ANDREW DALDRY WEALTH MANAGEMENT LTD
💤Zombieactive
08787975 · ltd · incorporated 2013-11-25
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 Dec 2024
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 85/100. 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).
🏦
Refinance opportunity
1 live charge · oldest 8.4y
45/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 8.4 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (69/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 1 with DOB)
80
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
37 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
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-12-31 |
|---|---|
| Average employees | 300 |
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
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2025-07-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-07-24📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2024-11-27📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2024-11-19➕DALDRY, Clare Michelle appointedsecretary
- 2024-07-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-08-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-12-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-12-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-08-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-07-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-06-07📄change-person-director-company-with-change-dateofficers · CH01
- 2021-06-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-11-30📄change-person-director-company-with-change-dateofficers · CH01
- 2020-07-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-08-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-02-18📄mortgage-satisfy-charge-fullmortgage · MR04
- 2019-02-18🔓Charge satisfied #1
- 2018-08-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-12-21📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2017-12-12🔒Charge registered #1Lender: Metro Bank PLC
- 2013-11-25🏢Company incorporatedAs ANDREW DALDRY WEALTH MANAGEMENT LTD
- 2013-11-25➕DALDRY, Andrew Tristram appointeddirector
Owner dependency
95/100
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 "DALDRY" — strong identity link between founder and business.
- +No director turnover: Company is 12 years old with no director changes — suggests a very tight-knit founder team never broadened.
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 12 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 Andrew Tristram Daldry Individual · British · DOB 08/1973 · age 53 | 50–75% | 50–75% | board controlsig. influence50-75% shares · 50-75% voting · board control · significant influence · firm interest | 01/11/2016 |
Mrs Clare Michelle Daldry Individual · British · DOB 03/1973 · age 53 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2022 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · WA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A & M WEALTH MANAGEMENT LIMITED→ 05024320 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| ACO DEVELOPMENTS LTD→ 14770069 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ALDERSGATE FUNDING LIMITED→ 12215736 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ALEXANDER HOUSE FINANCIAL PLANNING LIMITED→ 10647949 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ALEXANDER HOUSE FINANCIAL SERVICES LIMITED→ 08350734 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| ALPAS FINANCE LTD→ 15258832 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ALPINI CAPITAL LIMITED→ 13454285 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| AMM IFA LIMITED→ 14120453 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ANDREW NOONE WEALTH MANAGEMENT LTD→ 08237475 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| ANGEL ADVANCE LIMITED→ 08080440 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| ANIL J VENTURES LTD→ 13765978 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ANTARES CAPITAL LONDON LIMITED→ 14618394 · est 2023 · 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
Incorporated2013-11-25
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
Suite 2.1 20 Market Street
Altrincham
Cheshire
WA14 1PF
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-12-09
Last: 2025-11-25
Officers (2 active · 0 resigned)
DALDRY, Clare Michelle→
Activesecretary · appointed 2024-11-19
View their other companies + combined net worth →
DALDRY, Andrew Tristram→
Activedirector · ~53y · appointed 2013-11-25
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Metro Bank Metro Bank PLC | A registered charge | 1 property | 12/12/2017 | 18/02/2019 |
Recent filings (37 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-05
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-24
change-account-reference-date-company-previous-extended
accounts · AA01
2025-07-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-28
appoint-person-secretary-company-with-name-date
officers · AP03
2024-11-27
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-30
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-24
confirmation-statement-with-updates
confirmation-statement · CS01
2022-12-09
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-12-08
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-12-08
accounts-with-accounts-type-micro-entity
accounts · AA
2022-08-22
confirmation-statement-with-updates
confirmation-statement · CS01
2021-11-29
accounts-with-accounts-type-micro-entity
accounts · AA
2021-07-30
change-person-director-company-with-change-date
officers · CH01
2021-06-07