ADV INVESTMENTS LIMITED
🏛️Establishedactive
12726252 · ltd · incorporated 2020-07-07
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 Jul 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Activities of open-ended investment companies
Sector: Financial & insurance
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 (82/100)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
4 officers (3 active, 4 linked, 4 with DOB)
90
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
19 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 | 2025-07-31 | 2024-07-31 |
|---|
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 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
- 2026-04-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-01-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-05-09📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-03-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-04-06📄capital-cancellation-sharescapital · SH06
- 2022-03-31📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-01-07📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2022-01-06📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-01-06📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-01-05➖THOMAS, David Kenyon resigneddirector
- 2020-07-21📄change-person-director-company-with-change-dateofficers · CH01
- 2020-07-13📄capital-allotment-sharescapital · SH01
- 2020-07-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-07-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-07-08➕CLARK, Andrew Robert appointeddirector
- 2020-07-07🏢Company incorporatedAs ADV INVESTMENTS LIMITED
- 2020-07-07➕SMITH, Simon Robert appointeddirector
- 2020-07-07➕WALKER, Adam Davey appointeddirector
- 2020-07-07➕THOMAS, David Kenyon appointeddirector
- 2020-07-07📄incorporation-companyincorporation · NEWINC
Owner dependency
65/100
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 67 — succession pressure is live.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
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
Alcedo Holdings Limited holds 25-50% — a significant corporate investor but not a controlling parent.
🏛️significant stake
Alcedo Holdings Limited
Corporate parent · holds 25-50% shares
⬇
ADV INVESTMENTS LIMITED
This company · 12726252
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Alcedo Holdings Limited Corporate entity | 25–50% | — | 25-50% shares | 05/01/2022 |
Mr Simon Robert Smith Individual · British · DOB 11/1963 · age 63 | 25–50% | — | 25-50% shares | 07/07/2020 |
1 historic (ceased) PSC
- Mr David Kenyon Thomasceased 05/01/2022· 25-50% shares
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 · N postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 6H LTD→ 13191502 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| A KING (INVESTMENTS) LIMITED→ 00790141 · est 1964 · no financials extracted | — | — | — | — | 62y | — | — |
| ABWINVESTMENTS LTD→ 11866679 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ACTIFLEX LTD→ 08539084 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| AD HONOREM CAPITAL LIMITED→ 11922122 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ADAMS CAPITAL LIMITED→ 15810761 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADVANCED CAPITAL PARTNERS LTD→ 16213132 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADVISMART LTD→ 16384948 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AERO HOLDINGS DFW LTD→ 17053898 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AEROSPACE ASSET CAPITAL LTD→ 09952955 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| AF VENTURE PARTNERS LTD→ 16125779 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AFAM CONSULTING LTD→ 07670360 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
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
Incorporated2020-07-07
Jurisdictionengland-wales
Primary SIC64304 — Activities of open-ended investment companies
Registered office
20-22 Wenlock Road
London
N1 7GU
England
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-07-11
Last: 2025-06-27
Officers (3 active · 1 resigned)
CLARK, Andrew Robert→
Activedirector · ~67y · appointed 2020-07-08
View their other companies + combined net worth →
SMITH, Simon Robert→
Activedirector · ~63y · appointed 2020-07-07
View their other companies + combined net worth →
WALKER, Adam Davey→
Activedirector · ~61y · appointed 2020-07-07
View their other companies + combined net worth →
THOMAS, David Kenyon→
Resigneddirector · ~61y · appointed 2020-07-07 · resigned 2022-01-05
Click a director name to see their full track record across all companies.
Recent filings (19 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-04-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-04
accounts-with-accounts-type-dormant
accounts · AA
2025-01-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-29
accounts-with-accounts-type-dormant
accounts · AA
2024-05-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-27
accounts-with-accounts-type-dormant
accounts · AA
2023-03-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-28
capital-cancellation-shares
capital · SH06
2022-04-06
accounts-with-accounts-type-dormant
accounts · AA
2022-03-31
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2022-01-07
termination-director-company-with-name-termination-date
officers · TM01
2022-01-06
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-01-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-28
change-person-director-company-with-change-date
officers · CH01
2020-07-21