AJN WEALTH MANAGEMENT LTD
No material changes in the last 30 days.
No snapshot from 90 days ago — start tracking from today.
No snapshot from 180 days ago — start tracking from today.
Opportunity 71/100 (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.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey 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 | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Total assets | £35.4k | £15.3k |
| Current assets | £47.1k | £40.0k |
| Cash | £47.0k | £39.9k |
| Debtors | £76 | £55 |
| Net assets | £34.9k | £15.3k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
1 signal 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
- • 1 confirmation-statement
- • 1 confirmation-statement
- • 1 accounts
Corporate timeline (8 events)Click to expand
- 2026-03-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-02-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-06-09🏢Company incorporatedAs AJN WEALTH MANAGEMENT LTD
- 2020-06-09➕WILKINSON, Alistair appointeddirector
- 2020-06-09📄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.
- +No director turnover: Company is 6 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Alistair Wilkinson Individual · British · DOB 09/1969 · age 57 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 09/06/2020 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · GU postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CORE BUSINESS FINANCE LIMITED→ 16556554 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CORROUR LIMITED→ 08024794 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| COTTINGHAM FLETCHER & COMPANY LIMITED→ 05393696 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| COVER DIRECT LTD→ 10291957 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CP LIQUIDITY LTD→ 16518174 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CRANFORD MORTGAGE SERVICES LIMITED→ 14779907 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| CSENSE CAPITAL FS LTD→ 12080298 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CURLEW OPPORTUNITIES LIMITED→ 10444182 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| D STANFORD LTD→ 15678586 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| DARTFORD RIVER CROSSING TRUSTEES LIMITED→ 01918519 · est 1985 · no financials extracted | — | — | — | — | 40y | — | — |
| DAVID MORGAN CONSULTING LTD→ 08567373 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| DAVON INVESTMENTS LTD→ 10007115 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
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)
Click a director name to see their full track record across all companies.