WEALTH MANAGEMENT CONSULTANCY LIMITED
Opportunity 59/100 (worth a look), bankability 45/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: File overdue accounts. Clears statutory overdue flag — immediate bankability uplift for refinance conversations. Most likely exit: share sale to pe / searcher (53/100). Current lenders should be on monthly review.
Data confidence
Overall: medium (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Mixed signal. Worth opening the full target workup before deciding to pursue.
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 | 2021-07-31 | 2020-07-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Corporate timeline (24 events)Click to expand
- 2023-09-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-09-01➖MCLELLAND, Major resigneddirector
- 2023-06-10📄dissolved-compulsory-strike-off-suspendeddissolution · DISS16(SOAS)
- 2023-05-23📄gazette-notice-compulsorygazette · GAZ1
- 2022-02-05📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-03-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-20➕MCLELLAND, Major appointeddirector
- 2020-10-20📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-05-19➖MCLELLAND, Trudie resigneddirector
- 2020-05-19📄change-person-director-company-with-change-dateofficers · CH01
- 2020-05-19📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-04-06📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-03-26📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-03-12📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-03-07📄accounts-with-accounts-type-dormantaccounts · AA
- 2017-04-13📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-11-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-11-15➕MCLELLAND, Trudie appointeddirector
- 2016-11-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2016-03-18📄accounts-with-accounts-type-dormantaccounts · AA
- 2015-12-19📄gazette-filings-brought-up-to-dategazette · DISS40
- 2015-12-17📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2014-07-21🏢Company incorporatedAs WEALTH MANAGEMENT CONSULTANCY LIMITED
- 2014-07-21➕MCLELLAND, Trudie 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 61 — 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 61. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
2 high ·Statutory accounts have not been filed by their due date. Can indicate admin breakdown, cash preservation, or deliberate delay.
Evidence: Next due: 2023-04-30
Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2023-03-17
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Ms Trudie Mclelland Individual · British · DOB 12/1965 · age 61 | 75–100% | — | 75-100% shares | 07/07/2016 |
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.
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10 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 · 2 resigned)
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