DAVID FIELD WEALTH MANAGEMENT LIMITED

💤Zombieactive
07048874 · ltd · incorporated 2009-10-19
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 Oct 2025
Net worth
£95.7k
book net assets
Opportunity
82/100
Exceptional
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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
Strong opportunity: asset-holding vehicle with exceptional profile and bankable structure.

Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (70/100, director aged 59). 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 10.7y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 10.7 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Distress signals active — lender appetite narrows.

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 1 with DOB)
80
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
40 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
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
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £95,739

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£96k
↑ 14% YoY
Current Assets
£12k
↑ 50% YoY
Current Liabilities
—
£0£19k£38k£57k£77k£96kOct 2024Oct 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-10-312024-10-31
Total assets£95.7k£84.0k
Current assets£12.5k£8.3k
Net assets£95.7k£84.0k

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
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
  1. 2026-03-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-03-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-04-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-05-02
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-08-17
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  6. 2022-08-17
    🔓
    Charge satisfied #1
  7. 2022-04-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-07-08
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2020-04-01
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2019-07-22
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2019-07-22
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  12. 2019-04-03
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-06-11
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2017-11-02
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  15. 2017-03-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2016-06-20
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  17. 2015-10-14
    🔒
    Charge registered #1
    Lender: Metro Bank PLC
  18. 2009-10-19
    🏢
    Company incorporated
    As DAVID FIELD WEALTH MANAGEMENT LIMITED
  19. 2009-10-19
    ➕
    FIELD, Joanne Louise appointed
    secretary
  20. 2009-10-19
    ➕
    FIELD, David Ian appointed
    director

Owner dependency

100/100
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.
  • +Founder name in company name: Company name contains director surname "FIELD" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 59 — approaching natural succession window.
  • +No director turnover: Company is 17 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

78/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • secondary12+ year tenure: Director in role 17 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

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
David Ian Field
Individual · British · DOB 12/1967 · age 59
50–75%
—50-75% shares01/07/2016
David Ian Field
Individual · British · DOB 12/1967 · age 59
25–50%
—25-50% shares01/07/2016

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
Incorporated2009-10-19
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Unit 4 Woodbury Business Park
Woodbury
Exeter
EX5 1AY

Filing status

Accounts
Next due: 2027-07-31
Last made up to: 2025-10-31
Confirmation statement
Next due: 2026-11-02
Last: 2025-10-19

Officers (2 active · 0 resigned)

FIELD, Joanne Louise→
secretary · appointed 2009-10-19
View their other companies + combined net worth →
Active
FIELD, David Ian→
director · ~59y · appointed 2009-10-19
View their other companies + combined net worth →
Active

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
TypeProperties
satisfied
Metro Bank
Metro Bank PLC
A registered charge1 property14/10/201517/08/2022

Recent filings (40 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-03-19
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-22
accounts-with-accounts-type-micro-entity
accounts · AA
2025-03-17
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-23
accounts-with-accounts-type-micro-entity
accounts · AA
2024-04-22
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-25
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-02
confirmation-statement-with-updates
confirmation-statement · CS01
2022-10-25
mortgage-satisfy-charge-full
mortgage · MR04
2022-08-17
accounts-with-accounts-type-micro-entity
accounts · AA
2022-04-21
confirmation-statement-with-updates
confirmation-statement · CS01
2021-10-21
accounts-with-accounts-type-micro-entity
accounts · AA
2021-07-08
confirmation-statement-with-updates
confirmation-statement · CS01
2020-11-16
accounts-with-accounts-type-micro-entity
accounts · AA
2020-04-01
confirmation-statement-with-updates
confirmation-statement · CS01
2019-10-22