MARK JACOBS WEALTH MANAGEMENT LIMITED

🌳Matureactive
09145453 · ltd · incorporated 2014-07-24
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Nov 2024
Net worth
—
book net assets
Opportunity
74/100
Strong
🔔
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What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
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. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (75/100)

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
Confirmed no charges registered
85
Directors & officers
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
15 connected companies via shared directors
90
Filing history
34 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

1 year extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—

Financials

Extracted from Companies House accounts · FRS 102
Metric2024-11-30
Average employees0

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

🔒Filing-note intelligence

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

Last 30 days
1
filing
  • • 1 confirmation-statement
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
4
filings
  • • 1 confirmation-statement
  • • 1 accounts
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2026-03-03
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  2. 2026-03-02
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  3. 2026-03-02
    📄
    appoint-corporate-director-company-with-name-date
    officers · AP02
  4. 2026-02-18
    ➕
    FAIRSTONE GROUP LIMITED appointed
    corporate-director
  5. 2025-06-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2025-03-04
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  7. 2024-02-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2024-02-01
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  9. 2023-06-08
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  10. 2023-06-08
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  11. 2023-06-08
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  12. 2023-06-08
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  13. 2023-06-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  14. 2023-06-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  15. 2023-06-07
    ➕
    BELL, Matthew appointed
    director
  16. 2023-06-07
    ➕
    WILLIAMS, Matthew Howard appointed
    director
  17. 2023-06-07
    ➖
    JACOBS, Mark Richard resigned
    director
  18. 2022-10-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2021-09-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2020-09-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2019-09-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  22. 2014-07-24
    🏢
    Company incorporated
    As MARK JACOBS WEALTH MANAGEMENT LIMITED
  23. 2014-07-24
    ➕
    JACOBS, Mark Richard appointed
    director

Owner dependency

65/100
High — earn-out structure required

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

FACTORS
  • +Founder name in company name: Company name contains director surname "LIMITED" — strong identity link between founder and business.

Succession & seller-readiness

30/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Prosperity Wealth Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Prosperity Wealth Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
MARK JACOBS WEALTH MANAGEMENT LIMITED
This company · 09145453

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%
NameSharesVoting rightsNature of controlNotified
Prosperity Wealth Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control07/06/2023
1 historic (ceased) PSC
  • Mr Mark Richard Jacobsceased 07/06/2023· 25-50% shares

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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£565.3k
£411.1k–£719.4k
——40017y8165y
J.E. LAIDLER (NORTH EAST) LIMITED→
01102705 · est 1973 · no financials extracted
————53y8287y
KINGSLAND WEALTH MANAGEMENT LIMITED→
04414865 · est 2002
———200024y8170y
ORACLE FINANCIAL PLANNING LIMITED→
06753174 · est 2008
——£108.9k—17y8165y
ADVANCED IFA LTD→
05080099 · est 2004
——£0—22y8058y
ADVICE AND SOLUTIONS LIMITED→
05287908 · est 2004
——£29.7k—21y8067y
ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD.→
08864562 · est 2014
——£93.6k—12y8058y
BROWN & SUTHERLAND ASSOCIATES LIMITED→
05663340 · est 2005
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COMPLIANCE CONSULTANTS (KENT AND ESSEX) LIMITED→
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JACKSON POTTER LTD→
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16437365 · est 2025 · no financials extracted
———————
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15357514 · est 2023 · no financials extracted
————2y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 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
Incorporated2014-07-24
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

8 Camberwell Way
Doxford International Business Park
Sunderland
SR3 3XN
United Kingdom

Filing status

Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-07-31
Last: 2025-07-17

Officers (3 active · 1 resigned)

BELL, Matthew→
director · ~50y · appointed 2023-06-07
View their other companies + combined net worth →
Active
WILLIAMS, Matthew Howard→
director · ~54y · appointed 2023-06-07
View their other companies + combined net worth →
Active
FAIRSTONE GROUP LIMITED→
corporate-director · appointed 2026-02-18
View their other companies + combined net worth →
Active
JACOBS, Mark Richard→
director · ~54y · appointed 2014-07-24 · resigned 2023-06-07
Resigned

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

Recent filings (34 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-07-17
change-account-reference-date-company-previous-shortened
accounts · AA01
2026-03-03
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-03-02
appoint-corporate-director-company-with-name-date
officers · AP02
2026-03-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-05
change-account-reference-date-company-previous-extended
accounts · AA01
2025-03-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-28
change-account-reference-date-company-previous-shortened
accounts · AA01
2024-02-01
confirmation-statement-with-updates
confirmation-statement · CS01
2023-08-04
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-06-08
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-06-08
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-06-08
termination-director-company-with-name-termination-date
officers · TM01
2023-06-08