ALDERLEY WEALTH MANAGEMENT LTD
💤Zombieactive
06990129 · ltd · incorporated 2009-08-13
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 Dec 2024
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueActive trading company with a 72-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 85/100. Strong seller-intent signal (68/100, director aged 72). 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: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
1 live charge · oldest 12.2y
45/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 12.2 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: high (80/100)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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (1 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
55 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
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 |
|---|---|---|
| Average employees | 100 | 100 |
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 (23 events)Click to expand
- 2025-05-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-05-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-28📄gazette-filings-brought-up-to-dategazette · DISS40
- 2024-09-24📄gazette-notice-compulsorygazette · GAZ1
- 2024-05-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-05-01➖BURGESS, Christopher James resigneddirector
- 2024-01-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-30📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-12-19📄gazette-notice-compulsorygazette · GAZ1
- 2023-10-03📄change-person-director-company-with-change-dateofficers · CH01
- 2023-09-30📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-09-26📄gazette-notice-compulsorygazette · GAZ1
- 2023-03-03📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-03-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-28📄gazette-notice-compulsorygazette · GAZ1
- 2022-09-30📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2021-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-01-27🔓Charge satisfied #1
- 2014-04-11🔒Charge registered #1Lender: Adlington Finance Limited
- 2012-09-01➕BURGESS, Colleen Kathleen Patricia appointeddirector
- 2009-08-13🏢Company incorporatedAs ALDERLEY WEALTH MANAGEMENT LTD
- 2009-08-13➕BURGESS, Christopher James appointeddirector
Owner dependency
90/100
Critical — business is the founderThe 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.
- +Founder age: Director aged approximately 72 — succession pressure is live.
Succession & seller-readiness
98/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 14 years.
- secondaryStable-but-static management: Company is 17 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
cleanNo 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 · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Christopher James Burgess Individual · British · DOB 02/1959 · age 67 | 75–100% | — | 75-100% shares | 13/08/2016 |
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 →Similar companies
Active · Financial services · M postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AEC CONSULTANCY LIMITED→ 16221763 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AIRSWIFT TRUSTEES LIMITED→ 12449892 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| AJ BELL BUSINESS SOLUTIONS LIMITED→ 03091664 · est 1995 · no financials extracted | — | — | — | — | 30y | — | — |
| AJ BELL DIGITAL SAVINGS LIMITED→ 11180432 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| AJIS CAPITAL LIMITED→ 07675547 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| AKBANI FINANCIAL LTD→ 13021559 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AKS BROKER LIMITED→ 16416973 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALBIAN GROUP LTD→ 17038815 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ALDO MARK SERVICES LIMITED→ 11139295 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| ALI BROTHERS GROUP LTD→ 16391962 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ALIF GLOBAL LTD→ 14926991 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ALISA INVESTMENTS LIMITED→ 00563224 · est 1956 · no financials extracted | — | — | — | — | 70y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2009-08-13
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
651a Mauldeth Road West
Chorlton Cum Hardy
Manchester
M21 7SA
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-10-11
Last: 2025-09-27
Officers (1 active · 1 resigned)
BURGESS, Colleen Kathleen Patricia→
Activedirector · ~72y · appointed 2012-09-01
View their other companies + combined net worth →
BURGESS, Christopher James→
Resigneddirector · ~67y · appointed 2009-08-13 · resigned 2024-05-01
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Adlington Finance Adlington Finance Limited | A registered charge | — | 11/04/2014 | 27/01/2016 |
Recent filings (55 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-17
gazette-filings-brought-up-to-date
gazette · DISS40
2024-09-28
gazette-notice-compulsory
gazette · GAZ1
2024-09-24
termination-director-company-with-name-termination-date
officers · TM01
2024-05-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-30
gazette-filings-brought-up-to-date
gazette · DISS40
2023-12-30
gazette-notice-compulsory
gazette · GAZ1
2023-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-12
change-person-director-company-with-change-date
officers · CH01
2023-10-03
gazette-filings-brought-up-to-date
gazette · DISS40
2023-09-30
gazette-notice-compulsory
gazette · GAZ1
2023-09-26