ALEXANDER HOUSE WEALTH MANAGEMENT LIMITED
🌳Matureactive
08059377 · ltd · incorporated 2012-05-08
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
—
not disclosed
Net worth
—
book net assets
Opportunity
67/100
Strong
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pass (distressed without resilience)Distressed active trading company — structural issues outweigh the discount.
Opportunity 67/100 (strong), bankability 60/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: File overdue accounts. Clears statutory overdue flag — immediate bankability uplift for refinance conversations. Most likely exit: share sale to pe / searcher (53/100).
🏦
Refinance opportunity
1 live charge · oldest 0.7y
50/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Newest facility, 0.7 years old — likely still in initial term.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (59/100)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
No iXBRL financials extracted
0
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
8 officers (2 active, 8 linked, 6 with DOB)
85
Ownership & PSC
1 active PSC(s) of 5 total, 5 with control declared
90
Director network
8 connected companies via shared directors
69
Filing history
61 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
67/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
55
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
56
Some moderate concerns — review flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
2
filings
- • 1 gazette
- • 1 dissolution
Last 90 days
4
filings
- • 2 persons-with-significant-control
- • 1 gazette
- • 1 dissolution
Last 180 days
4
filings
- • 2 persons-with-significant-control
- • 1 gazette
- • 1 dissolution
Counts from Companies House filing history.
Corporate timeline (36 events)Click to expand
- 2026-05-26📄gazette-notice-voluntarygazette · GAZ1(A)
- 2026-05-13📄dissolution-application-strike-off-companydissolution · DS01
- 2026-04-01📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-04-01📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-11-12📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-11-12📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-10-20📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2025-10-17📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2025-10-17📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-10-17📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-10-17📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-10-17📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-10-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-10-17📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-10-17📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-10📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-09-30➕COBURN, Brendan Patrick appointeddirector
- 2025-09-30➕MCWILLIAMS, Alasdair Euan appointeddirector
- 2025-09-30➖LEDGER, Peter John resignedsecretary
- 2025-09-30➖GEORGE, Matthew James resigneddirector
- 2025-09-30🔒Charge registered #1Lender: Shawbrook Bank Limited
- 2025-05-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-05-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-07-15➕LEDGER, Peter John appointedsecretary
- 2021-07-12➖ASHWORTH, Peter Alfred resigneddirector
- 2021-03-01➕GEORGE, Matthew James appointeddirector
- 2021-02-04➖LEDGER, Peter John resigneddirector
- 2020-05-01➕LEDGER, Peter John appointeddirector
- 2012-05-08🏢Company incorporatedAs ALEXANDER HOUSE WEALTH MANAGEMENT LIMITED
- 2012-05-08➕LONDON LAW SECRETARIAL LIMITED appointedcorporate-secretary
- 2012-05-08➖LONDON LAW SECRETARIAL LIMITED resignedcorporate-secretary
- 2012-05-08➕ASHWORTH, Peter Alfred appointeddirector
- 2012-05-08➕COWDRY, John Jeremy Arthur appointeddirector
- 2012-05-08➖COWDRY, John Jeremy Arthur 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.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 high · 1 med · 1 lowAccounts overdue
highStatutory accounts have not been filed by their due date. Can indicate admin breakdown, cash preservation, or deliberate delay.
Evidence: Next due: 2026-05-31
2 director resignations in last 12 months
mediumMultiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: LEDGER, Peter John resigned 2025-09-30; GEORGE, Matthew James resigned 2025-09-30
Multiple registered office changes
lowMultiple address changes in a short period can indicate operational instability or admin disorder.
Group structure
Throgmorton Midco Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Throgmorton Midco Limited
Corporate parent · holds 75-100% shares · board control
⬇
ALEXANDER HOUSE WEALTH MANAGEMENT LIMITED
This company · 08059377
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 |
|---|---|---|---|---|
Throgmorton Midco Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 24/03/2026 |
4 historic (ceased) PSCs
- Throgmorton Holdings Limitedceased 24/03/2026· 75-100% shares · 75-100% voting · board control
- Mrs Tracy Ann Ledgerceased 30/09/2025· 25-50% shares · 25-50% voting
- Mr Peter John Ledgerceased 30/09/2025· 50-75% shares · 50-75% voting
- Mr Peter Alfred Ashworthceased 01/07/2020· significant influence
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
Active · Financial services · SK postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 4ME GROUP LTD→ 10219163 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| 5 STAR MORTGAGE SOLUTIONS LIMITED→ 08939438 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| A P H COMMERCIAL PROPERTY LIMITED→ 10610054 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| A P H FINANCIAL SOLUTIONS LIMITED→ 09379758 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| AADT LIMITED→ 16827831 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AB HUB SERVICES LTD→ 14758378 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ABCS2 HOLDINGS LTD→ 10411855 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ADELPHI INSURANCE BROKERS LTD.→ 08333939 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| AFIA COMMERCIAL CONSULTANTS LIMITED→ 12781745 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ALAN RASHLEIGH AND ASSOCIATES LIMITED→ 04783904 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| ALDERLEY SECURITIES LIMITED→ 15042233 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ALGREAT PROFESSIONAL SERVICES LIMITED→ 07013508 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2012-05-08
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding
Registered office
South At Cheadle Royal, Royal Crescent
Cheadle Royal Business Park
Cheadle
Cheshire
SK8 3FS
England
Filing status
Accounts
Next due: 2026-05-31OVERDUE
Last made up to: 2024-08-31
Confirmation statement
Next due: 2026-07-18
Last: 2025-07-04
Officers (2 active · 6 resigned)
COBURN, Brendan Patrick→
Activedirector · ~58y · appointed 2025-09-30
View their other companies + combined net worth →
MCWILLIAMS, Alasdair Euan→
Activedirector · ~32y · appointed 2025-09-30
View their other companies + combined net worth →
LEDGER, Peter John→
Resignedsecretary · appointed 2021-07-15 · resigned 2025-09-30
LONDON LAW SECRETARIAL LIMITED→
Resignedcorporate-secretary · appointed 2012-05-08 · resigned 2012-05-08
ASHWORTH, Peter Alfred→
Resigneddirector · ~78y · appointed 2012-05-08 · resigned 2021-07-12
COWDRY, John Jeremy Arthur→
Resigneddirector · ~82y · appointed 2012-05-08 · resigned 2012-05-08
GEORGE, Matthew James→
Resigneddirector · ~54y · appointed 2021-03-01 · resigned 2025-09-30
LEDGER, Peter John→
Resigneddirector · ~64y · appointed 2020-05-01 · resigned 2021-02-04
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Shawbrook Shawbrook Bank Limited | A registered charge | — | 30/09/2025 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (61 total)
gazette-notice-voluntary
gazette · GAZ1(A)
2026-05-26
dissolution-application-strike-off-company
dissolution · DS01
2026-05-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-04-01
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-01
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-11-12
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-11-12
termination-secretary-company-with-name-termination-date
officers · TM02
2025-10-20
change-account-reference-date-company-current-shortened
accounts · AA01
2025-10-17
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-10-17
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-10-17
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-10-17
appoint-person-director-company-with-name-date
officers · AP01
2025-10-17
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-10-17
appoint-person-director-company-with-name-date
officers · AP01
2025-10-17
termination-director-company-with-name-termination-date
officers · TM01
2025-10-17