DOWES WEALTH MANAGEMENT LIMITED
🏛️Establishedactive
10952297 · ltd · incorporated 2017-09-08
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 Dec 2024
Net worth
£396.4k
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. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (79/100)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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
21 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)Positive net assets
Net assets £396,443
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£396k
Current Assets
£49k
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £506.1k | — |
| Current assets | £49.4k | — |
| Net assets | £396.4k | — |
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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (16 events)Click to expand
- 2026-01-14📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-09-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-02-01📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-02-01📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-07-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-09-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-08-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-04-21📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-06-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-03-04📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2019-03-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-09-08🏢Company incorporatedAs DOWES WEALTH MANAGEMENT LIMITED
- 2017-09-08➕DOWES, Amy appointeddirector
- 2017-09-08➕DOWES, Robert Ewan appointeddirector
- 2017-09-08📄incorporation-companyincorporation · NEWINC
Owner dependency
86/100
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
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "DOWES" — strong identity link between founder and business.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
36/100
Weak signalLimited 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
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 |
|---|---|---|---|---|
Mrs Amy Dowes Individual · British · DOB 08/1983 · age 43 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 08/09/2017 |
Mr Robert Ewan Dowes Individual · British · DOB 03/1981 · age 45 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 08/09/2017 |
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 · LS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| DINACO LTD→ 16655834 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DRAKE WEALTH MANAGEMENT LTD→ 11196498 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| DSAJ CONSULTING LTD→ 14787739 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| DURAND MORTGAGE SOLUTIONS LTD→ 15824614 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| E L WATSON FINANCIAL PLANNING LIMITED→ 05383444 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| EASY GIVING LTD→ 14838343 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| EDGAR INVESTMENT HOLDINGS LTD→ 15721365 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| EDWIN WOODHOUSE TRUSTEE COMPANY LIMITED→ 00588869 · est 1957 · no financials extracted | — | — | — | — | 68y | — | — |
| EIG CONSULTANCY LTD→ 14643918 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| EL SUPPORT SERVICES LIMITED→ 09522235 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ELANTIS RISK ENGINEERING LIMITED→ 05228458 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| ELEMENTAL CAPITAL LTD→ 09035491 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
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
Incorporated2017-09-08
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Suite 1, Rose Wharf
78 East Street
Leeds
LS9 8EE
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-09-21
Last: 2025-09-07
Officers (2 active · 0 resigned)
Active
DOWES, Robert Ewan→
Activedirector · ~45y · appointed 2017-09-08
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (21 total)
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-01-14
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-17
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-07
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-01
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-08
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-06
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-09
accounts-with-accounts-type-micro-entity
accounts · AA
2021-08-16
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-04-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-10-22