BRYANT O'NEILL WEALTH MANAGEMENT LIMITED

🌳Matureactive
09238013 · ltd · incorporated 2014-09-29
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 Sept 2025
Net worth
—
book net assets
Opportunity
74/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
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 (79/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
7 officers (3 active, 7 linked, 4 with DOB)
81
Ownership & PSC
3 active PSC(s) of 6 total, 6 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
51 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

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£7k£14k£21k£29k£36kSept 2024Sept 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-09-302024-09-30
Total assets—£29.2k
Current assets—£35.8k
Net assets—£13.0k
Average employees4—

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
0
filings
Last 90 days
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
  1. 2026-03-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-10-07
    📄
    change-person-director-company-with-change-date
    officers · CH01
  3. 2025-10-07
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  4. 2025-09-30
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2025-09-29
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2025-07-15
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  7. 2024-11-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2023-11-08
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2022-11-10
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2021-11-01
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2020-11-06
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2020-10-23
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  13. 2020-10-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2020-10-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  15. 2020-10-23
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  16. 2020-10-16
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  17. 2020-06-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  18. 2020-06-01
    ➖
    BRYANTON, Paul Roger resigned
    director
  19. 2019-06-17
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  20. 2019-04-26
    ➖
    O'NEILL, Brian Thomas resigned
    director
  21. 2018-09-01
    ➕
    O'NEILL, Consorcia Louise appointed
    secretary
  22. 2018-09-01
    ➕
    O'NEILL, Consorcia Louise appointed
    director
  23. 2018-09-01
    ➖
    WARDEN SECRETARIAL LTD resigned
    corporate-secretary
  24. 2018-07-03
    ➕
    WHITE, Stuart Mark appointed
    director
  25. 2015-12-21
    ➕
    WARDEN SECRETARIAL LTD appointed
    corporate-secretary
  26. 2015-11-07
    ➖
    BUTCHER, Michael resigned
    secretary
  27. 2014-09-29
    🏢
    Company incorporated
    As BRYANT O'NEILL WEALTH MANAGEMENT LIMITED
  28. 2014-09-29
    ➕
    BUTCHER, Michael appointed
    secretary
  29. 2014-09-29
    ➕
    BRYANTON, Paul Roger appointed
    director
  30. 2014-09-29
    ➕
    O'NEILL, Brian Thomas appointed
    director

Owner dependency

73/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "O'NEILL" — strong identity link between founder and business.

Succession & seller-readiness

36/100
Weak signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

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

Shareholders & ownership

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Miss Tina Maria O'Neill
Individual · British · DOB 06/1972 · age 54
25–50%
25–50%25-50% shares · 25-50% voting01/06/2020
Mr Stuart Mark White
Individual · British · DOB 07/1972 · age 54
25–50%
25–50%board control25-50% shares · 25-50% voting · board control01/09/2018
Miss Consorcia Louise O'Neill
Individual · British · DOB 05/1975 · age 51
25–50%
25–50%board control25-50% shares · 25-50% voting · board control01/09/2018
3 historic (ceased) PSCs
  • Mr Paul Roger Bryantonceased 01/06/2020· 25-50% shares · 25-50% voting · board control
  • Mr Brian O'Neillceased 26/04/2019· 25-50% shares · 25-50% voting · board control
  • Warden Secretarial Ltdceased 01/09/2018· board control

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 →

Similar companies

Active · Financial services · CO postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
BENTLEY CONSULTANCY LIMITED→
13501454 · est 2021 · no financials extracted
————4y——
BIRCH FINANCIAL SOLUTIONS LIMITED→
07826303 · est 2011 · no financials extracted
————14y——
BLIS INTERNATIONAL LIMITED→
10292730 · est 2016 · no financials extracted
————9y——
BLUE COAST WEALTH MANAGEMENT LIMITED→
10491144 · est 2016 · no financials extracted
————9y——
BLUE SQUARE FINANCIAL LIMITED→
10668961 · est 2017 · no financials extracted
————9y——
BOSHAM CAPITAL ADVISORS LTD→
09481331 · est 2015 · no financials extracted
————11y——
BOYD MORISON RISK MANAGEMENT LTD.→
03258318 · est 1996 · no financials extracted
————29y——
BRIDGING VAT LIMITED→
11374033 · est 2018 · no financials extracted
————7y——
BRIGHT FINANCIAL PLANNING LIMITED→
05939092 · est 2006 · no financials extracted
————19y——
BROOM MORTGAGES AND WEALTH LTD→
13366433 · est 2021 · no financials extracted
————4y——
BRYDON FINANCIALS LIMITED→
09378753 · est 2015 · no financials extracted
————11y——
BUMBLE BEE ENTERPRISE LIMITED→
10967896 · est 2017 · no financials extracted
————8y——
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
Incorporated2014-09-29
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

820 The Crescent Severalls Business Park
Colchester
Essex
CO4 9YQ
United Kingdom

Filing status

Accounts
Next due: 2027-06-30
Last made up to: 2025-09-30
Confirmation statement
Next due: 2026-10-13
Last: 2025-09-29

Officers (3 active · 4 resigned)

O'NEILL, Consorcia Louise→
secretary · appointed 2018-09-01
View their other companies + combined net worth →
Active
O'NEILL, Consorcia Louise→
director · ~51y · appointed 2018-09-01
View their other companies + combined net worth →
Active
WHITE, Stuart Mark→
director · ~54y · appointed 2018-07-03
View their other companies + combined net worth →
Active
BUTCHER, Michael→
secretary · appointed 2014-09-29 · resigned 2015-11-07
Resigned
WARDEN SECRETARIAL LTD→
corporate-secretary · appointed 2015-12-21 · resigned 2018-09-01
Resigned
BRYANTON, Paul Roger→
director · ~57y · appointed 2014-09-29 · resigned 2020-06-01
Resigned
O'NEILL, Brian Thomas→
director · ~75y · appointed 2014-09-29 · resigned 2019-04-26
Resigned

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

Recent filings (51 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-03-24
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-17
change-person-director-company-with-change-date
officers · CH01
2025-10-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-10-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-09-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-09-29
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-07-15
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-14
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-28
accounts-with-accounts-type-micro-entity
accounts · AA
2023-11-08
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-12
accounts-with-accounts-type-micro-entity
accounts · AA
2022-11-10
confirmation-statement-with-updates
confirmation-statement · CS01
2022-09-29
accounts-with-accounts-type-micro-entity
accounts · AA
2021-11-01
confirmation-statement-with-updates
confirmation-statement · CS01
2021-10-05