AFL WEALTH MANAGEMENT LIMITED
Opportunity 80/100 (exceptional), bankability 75/100. 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).
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Key financials
2 years extracted from filed iXBRL accountsHover 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 | 200 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Corporate timeline (23 events)Click to expand
- 2025-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-09-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-03-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2021-03-14📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2020-12-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-09-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-10-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-01-01➖WILLIAMS, Kirsty resigneddirector
- 2017-12-06📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2017-10-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-10-28➖WINEPRESS, David resignedsecretary
- 2016-10-28📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2016-10-28📄capital-allotment-sharescapital · SH01
- 2016-09-30📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2011-10-04➖WILLIAMS, Sian Elizabeth resignedsecretary
- 2011-10-04➕WINEPRESS, David appointedsecretary
- 2010-02-09➕WILLIAMS, Lee Darren appointeddirector
- 2010-01-04🏢Company incorporatedAs AFL WEALTH MANAGEMENT LIMITED
- 2010-01-04➕WILLIAMS, Sian Elizabeth appointedsecretary
- 2010-01-04➕WILLIAMS, Kirsty appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 59 — approaching natural succession window.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- 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 16 years.
- secondaryStable-but-static management: Company is 16 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
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Sian Elizabeth Williams Individual · Welsh · DOB 11/1968 · age 58 | 25–50% | — | 25-50% shares | 01/10/2016 |
Mr Lee Darren Williams Individual · Welsh · DOB 12/1967 · age 59 | 25–50% | — | 25-50% shares | 01/10/2016 |
1 historic (ceased) PSC
- Miss Kirsty Wiliamsceased 01/01/2018· 25-50% shares
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
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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 →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
Registered office
Filing status
Officers (1 active · 3 resigned)
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