DEANS WEALTH MANAGEMENT LIMITED
🌳Matureactive
06654091 · ltd · incorporated 2008-07-23
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 Dec 2024
Net worth
£43.3k
book net assets
Opportunity
76/100
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 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: high (81/100)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
Confirmed no charges registered
85
Directors & officers
7 officers (3 active, 7 linked, 7 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
62 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.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £43,345
Cash YoY
+261%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£75k
↑ 261% YoY
Net Worth
£43k
↑ 308% YoY
Current Assets
£110k
↑ 180% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £243.3k | £10.6k |
| Current assets | £110.4k | £39.4k |
| Cash | £75.3k | £20.9k |
| Debtors | £35.1k | £18.5k |
| Net assets | £43.3k | £10.6k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (32 events)Click to expand
- 2025-05-02📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-02-05📄resolutionresolution · RESOLUTIONS
- 2024-12-10📄resolutionresolution · RESOLUTIONS
- 2024-08-15📄resolutionresolution · RESOLUTIONS
- 2024-08-15📄resolutionresolution · RESOLUTIONS
- 2024-08-09📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-08-09📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2024-08-08📄capital-allotment-sharescapital · SH01
- 2024-08-06➕MARSHALL, Edward Franklin appointeddirector
- 2024-08-06➕PLASKITT, Kathryn Lucy Marie appointeddirector
- 2024-08-06➖HODGKISS, Georgia Rose resigneddirector
- 2024-08-06➖HODGKISS, Lucy Emilia resigneddirector
- 2024-08-06➖SCRAGG, Neil resigneddirector
- 2024-08-06➖STONIER, Nadine resigneddirector
- 2024-08-06📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-08-06📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-08-06📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-08-06📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-08-06📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-08-06📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-05-10📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-04-16➕SCRAGG, Neil appointeddirector
- 2024-04-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-04-10➕HODGKISS, Georgia Rose appointeddirector
- 2024-04-10➕HODGKISS, Lucy Emilia appointeddirector
- 2024-04-10➕STONIER, Nadine appointeddirector
- 2024-04-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-04-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-04-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-07-10📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2008-07-23🏢Company incorporatedAs DEANS WEALTH MANAGEMENT LIMITED
- 2008-07-23➕HODGKISS, Jeremy Geoffrey appointeddirector
Owner dependency
60/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
Succession & seller-readiness
43/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondary12+ year tenure: Director in role 18 years.
- 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.)
Group structure
Souled Fp Limited holds 25-50% — a significant corporate investor but not a controlling parent.
🏛️significant stake
Souled Fp Limited
Corporate parent · holds 25-50% shares
⬇
DEANS WEALTH MANAGEMENT LIMITED
This company · 06654091
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Souled Fp Limited Corporate entity | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 08/08/2024 |
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 · ST postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| FGDNMIPF LIMITED→ 13775056 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| FINANCE FOR PROPERTY DEVELOPERS LIMITED→ 09056805 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| FIRMUS WEALTH MANAGEMENT LIMITED→ 11557316 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| FORT80 LTD→ 14687627 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| FOUNTAIN FINANCIAL LIMITED→ 12382557 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| GH FINANCIAL CONSULTANCY LIMITED→ 05007825 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| GILIKER FLYNN INDEPENDENT WEALTH LTD→ 09380994 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| GMG RISK STRATEGIES LIMITED→ 05181604 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| GOLD ENGINE 2021 LIMITED→ 13772195 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| GOLDBROOK LIMITED→ 05097819 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| GRANGE CAPITAL INVESTMENTS LIMITED→ 10148240 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| GRN FINANCIAL SERVICES LIMITED→ 11200120 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
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
Incorporated2008-07-23
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
C/O Deans Accountants Gibson House, Hurricane Court
Hurricane Close
Stafford
ST16 1GZ
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-01-16
Last: 2026-01-02
Officers (3 active · 4 resigned)
HODGKISS, Jeremy Geoffrey→
Activedirector · ~55y · appointed 2008-07-23
View their other companies + combined net worth →
MARSHALL, Edward Franklin→
Activedirector · ~48y · appointed 2024-08-06
View their other companies + combined net worth →
PLASKITT, Kathryn Lucy Marie→
Activedirector · ~44y · appointed 2024-08-06
View their other companies + combined net worth →
HODGKISS, Georgia Rose→
Resigneddirector · ~26y · appointed 2024-04-10 · resigned 2024-08-06
HODGKISS, Lucy Emilia→
Resigneddirector · ~23y · appointed 2024-04-10 · resigned 2024-08-06
SCRAGG, Neil→
Resigneddirector · ~67y · appointed 2024-04-16 · resigned 2024-08-06
STONIER, Nadine→
Resigneddirector · ~47y · appointed 2024-04-10 · resigned 2024-08-06
Click a director name to see their full track record across all companies.
Recent filings (62 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-08
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-05-02
resolution
resolution · RESOLUTIONS
2025-02-05
confirmation-statement-with-updates
confirmation-statement · CS01
2025-01-02
resolution
resolution · RESOLUTIONS
2024-12-10
resolution
resolution · RESOLUTIONS
2024-08-15
resolution
resolution · RESOLUTIONS
2024-08-15
confirmation-statement-with-updates
confirmation-statement · CS01
2024-08-09
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-08-09
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2024-08-09
capital-allotment-shares
capital · SH01
2024-08-08
appoint-person-director-company-with-name-date
officers · AP01
2024-08-06
appoint-person-director-company-with-name-date
officers · AP01
2024-08-06
termination-director-company-with-name-termination-date
officers · TM01
2024-08-06
termination-director-company-with-name-termination-date
officers · TM01
2024-08-06