ACCUMULUS WEALTH MANAGEMENT LIMITED
No material changes in the last 30 days.
No snapshot from 90 days ago — start tracking from today.
No snapshot from 180 days ago — start tracking from today.
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.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 0 | — |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 confirmation-statement
Corporate timeline (19 events)Click to expand
- 2025-09-26📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-07-29📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-12-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-12-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-02-23📄change-person-director-company-with-change-dateofficers · CH01
- 2023-02-23📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-11-21📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-12-03📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-03-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-12-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-11-12📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-03-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-10-16📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-03-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2016-03-07📄termination-director-company-with-name-termination-dateofficers · TM01
- 2016-03-04🏢Company incorporatedAs ACCUMULUS WEALTH MANAGEMENT LIMITED
- 2016-03-04➕O'SHEA, Geoffrey Folk appointeddirector
- 2016-03-04➕COWAN, Graham Michael appointeddirector
- 2016-03-04➖COWAN, Graham Michael resigneddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +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
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Geoffrey Folk O'Shea Individual · British · DOB 11/1966 · age 60 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 01/07/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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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 →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
Registered office
Filing status
Officers (1 active · 1 resigned)
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