ACG WILLS & ESTATE PLANNING LTD
🏛️Establishedactive
12017847 · ltd · incorporated 2019-05-25
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
—
book net assets
Opportunity
72/100
Strong
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company 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: share sale to pe / searcher (58/100).
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
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
4 connected companies via shared directors
57
Filing history
28 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.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 200 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 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
1
filing
- • 1 confirmation-statement
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
6
filings
- • 2 officers
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2025-12-17📄change-person-director-company-with-change-dateofficers · CH01
- 2025-12-17📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-17📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-17📄change-person-director-company-with-change-dateofficers · CH01
- 2025-12-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-08-19📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-06-04📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-06-03📄change-person-director-company-with-change-dateofficers · CH01
- 2025-06-03📄change-person-director-company-with-change-dateofficers · CH01
- 2025-05-27📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-05-27📄change-person-director-company-with-change-dateofficers · CH01
- 2024-10-02📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-05-31📄change-person-director-company-with-change-dateofficers · CH01
- 2023-12-21📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2022-11-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-08-23📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-07-06📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-01-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-10-27📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2019-05-25🏢Company incorporatedAs ACG WILLS & ESTATE PLANNING LTD
- 2019-05-25➕LEWIS, Gary John appointeddirector
- 2019-05-25➕PRICE, Andrew John appointeddirector
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 7 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 |
|---|---|---|---|---|
Gary John Lewis Individual · British · DOB 04/1970 · age 56 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 25/05/2019 |
Mr Andrew John Price Individual · British · DOB 10/1969 · age 57 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 25/05/2019 |
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 · Professional services · GL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ABZ COST LTD→ 15994132 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ACCELERATIO LIMITED→ 15365321 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ACCOUNTRIX LIMITED→ 08829863 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| ACCOUNTSWOLDS LTD→ 13699620 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ACD MAIR LTD→ 12334169 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ACG COMMERCIAL LIMITED→ 10163675 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ACG FINANCIAL LIMITED→ 07908578 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| ACHIEVING THE DIFFERENCE LIMITED→ 13373659 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ACM ACCOUNTING LIMITED→ 10802691 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ACORN BOOKKEEPING AND ACCOUNTS LIMITED→ 11111373 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ACORN ENGINEERING SOLUTIONS LTD→ 07591736 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| ACQUISITION PRECISION LIMITED→ 08792890 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
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
Incorporated2019-05-25
Jurisdictionengland-wales
Primary SIC70221 — Financial management
Registered office
Midway House Herrick Way
Staverton Technology Park
Cheltenham
Gloucestershire
GL51 6TQ
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-06-07
Last: 2026-05-24
Officers (2 active · 0 resigned)
LEWIS, Gary John→
Activedirector · ~56y · appointed 2019-05-25
View their other companies + combined net worth →
PRICE, Andrew John→
Activedirector · ~57y · appointed 2019-05-25
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (28 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-05-27
change-person-director-company-with-change-date
officers · CH01
2025-12-17
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-17
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-17
change-person-director-company-with-change-date
officers · CH01
2025-12-17
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-12-17
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-08-19
confirmation-statement-with-updates
confirmation-statement · CS01
2025-06-06
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-06-04
change-person-director-company-with-change-date
officers · CH01
2025-06-03
change-person-director-company-with-change-date
officers · CH01
2025-06-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-05-27
change-person-director-company-with-change-date
officers · CH01
2025-05-27
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-10-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-06