ARMSTRONGS WEALTH PLANNING LIMITED
🏛️Establishedactive
11618076 · ltd · incorporated 2018-10-11
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
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
£36.3k
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 71/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -52% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: high (83/100)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
6 officers (4 active, 6 linked, 6 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
30 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 £36,262
Net assets shrinking
Down £18,551 YoY
Cash draining
Cash down 52% YoY
Cash YoY
-52%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£38k
↓ 52% YoY
Net Worth
£36k
↓ 34% YoY
Current Assets
£78k
↓ 29% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £65.2k | £90.1k |
| Current assets | £78.3k | £110.5k |
| Cash | £38.0k | £79.4k |
| Debtors | £40.3k | £31.1k |
| Net assets | £36.3k | £54.8k |
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 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
- 2025-09-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-11-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-09-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-07-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-01-15📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2019-12-03📄capital-allotment-sharescapital · SH01
- 2019-12-03📄capital-allotment-sharescapital · SH01
- 2019-12-03📄capital-allotment-sharescapital · SH01
- 2019-12-03📄capital-allotment-sharescapital · SH01
- 2019-12-03📄capital-allotment-sharescapital · SH01
- 2019-10-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-03-08📄capital-allotment-sharescapital · SH01
- 2019-01-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-01-14➕FARMER, Paul Anthony appointeddirector
- 2019-01-14➕SHABBIR, Muhammed appointeddirector
- 2019-01-14➕VAN RISTELL, Sarah-Faye appointeddirector
- 2019-01-14📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-01-14📄appoint-person-director-company-with-name-dateofficers · AP01
- 2018-11-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-10-27➖FARMER, Paul Anthony resigneddirector
- 2018-10-27➖SHABBIR, Muhammed resigneddirector
- 2018-10-11🏢Company incorporatedAs ARMSTRONGS WEALTH PLANNING LIMITED
- 2018-10-11➕WARDEN, Stewart Adam appointeddirector
- 2018-10-11➕FARMER, Paul Anthony appointeddirector
- 2018-10-11➕SHABBIR, Muhammed appointeddirector
Owner dependency
40/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
Succession & seller-readiness
30/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
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 Stewart Adam Warden Individual · British · DOB 09/1985 · age 41 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 11/10/2018 |
2 historic (ceased) PSCs
- Mr Paul Anthony Farmerceased 27/10/2018· significant influence
- Mr Muhammed Shabbirceased 27/10/2018· significant influence
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 · CV postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AMBROSE TRUSTEES LIMITED→ 06469798 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| ANGELIC HOLDINGS LIMITED→ 09372989 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ANGIE SMITH MORTGAGE SERVICES LTD→ 13322127 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| ANNETTS PROPERTY & FINANCE LIMITED→ 14644632 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ASCENT FINANCIAL CONSULTING LIMITED→ 13648466 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ASHLAWN INVESTMENTS LIMITED→ 12752735 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ASHLEIGH COURT PRIVATE CLIENT WEALTH MANAGEMENT LIMITED→ 06724340 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| ATHENA INSURANCE SERVICES LIMITED→ 02743503 · est 1992 · no financials extracted | — | — | — | — | 33y | — | — |
| AUREUS FINANCIAL SERVICES LIMITED→ 05518544 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| AUTOMATIC ENROLMENT SOLUTIONS LIMITED→ 09388498 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| AUX CAPITAL LTD→ 16738539 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AVON COMMERCIAL FINANCE (UK) LIMITED→ 04392934 · est 2002 · no financials extracted | — | — | — | — | 24y | — | — |
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
Incorporated2018-10-11
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
1 & 2 Mercia Village Torwood Close
Westwood Business Park
Coventry
West Midlands
CV4 8HX
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-02-14
Last: 2026-01-31
Officers (4 active · 2 resigned)
FARMER, Paul Anthony→
Activedirector · ~47y · appointed 2019-01-14
View their other companies + combined net worth →
SHABBIR, Muhammed→
Activedirector · ~51y · appointed 2019-01-14
View their other companies + combined net worth →
VAN RISTELL, Sarah-Faye→
Activedirector · ~41y · appointed 2019-01-14
View their other companies + combined net worth →
WARDEN, Stewart Adam→
Activedirector · ~41y · appointed 2018-10-11
View their other companies + combined net worth →
FARMER, Paul Anthony→
Resigneddirector · ~47y · appointed 2018-10-11 · resigned 2018-10-27
SHABBIR, Muhammed→
Resigneddirector · ~51y · appointed 2018-10-11 · resigned 2018-10-27
Click a director name to see their full track record across all companies.
Recent filings (30 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-26
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-06
confirmation-statement-with-updates
confirmation-statement · CS01
2023-01-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-21
confirmation-statement-with-updates
confirmation-statement · CS01
2022-01-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-16
confirmation-statement-with-updates
confirmation-statement · CS01
2020-12-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-07-03
change-account-reference-date-company-previous-extended
accounts · AA01
2020-01-15
confirmation-statement-with-updates
confirmation-statement · CS01
2019-12-03
capital-allotment-shares
capital · SH01
2019-12-03