INDEPENDENT WEALTH PLANNERS UK LIMITED
🏛️Establishedactive
11687785 · ltd · incorporated 2018-11-20
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 6.8y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
69/100
Strong
What this business does
Primary activity: Management consultancy activities other than financial management
Sector: Professional, scientific & technical
Investor take
PursueActive trading company. Reasonable fundamentals — worth a memo before deciding.
Opportunity 69/100 (strong), bankability 70/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (63/100).
🏦
Refinance opportunity
5 live charges · oldest 6.8y
65/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 6.8 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 28/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (62/100)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
No iXBRL financials extracted
0
Lenders & charges
5 charges (5/5 with lender, 5/5 with type)
90
Directors & officers
19 officers (3 active, 19 linked, 18 with DOB)
89
Ownership & PSC
0 active PSC(s) of 6 total, 6 with control declared
90
Director network
18 connected companies via shared directors
90
Filing history
115 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
69/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
55
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
82
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
1
filing
- • 1 confirmation-statement
Last 90 days
2
filings
- • 1 confirmation-statement
- • 1 auditors
Last 180 days
10
filings
- • 6 mortgage
- • 2 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (63 events)Click to expand
- 2026-03-20📄auditors-resignation-companyauditors · AUD
- 2026-03-02📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2026-01-23📄mortgage-charge-part-release-with-charge-numbermortgage · MR05
- 2026-01-23📄mortgage-charge-part-release-with-charge-numbermortgage · MR05
- 2026-01-23📄mortgage-charge-part-release-with-charge-numbermortgage · MR05
- 2026-01-23📄mortgage-charge-part-release-with-charge-numbermortgage · MR05
- 2026-01-23📄mortgage-charge-part-release-with-charge-numbermortgage · MR05
- 2026-01-20📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2026-01-16🔒Charge registered #5Lender: Ares Management Limited
- 2026-01-02📄accounts-with-accounts-type-groupaccounts · AA
- 2025-11-19📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-11-18➖BIRCH, Christopher Richard resigneddirector
- 2025-05-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-04-30➖ALLEN, Robert Charles resigneddirector
- 2025-04-08📄accounts-with-accounts-type-groupaccounts · AA
- 2025-01-13📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2025-01-13📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2025-01-13📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2025-01-13📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2024-12-10📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-07-22📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2024-07-22📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2024-07-22📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2024-07-22📄mortgage-charge-part-both-with-charge-numbermortgage · MR05
- 2024-07-04📄change-person-director-company-with-change-dateofficers · CH01
- 2024-02-22➖BOOTH, Jonathan resigneddirector
- 2024-02-22➖DUNNE, Anthony Simon resigneddirector
- 2024-02-22➖KING, Robert David resigneddirector
- 2024-02-22➖PADGET, Neil Alan resigneddirector
- 2024-01-31➖SPAIN, Tony resigneddirector
- 2024-01-04➖HAMBRO, Alexander Robert, Hon resigneddirector
- 2023-09-23➖CANTLAY, Les James resigneddirector
- 2023-03-21➖WALKER, Simon Richard resigneddirector
- 2022-09-13➕THORNTON, Helen Michele appointeddirector
- 2022-08-30➖FEARON, Andrew Jason resigneddirector
- 2022-06-30🔒Charge registered #4Lender: Ares Management Limited
- 2022-06-30🔒Charge registered #3Lender: Ares Management Limited
- 2022-06-29➕EASTON, Alexander John Dominic appointeddirector
- 2022-06-29➕WALKER, Simon Richard appointeddirector
- 2022-02-08➕ROBERTS, Stephen John appointedsecretary
- 2022-02-08➕ALLEN, Robert Charles appointeddirector
- 2022-01-01➖INGLESFIELD, David Mark resigneddirector
- 2020-11-09➖KABERRY, James Christopher resigneddirector
- 2020-11-06🔒Charge registered #2Lender: Ares Management Limited
- 2020-04-29➖RYAN, Martyn resigneddirector
- 2020-04-09➖COHEN, Steve resigneddirector
- 2019-10-22➕FEARON, Andrew Jason appointeddirector
- 2019-09-05➕CANTLAY, Les James appointeddirector
- 2019-09-05➕DUNNE, Anthony Simon appointeddirector
- 2019-09-05➕KABERRY, James Christopher appointeddirector
Showing most recent 50 of 63 events
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
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
1 low5 live charges
lowHeavily leveraged with multiple live security positions — understand the capital structure before proceeding.
