ALISON GREGORY WEALTH MANAGEMENT LIMITED
Opportunity 75/100 (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 8.8y
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 8.8 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (78/100)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
2 years extracted from filed iXBRL accountsHover 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 |
|---|---|---|
| Average employees | 300 | 400 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
Corporate timeline (23 events)Click to expand
- 2025-12-10📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-12-10📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-12-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-12-10📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-12-10📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-12-10📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-12-02➕WEBSTER, Tom George appointeddirector
- 2025-12-02➖GREGORY, Alison Lesley resigneddirector
- 2025-07-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-03📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-01-16📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-01-16🔓Charge satisfied #1
- 2023-12-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-12-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-03-24📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-10-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-01-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-09-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-08-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-09-01🔒Charge registered #1Lender: Metro Bank PLC
- 2014-06-16🏢Company incorporatedAs ALISON GREGORY WEALTH MANAGEMENT LIMITED
- 2014-06-16➕GREGORY, Alison Lesley appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanGroup structure
Rwm 2007 Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Rwm 2007 Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 02/12/2025 |
2 historic (ceased) PSCs
- Neil Andrew Gregoryceased 02/12/2025· 25-50% shares · 25-50% voting
- Mrs Alison Lesley Gregoryceased 02/12/2025· 50-75% shares · 50-75% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Metro Bank Metro Bank PLC | A registered charge | 1 property | 01/09/2017 | 16/01/2024 |