EQUIUM WEALTH MANAGEMENT LIMITED
💤Zombieactive
10812382 · ltd · incorporated 2017-06-09
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 Jun 2025
Net worth
£666
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 71/100 (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: strategic trade sale (65/100).
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
1 officers (1 active, 1 linked, 1 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
19 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 · accounting standard not declaredPositive net assets
Net assets £666
Net assets shrinking
Down £1,497 YoY
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£666
↓ 69% YoY
Current Assets
£24k
↑ 11% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Total assets | £1.7k | £3.2k |
| Current assets | £24.3k | £22.0k |
| Net assets | £666 | £2.2k |
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 (13 events)Click to expand
- 2025-11-21📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-11-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-10-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-07-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-02-10📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-02-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-10-08📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-09-25📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-09-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-01-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-06-09🏢Company incorporatedAs EQUIUM WEALTH MANAGEMENT LIMITED
- 2017-06-09➕WEIR, Morton Shadley appointeddirector
- 2017-06-09📄incorporation-companyincorporation · NEWINC
Owner dependency
80/100
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.
- +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
45/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
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 · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Morton Shadley Weir Individual · British · DOB 11/1970 · age 56 | 50–75% | 75–100% | board control75-100% shares · 75-100% voting · board control | 09/06/2017 |
Mrs Diane Weir Individual · British · DOB 10/1970 · age 56 | 25–50% | — | 25-50% shares | 25/09/2019 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · LN postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 8013B LIMITED→ 12245974 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ALTERNATIVE COMMERCIAL FINANCE LIMITED→ 08547499 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| AMELIO INVESTMENTS LIMITED→ 15980117 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ARC BROKER SERVICES LIMITED→ 11224505 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| BOXED MORTGAGES LTD→ 16295489 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| CLEAR COVER WARRANTIES LIMITED→ 16832103 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CORALLINE HEALTH LIMITED→ 10687105 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| CORNERSTONE GLOBAL LIMITED→ 16671528 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DEC FINANCIAL SERVICES LTD→ 07991898 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| EAGLE MORTGAGES & PROTECTION LTD→ 13958958 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| EXECUTIVE RESPONSE LIMITED→ 04299577 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| F.H. MANNING FINANCIAL SERVICES LIMITED→ 01221914 · est 1975 · no financials extracted | — | — | — | — | 50y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
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 →🔒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
Incorporated2017-06-09
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Moor Farm Owmby Lane
North Kelsey Moor
Market Rasen
Lincolnshire
LN7 6HE
United Kingdom
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-06-22
Last: 2025-06-08
Officers (1 active · 0 resigned)
WEIR, Morton Shadley→
Activedirector · ~56y · appointed 2017-06-09
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (19 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2025-11-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-12
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-10
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-16
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-21
accounts-with-accounts-type-micro-entity
accounts · AA
2022-02-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-08
accounts-with-accounts-type-micro-entity
accounts · AA
2021-02-12
confirmation-statement-with-updates
confirmation-statement · CS01
2020-06-08
accounts-with-accounts-type-micro-entity
accounts · AA
2019-10-08
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2019-09-25
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2019-09-25