ABLESTOKE WEALTH MANAGEMENT LIMITED

💤Zombieactive
06770628 · ltd · incorporated 2008-12-11
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 Mar 2025
Net worth
—
book net assets
Opportunity
75/100
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 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: 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
6 officers (1 active, 6 linked, 5 with DOB)
87
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
63 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.

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
0
filings
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2025-12-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2020-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2019-10-18
    📄
    capital-allotment-shares
    capital · SH01
  8. 2019-07-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2018-10-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2017-09-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2016-08-16
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  12. 2016-01-24
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  13. 2015-09-04
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2015-07-13
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  15. 2015-01-15
    ➖
    MUTTON, Neil Bruce resigned
    director
  16. 2015-01-01
    ➕
    MUTTON, Neil Bruce appointed
    director
  17. 2012-04-03
    ➖
    ADAMS, Robert Matthew resigned
    director
  18. 2008-12-19
    ➕
    WELLS, Lee Edward appointed
    director
  19. 2008-12-19
    ➕
    ADAMS, Robert Matthew appointed
    director
  20. 2008-12-19
    ➖
    MUTTON, Neil Bruce resigned
    director
  21. 2008-12-11
    🏢
    Company incorporated
    As ABLESTOKE WEALTH MANAGEMENT LIMITED
  22. 2008-12-11
    ➕
    ALPHA SECRETARIAL LIMITED appointed
    corporate-secretary
  23. 2008-12-11
    ➖
    ALPHA SECRETARIAL LIMITED resigned
    corporate-secretary
  24. 2008-12-11
    ➕
    MUTTON, Neil Bruce appointed
    director
  25. 2008-12-11
    ➕
    PARRY, David Robert appointed
    director
  26. 2008-12-11
    ➖
    PARRY, David Robert resigned
    director

Owner dependency

85/100
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
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.

Succession & seller-readiness

68/100
Strong succession signal

Multiple 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 18 years.
  • secondaryStable-but-static management: Company is 18 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
NameSharesVoting rightsNature of controlNotified
Mr Lee Edward Wells
Individual · British · DOB 10/1973 · age 53
50–75%
50–75%board control50-75% shares · 50-75% voting · board control01/07/2016

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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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
Incorporated2008-12-11
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Admirals Offices Main Gate Road
The Historic Dockyard
Chatham
Kent
ME4 4TZ

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-11
Last: 2025-10-28

Officers (1 active · 5 resigned)

WELLS, Lee Edward→
director · ~53y · appointed 2008-12-19
View their other companies + combined net worth →
Active
ALPHA SECRETARIAL LIMITED→
corporate-secretary · appointed 2008-12-11 · resigned 2008-12-11
Resigned
ADAMS, Robert Matthew→
director · ~57y · appointed 2008-12-19 · resigned 2012-04-03
Resigned
MUTTON, Neil Bruce→
director · ~62y · appointed 2015-01-01 · resigned 2015-01-15
Resigned
MUTTON, Neil Bruce→
director · ~62y · appointed 2008-12-11 · resigned 2008-12-19
Resigned
PARRY, David Robert→
director · ~63y · appointed 2008-12-11 · resigned 2008-12-11
Resigned

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

Recent filings (63 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-18
confirmation-statement-with-updates
confirmation-statement · CS01
2020-11-09
confirmation-statement-with-updates
confirmation-statement · CS01
2019-10-28
confirmation-statement-with-updates
confirmation-statement · CS01
2019-10-18
capital-allotment-shares
capital · SH01
2019-10-18