AVOCET WEALTH PARTNERSHIP LTD
🏛️Establishedactive
13074485 · ltd · incorporated 2020-12-10
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 Mar 2025
Net worth
£109.1k
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
ALSO REGISTERED FOR
- 66300Fund management activities
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 71/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: high (80/100)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
5 officers (4 active, 5 linked, 5 with DOB)
90
Ownership & PSC
4 active PSC(s) of 4 total, 4 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
28 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £109,133
Cash YoY
+206%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£14k
↑ 206% YoY
Net Worth
£109k
↑ 61% YoY
Current Assets
£86k
↑ 44% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £494.0k | £449.9k |
| Current assets | £86.4k | £59.9k |
| Cash | £13.9k | £4.6k |
| Debtors | £72.5k | £55.3k |
| Net assets | £109.1k | £67.8k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
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
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
- 2025-07-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-06-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-09-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-01-12📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2021-11-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2021-11-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-11-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-11-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-11-11➕CROOK, Andrea Carroll appointeddirector
- 2021-11-11➕ROPER, Carolyn Elisabeth appointeddirector
- 2021-11-11➕CROOK, Andrea Carroll appointeddirector
- 2021-11-11➖CROOK, Andrea Carroll resigneddirector
- 2021-11-11📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2021-11-11📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2021-06-08📄memorandum-articlesincorporation · MA
- 2021-06-08📄capital-allotment-sharescapital · SH01
- 2021-06-08📄capital-allotment-sharescapital · SH01
- 2021-06-08📄resolutionresolution · RESOLUTIONS
- 2021-06-08📄resolutionresolution · RESOLUTIONS
- 2021-06-08📄capital-name-of-class-of-sharescapital · SH08
- 2021-05-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-20📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-05📄resolutionresolution · RESOLUTIONS
- 2020-12-10🏢Company incorporatedAs AVOCET WEALTH PARTNERSHIP LTD
- 2020-12-10➕CROOK, Ian Jon appointeddirector
- 2020-12-10➕ROPER, William Simon Hunter appointeddirector
Owner dependency
48/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
30/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
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
4 active beneficial owners · fragmented| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Carolyn Roper Individual · British · DOB 10/1977 · age 49 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 11/11/2021 |
Mrs Andrea Carroll Crook Individual · British · DOB 02/1975 · age 51 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 11/11/2021 |
Mr Ian Jon Crook Individual · British · DOB 01/1973 · age 53 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 10/12/2020 |
Mr William Simon Hunter Roper Individual · British · DOB 07/1977 · age 49 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 10/12/2020 |
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 · EX postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ARAM FAMILY HOLDINGS LIMITED→ 10363573 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ARLINGTON FINANCIAL ASSOCIATES LIMITED→ 11174486 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| ASPARA LIMITED→ 10402633 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| B & D PARTNERS LIMITED→ 13266070 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| BAWCOMBE LIMITED→ 09694616 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| BAYTON PROPERTIES LIMITED→ 00667763 · est 1960 · no financials extracted | — | — | — | — | 65y | — | — |
| BE PROJECT CAPITAL LIMITED→ 14303246 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BELLENDAINE AND TOWER LIMITED→ 16637388 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BEST PROTECT ONLINE LTD→ 09081048 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BETTERVEST CROWD LIMITED→ 16135443 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BFIFA LIMITED→ 09300509 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BLUE BALLOON INVEST LTD→ 11136664 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
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
Incorporated2020-12-10
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding
Registered office
55 The Parade
Exmouth
Devon
EX8 1RD
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-29
Last: 2025-11-15
Officers (4 active · 1 resigned)
CROOK, Andrea Carroll→
Activedirector · ~51y · appointed 2021-11-11
View their other companies + combined net worth →
CROOK, Ian Jon→
Activedirector · ~53y · appointed 2020-12-10
View their other companies + combined net worth →
ROPER, Carolyn Elisabeth→
Activedirector · ~50y · appointed 2021-11-11
View their other companies + combined net worth →
ROPER, William Simon Hunter→
Activedirector · ~49y · appointed 2020-12-10
View their other companies + combined net worth →
CROOK, Andrea Carroll→
Resigneddirector · ~50y · appointed 2021-11-11 · resigned 2021-11-11
Click a director name to see their full track record across all companies.
Recent filings (28 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-06-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-07
change-account-reference-date-company-current-extended
accounts · AA01
2022-01-12
confirmation-statement-with-updates
confirmation-statement · CS01
2021-11-15
termination-director-company-with-name-termination-date
officers · TM01
2021-11-15
appoint-person-director-company-with-name-date
officers · AP01
2021-11-15
appoint-person-director-company-with-name-date
officers · AP01
2021-11-15
appoint-person-director-company-with-name-date
officers · AP01
2021-11-15
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2021-11-11