ACCORD WEALTH MANAGEMENT LTD

💤Zombieactive
08577641 · ltd · incorporated 2013-06-20
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 Jun 2025
Net worth
—
book net assets
Opportunity
74/100
Strong
🔔
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What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
Pursue
Strong 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. 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 (58/100).

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
4 officers (2 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
6 connected companies via shared directors
63
Filing history
38 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 accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Jun 2024Jun 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-06-302024-06-30

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2026-03-26
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  2. 2025-03-26
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  3. 2023-08-15
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  4. 2022-10-17
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  5. 2022-03-07
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  6. 2021-04-22
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  7. 2020-08-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  8. 2020-03-23
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  9. 2019-01-31
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  10. 2019-01-30
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2018-10-11
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2018-07-02
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  13. 2018-04-10
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  14. 2018-02-19
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  15. 2018-01-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2018-01-03
    ➖
    PLATT, Andrew resigned
    director
  17. 2017-05-10
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  18. 2014-04-04
    ➕
    WILLIAMS, Sarah appointed
    director
  19. 2014-04-04
    ➖
    BAKER, Thomas resigned
    director
  20. 2013-06-20
    🏢
    Company incorporated
    As ACCORD WEALTH MANAGEMENT LTD
  21. 2013-06-20
    ➕
    WILLIAMS, Sarah appointed
    secretary
  22. 2013-06-20
    ➕
    BAKER, Thomas appointed
    director
  23. 2013-06-20
    ➕
    PLATT, Andrew appointed
    director

Owner dependency

75/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.

Succession & seller-readiness

58/100
Strong succession signal

Multiple 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 12 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mrs Sarah Williams
Individual · British · DOB 10/1979 · age 47
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
1 historic (ceased) PSC
  • Mr Andrew Plattceased 01/02/2018· 25-50% shares · 25-50% voting

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 →

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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
Incorporated2013-06-20
Jurisdictionengland-wales
Primary SIC70221 — Financial management

Registered office

51a Ormskirk St
St Helens
Merseyside
WA10 2SY

Filing status

Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-07-04
Last: 2025-06-20

Officers (2 active · 2 resigned)

WILLIAMS, Sarah→
secretary · appointed 2013-06-20
View their other companies + combined net worth →
Active
WILLIAMS, Sarah→
director · ~47y · appointed 2014-04-04
View their other companies + combined net worth →
Active
BAKER, Thomas→
director · ~77y · appointed 2013-06-20 · resigned 2014-04-04
Resigned
PLATT, Andrew→
director · ~59y · appointed 2013-06-20 · resigned 2018-01-03
Resigned

Click a director name to see their full track record across all companies.

Recent filings (38 total)

accounts-with-accounts-type-dormant
accounts · AA
2026-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-07
accounts-with-accounts-type-dormant
accounts · AA
2025-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-04
accounts-with-accounts-type-dormant
accounts · AA
2023-08-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-20
accounts-with-accounts-type-dormant
accounts · AA
2022-10-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-30
accounts-with-accounts-type-dormant
accounts · AA
2022-03-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-08-24
accounts-with-accounts-type-dormant
accounts · AA
2021-04-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-08-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-08-05
accounts-with-accounts-type-dormant
accounts · AA
2020-03-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-08-27