DAVEY WEALTH MANAGEMENT LTD
Opportunity 70/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Average employees | 200 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 accounts
Corporate timeline (15 events)Click to expand
- 2026-03-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-03-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-01-04📍move-registers-to-sail-company-with-new-addressaddress · AD03
- 2025-01-04📍change-sail-address-company-with-new-addressaddress · AD02
- 2025-01-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-03-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-07-13📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-03-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-03-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-03-19📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-01-08📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-01-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-12-30🏢Company incorporatedAs DAVEY WEALTH MANAGEMENT LTD
- 2019-12-30➕DAVEY, Adrian Paul appointeddirector
- 2019-12-30📄incorporation-companyincorporation · NEWINC
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "DAVEY" — strong identity link between founder and business.
- +No director turnover: Company is 7 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 lowMultiple address changes in a short period can indicate operational instability or admin disorder.
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Adrian Paul Davey Individual · British · DOB 01/1973 · age 53 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 30/12/2019 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 →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
Registered office
Filing status
Officers (1 active · 0 resigned)
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