AC WEALTH SOLUTIONS LIMITED

🌳Matureactive

07796337 · ltd · incorporated 2011-10-04

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

—

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Other activities auxiliary to insurance and pension funding

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 68-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 68). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (77/100)

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

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

5 officers (3 active, 5 linked, 4 with DOB)

Ownership & PSC

3 active PSC(s) of 3 total, 3 with control declared

Director network

Network not yet resolved

Filing history

42 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Average employees	200	200

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

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (24 events)Click to expand

2025-08-19
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-19
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-09
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-04
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-09-28
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-06-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-06-01
➖
CORMACK, Donna resigned
director
2021-08-20
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-07-26
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-01-22
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-01-22
📄
change-account-reference-date-company-current-extended
accounts · AA01
2019-06-04
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-10-23
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2018-10-09
📄
capital-allotment-shares
capital · SH01
2018-05-11
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-03-26
➕
CORMACK, Donna appointed
director
2018-03-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2017-06-29
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2011-10-04
🏢
Company incorporated
As AC WEALTH SOLUTIONS LIMITED
2011-10-04
➕
AMIN, Paru appointed
secretary
2011-10-04
➕
AMIN, Paru appointed
director
2011-10-04
➕
CORMACK, James Douglas appointed
director
2011-10-04
➕
KAHAN, Barbara appointed
director
2011-10-04
➖
KAHAN, Barbara resigned
director

Owner dependency

73/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Founder age: Director aged approximately 68 — succession pressure is live.

Succession & seller-readiness

69/100

Strong succession signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 68. 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.
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

3 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Mrs Paru Amin Individual · British · DOB 10/1967 · age 59	25–50%	—	25-50% shares	06/04/2016
Mrs Donna Cormack Individual · British · DOB 07/1958 · age 68	—	—	sig. influencesignificant influence	10/10/2017
Mr James Douglas Cormack Individual · British · DOB 05/1958 · age 68	—	—	sig. influencesignificant influence	06/04/2016

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

Incorporated2011-10-04

Jurisdictionengland-wales

Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

C/O Kishens Limited

13 Montpelier Avenue

Bexley

Kent

DA5 3AP

England

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-10-18

Last: 2025-10-04

Officers (3 active · 2 resigned)

AMIN, Paru→

secretary · appointed 2011-10-04

View their other companies + combined net worth →

Active

AMIN, Paru→

director · ~59y · appointed 2011-10-04

View their other companies + combined net worth →

Active

CORMACK, James Douglas→

director · ~68y · appointed 2011-10-04

View their other companies + combined net worth →

Active

CORMACK, Donna→

director · ~68y · appointed 2018-03-26 · resigned 2022-06-01

Resigned

KAHAN, Barbara→

director · ~95y · appointed 2011-10-04 · resigned 2011-10-04

Resigned

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

Recent filings (42 total)

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-10-08

accounts-with-accounts-type-micro-entity

accounts · AA

2025-08-19

accounts-with-accounts-type-micro-entity

accounts · AA

2024-11-19

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-10-18

accounts-with-accounts-type-micro-entity

accounts · AA

2023-10-09

change-to-a-person-with-significant-control

persons-with-significant-control · PSC04

2023-10-04

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-10-04

confirmation-statement-with-no-updates

confirmation-statement · CS01

2022-10-04

accounts-with-accounts-type-micro-entity

accounts · AA

2022-09-28

termination-director-company-with-name-termination-date

officers · TM01

2022-06-23

confirmation-statement-with-no-updates

confirmation-statement · CS01

2021-10-13

accounts-with-accounts-type-micro-entity

accounts · AA

2021-08-20

confirmation-statement-with-no-updates

confirmation-statement · CS01

2020-11-04

accounts-with-accounts-type-micro-entity

accounts · AA

2020-07-26

change-registered-office-address-company-with-date-old-address-new-address

address · AD01

2020-01-22