FRY WEALTH LIMITED
- · Oldest live charge 6.6y old — refinance window within 12 months
Opportunity 78/100 (strong), bankability 85/100. 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).
Refinance opportunity
1 live charge · oldest 6.6y
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 6.6 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 28/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (61/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Recent activity
- • 1 confirmation-statement
- • 2 officers
- • 1 confirmation-statement
Corporate timeline (57 events)Click to expand
- 2025-11-14➕MCVEY, Catherine Theresa appointeddirector
- 2025-11-14📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-11-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-11-03➖GILLMAN, Timothy James resigneddirector
- 2025-10-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-10-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-14➕GILLMAN, Timothy James appointeddirector
- 2025-10-14➖THOMAS, Charlotte Emily resigneddirector
- 2025-10-07📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-10-07📄legacyaccounts · PARENT_ACC
- 2025-10-07📄legacyother · GUARANTEE2
- 2025-10-07📄legacyother · AGREEMENT2
- 2025-07-01📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-07-01📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-06-30➕DICKSON, Graeme Grattan appointeddirector
- 2025-06-30➖SCOTT-SOMERS, Alistair Michael resigneddirector
- 2024-10-30📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2024-10-30📄legacyaccounts · PARENT_ACC
- 2024-10-30📄legacyother · AGREEMENT2
- 2024-10-30📄legacyother · GUARANTEE2
- 2024-07-29➖MOLES, Neil Anthony resigneddirector
- 2024-07-29➕SCOTT-SOMERS, Alistair Michael appointeddirector
- 2024-07-29📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-07-29📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-05-28📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-03-31➖WOODLEY, Jeremy James Thomas resigneddirector
- 2024-03-26📄accounts-with-accounts-type-groupaccounts · AA
- 2024-02-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-02➕WOODLEY, Jeremy James Thomas appointeddirector
- 2023-11-16📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-09-05➖ALLEN, Steven Michael resigneddirector
- 2023-08-08📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-08-08🔓Charge satisfied #1
- 2023-05-05📄memorandum-articlesincorporation · MA
- 2023-04-21➖MAINE, Jeremy David resignedsecretary
- 2023-04-21➕ALLEN, Steven Michael appointeddirector
- 2023-04-21➖BAILEY, Aidan Patrick resigneddirector
- 2023-04-21➖BROOM, Julian Philip resigneddirector
- 2023-04-21➕MOLES, Neil Anthony appointeddirector
- 2023-04-21➖PUGH, David Owen resigneddirector
- 2023-04-21➕THOMAS, Charlotte Emily appointeddirector
- 2023-04-21➖WOODLEY, Jeremy James Thomas resigneddirector
- 2020-04-30➖BUTLER, Richard Duncan resignedsecretary
- 2020-04-30➕MAINE, Jeremy David appointedsecretary
- 2020-04-30➖BUTLER, Richard Duncan Lloyd resigneddirector
- 2019-10-25➖JENNISON, Gary Antony resigneddirector
- 2019-09-24🔒Charge registered #1Lender: Investec Bank PLC
- 2019-05-07➕JENNISON, Gary Antony appointeddirector
- 2019-04-04➕BROOM, Julian Philip appointeddirector
- 2019-04-04➕PUGH, David Owen 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.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 med ·Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: GILLMAN, Timothy James resigned 2025-11-03; SCOTT-SOMERS, Alistair Michael resigned 2025-06-30; THOMAS, Charlotte Emily resigned 2025-10-14
Group structure
The Progeny Group 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 |
|---|---|---|---|---|
The Progeny Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 21/04/2023 |
10 historic (ceased) PSCs
- Mr Julian Philip Broomceased 21/04/2023· significant influence
- Mr David Owen Pughceased 21/04/2023· significant influence
- Mr Aidan Patrick Baileyceased 21/04/2023· significant influence
- Mr Jeremy James Thomas Woodleyceased 21/04/2023· significant influence
- Mr Richard Duncan Lloyd Butlerceased 30/04/2020· 50-75% shares · trust interest
- Mr Stephen James Tuckerceased 30/04/2018· 50-75% shares · trust interest
- Mr Aidan Patrick Baileyceased 06/04/2016· 50-75% shares · trust interest
- Mr Richard Duncan Lloyd Butlerceased 06/04/2016· 50-75% shares · trust interest
- Mr Stephen James Tuckerceased 06/04/2016· 50-75% shares · trust interest
- Mr Jeremy James Thomas Woodleyceased 06/04/2016· 50-75% shares · trust interest
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.
See pricing →Similar companies
Active · Professional services · LS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 1 STOP BID CONSULTANCY LTD→ 13971030 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| 10E9 LTD→ 16491021 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| 1485 LTD→ 11797140 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| 1671 LTD→ 10818391 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| 2 PLAN GROUP LIMITED→ 05865362 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| 35 ESP LTD→ 13992330 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| 360 RAYEL EVENTS LTD→ 16165978 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| 3C VENTURE CAPITAL LTD→ 13306760 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| 3D PRODUCTIONS LTD→ 03935206 · est 2000 · no financials extracted | — | — | — | — | 26y | — | — |
| 3LINECARRENTALS LTD→ 16591955 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| 3MMM ACCOUNTANCY SERVICES LTD→ 09608231 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| 3T'S CONSULTING LTD→ 16715070 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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 · 15 resigned)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Investec Bank Investec Bank PLC | A registered charge | — | 24/09/2019 | 08/08/2023 |