A2Z WEALTH MANAGEMENT LIMITED
🌿Early-stageactive
14657138 · ltd · incorporated 2023-02-13
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 Feb 2025
Net worth
—
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
PursueActive trading company. Family succession underway — not a classic acquisition target.
Opportunity 71/100 (strong), bankability 70/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (58/100).
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
5 officers (2 active, 5 linked, 5 with DOB)
90
Ownership & PSC
2 active PSC(s) of 5 total, 5 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
20 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-02-28 | 2024-02-28 |
|---|---|---|
| Average employees | 300 | 200 |
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 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
- 2025-08-04📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-02-14📄change-person-director-company-with-change-dateofficers · CH01
- 2025-02-14📄change-person-director-company-with-change-dateofficers · CH01
- 2024-11-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-11📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-07-10📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-06-27➖EVANS, Paul resigneddirector
- 2024-02-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-02-16📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-02-16📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-02-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-12-19➕EVANS, Mark appointeddirector
- 2023-12-19➕EVANS, Nigel appointeddirector
- 2023-09-19📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-09-19📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-09-19📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-09-13➖EVANS, Mark resigneddirector
- 2023-09-13➖EVANS, Nigel resigneddirector
- 2023-09-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-09-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-02-13🏢Company incorporatedAs A2Z WEALTH MANAGEMENT LIMITED
- 2023-02-13➕EVANS, Mark appointeddirector
- 2023-02-13➕EVANS, Nigel appointeddirector
- 2023-02-13➕EVANS, Paul appointeddirector
- 2023-02-13📄incorporation-companyincorporation · NEWINC
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Mark Evans Individual · British · DOB 09/1986 · age 40 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 19/12/2023 |
Mr Nigel Evans Individual · British · DOB 01/1969 · age 57 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 19/12/2023 |
3 historic (ceased) PSCs
- Mr Paul Evansceased 27/06/2024· 25-50% shares · 25-50% voting
- Mr Mark Evansceased 13/09/2023· 25-50% shares · 25-50% voting
- Mr Nigel Evansceased 13/09/2023· 25-50% shares · 25-50% voting
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 →Similar companies
Active · Professional services · DY postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 11929306 LIMITED→ 11929306 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| 2020 FUTURES LTD→ 11334847 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| 29-05 LTD→ 15223198 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| 90210 LTD→ 13679812 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| A AND C INFLATABLES LTD→ 14469209 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| A B OWEN LIMITED→ 04635991 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| A.C.GUY - BUILDING ENVELOPE SOLUTIONS LIMITED→ 09033712 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| A1 RENTALS LIMITED→ 02994090 · est 1994 · no financials extracted | — | — | — | — | 31y | — | — |
| A2E CONSULTING LTD→ 16368253 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AA ACCOUNTANCY (MIDLANDS) LTD→ 11331604 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AA PROPERTIES & DEVELOPMENTS LTD→ 14912394 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ABACUS WS HOLDING COMPANY LIMITED→ 11417028 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
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
Incorporated2023-02-13
Jurisdictionengland-wales
Primary SIC70221 — Financial management
Registered office
Churchfield House
36 Vicar Street
Dudley
West Midlands
DY2 8RG
United Kingdom
Filing status
Accounts
Next due: 2026-11-30
Last made up to: 2025-02-28
Confirmation statement
Next due: 2027-02-26
Last: 2026-02-12
Officers (2 active · 3 resigned)
Active
EVANS, Nigel→
Activedirector · ~57y · appointed 2023-12-19
View their other companies + combined net worth →
EVANS, Mark→
Resigneddirector · ~40y · appointed 2023-02-13 · resigned 2023-09-13
EVANS, Nigel→
Resigneddirector · ~57y · appointed 2023-02-13 · resigned 2023-09-13
EVANS, Paul→
Resigneddirector · ~59y · appointed 2023-02-13 · resigned 2024-06-27
Click a director name to see their full track record across all companies.
Recent filings (20 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-23
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-27
change-person-director-company-with-change-date
officers · CH01
2025-02-14
change-person-director-company-with-change-date
officers · CH01
2025-02-14
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-12
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-07-11
termination-director-company-with-name-termination-date
officers · TM01
2024-07-10
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-02-16
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-02-16
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-02-16
appoint-person-director-company-with-name-date
officers · AP01
2024-02-13
appoint-person-director-company-with-name-date
officers · AP01
2024-02-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-09-19