🔒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
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|---|---|---|---|---|---|---|---|
| ABEO VERTO LIMITED→ 07423104 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
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| ABIP LIMITED→ 06665030 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| ABL THERAPISTS LTD→ 11161868 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
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| ABP LAW LTD→ 17075944 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ABS DESIGNS CONSULTING LTD→ 14050299 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| ABS RENTAL LTD→ 16309378 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ABSAARA LTD→ 06484407 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| ABSALOM BRAND CONSULTANCY LTD→ 16706172 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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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
Incorporated2018-11-20
Jurisdictionengland-wales
Primary SIC70229 — Management consultancy activities other than financial management
Registered office
One Eleven
Edmund Street
Birmingham
B3 2HJ
United Kingdom
Filing status
Accounts
Next due: 2026-10-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-05-20
Last: 2026-05-06
Officers (3 active · 16 resigned)
ROBERTS, Stephen John→
Activesecretary · appointed 2022-02-08
View their other companies + combined net worth →
EASTON, Alexander John Dominic→
Activedirector · ~50y · appointed 2022-06-29
View their other companies + combined net worth →
THORNTON, Helen Michele→
Activedirector · ~50y · appointed 2022-09-13
View their other companies + combined net worth →
ALLEN, Robert Charles→
Resigneddirector · ~52y · appointed 2022-02-08 · resigned 2025-04-30
BIRCH, Christopher Richard→
Resigneddirector · ~54y · appointed 2019-07-29 · resigned 2025-11-18
BOOTH, Jonathan→
Resigneddirector · ~62y · appointed 2019-08-21 · resigned 2024-02-22
CANTLAY, Les James→
Resigneddirector · ~73y · appointed 2019-09-05 · resigned 2023-09-23
COHEN, Steve→
Resigneddirector · ~73y · appointed 2019-02-25 · resigned 2020-04-09
DUNNE, Anthony Simon→
Resigneddirector · ~60y · appointed 2019-09-05 · resigned 2024-02-22
FEARON, Andrew Jason→
Resigneddirector · ~57y · appointed 2019-10-22 · resigned 2022-08-30
HAMBRO, Alexander Robert, Hon→
Resigneddirector · ~64y · appointed 2019-04-02 · resigned 2024-01-04
INGLESFIELD, David Mark→
Resigneddirector · ~61y · appointed 2018-11-20 · resigned 2022-01-01
KABERRY, James Christopher→
Resigneddirector · ~56y · appointed 2019-09-05 · resigned 2020-11-09
KING, Robert David→
Resigneddirector · ~60y · appointed 2019-09-05 · resigned 2024-02-22
MILLS, Steven Geoffrey→
Resigneddirector · ~81y · appointed 2019-07-26 · resigned 2019-09-05
PADGET, Neil Alan→
Resigneddirector · ~64y · appointed 2019-07-29 · resigned 2024-02-22
RYAN, Martyn→
Resigneddirector · ~69y · appointed 2019-07-28 · resigned 2020-04-29
SPAIN, Tony→
Resigneddirector · ~66y · appointed 2019-02-25 · resigned 2024-01-31
WALKER, Simon Richard→
Resigneddirector · ~67y · appointed 2022-06-29 · resigned 2023-03-21
Click a director name to see their full track record across all companies.
Mortgages & charges
5
Total charges
5
Outstanding
1
Active lenders
Status:Lender:5 of 5 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Ares Management Ares Management Limited | A registered charge | — | 16/01/2026 | — | |
| outstanding | Ares Management Ares Management Limited | A registered charge | — | 30/06/2022 | — | |
| outstanding | Ares Management Ares Management Limited | A registered charge | — | 30/06/2022 | — | |
| outstanding | Ares Management Ares Management Limited | A registered charge | — | 06/11/2020 | — | |
| outstanding | Ares Management Ares Management Limited | A registered charge | — | 29/07/2019 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (115 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-26
auditors-resignation-company
auditors · AUD
2026-03-20
change-account-reference-date-company-previous-shortened
accounts · AA01
2026-03-02
mortgage-charge-part-release-with-charge-number
mortgage · MR05
2026-01-23
mortgage-charge-part-release-with-charge-number
mortgage · MR05
2026-01-23
mortgage-charge-part-release-with-charge-number
mortgage · MR05
2026-01-23
mortgage-charge-part-release-with-charge-number
mortgage · MR05
2026-01-23
mortgage-charge-part-release-with-charge-number
mortgage · MR05
2026-01-23
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2026-01-20
accounts-with-accounts-type-group
accounts · AA
2026-01-02
termination-director-company-with-name-termination-date
officers · TM01
2025-11-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-14
termination-director-company-with-name-termination-date
officers · TM01
2025-05-13
accounts-with-accounts-type-group
accounts · AA
2025-04-08
mortgage-charge-part-both-with-charge-number
mortgage · MR05
2025-01-13