AJ SENIOR WEALTH MANAGEMENT LTD
Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 58). 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.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Total assets | £22.1k | £18.9k |
| Current assets | £84.1k | £94.3k |
| Net assets | £6.8k | £5.9k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 accounts
- • 1 accounts
Corporate timeline (20 events)Click to expand
- 2026-02-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-02-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-02-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-01-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-03-15📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-02-04📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-01-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-01-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-09-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-06-28📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2016-12-14📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-07-27📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2015-11-27📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2015-11-26➖SENIOR, Maria resigneddirector
- 2015-11-26📄termination-director-company-with-name-termination-dateofficers · TM01
- 2015-10-14📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2015-07-03📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2010-05-25🏢Company incorporatedAs AJ SENIOR WEALTH MANAGEMENT LTD
- 2010-05-25➕SENIOR, Andrew appointeddirector
- 2010-05-25➕SENIOR, Maria 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.
- +Founder name in company name: Company name contains director surname "SENIOR" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 58 — 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 58. 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
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Andrew Senior Individual · British · DOB 12/1968 · age 58 | — | — | sig. influencesignificant influence | 24/05/2017 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 · 1 resigned)
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