CHAPTER WEALTH MANAGEMENT LTD

🌳Matureactive
07941744 · ltd · incorporated 2012-02-08
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
£1.07M
book net assets
Opportunity
73/100
Strong
🔔
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What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 73/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (76/100)

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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
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 5 total, 5 with control declared
90
Director network
18 connected companies via shared directors
90
Filing history
47 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £1,069,998

Key financials

1 year extracted from filed iXBRL accounts
Cash
£1.1m
Net Worth
£1.1m
Current Assets
£1.2m
Current Liabilities
—

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-31
Total assets£1.07M
Current assets£1.22M
Cash£1.14M
Debtors£79.0k
Net assets£1.07M

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

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

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
  1. 2025-11-28
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  2. 2025-11-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2025-09-29
    📄
    resolution
    resolution · RESOLUTIONS
  4. 2025-05-21
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  5. 2025-04-01
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  6. 2025-04-01
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  7. 2025-04-01
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2025-04-01
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2025-04-01
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  10. 2025-04-01
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  11. 2025-03-31
    ➖
    HASSAN, Imran resigned
    director
  12. 2025-03-28
    ➕
    HESKETH, David John Philip appointed
    director
  13. 2025-03-28
    ➕
    WILKINSON, Ian Mitcheal appointed
    director
  14. 2024-09-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2023-04-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2022-05-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2021-06-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2020-05-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2019-05-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2012-02-08
    🏢
    Company incorporated
    As CHAPTER WEALTH MANAGEMENT LTD
  21. 2012-02-08
    ➕
    HASSAN, Imran appointed
    director

Owner dependency

58/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.

Succession & seller-readiness

36/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Pfm Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Pfm Group Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
CHAPTER WEALTH MANAGEMENT LTD
This company · 07941744

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%
NameSharesVoting rightsNature of controlNotified
Pfm Group Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control28/03/2025
4 historic (ceased) PSCs
  • Mrs Rachel Diane Hassanceased 28/03/2025· 25-50% shares
  • Mr Imran Hassanceased 28/03/2025· 50-75% shares
  • Mr Paul Salahceased 08/04/2016· 25-50% shares · 25-50% voting
  • Mr Imran Hassanceased 08/04/2016· 75-100% shares · 75-100% voting

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 →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

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 →
🔒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
Incorporated2012-02-08
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities

Registered office

Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-05
Last: 2025-12-22

Officers (2 active · 1 resigned)

HESKETH, David John Philip→
director · ~45y · appointed 2025-03-28
View their other companies + combined net worth →
Active
WILKINSON, Ian Mitcheal→
director · ~56y · appointed 2025-03-28
View their other companies + combined net worth →
Active
HASSAN, Imran→
director · ~58y · appointed 2012-02-08 · resigned 2025-03-31
Resigned

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

Recent filings (47 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2025-12-22
change-account-reference-date-company-current-shortened
accounts · AA01
2025-11-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-13
resolution
resolution · RESOLUTIONS
2025-09-29
termination-director-company-with-name-termination-date
officers · TM01
2025-05-21
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-04-01
appoint-person-director-company-with-name-date
officers · AP01
2025-04-01
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-04-01
appoint-person-director-company-with-name-date
officers · AP01
2025-04-01
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-04-01
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-04-26