AEVITAS WEALTH LTD

🌳Matureactive
09790774 · ltd · incorporated 2015-09-23
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
£96.0k
book net assets
Opportunity
74/100
Strong
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What this business does
Primary activity: Life insurance
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle. Family succession underway — not a classic acquisition target.

Opportunity 74/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (79/100)

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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
29 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £95,969
Cash YoY
+26%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£159k
↑ 26% YoY
Net Worth
£96k
↑ 18% YoY
Current Assets
£231k
↑ 34% YoY
Current Liabilities
—
£0£46k£93k£139k£185k£231kOct 2024Oct 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-10-312024-10-31
Total assets£149.4k£180.9k
Current assets£231.4k£173.1k
Cash£158.6k£126.0k
Debtors£24.9k£3.7k
Net assets£96.0k£81.6k

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 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
  1. 2026-05-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-01-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-06-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2024-06-19
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  5. 2024-06-01
    ➕
    EDWARDS, Helen appointed
    director
  6. 2023-06-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2022-07-26
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  8. 2022-07-26
    📄
    capital-allotment-shares
    capital · SH01
  9. 2022-07-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2021-03-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2020-01-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2019-06-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-05-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2017-06-14
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  15. 2017-04-28
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  16. 2016-05-26
    📄
    capital-allotment-shares
    capital · SH01
  17. 2015-09-23
    🏢
    Company incorporated
    As AEVITAS WEALTH LTD
  18. 2015-09-23
    ➕
    EDWARDS, Richard Darren appointed
    director

Owner dependency

71/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 11 years old with no director changes — suggests a very tight-knit founder team never broadened.

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

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Mr Richard Darren Edwards
Individual · British · DOB 02/1969 · age 57
50–75%
50–75%board control50-75% shares · 50-75% voting · board control06/04/2016

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.

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Company details

Statusactive
Typeltd
Incorporated2015-09-23
Jurisdictionengland-wales
Primary SIC65110 — Life insurance

Registered office

Suite 7 5-7 Court Road
Bridgend
CF31 1BE
Wales

Filing status

Accounts
Next due: 2027-07-31
Last made up to: 2025-10-31
Confirmation statement
Next due: 2026-08-09
Last: 2025-07-26

Officers (2 active · 0 resigned)

EDWARDS, Helen→
director · ~52y · appointed 2024-06-01
View their other companies + combined net worth →
Active
EDWARDS, Richard Darren→
director · ~57y · appointed 2015-09-23
View their other companies + combined net worth →
Active

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

Recent filings (29 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-05-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-01-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-06-21
appoint-person-director-company-with-name-date
officers · AP01
2024-06-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-09
confirmation-statement-with-updates
confirmation-statement · CS01
2022-07-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-07-26
capital-allotment-shares
capital · SH01
2022-07-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-07-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-29
confirmation-statement-with-updates
confirmation-statement · CS01
2020-09-02