ALMUS WEALTH MANAGEMENT LTD

🌳Matureactive
09393696 · ltd · incorporated 2015-01-19
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to May 2024
Net worth
—
book net assets
Opportunity
72/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 72/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (74/100)

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
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
35 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
82
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
Metric2024-05-31
Average employees200

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

🔒Filing-note intelligence

2 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

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
3
filings
  • • 1 confirmation-statement
  • • 1 accounts
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
  1. 2026-02-26
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  2. 2026-01-13
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  3. 2025-04-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2025-04-07
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  5. 2025-04-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  6. 2025-04-07
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  7. 2025-04-07
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  8. 2025-04-07
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  9. 2025-04-04
    ➕
    FULLARTON, Iain Alexander appointed
    director
  10. 2025-04-04
    ➕
    MCFADZEAN, Zena Mary appointed
    director
  11. 2025-04-04
    ➖
    HOLMES, Christopher Lance Mark resigned
    director
  12. 2025-02-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2024-02-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2023-02-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2022-02-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2021-02-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2020-02-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2020-01-31
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  19. 2020-01-31
    📄
    change-person-director-company-with-change-date
    officers · CH01
  20. 2019-03-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2015-01-19
    🏢
    Company incorporated
    As ALMUS WEALTH MANAGEMENT LTD
  22. 2015-01-19
    ➕
    HOLMES, Christopher Lance Mark appointed
    director

Owner dependency

58/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.

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

1 low
Multiple registered office changes
low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Group structure

Apropos Wealth Management Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Apropos Wealth Management Ltd
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
ALMUS WEALTH MANAGEMENT LTD
This company · 09393696

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
Apropos Wealth Management Ltd
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control04/04/2025
1 historic (ceased) PSC
  • Mr Christopher Lance Mark Holmesceased 04/04/2025· 75-100% shares · 75-100% voting · 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 →

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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
Incorporated2015-01-19
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Wework
1 Fore Street Avenue
London
EC2Y 9DT
England

Filing status

Accounts
Next due: 2026-08-31
Last made up to: 2024-05-31
Confirmation statement
Next due: 2027-04-24
Last: 2026-04-10

Officers (2 active · 1 resigned)

FULLARTON, Iain Alexander→
director · ~50y · appointed 2025-04-04
View their other companies + combined net worth →
Active
MCFADZEAN, Zena Mary→
director · ~50y · appointed 2025-04-04
View their other companies + combined net worth →
Active
HOLMES, Christopher Lance Mark→
director · ~63y · appointed 2015-01-19 · resigned 2025-04-04
Resigned

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

Recent filings (35 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-21
change-account-reference-date-company-previous-extended
accounts · AA01
2026-02-26
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-01-13
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-10
appoint-person-director-company-with-name-date
officers · AP01
2025-04-07
termination-director-company-with-name-termination-date
officers · TM01
2025-04-07
appoint-person-director-company-with-name-date
officers · AP01
2025-04-07
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-04-07
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-04-07
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-04-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-02