GROSVENOR WEALTH LTD

🌳Matureactive
09470391 · ltd · incorporated 2015-03-04
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 Oct 2025
Net worth
£47.8k
book net assets
Opportunity
72/100
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.

What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 72/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -34% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (65/100).

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
5 officers (2 active, 5 linked, 5 with DOB)
90
Ownership & PSC
2 active PSC(s) of 4 total, 4 with control declared
90
Director network
Network not yet resolved
30
Filing history
53 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.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £47,809
Net assets shrinking
Down £17,052 YoY
Cash YoY
-34%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£55k
↓ 34% YoY
Net Worth
£48k
↓ 26% YoY
Current Assets
£98k
↓ 16% YoY
Current Liabilities
£0£23k£47k£70k£93k£117kOct 2024Oct 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-10-312024-10-31
Total assets£94.9k£65.6k
Current assets£97.9k£116.9k
Cash£55.1k£84.0k
Debtors£42.8k£32.9k
Net assets£47.8k£64.9k

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
0
filings
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2026-01-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-08-26
    📍
    move-registers-to-registered-office-company-with-new-address
    address · AD04
  3. 2025-08-21
    📍
    move-registers-to-registered-office-company-with-new-address
    address · AD04
  4. 2025-08-21
    📍
    move-registers-to-registered-office-company-with-new-address
    address · AD04
  5. 2025-05-29
    📄
    resolution
    resolution · RESOLUTIONS
  6. 2025-05-28
    📄
    memorandum-articles
    incorporation · MA
  7. 2025-04-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2025-04-16
    📄
    change-person-director-company-with-change-date
    officers · CH01
  9. 2025-04-16
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  10. 2023-12-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2022-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2022-07-12
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  13. 2022-07-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  14. 2021-12-08
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2021-12-08
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  16. 2021-12-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2020-12-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2020-08-12
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  19. 2020-08-12
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  20. 2017-07-26
    PEPPER, William Francis appointed
    director
  21. 2017-07-26
    TONKIN, Dylan appointed
    director
  22. 2017-07-26
    PEPPER, Mark Andrew resigned
    director
  23. 2017-07-25
    CURRY, Aran Robert resigned
    director
  24. 2016-08-18
    CURRY, Aran Robert appointed
    director
  25. 2016-03-31
    STEPHENSON, Keith resigned
    director
  26. 2015-03-04
    🏢
    Company incorporated
    As GROSVENOR WEALTH LTD
  27. 2015-03-04
    PEPPER, Mark Andrew appointed
    director
  28. 2015-03-04
    STEPHENSON, Keith 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.

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Dylan Tonkin
Individual · British · DOB 07/1984 · age 42
2550%
25–50%25-50% shares · 25-50% voting12/05/2020
Mr William Francis Pepper
Individual · British · DOB 04/1996 · age 30
2550%
25–50%25-50% shares · 25-50% voting25/07/2017
2 historic (ceased) PSCs
  • Mr Aran Robert Curryceased 25/07/2017· 25-50% shares
  • Mr Mark Andrew Pepperceased 10/08/2017· 25-50% shares

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Financial services · YO postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
CRYPTO FLOW LIMITED
10808935 · est 2017 · no financials extracted
8y
DVAM LTD
15951379 · est 2024 · no financials extracted
1y
FINANCIAL WEALTH SOLUTIONS LIMITED
09688906 · est 2015 · no financials extracted
10y
FIRST SOVEREIGN PROJECTS LIMITED
12591799 · est 2020 · no financials extracted
5y
FLAXTON FINANCE LIMITED
01876041 · est 1985 · no financials extracted
41y
FOWLER-PALEY LIMITED
00995256 · est 1970 · no financials extracted
55y
GLANIMOORE LIMITED
13257833 · est 2021 · no financials extracted
5y
GRAEME PATTERSON LTD
08562110 · est 2013 · no financials extracted
12y
GREAVES FINANCIAL SERVICES LTD
07390414 · est 2010 · no financials extracted
15y
GRIMSTON MANAGEMENT LIMITED
11029848 · est 2017 · no financials extracted
8y
GROW INVEST LTD
13304561 · est 2021 · no financials extracted
5y
GROWTH PARTNER VENTURES LIMITED
15581319 · est 2024 · 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
Incorporated2015-03-04
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Pavilion 2000 Amy Johnson Way
York
YO30 4XT
United Kingdom

Filing status

Accounts
Next due: 2027-07-31
Last made up to: 2025-10-31
Confirmation statement
Next due: 2026-08-26
Last: 2025-08-12

Officers (2 active · 3 resigned)

PEPPER, William Francis
director · ~30y · appointed 2017-07-26
View their other companies + combined net worth →
Active
TONKIN, Dylan
director · ~42y · appointed 2017-07-26
View their other companies + combined net worth →
Active
CURRY, Aran Robert
director · ~53y · appointed 2016-08-18 · resigned 2017-07-25
Resigned
PEPPER, Mark Andrew
director · ~61y · appointed 2015-03-04 · resigned 2017-07-26
Resigned
STEPHENSON, Keith
director · ~74y · appointed 2015-03-04 · resigned 2016-03-31
Resigned

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

Recent filings (53 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-01-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-26
move-registers-to-registered-office-company-with-new-address
address · AD04
2025-08-26
move-registers-to-registered-office-company-with-new-address
address · AD04
2025-08-21
move-registers-to-registered-office-company-with-new-address
address · AD04
2025-08-21
resolution
resolution · RESOLUTIONS
2025-05-29
memorandum-articles
incorporation · MA
2025-05-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-17
change-person-director-company-with-change-date
officers · CH01
2025-04-16
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-04-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-15