DARTINGTON WEALTH MANAGEMENT LIMITED

🌳Matureactive
09568543 · ltd · incorporated 2015-04-30
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 Dec 2025
Net worth
book net assets
Opportunity
71/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pass (distressed without resilience)
Distressed active trading company — structural issues outweigh the discount.

Opportunity 71/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 67). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: 1 insolvency-related filing on record. Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (73/100)

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
6 officers (4 active, 6 linked, 6 with DOB)
90
Ownership & PSC
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
98 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
59
Some moderate concerns — review 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
Metric2025-12-31
Average employees2500

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 accounts
Last 180 days
7
filings
  • 3 capital
  • 1 accounts
  • 1 insolvency
Counts from Companies House filing history.
Corporate timeline (33 events)Click to expand
  1. 2026-03-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2026-02-03
    📄
    capital-statement-capital-company-with-date-currency-figure
    capital · SH19
  3. 2026-02-03
    ⚠️
    legacy
    insolvency · CAP-SS
  4. 2026-02-03
    📄
    resolution
    resolution · RESOLUTIONS
  5. 2026-01-28
    📄
    capital-allotment-shares
    capital · SH01
  6. 2026-01-28
    ✏️
    legacy
    change-of-name · RP04SH01
  7. 2025-12-01
    📄
    capital-cancellation-shares
    capital · SH06
  8. 2025-11-21
    📄
    capital-return-purchase-own-shares
    capital · SH03
  9. 2025-11-11
    📄
    memorandum-articles
    incorporation · MA
  10. 2025-11-11
    📄
    resolution
    resolution · RESOLUTIONS
  11. 2025-11-11
    📄
    resolution
    resolution · RESOLUTIONS
  12. 2025-08-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2025-07-07
    📄
    capital-alter-shares-consolidation
    capital · SH02
  14. 2025-07-07
    📄
    resolution
    resolution · RESOLUTIONS
  15. 2025-07-07
    📄
    resolution
    resolution · RESOLUTIONS
  16. 2025-07-07
    📄
    capital-name-of-class-of-shares
    capital · SH08
  17. 2025-07-02
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  18. 2025-07-02
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  19. 2025-06-30
    📄
    capital-allotment-shares
    capital · SH01
  20. 2025-06-30
    📄
    second-filing-capital-allotment-shares
    capital · RP04SH01
  21. 2025-06-12
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  22. 2024-11-17
    📄
    resolution
    resolution · RESOLUTIONS
  23. 2024-11-15
    📄
    memorandum-articles
    incorporation · MA
  24. 2024-11-13
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  25. 2024-10-30
    WHITELEY, Andrew Graham appointed
    director
  26. 2023-07-31
    STRANDBERG, Joakim appointed
    director
  27. 2020-09-21
    COURY, Andrew Peter Maximiliian, Mr. appointed
    director
  28. 2016-07-01
    ARMSTRONG, Richard John resigned
    director
  29. 2016-07-01
    MCKILLOP, Duncan Louis James resigned
    director
  30. 2015-11-16
    ARMSTRONG, Richard John appointed
    director
  31. 2015-11-16
    MCKILLOP, Duncan Louis James appointed
    director
  32. 2015-04-30
    🏢
    Company incorporated
    As DARTINGTON WEALTH MANAGEMENT LIMITED
  33. 2015-04-30
    COURY, Malcolm Richard appointed
    director

Owner dependency

63/100
High — earn-out structure required

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

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Founder age: Director aged approximately 67 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

55/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 high · 1 med ·
1 insolvency-related filing on record
high

Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding.

Evidence: 2026-02-03: legacy

Name changed recently
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2026-01-28: legacy

Group structure

Dartington Wealth Holdings Limited holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️
Dartington Wealth Holdings Limited
Corporate parent · holds 25-50% shares
significant stake
DARTINGTON WEALTH MANAGEMENT LIMITED
This company · 09568543

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Dartington Wealth Holdings Limited
Corporate entity
2550%
25–50%25-50% shares · 25-50% voting29/05/2025
3 historic (ceased) PSCs
  • Mr Per-Olof Söderbergceased 31/07/2023· 25-50% shares · 25-50% voting
  • Mr. Andrew Peter Maximiliian Couryceased 29/05/2025· 25-50% shares · 25-50% voting
  • Mr Malcolm Richard Couryceased 31/07/2023· 75-100% 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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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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
Incorporated2015-04-30
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

4 Clifton Court
Cambridge
CB1 7BN
England

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-09-26
Last: 2025-09-12

Officers (4 active · 2 resigned)

COURY, Andrew Peter Maximiliian, Mr.
director · ~37y · appointed 2020-09-21
View their other companies + combined net worth →
Active
COURY, Malcolm Richard
director · ~67y · appointed 2015-04-30
View their other companies + combined net worth →
Active
STRANDBERG, Joakim
director · ~49y · appointed 2023-07-31
View their other companies + combined net worth →
Active
WHITELEY, Andrew Graham
director · ~61y · appointed 2024-10-30
View their other companies + combined net worth →
Active
ARMSTRONG, Richard John
director · ~56y · appointed 2015-11-16 · resigned 2016-07-01
Resigned
MCKILLOP, Duncan Louis James
director · ~60y · appointed 2015-11-16 · resigned 2016-07-01
Resigned

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

Recent filings (98 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-16
capital-statement-capital-company-with-date-currency-figure
capital · SH19
2026-02-03
legacy
insolvency · CAP-SS
2026-02-03
resolution
resolution · RESOLUTIONS
2026-02-03
capital-allotment-shares
capital · SH01
2026-01-28
legacy
change-of-name · RP04SH01
2026-01-28
capital-cancellation-shares
capital · SH06
2025-12-01
capital-return-purchase-own-shares
capital · SH03
2025-11-21
memorandum-articles
incorporation · MA
2025-11-11
resolution
resolution · RESOLUTIONS
2025-11-11
resolution
resolution · RESOLUTIONS
2025-11-11
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-29
capital-alter-shares-consolidation
capital · SH02
2025-07-07
resolution
resolution · RESOLUTIONS
2025-07-07