ADEPT WEALTH MANAGEMENT LIMITED
🏛️Establishedactive
11604901 · ltd · incorporated 2018-10-04
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 Oct 2024
Net worth
£16.2k
book net assets
Opportunity
72/100
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 72/100 (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
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
23 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
55
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 £16,233
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£16k
↑ 7127% YoY
Current Assets
£46k
↑ 117% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2024-10-31 | 2023-10-31 |
|---|---|---|
| Total assets | £34.1k | £15.8k |
| Current assets | £45.7k | £21.1k |
| Net assets | £16.2k | £-231 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 signals 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 (19 events)Click to expand
- 2025-09-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-09-15📄change-person-director-company-with-change-dateofficers · CH01
- 2025-09-15📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-09-15📄change-person-director-company-with-change-dateofficers · CH01
- 2025-07-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-07-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-07-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-07-21📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-06-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-10-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-10-08📄change-person-director-company-with-change-dateofficers · CH01
- 2019-10-08📄change-person-director-company-with-change-dateofficers · CH01
- 2019-03-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2018-10-24📄resolutionresolution · RESOLUTIONS
- 2018-10-04🏢Company incorporatedAs ADEPT WEALTH MANAGEMENT LIMITED
- 2018-10-04➕LAMBETH, Tracy Anne appointeddirector
- 2018-10-04➕PATTEN, Adam Daniel Ernest appointeddirector
- 2018-10-04📄incorporation-companyincorporation · NEWINC
Owner dependency
63/100
High — earn-out structure requiredMaterial 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.
- +No director turnover: Company is 8 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
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Adam Daniel Ernest Patten Individual · British · DOB 01/1971 · age 55 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 04/10/2018 |
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 · CO postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 1697 LIMITED→ 10388253 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| 76 AMBERLEY ROAD LIMITED→ 09521016 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| A KERRY SERVICES LIMITED→ 12322131 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| A.D.S. INSURANCE BROKERS LIMITED→ 02261242 · est 1988 · no financials extracted | — | — | — | — | 37y | — | — |
| ABACUS COLCHESTER LIMITED→ 06393406 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| ABCO INSURANCE SERVICES LIMITED→ 04670817 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| ACORN MORTGAGE SERVICES (ESSEX) LIMITED→ 05775002 · est 2006 · no financials extracted | — | — | — | — | 20y | — | — |
| ADELANTE ASSET MANAGEMENT LIMITED→ 04643643 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| ADELYA LIMITED→ 11504433 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AHBCOMPANY LTD→ 11510325 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AIC FINANCIAL LIMITED→ 06317916 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| AJ PROTECT LTD→ 09216717 · 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
Incorporated2018-10-04
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Unit 4 99 London Road
Stanway
Colchester
Essex
CO3 0NY
United Kingdom
Filing status
Accounts
Next due: 2026-07-31
Last made up to: 2024-10-31
Confirmation statement
Next due: 2026-10-17
Last: 2025-10-03
Officers (2 active · 0 resigned)
LAMBETH, Tracy Anne→
Activedirector · ~53y · appointed 2018-10-04
View their other companies + combined net worth →
PATTEN, Adam Daniel Ernest→
Activedirector · ~55y · appointed 2018-10-04
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (23 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-20
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-09-15
change-person-director-company-with-change-date
officers · CH01
2025-09-15
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-09-15
change-person-director-company-with-change-date
officers · CH01
2025-09-15
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-31
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-23
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-31
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-19
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-31
confirmation-statement-with-updates
confirmation-statement · CS01
2022-10-20
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-29
confirmation-statement-with-updates
confirmation-statement · CS01
2021-10-19
accounts-with-accounts-type-micro-entity
accounts · AA
2021-07-21
confirmation-statement-with-updates
confirmation-statement · CS01
2020-11-16