ASAR WEALTH MANAGEMENT LIMITED

🏛️Establishedactive
10277502 · ltd · incorporated 2016-07-14
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 Jul 2024
Net worth
£-1.4k
book net assets
Opportunity
71/100
Strong
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What this business does
Primary activity: Activities of insurance agents and brokers
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. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (70/100)

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
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
26 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
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Negative net assets
Liabilities exceed assets by £1,407

Key financials

1 year extracted from filed iXBRL accounts
Cash
—
Net Worth
-£1k
Current Assets
£28k
Current Liabilities
—

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2024-07-31
Total assets£26.5k
Current assets£27.6k
Net assets£-1.4k

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
5
filings
  • • 2 officers
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2026-04-30
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  2. 2026-01-14
    ➕
    BASHIR, Shehzad Ahmed appointed
    director
  3. 2026-01-14
    ➖
    BASHIR, Shehzad Ahmed resigned
    director
  4. 2026-01-14
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  5. 2026-01-14
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2026-01-08
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2025-07-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2024-07-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2023-07-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2022-07-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2020-12-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2020-06-09
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  13. 2020-06-08
    📄
    withdrawal-of-a-person-with-significant-control-statement
    persons-with-significant-control · PSC09
  14. 2020-05-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2019-04-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2018-04-23
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  17. 2016-07-14
    🏢
    Company incorporated
    As ASAR WEALTH MANAGEMENT LIMITED
  18. 2016-07-14
    ➕
    RIZVI, Syed Murtaza appointed
    director
  19. 2016-07-14
    ➕
    BASHIR, Shehzad Ahmed 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

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
Mrs Samina Bashir
Individual · British · DOB 03/1976 · age 50
50–75%
50–75%board control50-75% shares · 50-75% voting · board control · firm interest08/06/2020

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

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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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2016-07-14
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

34 Academy Place
Isleworth
Middlesex
TW7 5FD
United Kingdom

Filing status

Accounts
Next due: 2026-07-31
Last made up to: 2024-07-31
Confirmation statement
Next due: 2027-01-28
Last: 2026-01-14

Officers (2 active · 1 resigned)

BASHIR, Shehzad Ahmed→
director · ~57y · appointed 2026-01-14
View their other companies + combined net worth →
Active
RIZVI, Syed Murtaza→
director · ~55y · appointed 2016-07-14
View their other companies + combined net worth →
Active
BASHIR, Shehzad Ahmed→
director · ~57y · appointed 2016-07-14 · resigned 2026-01-14
Resigned

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

Recent filings (26 total)

change-account-reference-date-company-previous-shortened
accounts · AA01
2026-04-30
confirmation-statement-with-updates
confirmation-statement · CS01
2026-01-16
appoint-person-director-company-with-name-date
officers · AP01
2026-01-14
termination-director-company-with-name-termination-date
officers · TM01
2026-01-14
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-01-08
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-09
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-10
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-21
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-06
confirmation-statement-with-updates
confirmation-statement · CS01
2021-07-02
accounts-with-accounts-type-micro-entity
accounts · AA
2020-12-17