DIRECT WEALTH MANAGEMENT LIMITED
💤Zombieactive
10376509 · ltd · incorporated 2016-09-15
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 Mar 2025
Net worth
£161.2k
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle with a 71-year-old founder — textbook succession opportunity.
Opportunity 74/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 71). 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: medium (77/100)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
5 officers (2 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 5 total, 5 with control declared
90
Director network
Network not yet resolved
30
Filing history
50 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
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £161,231
Net assets shrinking
Down £28,095 YoY
Cash YoY
-29%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£46k
↓ 29% YoY
Net Worth
£161k
↓ 15% YoY
Current Assets
£51k
↓ 24% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £161.2k | £189.3k |
| Current assets | £51.5k | £67.8k |
| Cash | £46.3k | £65.4k |
| Debtors | £5.2k | £2.4k |
| Net assets | £161.2k | £189.3k |
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
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
- 2025-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-10-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-22➕CHANDLER, Michael appointeddirector
- 2025-10-22➖CHANDLER, Michael resigneddirector
- 2025-10-22➕HAYNES, Toni Cheryl appointeddirector
- 2025-10-22➖HAYNES, Toni Cheryl resigneddirector
- 2025-10-22📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-10-22📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-10-21📄change-corporate-secretary-company-with-change-dateofficers · CH04
- 2024-10-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-07📄change-corporate-secretary-company-with-change-dateofficers · CH04
- 2024-02-12📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-02-06📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-06-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-11-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-10-25📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-06-11➕ADREM ACCOUNTING LTD appointedcorporate-secretary
- 2021-06-11📄appoint-corporate-secretary-company-with-name-dateofficers · AP04
- 2021-06-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-11-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-11-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-07-23➕BRENNAN, Barry Kevin appointeddirector
- 2020-07-23➖EDWARDS, Paul Joseph resigneddirector
- 2016-09-15🏢Company incorporatedAs DIRECT WEALTH MANAGEMENT LIMITED
- 2016-09-15➕EDWARDS, Paul Joseph appointeddirector
Owner dependency
90/100
Critical — business is the founderThe 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.
- +Founder age: Director aged approximately 71 — succession pressure is live.
Succession & seller-readiness
75/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 71 years old. Natural succession window is now.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 med ·2 director resignations in last 12 months
mediumMultiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: CHANDLER, Michael resigned 2025-10-22; HAYNES, Toni Cheryl resigned 2025-10-22
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Barry Kevin Brennan Individual · British · DOB 03/1955 · age 71 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 23/07/2020 |
4 historic (ceased) PSCs
- Kjdw Limitedceased 20/12/2017· 25-50% shares
- Jaylex Consulting Ltdceased 20/12/2017· 25-50% shares
- Gower Holdings Ltdceased 23/07/2020· 50-75% voting · board control
- Gower Wealth Management Ltdceased 15/09/2016· 50-75% shares · 50-75% voting · board control · significant influence
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · CW postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BLUE SKY NINE LIMITED→ 15935424 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| COMBINED MORTGAGE AND PROTECTION ADVICE LTD→ 14996212 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CT INTERNATIONAL LTD→ 10374714 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| D & S HELM LTD→ 15011094 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| DAVID JONES WEALTH MANAGEMENT LIMITED→ 16252057 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| DAYINSURE HOLDCO LIMITED→ 13147414 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| DEEL WORLD INTERNATIONAL GLOBAL PAYROLL HOLDINGS LIMITED→ 15068175 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| DEEL WORLD INTERNATIONAL GLOBAL PAYROLL UK LIMITED→ 15159291 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| DUAL FUTURE LIMITED→ 09427923 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| E CHANTLER SHARE PORTFOLIO LIMITED→ 16306385 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| EATON FINANCE LIMITED→ 04644940 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| EDLESTON EQUESTRIAN ACADEMY LIMITED→ 06724195 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
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
Incorporated2016-09-15
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Riverside
Mountbatten Way
Congleton
CW12 1DY
England
Filing status
Accounts
Next due: 2026-12-30
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-17
Last: 2026-02-03
Officers (2 active · 3 resigned)
ADREM ACCOUNTING LTD→
Activecorporate-secretary · appointed 2021-06-11
View their other companies + combined net worth →
BRENNAN, Barry Kevin→
Activedirector · ~71y · appointed 2020-07-23
View their other companies + combined net worth →
CHANDLER, Michael→
Resigneddirector · ~42y · appointed 2025-10-22 · resigned 2025-10-22
EDWARDS, Paul Joseph→
Resigneddirector · ~73y · appointed 2016-09-15 · resigned 2020-07-23
HAYNES, Toni Cheryl→
Resigneddirector · ~47y · appointed 2025-10-22 · resigned 2025-10-22
Click a director name to see their full track record across all companies.
Recent filings (50 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-18
termination-director-company-with-name-termination-date
officers · TM01
2025-10-23
termination-director-company-with-name-termination-date
officers · TM01
2025-10-23
appoint-person-director-company-with-name-date
officers · AP01
2025-10-22
appoint-person-director-company-with-name-date
officers · AP01
2025-10-22
change-corporate-secretary-company-with-change-date
officers · CH04
2025-10-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-28
change-corporate-secretary-company-with-change-date
officers · CH04
2024-10-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-26
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2024-02-12
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-22
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-03