HELP FOR WEALTH LTD

🏛️Establishedactive
10557201 · ltd · incorporated 2017-01-11
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
—
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Turnover
—
year to Jan 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 77/100 (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: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (78/100)

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
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
23 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Jan 2024Jan 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-01-312024-01-31
Average employees400400

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
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2025-09-29
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  2. 2025-08-27
    ➕
    RAWCLIFFE, Matthew appointed
    director
  3. 2025-08-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2025-07-25
    ➖
    RAWCLIFFE, Matthew resigned
    director
  5. 2025-07-25
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2025-02-26
    ➕
    RAWCLIFFE, Matthew appointed
    director
  7. 2025-02-26
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  8. 2024-10-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2023-07-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2022-06-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2021-10-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2020-07-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2019-10-02
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2018-09-25
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2018-01-17
    📄
    change-person-director-company-with-change-date
    officers · CH01
  16. 2018-01-17
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  17. 2017-01-11
    🏢
    Company incorporated
    As HELP FOR WEALTH LTD
  18. 2017-01-11
    ➕
    RAWCLIFFE, Andrew appointed
    director
  19. 2017-01-11
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

74/100
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.
  • +Senior director age: Director aged approximately 60 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

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 · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Andrew Rawcliffe
Individual · British · DOB 05/1966 · age 60
75–100%
75–100%board control75-100% shares · 75-100% voting · board control11/01/2017

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.

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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.

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Company details

Statusactive
Typeltd
Incorporated2017-01-11
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Help For Wealth Wyresdale Road
Golgotha
Lancaster
Lancs
LA1 3JQ
United Kingdom

Filing status

Accounts
Next due: 2026-10-31
Last made up to: 2025-01-31
Confirmation statement
Next due: 2027-01-24
Last: 2026-01-10

Officers (2 active · 1 resigned)

RAWCLIFFE, Andrew→
director · ~60y · appointed 2017-01-11
View their other companies + combined net worth →
Active
RAWCLIFFE, Matthew→
director · ~26y · appointed 2025-08-27
View their other companies + combined net worth →
Active
RAWCLIFFE, Matthew→
director · ~26y · appointed 2025-02-26 · resigned 2025-07-25
Resigned

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

Recent filings (23 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-14
appoint-person-director-company-with-name-date
officers · AP01
2025-09-29
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-26
termination-director-company-with-name-termination-date
officers · TM01
2025-07-25
appoint-person-director-company-with-name-date
officers · AP01
2025-02-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-24
accounts-with-accounts-type-micro-entity
accounts · AA
2024-10-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-17
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-20
accounts-with-accounts-type-micro-entity
accounts · AA
2022-06-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-13
accounts-with-accounts-type-micro-entity
accounts · AA
2021-10-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-01-14
accounts-with-accounts-type-micro-entity
accounts · AA
2020-07-19