3D WEALTH PARTNERS LIMITED

💤Zombieactive
07211651 · ltd · incorporated 2010-04-01
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 Mar 2025
Net worth
£-2.46M
book net assets
Opportunity
76/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 69203Tax consultancy
  • 70221Financial management
  • 70229Management consultancy activities other than financial management
Investor take
Pass (distressed without resilience)
Distressed active trading company — structural issues outweigh the discount.

Opportunity 76/100 (strong), bankability 85/100. High owner-dependency — earn-out structure likely required for clean transition. 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: strategic trade sale (65/100).

🏦

Refinance opportunity

1 live charge · oldest 11.0y

45/100
under pressure

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

  • · Oldest live charge is 11.0 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Distress signals active — lender appetite narrows.

Data confidence

Overall: medium (78/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 4 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
4 officers (1 active, 4 linked, 4 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
68 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
60
Some acquirability indicators.
Risk profile
82
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Negative net assets
Liabilities exceed assets by £2,462,438
Cash YoY
+17085%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£8k
↑ 17085% YoY
Net Worth
-£2.5m
↓ 9.3% YoY
Current Assets
£8k
↓ 82% YoY
Current Liabilities
—
-£2.5m-£2.0m-£1.5m-£957k-£456k£46kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Total assets£-188.5k£-532.9k
Current assets£8.2k£46.0k
Cash£8.2k£48
Debtors—£45.9k
Net assets£-2.46M£-2.25M

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
1
filing
  • • 1 accounts
Last 180 days
4
filings
  • • 1 accounts
  • • 1 confirmation-statement
  • • 1 officers
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2026-03-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2026-01-02
    📄
    change-person-director-company-with-change-date
    officers · CH01
  3. 2026-01-02
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  4. 2025-03-27
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2025-03-27
    📄
    change-person-director-company-with-change-date
    officers · CH01
  6. 2024-09-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2024-08-27
    📄
    change-person-director-company-with-change-date
    officers · CH01
  8. 2024-08-27
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  9. 2024-08-27
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  10. 2024-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2023-04-05
    📄
    gazette-filings-brought-up-to-date
    gazette · DISS40
  12. 2023-04-04
    📄
    gazette-notice-compulsory
    gazette · GAZ1
  13. 2023-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2021-12-21
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  15. 2021-12-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2020-11-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2019-09-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2019-09-06
    📄
    capital-return-purchase-own-shares
    capital · SH03
  19. 2019-06-20
    🔓
    Charge satisfied #1
  20. 2019-05-21
    ➖
    CONNOLLY, Declan Sean resigned
    director
  21. 2019-05-21
    ➖
    CONNOLLY, Pam resigned
    director
  22. 2015-05-18
    🔒
    Charge registered #1
    Lender: Svenska Handelsbanken Ab (Publ)
  23. 2013-10-15
    ➖
    GALLEN, Gemma Fay resigned
    director
  24. 2010-04-01
    🏢
    Company incorporated
    As 3D WEALTH PARTNERS LIMITED
  25. 2010-04-01
    ➕
    GALLEN, Daniel Brian appointed
    director
  26. 2010-04-01
    ➕
    CONNOLLY, Declan Sean appointed
    director
  27. 2010-04-01
    ➕
    CONNOLLY, Pam appointed
    director
  28. 2010-04-01
    ➕
    GALLEN, Gemma Fay appointed
    director

Owner dependency

85/100
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.

Succession & seller-readiness

68/100
Strong succession signal

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

SIGNALS
  • 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

1 low
Multiple registered office changes
low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Daniel Brian Gallen
Individual · British · DOB 04/1978 · age 48
75–100%
75–100%75-100% shares · 75-100% voting06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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
Incorporated2010-04-01
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Henge Barn Pury Hill Business Park
Alderton Road
Towcester
Northamptonshire
NN12 7LS
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-06
Last: 2025-12-23

Officers (1 active · 3 resigned)

GALLEN, Daniel Brian→
director · ~48y · appointed 2010-04-01
View their other companies + combined net worth →
Active
CONNOLLY, Declan Sean→
director · ~70y · appointed 2010-04-01 · resigned 2019-05-21
Resigned
CONNOLLY, Pam→
director · ~66y · appointed 2010-04-01 · resigned 2019-05-21
Resigned
GALLEN, Gemma Fay→
director · ~45y · appointed 2010-04-01 · resigned 2013-10-15
Resigned

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
Svenska Handelsbanken Ab (Publ)
A registered charge—18/05/201520/06/2019

Recent filings (68 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-30
confirmation-statement-with-updates
confirmation-statement · CS01
2026-01-06
change-person-director-company-with-change-date
officers · CH01
2026-01-02
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-01-02
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-03-27
change-person-director-company-with-change-date
officers · CH01
2025-03-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-04
change-person-director-company-with-change-date
officers · CH01
2024-08-27
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-08-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-28
gazette-filings-brought-up-to-date
gazette · DISS40
2023-04-05
gazette-notice-compulsory
gazette · GAZ1
2023-04-04