ALEXANDER JAMES WEALTH MANAGEMENT LIMITED

💤Zombieactive
07178705 · ltd · incorporated 2010-03-04
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 May 2025
Net worth
£424.7k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 65-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 65). 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: 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
Confirmed no charges registered
85
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
3 connected companies via shared directors
54
Filing history
38 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £424,726
Cash YoY
-0%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£136k
~ YoY
Net Worth
£425k
↑ 3.9% YoY
Current Assets
£275k
↑ 14% YoY
Current Liabilities
—
£0£85k£170k£255k£340k£425kMay 2024May 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-05-312024-05-31
Total assets£432.9k£427.6k
Current assets£275.4k£241.6k
Cash£136.4k£137.0k
Debtors£139.0k£104.7k
Net assets£424.7k£408.7k

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
3
filings
  • • 1 address
  • • 1 confirmation-statement
  • • 1 accounts
Last 180 days
3
filings
  • • 1 address
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2026-04-15
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  2. 2026-02-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2025-02-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2024-02-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2023-02-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-03-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2021-06-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2020-02-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2019-01-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2018-02-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2017-01-21
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  12. 2016-03-23
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  13. 2016-02-29
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  14. 2015-04-13
    📄
    capital-allotment-shares
    capital · SH01
  15. 2015-03-20
    📄
    resolution
    resolution · RESOLUTIONS
  16. 2010-03-09
    ➖
    LEES, Philip Stephen resigned
    director
  17. 2010-03-04
    🏢
    Company incorporated
    As ALEXANDER JAMES WEALTH MANAGEMENT LIMITED
  18. 2010-03-04
    ➕
    MOTTRAM, Richard John appointed
    director
  19. 2010-03-04
    ➕
    LEES, Philip Stephen 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.
  • +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 65 — succession pressure is live.

Succession & seller-readiness

88/100
Likely off-market candidate

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
  • 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

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr Richard John Mottram
Individual · British · DOB 03/1961 · age 65
25–50%
—25-50% shares06/04/2016

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

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
Incorporated2010-03-04
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Deansgate 62-70 Tettenhall Road
Wolverhampton
West Midlands
WV1 4TH
England

Filing status

Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2027-03-18
Last: 2026-03-04

Officers (1 active · 1 resigned)

MOTTRAM, Richard John→
director · ~65y · appointed 2010-03-04
View their other companies + combined net worth →
Active
LEES, Philip Stephen→
director · ~68y · appointed 2010-03-04 · resigned 2010-03-09
Resigned

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

Recent filings (38 total)

change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-06-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-04-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-02-26