ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD
🏛️Establishedactive
12443374 · ltd · incorporated 2020-02-05
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
—
book net assets
Opportunity
72/100
Strong
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
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: strategic trade sale (65/100).
Data confidence
Overall: medium (72/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
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
2 connected companies via shared directors
51
Filing history
20 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
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 |
|---|---|
| Average employees | 13 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 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
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (17 events)Click to expand
- 2025-12-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-09-30📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2024-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-26📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-04-27📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-02-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-11-18📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2021-11-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-15📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-07-23➕HULL, Jayne appointeddirector
- 2020-07-23📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-07-23📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-05-06📄resolutionresolution · RESOLUTIONS
- 2020-02-05🏢Company incorporatedAs ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD
- 2020-02-05➕HULL, Jamie appointeddirector
- 2020-02-05📄incorporation-companyincorporation · NEWINC
Owner dependency
71/100
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.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 6 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 |
|---|---|---|---|---|
Mr Jamie Hull Individual · British · DOB 08/1980 · age 46 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 05/02/2020 |
Mrs Jayne Hull Individual · British · DOB 05/1985 · age 41 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 23/07/2020 |
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 · CW postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ARES FINANCIAL PLANNING LTD→ 15791108 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ASSURANT GENERAL INSURANCE LIMITED→ 02341082 · est 1989 · no financials extracted | — | — | — | — | 37y | — | — |
| BACK OFFICE SUPPORT SERVICES LIMITED→ 03600810 · est 1998 · no financials extracted | — | — | — | — | 27y | — | — |
| BARNETT JONES & COOKE LIMITED→ 03719711 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
| BEREAVEMENT FINANCE LIMITED→ 10690510 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| BEST BROKERS LTD→ 08002946 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| BLUE SKY NINE LIMITED→ 15935424 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BLUEDAWN CORPORATION LIMITED→ 04273274 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| BURFIELD FINANCIAL PLANNING LIMITED→ 07177075 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| CERTAIN BRIDGE LIMITED→ 10898368 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CGC HEALTH PLANNING LTD→ 08325374 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| CHALKLIN INVESTMENTS LTD→ 14852812 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2020-02-05
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding
Registered office
1 Park Road
Nantwich
CW5 7AQ
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-02-18
Last: 2026-02-04
Officers (2 active · 0 resigned)
Active
Active
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
2026-02-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-31
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-09-30
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-30
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-09-26
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-04-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-17
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-17
change-account-reference-date-company-previous-shortened
accounts · AA01
2022-11-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-11-05
confirmation-statement-with-updates
confirmation-statement · CS01
2021-03-04