ALEXANDER DANN WEALTH MANAGEMENT LTD
🏛️Establishedactive
13096044 · ltd · incorporated 2020-12-22
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
76/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueActive trading company with a 65-year-old founder — textbook succession opportunity.
Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 65). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (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, 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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
26 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
70
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 · accounting standard unknown| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Average employees | 500 | 600 |
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 confirmation-statement
Last 180 days
4
filings
- • 3 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2025-11-21📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-11-21📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-11-21📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-09-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-02-20📄change-person-director-company-with-change-dateofficers · CH01
- 2024-09-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-09-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-08-06📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-08-06📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-09-09📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-02-24📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2021-03-15📄capital-allotment-sharescapital · SH01
- 2021-03-15📄resolutionresolution · RESOLUTIONS
- 2021-03-15✏️change-of-name-noticechange-of-name · CONNOT
- 2021-03-10📄capital-name-of-class-of-sharescapital · SH08
- 2021-03-02➕ALEXANDER-DANN, Timothy Martin appointeddirector
- 2021-03-02📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-02-15📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-02-15📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-01-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-12-22🏢Company incorporatedAs ALEXANDER DANN WEALTH MANAGEMENT LTD
- 2020-12-22➕ALEXANDER, Ross Cairns appointeddirector
Owner dependency
93/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "ALEXANDER" — strong identity link between founder and business.
- +Founder age: Director aged approximately 65 — succession pressure is live.
- +No director turnover: Company is 5 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
56/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
- 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.)
Group structure
Adwm (2025) Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Adwm (2025) Ltd
Corporate parent · holds 75-100% shares · board control
⬇
ALEXANDER DANN WEALTH MANAGEMENT LTD
This company · 13096044
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Adwm (2025) Ltd Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 14/11/2025 |
2 historic (ceased) PSCs
- Mr Timothy Martin Alexander-Dannceased 14/11/2025· 50-75% shares
- Mr Ross Cairns Alexanderceased 14/11/2025· 75-100% shares · 75-100% voting · board control
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 · BR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 10 ANTS TRADING LTD→ 17119156 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| 500MORE CAPITAL LIMITED→ 15451740 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| A LANE CONSULTANTS LIMITED→ 06885687 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| A2R FINCON TRADING & INVESTMENTS LIMITED→ 10394927 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ABSOLUTE RISK CONSULTING LTD→ 10928736 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| AC MORTGAGES LIMITED→ 09814076 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ACROS CAPITAL MANAGEMENT LIMITED→ 15662695 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AGUBA VENTURES LTD→ 15629597 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AKKERMAN LTD→ 16787529 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AL-EMAAN INVESTMENTS LIMITED→ 16225721 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AL-EMAAN PROPERTY LIMITED→ 16190178 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ALEXANDER INS BROKERS LIMITED→ 16439659 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2020-12-22
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
C/O Cholij Accounting Ltd
1 Elmfield Park
Bromley
BR1 1LU
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)
ALEXANDER, Ross Cairns→
Activedirector · ~43y · appointed 2020-12-22
View their other companies + combined net worth →
ALEXANDER-DANN, Timothy Martin→
Activedirector · ~65y · appointed 2021-03-02
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (26 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-14
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-11-21
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-11-21
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-11-21
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-28
change-person-director-company-with-change-date
officers · CH01
2025-02-20
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-20
accounts-with-accounts-type-micro-entity
accounts · AA
2023-09-24
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-08-06
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-08-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-22
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-09
confirmation-statement-with-updates
confirmation-statement · CS01
2022-02-24