ALEXANDER VIVIAN WEALTH MANAGEMENT LTD
🏛️Establishedactive
10465754 · ltd · incorporated 2016-11-07
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 Nov 2023
Net worth
—
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
ALSO REGISTERED FOR
- 65110Life insurance
- 65300Pension funding
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 76/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (74/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 3 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
4 officers (4 active, 4 linked, 3 with DOB)
85
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
36 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
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
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2023-11-30 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-11-06📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-11-06📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-11-06📄change-person-director-company-with-change-dateofficers · CH01
- 2025-11-06📄change-person-director-company-with-change-dateofficers · CH01
- 2025-11-06📄change-person-director-company-with-change-dateofficers · CH01
- 2025-10-30📄change-person-director-company-with-change-dateofficers · CH01
- 2025-09-28📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-09-28📄change-person-director-company-with-change-dateofficers · CH01
- 2025-08-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-07-30📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-07-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-07-30📄change-corporate-secretary-company-with-change-dateofficers · CH04
- 2024-12-03📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-07-31📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-07-25📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-07-25📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-07-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2017-11-28➕NURSE, Julien Vivian appointeddirector
- 2016-11-07🏢Company incorporatedAs ALEXANDER VIVIAN WEALTH MANAGEMENT LTD
- 2016-11-07➕LONDON LAW SECRETARIAL LIMITED appointedcorporate-secretary
- 2016-11-07➕CARTLIDGE, Anthony Andrew appointeddirector
- 2016-11-07➕MORLAND, Charles Peregrine appointeddirector
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Charles Peregrine Morland Individual · British · DOB 07/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 07/11/2016 |
Mr Anthony Andrew Cartlidge Individual · British · DOB 02/1963 · age 63 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 07/11/2016 |
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 →Similar companies
Active · Financial services · KT postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A&I MORTGAGES LIMITED→ 15704899 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AAKGLOBALINVESTMENTS LIMITED→ 16304203 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AKGIS LTD→ 15367554 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ALCHEMY FINANCE LTD→ 07897918 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| ALEA IACTA EST LIMITED→ 15750422 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALFA FIVE SECURITIES LIMITED→ 09924073 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ALITHEO VENTURES LTD→ 13881828 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| ALMA ATTIC LIMITED→ 04628031 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| ALPH CAPITAL LIMITED→ 10293635 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ALPHA-Q INVESTMENT MANAGEMENT LIMITED→ 03336529 · est 1997 · no financials extracted | — | — | — | — | 29y | — | — |
| ALTERNATIVES ADVISORY LTD→ 16613258 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALTREVGEN LTD→ 15322355 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2016-11-07
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
1st Floor 8 Bridle Close
Kingston Upon Thames
KT1 2JW
United Kingdom
Filing status
Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-11-20
Last: 2025-11-06
Officers (4 active · 0 resigned)
LONDON LAW SECRETARIAL LIMITED→
Activecorporate-secretary · appointed 2016-11-07
View their other companies + combined net worth →
CARTLIDGE, Anthony Andrew→
Activedirector · ~63y · appointed 2016-11-07
View their other companies + combined net worth →
MORLAND, Charles Peregrine→
Activedirector · ~59y · appointed 2016-11-07
View their other companies + combined net worth →
NURSE, Julien Vivian→
Activedirector · ~61y · appointed 2017-11-28
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (36 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2025-11-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-11-06
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-11-06
change-person-director-company-with-change-date
officers · CH01
2025-11-06
change-person-director-company-with-change-date
officers · CH01
2025-11-06
change-person-director-company-with-change-date
officers · CH01
2025-11-06
change-person-director-company-with-change-date
officers · CH01
2025-10-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-09-28
change-person-director-company-with-change-date
officers · CH01
2025-09-28
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-08-29
accounts-with-accounts-type-dormant
accounts · AA
2025-07-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-07-30
change-corporate-secretary-company-with-change-date
officers · CH04
2025-07-30
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-12-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-13