-01
Resigned
B&A DIRECTORS LTD→
corporate-secretary · appointed 2010-10-01 · resigned 2012-02-20
Resigned
B&A SECRETARIES LTD→
corporate-secretary · appointed 2012-02-20 · resigned 2014-01-01
Resigned
COMPANY LAW CONSULTANTS LIMITED→
corporate-secretary · appointed 2007-07-11 · resigned 2009-07-10
Resigned
BELLUZZO, Alessandro→
director · ~49y · appointed 2007-07-31 · resigned 2021-06-16
Resigned
BOZZONI, Sara→
director · ~54y · appointed 2012-02-20 · resigned 2012-11-07
Resigned
MOSCA, Francesco→
director · ~50y · appointed 2016-01-01 · resigned 2017-08-01
Resigned
B&A PARTNERS LTD→
corporate-director · appointed 2007-07-11 · resigned 2010-10-01
Resigned
COMPANY LAW SERVICES LIMITED→
corporate-director · appointed 2007-07-11 · resigned 2007-07-11
Resigned
T&W DIRECTORS LTD→
corporate-director · appointed 2010-10-01 · resigned 2021-04-30
Resigned

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

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
National Westminster Bank
National Westminster Bank PLC
Debenture1 property20/09/2010—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (80 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-05-06
change-person-director-company-with-change-date
officers · CH01
2026-05-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-10
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-05
termination-secretary-company-with-name-termination-date
officers · TM02
2025-05-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-12
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-28
confirmation-statement-with-updates
confirmation-statement · CS01
2023-04-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-31
termination-director-company-with-name-termination-date
officers · TM01
2021-06-23
appoint-corporate-director-company-with-name-date
officers · AP02
2021-06-23
termination-director-company-with-name-termination-date
officers · TM01
2021-04-30