ADRIAN SMITH WEALTH MANAGEMENT LIMITED
💤Zombieactive
09423185 · ltd · incorporated 2015-02-04
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£159.0k
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 75/100. 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: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (78/100)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
3 officers (1 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
45 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Positive net assets
Net assets £159,018
Net assets shrinking
Down £57,342 YoY
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£159k
↓ 27% YoY
Current Assets
£192k
↓ 20% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £159.0k | £216.4k |
| Current assets | £192.3k | £241.6k |
| Net assets | £159.0k | £216.4k |
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
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-10-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-11-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-11-21📄change-person-director-company-with-change-dateofficers · CH01
- 2023-11-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-05-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-05-09📄capital-name-of-class-of-sharescapital · SH08
- 2023-05-09📄resolutionresolution · RESOLUTIONS
- 2022-09-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-04-02📄capital-name-of-class-of-sharescapital · SH08
- 2021-08-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-07-31📄capital-name-of-class-of-sharescapital · SH08
- 2020-10-13📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-02-03📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-01-31➖SMITH, Alexander David resigneddirector
- 2019-06-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-01-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-01-30📄change-person-director-company-with-change-dateofficers · CH01
- 2016-11-09➖SMITH, Michelle Louise resigneddirector
- 2015-02-04🏢Company incorporatedAs ADRIAN SMITH WEALTH MANAGEMENT LIMITED
- 2015-02-04➕SMITH, Adrian Hugh appointeddirector
- 2015-02-04➕SMITH, Alexander David appointeddirector
- 2015-02-04➕SMITH, Michelle Louise appointeddirector
Owner dependency
98/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "SMITH" — strong identity link between founder and business.
- +Senior director age: Director aged approximately 62 — approaching natural succession window.
Succession & seller-readiness
60/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Adrian Hugh Smith Individual · British · DOB 03/1964 · age 62 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · FY postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 21ST CENTURY MORTGAGE FINANCE LIMITED→ 08848090 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| 360 VEHICLE MANAGEMENT LIMITED→ 09533717 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| 4 SUPERNOVAS LTD→ 14448611 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| 92834623434 LIMITED→ 16991800 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| A & N FINANCIAL MANAGEMENT LIMITED→ 10849117 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| A NIGAM HOLDINGS LTD→ 13156753 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| ACHIEVE PENSION CONSULTING LTD→ 11523565 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ACTUARIAL COLLABORATIVE SOLUTIONS LTD→ 15929982 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADCAS FINANCIAL MANAGEMENT LIMITED→ 04609344 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| AFS ADVOCATE FINANCIAL SERVICES LIMITED→ 05474002 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| ALFA INVESTIMENTOS LTD→ 17128485 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ALLIUM MONEY LIMITED→ 10977963 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
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 →🔒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
Incorporated2015-02-04
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
15 Olympic Court Boardmans Way
Whitehills Business Park
Blackpool
Lancashire
FY4 5GU
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-18
Last: 2026-02-04
Officers (1 active · 2 resigned)
SMITH, Adrian Hugh→
Activedirector · ~62y · appointed 2015-02-04
View their other companies + combined net worth →
SMITH, Alexander David→
Resigneddirector · ~34y · appointed 2015-02-04 · resigned 2020-01-31
SMITH, Michelle Louise→
Resigneddirector · ~56y · appointed 2015-02-04 · resigned 2016-11-09
Click a director name to see their full track record across all companies.
Recent filings (45 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-09
accounts-with-accounts-type-micro-entity
accounts · AA
2025-10-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-01
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-05
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-11-22
change-person-director-company-with-change-date
officers · CH01
2023-11-21
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-11-21
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-23
capital-name-of-class-of-shares
capital · SH08
2023-05-09
resolution
resolution · RESOLUTIONS
2023-05-09
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-06
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-23
capital-name-of-class-of-shares
capital · SH08
2022-04-02
confirmation-statement-with-updates
confirmation-statement · CS01
2022-02-04