ADD WEALTH MANAGEMENT LIMITED
Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (83/100, director aged 68). 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 9.2y
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 9.2 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: high (81/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)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 105 (micro)| Metric | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Total assets | £2.0k | £331 |
| Current assets | £185.6k | £173.6k |
| Net assets | £2.0k | £331 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
2 signals 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
- • 1 accounts
- • 1 accounts
Corporate timeline (22 events)Click to expand
- 2026-03-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-10-13📄mortgage-satisfy-charge-fullmortgage · MR04
- 2025-10-13🔓Charge satisfied #1
- 2025-04-15📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-06-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-06-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-06-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-08-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-08-10📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2020-04-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-03-23📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-10-28📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2018-07-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-07-09📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-10-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-07-20📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2017-04-01🔒Charge registered #1Lender: National Westminster Bank PLC
- 2010-07-07🏢Company incorporatedAs ADD WEALTH MANAGEMENT LIMITED
- 2010-07-07➕COOPER, Denis William appointeddirector
- 2010-07-07➕HOLDER, Michael appointeddirector
- 2010-07-07➖HOLDER, Michael resigneddirector
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.
- +Founder age: Director aged approximately 68 — succession pressure is live.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 63+: Senior director is approximately 68. 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Denis William Cooper Individual · British · DOB 01/1958 · age 68 | 75–100% | — | 75-100% shares | 06/04/2016 |
1 historic (ceased) PSC
- Mrs Kay Cooperceased 07/02/2020· 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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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 →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)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | National Westminster Bank National Westminster Bank PLC | A registered charge | — | 01/04/2017 | 13/10/2025 |