RIVERSTONE WEALTH MANAGEMENT LIMITED
🌳Matureactive
06952567 · ltd · incorporated 2009-07-06
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 Sept 2024
Net worth
—
book net assets
Opportunity
81/100
Exceptional
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueActive trading company with a 65-year-old founder — textbook succession opportunity.
Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 65). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (75/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (5 active, 5 linked, 5 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
13 connected companies via shared directors
84
Filing history
62 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
81/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-09-30 |
|---|---|
| Average employees | 400 |
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
11
filings
- • 3 officers
- • 2 capital
- • 2 persons-with-significant-control
Last 180 days
12
filings
- • 3 persons-with-significant-control
- • 3 officers
- • 2 capital
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
- 2026-06-03📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2026-04-30📄memorandum-articlesincorporation · MA
- 2026-04-30📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2026-04-30📄resolutionresolution · RESOLUTIONS
- 2026-04-29📄capital-name-of-class-of-sharescapital · SH08
- 2026-04-13📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-04-13📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-04-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-04-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-04-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-04-13📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2026-04-02➕PILE, Simon Timothy appointeddirector
- 2026-04-02➕TAYLOR, Tom appointeddirector
- 2026-04-02➕WILSON, Simon Levick Garth appointeddirector
- 2026-02-24📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-06-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-18📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-05-29📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2024-05-29📄resolutionresolution · RESOLUTIONS
- 2024-05-29📄capital-name-of-class-of-sharescapital · SH08
- 2024-05-29📄memorandum-articlesincorporation · MA
- 2024-05-29📄capital-alter-shares-subdivisioncapital · SH02
- 2024-05-08📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2024-05-08📄capital-name-of-class-of-sharescapital · SH08
- 2014-04-23➕WISEMAN, Ian appointeddirector
- 2009-07-06🏢Company incorporatedAs RIVERSTONE WEALTH MANAGEMENT LIMITED
- 2009-07-06➕WISEMAN, Mark appointeddirector
Owner dependency
73/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- -5 active directors: Broader management team in place — suggests transferable governance.
- +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 65 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
63/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
- secondary12+ year tenure: Director in role 17 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
Fairstone Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Fairstone Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
RIVERSTONE WEALTH MANAGEMENT LIMITED
This company · 06952567
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%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Fairstone Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 02/04/2026 |
1 historic (ceased) PSC
- Mr Mark Wisemanceased 02/04/2026· 50-75% shares · 50-75% 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 →Similar companies
Active · Financial services · SR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| J.E. LAIDLER (NORTH EAST) LIMITED→ 01102705 · est 1973 · no financials extracted | — | — | — | — | 53y | 82 | 87y |
| KINGSLAND WEALTH MANAGEMENT LIMITED→ 04414865 · est 2002 | — | — | — | 2000 | 24y | 81 | 70y |
| ORACLE FINANCIAL PLANNING LIMITED→ 06753174 · est 2008 | — | — | £108.9k | — | 17y | 81 | 65y |
| ADVANCED IFA LTD→ 05080099 · est 2004 | — | — | £0 | — | 22y | 80 | 58y |
| ADVICE AND SOLUTIONS LIMITED→ 05287908 · est 2004 | — | — | £29.7k | — | 21y | 80 | 67y |
| ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD.→ 08864562 · est 2014 | — | — | £93.6k | — | 12y | 80 | 58y |
| FINANCE MY WILL LTD→ 16437365 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| KDO INVESTCO LIMITED→ 15586499 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| M.S.N SECURE SERVICES LTD→ 15357514 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| NICHOLSON NORTH LIMITED→ 14371729 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| OLS INVESTMENTS LTD→ 14905455 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| POLICY LINK (HOLDINGS) LIMITED→ 10008299 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
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
Incorporated2009-07-06
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
8 Camberwell Way
Doxford International Business Park
Sunderland
SR3 3XN
England
Filing status
Accounts
Next due: 2026-12-30
Last made up to: 2024-09-30
Confirmation statement
Next due: 2026-07-20
Last: 2025-07-06
Officers (5 active · 0 resigned)
PILE, Simon Timothy→
Activedirector · ~43y · appointed 2026-04-02
View their other companies + combined net worth →
Active
WILSON, Simon Levick Garth→
Activedirector · ~52y · appointed 2026-04-02
View their other companies + combined net worth →
WISEMAN, Ian→
Activedirector · ~65y · appointed 2014-04-23
View their other companies + combined net worth →
WISEMAN, Mark→
Activedirector · ~63y · appointed 2009-07-06
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (62 total)
change-account-reference-date-company-previous-extended
accounts · AA01
2026-06-03
memorandum-articles
incorporation · MA
2026-04-30
capital-variation-of-rights-attached-to-shares
capital · SH10
2026-04-30
resolution
resolution · RESOLUTIONS
2026-04-30
capital-name-of-class-of-shares
capital · SH08
2026-04-29
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-04-13
appoint-person-director-company-with-name-date
officers · AP01
2026-04-13
appoint-person-director-company-with-name-date
officers · AP01
2026-04-13
appoint-person-director-company-with-name-date
officers · AP01
2026-04-13
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-04-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-02-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-26
change-person-director-company-with-change-date
officers · CH01
2024-09-18