FIVEWAYS WEALTH MANAGEMENT LIMITED

🏛️Establishedactive
11072046 · ltd · incorporated 2017-11-20
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 Mar 2025
Net worth
£20.0k
book net assets
Opportunity
77/100
Strong
🔔
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What this business does
Primary activity: Administration of financial markets
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

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

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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, 5 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
26 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.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Positive net assets
Net assets £20,000

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£20k
~ YoY
Current Assets
£20k
~ YoY
Current Liabilities
—
£0£4k£8k£12k£16k£20kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-03-312024-03-31
Total assets£20.0k£20.0k
Current assets£20.0k£20.0k
Net assets£20.0k£20.0k

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 address
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-02-24
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  2. 2025-11-24
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  3. 2025-11-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2025-04-01
    ➖
    POLAND, Stephen John resigned
    director
  5. 2024-11-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2024-05-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2024-02-07
    📄
    termination-director-company
    officers · TM01
  8. 2023-08-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2023-04-03
    ➖
    CHRISTOPHER GRAHAM, Gilchrist resigned
    director
  10. 2022-11-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2021-11-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  12. 2021-11-22
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  13. 2021-11-22
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  14. 2021-09-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2020-06-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2019-12-19
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  17. 2019-12-18
    ➖
    WEIR, Clive Jonathan resigned
    director
  18. 2019-06-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2018-01-11
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  20. 2018-01-11
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  21. 2018-01-02
    ➕
    WEIR, Clive Jonathan appointed
    director
  22. 2017-11-20
    🏢
    Company incorporated
    As FIVEWAYS WEALTH MANAGEMENT LIMITED
  23. 2017-11-20
    ➕
    BLOODWORTH, James Edward appointed
    director
  24. 2017-11-20
    ➕
    LAWSON, Jonathan William appointed
    director
  25. 2017-11-20
    ➕
    CHRISTOPHER GRAHAM, Gilchrist appointed
    director
  26. 2017-11-20
    ➕
    POLAND, Stephen John appointed
    director

Owner dependency

66/100
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 63 — approaching natural succession window.

Succession & seller-readiness

56/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Fiveways Financial Planning Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Fiveways Financial Planning Limited
Corporate parent · holds 75-100% shares
ultimate parent
⬇
FIVEWAYS WEALTH MANAGEMENT LIMITED
This company · 11072046

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Fiveways Financial Planning Limited
Corporate entity
75–100%
75–100%75-100% shares · 75-100% voting20/11/2017
1 historic (ceased) PSC
  • Mr Clive Jonathan Weirceased 22/11/2021· 25-50% shares · 25-50% voting

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 →

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———————
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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.

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
Incorporated2017-11-20
Jurisdictionengland-wales
Primary SIC66110 — Administration of financial markets

Registered office

2nd Floor, South One Castle Park
Tower Hill
Bristol
BS2 0JA
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-03
Last: 2025-11-19

Officers (2 active · 3 resigned)

BLOODWORTH, James Edward→
director · ~63y · appointed 2017-11-20
View their other companies + combined net worth →
Active
LAWSON, Jonathan William→
director · ~56y · appointed 2017-11-20
View their other companies + combined net worth →
Active
CHRISTOPHER GRAHAM, Gilchrist→
director · ~78y · appointed 2017-11-20 · resigned 2023-04-03
Resigned
POLAND, Stephen John→
director · ~74y · appointed 2017-11-20 · resigned 2025-04-01
Resigned
WEIR, Clive Jonathan→
director · ~64y · appointed 2018-01-02 · resigned 2019-12-18
Resigned

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

Recent filings (26 total)

change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-02-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-24
termination-director-company-with-name-termination-date
officers · TM01
2025-11-24
accounts-with-accounts-type-micro-entity
accounts · AA
2025-11-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-20
termination-director-company-with-name-termination-date
officers · TM01
2024-11-27
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-14
termination-director-company
officers · TM01
2024-02-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-11-23
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2021-11-23
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2021-11-22