CLARUS WEALTH LIMITED
🌳Matureactive
08025088 · ltd · incorporated 2012-04-11
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 Jun 2025
Net worth
—
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 74/100 (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: strategic trade sale (65/100).
Data confidence
Overall: medium (79/100)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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
39 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Average employees | 700 | 900 |
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
0
filings
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 address
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
- 2026-04-14📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-08-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-11-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-10-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-10-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-11-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-10-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-12-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-09-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2017-04-27📄change-person-director-company-with-change-dateofficers · CH01
- 2017-04-27📄change-person-director-company-with-change-dateofficers · CH01
- 2017-03-02📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-04-22📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2012-04-11🏢Company incorporatedAs CLARUS WEALTH LIMITED
- 2012-04-11➕ROUGHSEDGE, Sarah Jane appointeddirector
- 2012-04-11➕ROUGHSEDGE, Simon appointeddirector
- 2012-04-11➕JACOBS, Yomtov Eliezer appointeddirector
- 2012-04-11➖JACOBS, Yomtov Eliezer resigneddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial 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.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
49/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Simon Roughsedge Individual · British · DOB 08/1979 · age 47 | 25–50% | — | 25-50% shares | 06/04/2016 |
Mrs Sarah Jane Roughsedge Individual · British · DOB 12/1979 · age 47 | 25–50% | — | 25-50% shares | 06/04/2016 |
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
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|---|---|---|---|---|---|---|---|
| CHASEJONES HOLDINGS LTD→ 14009210 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| CHURCH'S FINANCIAL PLANNING LIMITED→ 03171812 · est 1996 · no financials extracted | — | — | — | — | 30y | — | — |
| CHURTON HOUSE INVESTMENT COMPANY LIMITED→ 12706887 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CIGNPOST CORPORATE LIMITED→ 15785909 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CITYGROVE TRUSTEE LIMITED→ 10472642 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CLARITY (EOT) LIMITED→ 16554179 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CLARKE FINANCIAL PLANNING SERVICES LIMITED→ 10279317 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CLOUD69 INVESTMENTS LTD→ 13466450 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| CMAC PROTECTION LTD→ 12755008 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CND TRADING LIMITED→ 07782087 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| CODEX CAPITAL PARTNERS (UK) LIMITED→ 08966146 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| CODRON FINANCIAL SERVICES LTD→ 16156302 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated2012-04-11
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
Clarus Wealth
Export House, 5 Henry Plaza
Woking
Surrey
GU21 6QX
England
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2027-04-25
Last: 2026-04-11
Officers (2 active · 1 resigned)
ROUGHSEDGE, Sarah Jane→
Activedirector · ~47y · appointed 2012-04-11
View their other companies + combined net worth →
ROUGHSEDGE, Simon→
Activedirector · ~47y · appointed 2012-04-11
View their other companies + combined net worth →
JACOBS, Yomtov Eliezer→
Resigneddirector · ~56y · appointed 2012-04-11 · resigned 2012-04-11
Click a director name to see their full track record across all companies.
Recent filings (39 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-14
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-04-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-10-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-04-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-11-14