ACACIA WEALTH LIMITED

🌳Matureactive
06956439 · ltd · incorporated 2009-07-08
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
£20.7k
book net assets
Opportunity
76/100
Strong
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What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 76-year-old founder — textbook succession opportunity.

Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 76). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (79/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (3 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
52 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
75
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £20,653
Net assets shrinking
Down £19,908 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£21k
↓ 49% YoY
Current Assets
£75k
↑ 213% YoY
Current Liabilities
—
£0£15k£30k£45k£60k£75kMar 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£126.0k£56.5k
Current assets£74.6k£23.8k
Net assets£20.7k£40.6k

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
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Last 180 days
6
filings
  • • 2 officers
  • • 2 persons-with-significant-control
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (24 events)Click to expand
  1. 2026-03-19
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  2. 2026-02-16
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  3. 2026-02-16
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  4. 2026-02-15
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  5. 2026-01-22
    ➕
    KLEINSMITH, Neil appointed
    director
  6. 2026-01-22
    ➕
    ROBERTSON, Graeme Lance appointed
    director
  7. 2025-12-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2025-01-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2024-09-26
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  10. 2023-07-16
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  11. 2023-07-16
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  12. 2023-06-26
    ➕
    EDMONDS, Tyron appointed
    director
  13. 2023-06-26
    ➖
    JACKSON, Christopher Paul resigned
    director
  14. 2023-06-26
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  15. 2023-06-26
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2023-06-26
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  17. 2023-05-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2022-11-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2021-12-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  20. 2020-11-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  21. 2012-01-01
    ➖
    JACKSON, Lily resigned
    secretary
  22. 2009-07-08
    🏢
    Company incorporated
    As ACACIA WEALTH LIMITED
  23. 2009-07-08
    ➕
    JACKSON, Lily appointed
    secretary
  24. 2009-07-08
    ➕
    JACKSON, Christopher Paul appointed
    director

Owner dependency

65/100
High — earn-out structure required

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

FACTORS
  • +Founder age: Director aged approximately 76 — succession pressure is live.

Succession & seller-readiness

60/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 76 years old. Natural succession window is now.

Red flags

1 med ·
Name changed recently
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2024-09-26: certificate-change-of-name-company

Group structure

2 corporate shareholders identified. Group structure is distributed.

🏛️
Intrasia Wealth Ltd
Corporate parent · holds 25-50% shares
significant stake
🏛️
Marrakyte Limited
Corporate parent · holds 25-50% shares · board control
significant stake
⬇
ACACIA WEALTH LIMITED
This company · 06956439

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Intrasia Wealth Ltd
Corporate entity
25–50%
25–50%25-50% shares · 25-50% voting22/01/2026
Marrakyte Limited
Corporate entity
25–50%
25–50%board controlsig. influence25-50% shares · 25-50% voting · board control · significant influence · firm interest26/06/2023
1 historic (ceased) PSC
  • Mr Christopher Paul Jacksonceased 26/06/2023· 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

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
Incorporated2009-07-08
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

7 Bell Yard
London
WC2A 2JR
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-23
Last: 2026-03-09

Officers (3 active · 2 resigned)

EDMONDS, Tyron→
director · ~46y · appointed 2023-06-26
View their other companies + combined net worth →
Active
KLEINSMITH, Neil→
director · ~42y · appointed 2026-01-22
View their other companies + combined net worth →
Active
ROBERTSON, Graeme Lance→
director · ~76y · appointed 2026-01-22
View their other companies + combined net worth →
Active
JACKSON, Lily→
secretary · appointed 2009-07-08 · resigned 2012-01-01
Resigned
JACKSON, Christopher Paul→
director · ~70y · appointed 2009-07-08 · resigned 2023-06-26
Resigned

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

Recent filings (52 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-23
appoint-person-director-company-with-name-date
officers · AP01
2026-03-19
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2026-02-16
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-02-16
appoint-person-director-company-with-name-date
officers · AP01
2026-02-15
accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-16
accounts-with-accounts-type-micro-entity
accounts · AA
2025-01-31
certificate-change-of-name-company
change-of-name · CERTNM
2024-09-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-30
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-09
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-07-16
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-07-16
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-06-26
termination-director-company-with-name-termination-date
officers · TM01
2023-06-26