CHRYSALIS WEALTH MANAGEMENT LTD

💤Zombieactive
09612918 · ltd · incorporated 2015-05-28
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 Aug 2025
Net worth
—
book net assets
Opportunity
78/100
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 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: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
4 officers (1 active, 4 linked, 4 with DOB)
90
Ownership & PSC
2 active PSC(s) of 5 total, 5 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
35 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.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Aug 2024Aug 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-08-312024-08-31

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 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
  1. 2026-02-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-05-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2022-12-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-09-27
    ➖
    HANCOX, Paul Leonard resigned
    director
  6. 2022-09-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  7. 2022-09-27
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  8. 2022-09-27
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  9. 2022-01-05
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2021-02-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2019-12-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2018-10-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-05-30
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  14. 2018-05-29
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  15. 2016-08-31
    ➖
    DRAKE, Michael John resigned
    director
  16. 2016-08-31
    ➖
    WATERFALL-BROWN, Nigel Anthony resigned
    director
  17. 2015-05-28
    🏢
    Company incorporated
    As CHRYSALIS WEALTH MANAGEMENT LTD
  18. 2015-05-28
    ➕
    BURDIS, Darren Robert appointed
    director
  19. 2015-05-28
    ➕
    DRAKE, Michael John appointed
    director
  20. 2015-05-28
    ➕
    HANCOX, Paul Leonard appointed
    director
  21. 2015-05-28
    ➕
    WATERFALL-BROWN, Nigel Anthony appointed
    director

Owner dependency

83/100
Critical — business is the founder

The 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.
  • +Senior director age: Director aged approximately 60 — approaching natural succession window.

Succession & seller-readiness

60/100
Strong succession signal

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

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 60. 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

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

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Coral Jane Burdis
Individual · English · DOB 07/1972 · age 54
—25–50%25-50% voting31/08/2016
Mr Darren Robert Burdis
Individual · British · DOB 03/1966 · age 60
——sig. influencesignificant influence · firm interest28/05/2016
3 historic (ceased) PSCs
  • Mr Paul Leonard Hancoxceased 30/05/2018· 25-50% voting
  • Mrs Jayne Hancoxceased 27/09/2022· 25-50% shares
  • Mr Paul Leonard Hancoxceased 27/09/2022· significant influence · firm interest

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

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06674780 · est 2008 · no financials extracted
————17y——
CHATSWORTH CONSULTANCY LIMITED→
10200568 · est 2016 · no financials extracted
————9y——
CHRIS SIMONS WEALTH MANAGEMENT LTD→
13313076 · est 2021 · no financials extracted
————5y——
CHRISTINE GRIFFIN LIMITED→
04760709 · est 2003 · no financials extracted
————22y——
CLEAR FINANCIAL SOLUTIONS (MIDLANDS) LTD→
07081690 · est 2009 · no financials extracted
————16y——
CO-OPERATIVE WEALTH MANAGEMENT LTD→
08134921 · est 2012 · no financials extracted
————13y——
COGENT FINANCIAL SOLUTIONS LTD→
12693406 · est 2020 · no financials extracted
————5y——
COLDSTORE INVESTMENTS LTD→
13865574 · est 2022 · no financials extracted
————4y——
COLESHILL MORTGAGE SERVICES LIMITED→
05711103 · est 2006 · no financials extracted
————20y——
COLLABORATIVE WEALTH LIMITED→
12361941 · est 2019 · no financials extracted
————6y——
COMFORT RESIDENTIAL AND COMMERCIAL FINANCE LTD→
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————3y——
COMMUNITY DIRECTIONS LTD→
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————2y——
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
Incorporated2015-05-28
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

4 St Georges House
Vernon Gate
Derby
DE1 1UQ
England

Filing status

Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2027-05-30
Last: 2026-05-16

Officers (1 active · 3 resigned)

BURDIS, Darren Robert→
director · ~60y · appointed 2015-05-28
View their other companies + combined net worth →
Active
DRAKE, Michael John→
director · ~65y · appointed 2015-05-28 · resigned 2016-08-31
Resigned
HANCOX, Paul Leonard→
director · ~69y · appointed 2015-05-28 · resigned 2022-09-27
Resigned
WATERFALL-BROWN, Nigel Anthony→
director · ~70y · appointed 2015-05-28 · resigned 2016-08-31
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
2026-05-19
accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-19
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-17
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-30
confirmation-statement-with-updates
confirmation-statement · CS01
2023-01-13
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-15
confirmation-statement-with-updates
confirmation-statement · CS01
2022-09-27
termination-director-company-with-name-termination-date
officers · TM01
2022-09-27
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-09-27
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-09-27
confirmation-statement-with-updates
confirmation-statement · CS01
2022-04-05
accounts-with-accounts-type-micro-entity
accounts · AA
2022-01-05