ADVISERTECH LTD
🏛️Establishedactive
12210909 · ltd · incorporated 2019-09-17
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 Jun 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Other information technology service activities
Sector: Information & communication
ALSO REGISTERED FOR
- 64999Financial intermediation not elsewhere classified
Investor take
PursueStrong opportunity: active trading company 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: strategic trade sale (73/100).
Data confidence
Overall: high (84/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 2 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
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
19 connected companies via shared directors
90
Filing history
20 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.
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 | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Average employees | 300 | 300 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (16 events)Click to expand
- 2026-02-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-02-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-06-10📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-05-03📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2021-03-01📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2021-03-01📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2021-03-01📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2021-02-02📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-01-22➕PROVISOR, Alan appointeddirector
- 2019-09-17🏢Company incorporatedAs ADVISERTECH LTD
- 2019-09-17➕COHEN, Maxim Anthony appointeddirector
- 2019-09-17➕COHEN, Stephen Jonathan appointeddirector
- 2019-09-17📄incorporation-companyincorporation · NEWINC
Owner dependency
73/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder age: Director aged approximately 74 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
60/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
The Uk Adviser Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
The Uk Adviser Group Limited
Corporate parent · holds 75-100% shares · board control
⬇
ADVISERTECH LTD
This company · 12210909
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%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
The Uk Adviser Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 30/09/2020 |
2 historic (ceased) PSCs
- Mr Stephen Jonathan Cohenceased 30/09/2020· 25-50% shares · 25-50% voting
- Mr Maxim Anthony Cohenceased 30/09/2020· 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 →Similar companies
Active · Technology · WA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A G SMITH CONSULTANCY LIMITED→ 06177581 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| ACQUAINTIA LIMITED→ 16972993 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ACULINQ LIMITED→ 16847201 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ADEPTE LIMITED→ 10503295 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ADM COMPUTING LTD→ 03920964 · est 2000 · no financials extracted | — | — | — | — | 26y | — | — |
| ADMS CONTROL SYSTEMS LTD→ 15008066 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ADVERY LIMITED→ 12382046 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ADWIN TECH LTD→ 16694520 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AFDLINE LTD→ 09711530 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| AFORZA LIMITED→ 11889388 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| AGD SOLUTIONS LIMITED→ 06150883 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| AGEHA CONSEIL LTD→ 12797283 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
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
Incorporated2019-09-17
Jurisdictionengland-wales
Primary SIC62090 — Other information technology service activities
Registered office
193a Ashley Road
Hale
Altrincham
WA15 9SQ
United Kingdom
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2027-05-09
Last: 2026-04-25
Officers (3 active · 0 resigned)
COHEN, Maxim Anthony→
Activedirector · ~40y · appointed 2019-09-17
View their other companies + combined net worth →
COHEN, Stephen Jonathan→
Activedirector · ~74y · appointed 2019-09-17
View their other companies + combined net worth →
PROVISOR, Alan→
Activedirector · ~63y · appointed 2021-01-22
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (20 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-30
accounts-with-accounts-type-dormant
accounts · AA
2021-06-10
change-account-reference-date-company-current-shortened
accounts · AA01
2021-05-03
confirmation-statement-with-updates
confirmation-statement · CS01
2021-05-03
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-03-01
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-03-01