ADVISERHOME LIMITED

🌳Matureactive
07565978 · ltd · incorporated 2011-03-16
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 69-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 69). Share purchase looks the cleaner deal structure. 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
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
37 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.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Average employees200200

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
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
  1. 2026-03-09
    📄
    change-person-director-company-with-change-date
    officers · CH01
  2. 2025-09-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-10-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-10-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-09-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2021-10-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2021-02-08
    📄
    capital-allotment-shares
    capital · SH01
  8. 2020-12-08
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2019-10-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2018-10-10
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2017-09-25
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2017-05-03
    📄
    capital-allotment-shares
    capital · SH01
  13. 2016-10-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2016-03-20
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  15. 2015-10-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2011-03-24
    ➕
    KIRBY, Andrew appointed
    director
  17. 2011-03-21
    ➕
    LLEWELLYN, Brendan Charles appointed
    director
  18. 2011-03-16
    🏢
    Company incorporated
    As ADVISERHOME LIMITED
  19. 2011-03-16
    ➕
    KAHAN, Barbara appointed
    director
  20. 2011-03-16
    ➖
    KAHAN, Barbara resigned
    director

Owner dependency

83/100
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
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Long-tenure founder: Senior director has been in place 15 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 69 — succession pressure is live.

Succession & seller-readiness

79/100
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 69. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 15 years.
  • secondaryStable-but-static management: Company is 15 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 Andrew Kirby
Individual · British · DOB 06/1971 · age 55
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 →

Similar companies

Active · Financial services · YO postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
A1 INSURANCE SERVICES LIMITED→
02299204 · est 1988 · no financials extracted
————37y——
ABERDEEN ENTERPRISE FINANCE LIMITED→
06662401 · est 2008 · no financials extracted
————17y——
ACORN ASSESSORS LIMITED→
03552937 · est 1998 · no financials extracted
————27y——
ADNFC FINANCIAL CONSULTANTS LTD→
11968206 · est 2019 · no financials extracted
————6y——
ADVANCED INHERITANCE LIMITED→
14906733 · est 2023 · no financials extracted
————2y——
ADVIN SPV1 LIMITED→
15425921 · est 2024 · no financials extracted
————2y——
AEF (MALTON) LIMITED→
07637323 · est 2011 · no financials extracted
————14y——
AGE UK YORK ENTERPRISES LTD→
04684417 · est 2003 · no financials extracted
————23y——
ALAIB LIMITED→
06833207 · est 2009 · no financials extracted
————17y——
ALEGRA STRATEGIC LIMITED→
12386188 · est 2020 · no financials extracted
————6y——
ALL FINANCIAL ADVICE LTD→
08002906 · est 2012 · no financials extracted
————14y——
ALTIUS IFA LIMITED→
16310462 · est 2025 · no financials extracted
————1y——
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
Incorporated2011-03-16
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Buckland House The Green
Stillingfleet
York
YO19 6SF

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-22
Last: 2026-02-08

Officers (2 active · 1 resigned)

KIRBY, Andrew→
director · ~55y · appointed 2011-03-24
View their other companies + combined net worth →
Active
LLEWELLYN, Brendan Charles→
director · ~69y · appointed 2011-03-21
View their other companies + combined net worth →
Active
KAHAN, Barbara→
director · ~95y · appointed 2011-03-16 · resigned 2011-03-16
Resigned

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

Recent filings (37 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-16
change-person-director-company-with-change-date
officers · CH01
2026-03-09
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-25
accounts-with-accounts-type-micro-entity
accounts · AA
2024-10-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-18
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-20
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-28
accounts-with-accounts-type-micro-entity
accounts · AA
2021-10-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-19
capital-allotment-shares
capital · SH01
2021-02-08
accounts-with-accounts-type-micro-entity
accounts · AA
2020-12-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-05-19