CAMBRIDGE WEALTH MANAGEMENT LIMITED

🌳Matureactive
06853753 · ltd · incorporated 2009-03-20
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
£6.8k
book net assets
Opportunity
74/100
Strong
🔔
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle. Family succession underway — not a classic acquisition target.

Opportunity 74/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

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
Confirmed no charges registered
85
Directors & officers
5 officers (2 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
16 connected companies via shared directors
90
Filing history
48 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
55
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 102
Positive net assets
Net assets £6,821
Net assets shrinking
Down £6,047 YoY
Cash YoY
+76%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£6k
↑ 76% YoY
Net Worth
£7k
↓ 47% YoY
Current Assets
£9k
↑ 43% YoY
Current Liabilities
—
£0£3k£5k£8k£10k£13kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Total assets£6.8k£12.9k
Current assets£8.8k£6.2k
Cash£6.5k£3.7k
Debtors£2.3k£2.5k
Net assets£6.8k£12.9k

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

🔒Filing-note intelligence

3 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
1
filing
  • • 1 confirmation-statement
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (25 events)Click to expand
  1. 2025-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-07-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-01-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-04-03
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2023-04-03
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  6. 2023-04-03
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  7. 2023-04-03
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2023-04-03
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2023-04-03
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2023-03-31
    ➕
    HOWARD, Antony Peter appointed
    director
  11. 2023-03-31
    ➕
    HOWARD, Jason Richard appointed
    director
  12. 2023-03-31
    ➖
    COLMAN, Stuart resigned
    director
  13. 2023-03-27
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2022-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2021-12-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2021-11-11
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  17. 2021-01-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2020-03-19
    ➖
    HW HUNTINGDON LIMITED resigned
    corporate-secretary
  19. 2020-03-19
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  20. 2019-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2015-04-30
    ➖
    COLMAN, Amanda Marie resigned
    secretary
  22. 2015-04-30
    ➕
    HW HUNTINGDON LIMITED appointed
    corporate-secretary
  23. 2009-03-20
    🏢
    Company incorporated
    As CAMBRIDGE WEALTH MANAGEMENT LIMITED
  24. 2009-03-20
    ➕
    COLMAN, Amanda Marie appointed
    secretary
  25. 2009-03-20
    ➕
    COLMAN, Stuart appointed
    director

Owner dependency

66/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

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

Insight Group Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Insight Group Holdings Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
CAMBRIDGE WEALTH MANAGEMENT LIMITED
This company · 06853753

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
Insight Group Holdings Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control31/03/2023
1 historic (ceased) PSC
  • Mr Stuart Colmanceased 31/03/2023· 75-100% shares · 75-100% voting

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
Incorporated2009-03-20
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Insight House 7a Alkmaar Way
Norwich International Business Park
Norwich
Norfolk
NR6 6BF
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-09
Last: 2026-03-26

Officers (2 active · 3 resigned)

HOWARD, Antony Peter→
director · ~54y · appointed 2023-03-31
View their other companies + combined net worth →
Active
HOWARD, Jason Richard→
director · ~56y · appointed 2023-03-31
View their other companies + combined net worth →
Active
COLMAN, Amanda Marie→
secretary · appointed 2009-03-20 · resigned 2015-04-30
Resigned
HW HUNTINGDON LIMITED→
corporate-secretary · appointed 2015-04-30 · resigned 2020-03-19
Resigned
COLMAN, Stuart→
director · ~63y · appointed 2009-03-20 · resigned 2023-03-31
Resigned

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

Recent filings (48 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-07-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-22
confirmation-statement-with-updates
confirmation-statement · CS01
2025-08-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-22
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-24
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-04-03
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-04-03
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-04-03
termination-director-company-with-name-termination-date
officers · TM01
2023-04-03
appoint-person-director-company-with-name-date
officers · AP01
2023-04-03
appoint-person-director-company-with-name-date
officers · AP01
2023-04-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-03-27
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-27
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-20