ADVIES WEALTH MANAGEMENT LTD
No material changes in the last 30 days.
No snapshot from 90 days ago — start tracking from today.
No snapshot from 180 days ago — start tracking from today.
Opportunity 78/100 (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: share sale to pe / searcher (73/100).
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 600 | 600 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
3 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
- • 1 accounts
Corporate timeline (21 events)Click to expand
- 2025-12-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-12-16📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-03-29📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-03-23➖DOBSON, Philip Charles resigneddirector
- 2022-12-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-12-07📄change-person-director-company-with-change-dateofficers · CH01
- 2021-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-03-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-01-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-05-23📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-05-07➕DOBSON, Philip Charles appointeddirector
- 2019-04-02📄gazette-filings-brought-up-to-dategazette · DISS40
- 2019-03-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-03-05📄gazette-notice-compulsorygazette · GAZ1
- 2018-03-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2013-04-29🏢Company incorporatedAs ADVIES WEALTH MANAGEMENT LTD
- 2013-04-29➕JACOBS, Stephen Andrew appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Senior director age: Director aged approximately 59 — approaching natural succession window.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
- 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Stephen Andrew Jacobs Individual · British · DOB 04/1967 · age 59 | 75–100% | — | 75-100% shares | 24/11/2016 |
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 · Financial services · IP postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BROOKSTONE VENTURES LTD→ 15765401 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| C100P LIMITED→ 16034770 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CAPITALISED FINANCIAL LIMITED→ 13692368 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| CARMARNIE LIMITED→ 09521191 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| CASTLEACRE INSURANCE SERVICES LTD→ 05114821 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| CELIA MASON WEALTH MANAGEMENT LTD→ 09707061 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| CENTILLION LIMITED→ 10386676 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CFBUK SECURED FINANCE LTD→ 16462904 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CHANDLER HOUSE FINANCIAL PLANNING LTD→ 06974724 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| CHARLES JONES WEALTH MANAGEMENT LIMITED→ 10295038 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CHERRY MULLINS LIMITED→ 10752480 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CHEVINO INVESTMENTS LIMITED→ 12807368 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
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 →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 (1 active · 1 resigned)
Click a director name to see their full track record across all companies.