CHARNOCK & ADLINGTON WEALTH PLANNING LIMITED
Opportunity 67/100 (strong), bankability 70/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (76/100)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 | 2025-02-28 | 2024-02-28 |
|---|---|---|
| Total assets | £74.5k | £11.8k |
| Current assets | £44.3k | £43.8k |
| Net assets | £29.0k | £11.8k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 confirmation-statement
Corporate timeline (7 events)Click to expand
- 2025-04-04📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-09-03✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2024-07-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-02-18🏢Company incorporatedAs CHARNOCK & ADLINGTON WEALTH PLANNING LIMITED
- 2023-02-18➕SASIMOWICZ, Steven Andrew appointeddirector
- 2023-02-18➕SASIMOWICZ-HAWKLEY-HOLT, Gemma appointeddirector
- 2023-02-18📄incorporation-companyincorporation · NEWINC
Owner dependency
Some founder dependency, but not acute. A structured handover period should cover most risk.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
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
1 med ·Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2024-09-03: certificate-change-of-name-company
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Steven Andrew Sasimowicz Individual · British · DOB 03/1982 · age 44 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 18/02/2023 |
Mrs Gemma Sasimowicz-Hawkley-Holt Individual · British · DOB 04/1986 · age 40 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 18/02/2023 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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| COUNTRYWIDE ASSURED PLC→ 02261746 · est 1988 · no financials extracted | — | — | — | — | 37y | — | — |
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)
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