GWA ASSET MANAGEMENT LTD
📈Growthactive
13214974 · ltd · incorporated 2021-02-22
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Apr 2025
Net worth
—
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueStrong opportunity: conservative operator with strong profile and bankable structure.
Opportunity 76/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (88/100).
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
7 officers (7 active, 7 linked, 7 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
20 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →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.
Signals from accounts
Derived from iXBRL accounts · FRS 102Profitable
Profit before tax £227,227
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 | 2025-04-30 | 2024-04-30 |
|---|---|---|
| Profit before tax | £227.2k | £123.0k |
| Average employees | 4 | 0 |
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
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
- 2026-04-27📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-04-27📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-04-24📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-01-27📄accounts-with-accounts-type-fullaccounts · AA
- 2025-07-11📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2025-01-28📄accounts-with-accounts-type-fullaccounts · AA
- 2024-02-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-01➕KIRKHAM, Richard Gareth appointeddirector
- 2024-01-30📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-12-21📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-12-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-15➕ROBERTSON, Neil Stuart appointeddirector
- 2022-11-16📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2022-08-03📄capital-allotment-sharescapital · SH01
- 2021-07-20📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-07-15➕ALEXANDER, Andrew David appointeddirector
- 2021-02-22🏢Company incorporatedAs GWA ASSET MANAGEMENT LTD
- 2021-02-22➕ALLISTER, Stuart William appointeddirector
- 2021-02-22➕COATS, John Hamilton appointeddirector
- 2021-02-22➕FAED, Stuart Alastair Ferguson appointeddirector
- 2021-02-22➕FRAME, Colin Meiklem appointeddirector
- 2021-02-22📄incorporation-companyincorporation · NEWINC
Owner dependency
48/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -7 active directors: Broader management team in place — suggests transferable governance.
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
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 63. 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
Greaves West & Ayre Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Greaves West & Ayre Limited
Corporate parent · holds 75-100% shares · board control
⬇
GWA ASSET MANAGEMENT LTD
This company · 13214974
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 |
|---|---|---|---|---|
Greaves West & Ayre Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 30/04/2025 |
1 historic (ceased) PSC
- Three Counties Financial Management Holdingsceased 30/04/2025· 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 · TD postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BELLENDEAN LIMITED→ SC037568 · est 1962 | £1.60M £1.17M–£2.04M | — | — | 0 | 64y | 76 | 57y |
| BERRYBURN FARMING COMPANY LIMITED→ 00831492 · est 1964 | — | — | — | 2 | 61y | 82 | 65y |
| MAUNA HOLDINGS LIMITED→ SC170659 · est 1996 · no financials extracted | — | — | — | — | 29y | 82 | 71y |
| DEANS SECRETARIES LTD.→ SC287811 · est 2005 | — | — | — | — | 20y | 81 | 62y |
| THE BUCCLEUCH ESTATES PENSION TRUSTEE COMPANY LIMITED→ SC220332 · est 2001 | — | — | £0 | — | 25y | 81 | 71y |
| AMI (ZIMBABWE) LTD.→ 03578384 · est 1998 | — | — | — | 100 | 28y | 80 | 77y |
| BEECH FINANCIAL SOLUTIONS LIMITED→ 07650790 · est 2011 | — | — | £692.6k | — | 15y | 80 | 63y |
| CARLINGNOSE ASSOCIATES LIMITED→ SC318391 · est 2007 | — | — | £1.04M | — | 19y | 80 | 72y |
| HMS FINANCIAL LIMITED→ SC399188 · est 2011 | — | — | — | 300 | 15y | 80 | 66y |
| COMPANY FUNDING OPTIONS LIMITED→ 09313307 · est 2014 | — | — | — | — | 11y | 79 | 67y |
| DIAMOND FINANCIAL SECURITY LTD→ SC412616 · est 2011 | — | — | £108 | — | 14y | 79 | 63y |
| RMCAF1 LTD→ 09512787 · est 2015 · no financials extracted | — | — | — | — | 11y | 79 | 63y |
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
Incorporated2021-02-22
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
17 Walkergate
Berwick Upon Tweed
Northumberland
TD15 1DJ
United Kingdom
Filing status
Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2027-07-07
Last: 2026-06-23
Officers (7 active · 0 resigned)
ALEXANDER, Andrew David→
Activedirector · ~52y · appointed 2021-07-15
View their other companies + combined net worth →
ALLISTER, Stuart William→
Activedirector · ~57y · appointed 2021-02-22
View their other companies + combined net worth →
COATS, John Hamilton→
Activedirector · ~63y · appointed 2021-02-22
View their other companies + combined net worth →
FAED, Stuart Alastair Ferguson→
Activedirector · ~62y · appointed 2021-02-22
View their other companies + combined net worth →
FRAME, Colin Meiklem→
Activedirector · ~57y · appointed 2021-02-22
View their other companies + combined net worth →
KIRKHAM, Richard Gareth→
Activedirector · ~53y · appointed 2024-02-01
View their other companies + combined net worth →
ROBERTSON, Neil Stuart→
Activedirector · ~36y · appointed 2022-12-15
View their other companies + combined net worth →
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
2026-06-29
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-27
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-27
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-04-24
accounts-with-accounts-type-full
accounts · AA
2026-01-27
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2025-07-11
confirmation-statement-with-updates
confirmation-statement · CS01
2025-06-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-10
accounts-with-accounts-type-full
accounts · AA
2025-01-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-29
appoint-person-director-company-with-name-date
officers · AP01
2024-02-05
accounts-with-accounts-type-dormant
accounts · AA
2024-01-30
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-07
accounts-with-accounts-type-dormant
accounts · AA
2022-12-21
appoint-person-director-company-with-name-date
officers · AP01
2022-12-16