ARBRA WEALTH MANAGEMENT LTD
🌿Early-stageactive
14727710 · ltd · incorporated 2023-03-14
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 Dec 2024
Net worth
—
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and acceptable with review structure.
Opportunity 76/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (79/100)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 (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
16 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
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 · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Average employees | 2 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 signals 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
1
filing
- • 1 officers
Last 90 days
1
filing
- • 1 officers
Last 180 days
3
filings
- • 2 officers
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
- 2026-07-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-07-01➖LE GARIGNON, Michael John resigneddirector
- 2026-03-14📄change-person-director-company-with-change-dateofficers · CH01
- 2026-01-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-01-19➕CLAXTON, Nicholas James appointeddirector
- 2025-11-10📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-11-01➕SKORVE, Sunniva appointedsecretary
- 2025-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-05-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-04-24📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2025-04-17📄change-corporate-secretary-company-with-change-dateofficers · CH04
- 2025-02-04➖OGIER GLOBAL (UK) LIMITED resignedcorporate-secretary
- 2024-12-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-02-02📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2023-10-09📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-06-06📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-03-14🏢Company incorporatedAs ARBRA WEALTH MANAGEMENT LTD
- 2023-03-14➕HARRIS, Philip Mark David appointeddirector
- 2023-03-14➕OGIER GLOBAL (UK) LIMITED appointedcorporate-secretary
- 2023-03-14➕LE GARIGNON, Michael John appointeddirector
- 2023-03-14📄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.
- +Senior director age: Director aged approximately 64 — approaching natural succession window.
Succession & seller-readiness
56/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 64. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Lucas Bitencourt Individual · British · DOB 11/1990 · age 36 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 14/03/2023 |
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 · Financial services · W postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AMETHYST CAPITAL LIMITED→ 16868922 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| APOLLO CREDIT MANAGEMENT INTERNATIONAL LIMITED→ 11066420 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| APOLLO INTERNATIONAL FINANCE III LTD→ 15161652 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| APOLLO PRIVATE WEALTH LTD→ 09976926 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| APPLETON MORTGAGES LIMITED→ 15807713 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AQA GLOBAL LIMITED→ 16899866 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ARAMCO VENTURES LIMITED→ 08878134 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| ARBRA INVESTMENT MANAGEMENT LTD→ 15690057 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ARBRA LIMITED→ 14419998 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ARCHENON LTD→ 14480000 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ARCSTEN CAPITAL LIMITED→ 16828821 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ARCTAN CAPITAL LIMITED→ 07669764 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
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
Incorporated2023-03-14
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
58 Grosvenor Street
London
W1K 3JB
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-03-27
Last: 2026-03-13
Officers (3 active · 2 resigned)
Active
CLAXTON, Nicholas James→
Activedirector · ~63y · appointed 2026-01-19
View their other companies + combined net worth →
HARRIS, Philip Mark David→
Activedirector · ~64y · appointed 2023-03-14
View their other companies + combined net worth →
OGIER GLOBAL (UK) LIMITED→
Resignedcorporate-secretary · appointed 2023-03-14 · resigned 2025-02-04
LE GARIGNON, Michael John→
Resigneddirector · ~58y · appointed 2023-03-14 · resigned 2026-07-01
Click a director name to see their full track record across all companies.
Recent filings (16 total)
termination-director-company-with-name-termination-date
officers · TM01
2026-07-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-18
change-person-director-company-with-change-date
officers · CH01
2026-03-14
appoint-person-director-company-with-name-date
officers · AP01
2026-01-21
appoint-person-secretary-company-with-name-date
officers · AP03
2025-11-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-05-02
termination-secretary-company-with-name-termination-date
officers · TM02
2025-04-24
change-corporate-secretary-company-with-change-date
officers · CH04
2025-04-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-23
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-26
change-account-reference-date-company-previous-shortened
accounts · AA01
2024-02-02
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-10-09
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-06-06