ALDGATE WEALTH PLANNING LTD
🌿Early-stageactive
14175832 · ltd · incorporated 2022-06-16
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 Jun 2025
Net worth
£11.0k
book net assets
Opportunity
67/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle. Reasonable fundamentals — worth a memo before deciding.
Opportunity 67/100 (strong), bankability 70/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (78/100)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
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
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
Network not yet resolved
30
Filing history
26 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
67/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Positive net assets
Net assets £11,013
Net assets shrinking
Down £1,144 YoY
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£11k
↓ 9.4% YoY
Current Assets
£12k
↓ 45% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Total assets | £11.6k | £13.1k |
| Current assets | £11.6k | £21.2k |
| Net assets | £11.0k | £12.2k |
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
3
filings
- • 1 officers
- • 1 capital
- • 1 confirmation-statement
Last 180 days
10
filings
- • 4 officers
- • 2 capital
- • 2 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
- 2026-04-14📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-04-06➕FLANAGAN, Olivia Jade appointeddirector
- 2026-03-17📄capital-name-of-class-of-sharescapital · SH08
- 2026-03-04📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-03-04📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-03-04📄capital-allotment-sharescapital · SH01
- 2026-02-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-10➕DAVIES, Sarah Louise appointeddirector
- 2026-02-10➖DOWDE, Mark Stephen resigneddirector
- 2026-02-10📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-03➕WILSON, Mark Jonathan appointeddirector
- 2026-01-06✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2025-09-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-09-17📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-02-20📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-02-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-02-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-10-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-01-20📄resolutionresolution · RESOLUTIONS
- 2023-01-11📄capital-name-of-class-of-sharescapital · SH08
- 2022-12-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-12-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-12-05📄capital-allotment-sharescapital · SH01
- 2022-12-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-02➕DOWDE, Mark Stephen appointeddirector
- 2022-06-16🏢Company incorporatedAs ALDGATE WEALTH PLANNING LTD
- 2022-06-16➕WILKINSON, Gavin Andrew Horner appointeddirector
Owner dependency
40/100
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.
Succession & seller-readiness
30/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
Red flags
1 med ·Name changed recently
mediumName changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2026-01-06: certificate-change-of-name-company
Group structure
Aldgate Wealth Management Limited holds 25-50% — a significant corporate investor but not a controlling parent.
🏛️significant stake
Aldgate Wealth Management Limited
Corporate parent · holds 25-50% shares
⬇
ALDGATE WEALTH PLANNING LTD
This company · 14175832
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Aldgate Wealth Management Limited Corporate entity | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 03/02/2026 |
3 historic (ceased) PSCs
- Next Chapter Financial Planning Limitedceased 03/02/2026· 75-100% shares · 75-100% voting · board control
- Mr Mark Stephen Dowdeceased 06/02/2024· 25-50% shares · 25-50% voting
- Mr Gavin Andrew Horner Wilkinsonceased 06/02/2024· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
| 4A SECURITY LIMITED→ 16838793 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ACCESS FINANCIAL CONSULTANCY LIMITED→ 11421636 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ACTIVE INVESTMENT MANAGERS LIMITED→ 02140781 · est 1987 · no financials extracted | — | — | — | — | 38y | — | — |
| AD INVESTMENTS INTERNATIONAL LTD→ 15269820 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ADIRA FINANCIAL SERVICES LTD→ 13837648 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| ALDGATE WEALTH MANAGEMENT LIMITED→ 16689555 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AMHT FINANCIAL SOLUTIONS LIMITED→ 09682006 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ANDREW PIPER FINANCIAL PLANNING LTD→ 06944469 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| ANTONY DICKSON LTD→ 07558942 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| ANVESHAN VENTURES LIMITED→ 16340306 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ARES SECURITY AND TRAINING LTD→ 16194892 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ASHLEY PHILLIPS LIMITED→ 06069565 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
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
Incorporated2022-06-16
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
The Old Forge 3 Packman Lane
Kirk Ella
Hull
Humberside
HU10 7TH
England
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2027-03-06
Last: 2026-02-20
Officers (4 active · 1 resigned)
DAVIES, Sarah Louise→
Activedirector · ~42y · appointed 2026-02-10
View their other companies + combined net worth →
FLANAGAN, Olivia Jade→
Activedirector · ~29y · appointed 2026-04-06
View their other companies + combined net worth →
WILKINSON, Gavin Andrew Horner→
Activedirector · ~44y · appointed 2022-06-16
View their other companies + combined net worth →
WILSON, Mark Jonathan→
Activedirector · ~56y · appointed 2026-02-03
View their other companies + combined net worth →
DOWDE, Mark Stephen→
Resigneddirector · ~44y · appointed 2022-12-02 · resigned 2026-02-10
Click a director name to see their full track record across all companies.
Recent filings (26 total)
appoint-person-director-company-with-name-date
officers · AP01
2026-04-14
capital-name-of-class-of-shares
capital · SH08
2026-03-17
confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-06
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-03-04
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-03-04
capital-allotment-shares
capital · SH01
2026-03-04
appoint-person-director-company-with-name-date
officers · AP01
2026-02-13
termination-director-company-with-name-termination-date
officers · TM01
2026-02-10
appoint-person-director-company-with-name-date
officers · AP01
2026-02-10
certificate-change-of-name-company
change-of-name · CERTNM
2026-01-06
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-04
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-17
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-20
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-02-20