ADRIAN WHITE WEALTH MANAGEMENT LIMITED
Opportunity 70/100 (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: Cash flow review and working-capital discipline. Cash down -86% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (78/100)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 | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £225.1k | £284.3k |
| Current assets | £18.5k | £38.1k |
| Cash | £4.0k | £29.6k |
| Debtors | £14.5k | £8.5k |
| Net assets | £571 | £9.7k |
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 (11 events)Click to expand
- 2025-12-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-19📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2023-11-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-11-01➕WHITE, Sarah Anne appointeddirector
- 2023-07-18📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-07-18📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-07-06🏢Company incorporatedAs ADRIAN WHITE WEALTH MANAGEMENT LIMITED
- 2022-07-06➕WHITE, Adrian John appointeddirector
- 2022-07-06📄incorporation-companyincorporation · NEWINC
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "WHITE" — strong identity link between founder and business.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Adrian John White Individual · British · DOB 03/1971 · age 55 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 06/07/2022 |
Mrs Sarah Anne White Individual · British · DOB 07/1969 · age 57 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 10/07/2023 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 →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 (2 active · 0 resigned)
Click a director name to see their full track record across all companies.