CARTER MOORE FINANCIAL ADVICE AND WEALTH MANAGEMENT LTD
💤Zombieactive
08441390 · ltd · incorporated 2013-03-12
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£403
book net assets
Opportunity
73/100
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: asset-holding vehicle with strong profile and bankable structure.
Opportunity 73/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (78/100)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
2 officers (1 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
45 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 · accounting standard not declaredPositive net assets
Net assets £403
Net assets shrinking
Down £451 YoY
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£403
↓ 53% YoY
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £3.2k | £8.9k |
| Debtors | £139.7k | £116.6k |
| Net assets | £403 | £854 |
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 accounts
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
- 2025-12-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-10-28📄change-person-director-company-with-change-dateofficers · CH01
- 2025-03-12📄accounts-amended-with-accounts-type-total-exemption-fullaccounts · AAMD
- 2024-12-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-06-21📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-01-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-02-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-03-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-12-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-04-04📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-04-04📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2018-03-22📄capital-name-of-class-of-sharescapital · SH08
- 2018-03-22📄resolutionresolution · RESOLUTIONS
- 2017-04-01➖MOORE, Sasha Justine Jade resigneddirector
- 2013-03-12🏢Company incorporatedAs CARTER MOORE FINANCIAL ADVICE AND WEALTH MANAGEMENT LTD
- 2013-03-12➕MOORE, John Philip appointeddirector
- 2013-03-12➕MOORE, Sasha Justine Jade appointeddirector
Owner dependency
90/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "MOORE" — strong identity link between founder and business.
Succession & seller-readiness
58/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 13 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
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr John Philip Moore Individual · British · DOB 11/1977 · age 49 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2016 |
1 historic (ceased) PSC
- Mrs Sasha Justine Jade Mooreceased 31/03/2017· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · SN postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BURSARY ADMINISTRATION LIMITED→ 06780777 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| C HARDIE MORTGAGE & PROTECTION SERVICES LTD→ 12686812 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CBFP UK LTD→ 14222982 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CDR RISK SERVICES LIMITED→ 17047867 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| CEDRUS CAPITAL LTD→ 13787105 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| CONFEDERATION MORTGAGE SERVICES LIMITED→ 01827371 · est 1984 · no financials extracted | — | — | — | — | 41y | — | — |
| CONSULTIO SLASH CONSULTIUS LTD→ 15954224 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CRESSWELL FINANCE LIMITED→ 16682986 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CROSS BORDER FINANCIAL PLANNING LIMITED→ 09955592 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| DANECROFT CONSULTANTS LIMITED→ 03753159 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
| DAUNTSEY GROUP LIMITED→ 15929184 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| DELVES FINANCIAL CONSULTANCY LIMITED→ 14069028 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 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
Incorporated2013-03-12
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
19, Old Court
Royal Wootton Bassett
Wiltshire
SN4 8QY
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-26
Last: 2026-03-12
Officers (1 active · 1 resigned)
MOORE, John Philip→
Activedirector · ~49y · appointed 2013-03-12
View their other companies + combined net worth →
MOORE, Sasha Justine Jade→
Resigneddirector · ~47y · appointed 2013-03-12 · resigned 2017-04-01
Click a director name to see their full track record across all companies.
Recent filings (45 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-31
change-person-director-company-with-change-date
officers · CH01
2025-10-28
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-20
accounts-amended-with-accounts-type-total-exemption-full
accounts · AAMD
2025-03-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-30
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-15
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-06-21
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-10
confirmation-statement-with-updates
confirmation-statement · CS01
2022-04-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-29
confirmation-statement-with-updates
confirmation-statement · CS01
2021-04-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-02-15