A J PUGH WEALTH MANAGEMENT LIMITED
Opportunity 69/100 (strong), bankability 65/100. Strong seller-intent signal (63/100, director aged 66). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (70/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
1 year extracted from filed iXBRL accountsFinancials
Extracted from Companies House accounts · FRS 102| Metric | 2025-04-30 |
|---|---|
| Average employees | 100 |
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 (19 events)Click to expand
- 2026-01-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-01-29📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2024-04-30📄change-person-director-company-with-change-dateofficers · CH01
- 2024-04-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-04-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-02-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-03-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-02-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-05-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-03-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-01-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-05-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-01-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2014-04-25🏢Company incorporatedAs A J PUGH WEALTH MANAGEMENT LIMITED
- 2014-04-25➕PUGH, Adrian John 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.
- +Founder name in company name: Company name contains director surname "PUGH" — strong identity link between founder and business.
- +Founder age: Director aged approximately 66 — succession pressure is live.
- +No director turnover: Company is 12 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 12 years.
Red flags
1 high ·Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2026-05-09
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Davina Pugh Individual · British · DOB 11/1963 · age 63 | 50–75% | 50–75% | 50-75% shares · 50-75% voting | 24/04/2017 |
Mr Adrian John Pugh Individual · British · DOB 07/1960 · age 66 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 24/04/2017 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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9 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 · 0 resigned)
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