AFFINITY ADVICE LTD
Opportunity 71/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Current assets | £40.9k | £23.7k |
| Net assets | £27.1k | £148 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 accounts
Corporate timeline (8 events)Click to expand
- 2026-02-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-01-14📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-11-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-11✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-10-11📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-05-11🏢Company incorporatedAs AFFINITY ADVICE LTD
- 2022-05-11➕SURTEES, Adam appointeddirector
- 2022-05-11📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Adam Surtees Individual · British · DOB 09/1993 · age 33 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 11/05/2022 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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 · SR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 234 BROCKLEY ROAD PROPERTY LIMITED→ 09210337 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| A & M WAKEFIELD ASSOCIATES LIMITED→ 07711891 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| ABBIE TAYLOR INDEPENDENT FINANCIAL ADVISER LIMITED→ 16277453 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADVANCED IFA LTD→ 05080099 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| ADVANCED WEALTH MANAGEMENT LIMITED→ 16988678 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ADVICE AND SOLUTIONS LIMITED→ 05287908 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| AGE UK SUNDERLAND SERVICES LIMITED→ 03181457 · est 1996 · no financials extracted | — | — | — | — | 30y | — | — |
| AKKISTRADING LTD→ 15779632 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALAN PICKIN ASSOCIATES LTD→ 08776293 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ANEEVO LTD→ 14621206 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| APPROVED MORTGAGE SOLUTIONS LIMITED→ 06390685 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| AR CONTROLS HOLDINGS LIMITED→ 16113459 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
8 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 →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
Registered office
Filing status
Officers (1 active · 0 resigned)
Click a director name to see their full track record across all companies.