APEX WEALTH MANAGEMENT LIMITED
- · Thesis: well-run, low negotiation leverage
Opportunity 78/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. 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.
Solid opportunity signal. Worth a dedicated memo and management meeting.
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 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 4 | 400 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 confirmation-statement
Corporate timeline (18 events)Click to expand
- 2025-10-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-26📍move-registers-to-sail-company-with-new-addressaddress · AD03
- 2024-09-26📍change-sail-address-company-with-old-address-new-addressaddress · AD02
- 2024-08-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-05-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-01-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2023-11-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-11-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-07-21📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-12-18📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-11-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2019-10-09📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2018-07-18📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2018-01-17📍change-sail-address-company-with-old-address-new-addressaddress · AD02
- 2017-09-01📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2012-01-17🏢Company incorporatedAs APEX WEALTH MANAGEMENT LIMITED
- 2012-01-17➕DAVIS, Graham John appointeddirector
- 2012-01-17➕FOWKES, Damian John appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 62 — approaching natural succession window.
- +No director turnover: Company is 14 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 14 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
1 lowMultiple address changes in a short period can indicate operational instability or admin disorder.
Group structure
Apex Pride Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Apex Pride Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2016 |
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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6 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 (2 active · 0 resigned)
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