ABACUS WEALTH SERVICES LIMITED

🌿Early-stageactive
13669121 · ltd · incorporated 2021-10-08
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 Mar 2024
Net worth
£338.1k
book net assets
Opportunity
66/100
Strong
🔔
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What this business does

Likely operates as a financial intermediary providing wealth management, advisory, or investment-related services to clients, facilitating financial products or instruments not covered by more specific classifications — though its relatively recent incorporation and filing history suggest it may still be in early operational stages.

Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Special-situation opportunity
Distressed financial-services with salvageable qualities — special-situations priority.

Opportunity 66/100 (strong), bankability 50/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: File overdue accounts. Clears statutory overdue flag — immediate bankability uplift for refinance conversations. Most likely exit: strategic trade sale (48/100).

Data confidence

Overall: medium (73/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
16 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
66/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
45
Concerning — overdue filings or status flags present.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £338,076

Key financials

1 year extracted from filed iXBRL accounts
Cash
£169k
Net Worth
£338k
Current Assets
£267k
Current Liabilities

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-03-31
Total assets£1.07M
Current assets£267.2k
Cash£169.2k
Debtors£98.0k
Net assets£338.1k

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
1
filing
  • 1 address
Last 180 days
1
filing
  • 1 address
Counts from Companies House filing history.
Corporate timeline (16 events)Click to expand
  1. 2026-02-25
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  2. 2025-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-07-03
    📄
    capital-variation-of-rights-attached-to-shares
    capital · SH10
  4. 2024-06-28
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  5. 2024-06-28
    📄
    resolution
    resolution · RESOLUTIONS
  6. 2024-06-28
    📄
    capital-name-of-class-of-shares
    capital · SH08
  7. 2024-06-26
    DYAS, Benjamin appointed
    director
  8. 2024-06-26
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2023-08-17
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  10. 2023-08-08
    📄
    capital-allotment-shares
    capital · SH01
  11. 2023-08-08
    📄
    resolution
    resolution · RESOLUTIONS
  12. 2023-07-05
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  13. 2021-10-08
    🏢
    Company incorporated
    As ABACUS WEALTH SERVICES LIMITED
  14. 2021-10-08
    PATON, Daniel Michael appointed
    director
  15. 2021-10-08
    ROUND, Nigel Peter Louis appointed
    director
  16. 2021-10-08
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

65/100
High — earn-out structure required

Material 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 signal

Some 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

1 high ·
Accounts overdue
high

Statutory accounts have not been filed by their due date. Can indicate admin breakdown, cash preservation, or deliberate delay.

Evidence: Next due: 2026-03-31

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Nigel Peter Louis Round
Individual · British · DOB 07/1959 · age 67
75100%
75–100%75-100% shares · 75-100% voting08/10/2021

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 →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

10 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
Incorporated2021-10-08
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Clive Farm Buildings Clive Road
Pattingham
Wolverhampton
Staffordshire
WV6 7EN
England

Filing status

Accounts
Next due: 2026-03-31OVERDUE
Last made up to: 2024-03-31
Confirmation statement
Next due: 2026-10-17
Last: 2025-10-03

Officers (3 active · 0 resigned)

DYAS, Benjamin
director · ~45y · appointed 2024-06-26
View their other companies + combined net worth →
Active
PATON, Daniel Michael
director · ~53y · appointed 2021-10-08
View their other companies + combined net worth →
Active
ROUND, Nigel Peter Louis
director · ~67y · appointed 2021-10-08
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Recent filings (16 total)

change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-02-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-31
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-03
capital-variation-of-rights-attached-to-shares
capital · SH10
2024-07-03
change-account-reference-date-company-previous-extended
accounts · AA01
2024-06-28
resolution
resolution · RESOLUTIONS
2024-06-28
capital-name-of-class-of-shares
capital · SH08
2024-06-28
appoint-person-director-company-with-name-date
officers · AP01
2024-06-26
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-03
certificate-change-of-name-company
change-of-name · CERTNM
2023-08-17
capital-allotment-shares
capital · SH01
2023-08-08
resolution
resolution · RESOLUTIONS
2023-08-08
accounts-with-accounts-type-dormant
accounts · AA
2023-07-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-16