BF WEALTH MANAGEMENT LTD

🌿Early-stageactive
14183429 · ltd · incorporated 2022-06-20
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
£37.4k
book net assets
Opportunity
70/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and acceptable with review structure.

Opportunity 70/100 (strong), bankability 70/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (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
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
11 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
70/100Strong
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
85
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 £37,436

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£37k
↑ 6192% YoY
Current Assets
£66k
↑ 19% YoY
Current Liabilities
£0£13k£27k£40k£53k£66kJun 2024Jun 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-06-302024-06-30
Total assets£46.9k£1.2k
Current assets£66.5k£56.0k
Net assets£37.4k£595

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 accounts
Last 180 days
1
filing
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (11 events)Click to expand
  1. 2026-03-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-07-08
    📄
    resolution
    resolution · RESOLUTIONS
  3. 2025-03-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2024-02-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-08-08
    📄
    capital-name-of-class-of-shares
    capital · SH08
  6. 2023-07-27
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  7. 2023-07-05
    ZANELLI, Jenny Mandy appointed
    director
  8. 2022-06-20
    🏢
    Company incorporated
    As BF WEALTH MANAGEMENT LTD
  9. 2022-06-20
    BURTON, Michael Kenneth appointed
    director
  10. 2022-06-20
    FISHER, Lee appointed
    director
  11. 2022-06-20
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

50/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

Succession & seller-readiness

30/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Michael Kenneth Burton
Individual · British · DOB 03/1981 · age 45
2550%
25–50%25-50% shares · 25-50% voting20/06/2022
Mr Lee Fisher
Individual · British · DOB 08/1977 · age 49
2550%
25–50%25-50% shares · 25-50% voting20/06/2022

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

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.

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Company details

Statusactive
Typeltd
Incorporated2022-06-20
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

76 Church Street
Lancaster
Lancashire
LA1 1ET
United Kingdom

Filing status

Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-07-04
Last: 2025-06-20

Officers (3 active · 0 resigned)

BURTON, Michael Kenneth
director · ~45y · appointed 2022-06-20
View their other companies + combined net worth →
Active
FISHER, Lee
director · ~49y · appointed 2022-06-20
View their other companies + combined net worth →
Active
ZANELLI, Jenny Mandy
director · ~42y · appointed 2023-07-05
View their other companies + combined net worth →
Active

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

Recent filings (11 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-03-04
resolution
resolution · RESOLUTIONS
2025-07-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-03
accounts-with-accounts-type-micro-entity
accounts · AA
2025-03-27
confirmation-statement-with-updates
confirmation-statement · CS01
2024-06-27
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-23
capital-name-of-class-of-shares
capital · SH08
2023-08-08
appoint-person-director-company-with-name-date
officers · AP01
2023-07-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-30
confirmation-statement-with-updates
confirmation-statement · CS01
2022-06-20
incorporation-company
incorporation · NEWINC
2022-06-20