AITKEN ADVISORY LIMITED
🌿Early-stageactive
15025950 · ltd · incorporated 2023-07-25
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 Jul 2025
Net worth
£53.4k
book net assets
Opportunity
70/100
Strong
What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
ALSO REGISTERED FOR
- 70221Financial management
- 70229Management consultancy activities other than financial management
Investor take
PursueAsset-holding vehicle. Family succession underway — not a classic acquisition target.
Opportunity 70/100 (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: 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.
Company profile
address, 3 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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
7 filings
60
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 102Positive net assets
Net assets £53,390
Key financials
2 years extracted from filed iXBRL accountsCash
£6k
Net Worth
£53k
Current Assets
£6k
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-07-31 | 2024-07-31 |
|---|---|---|
| Total assets | £366.2k | — |
| Current assets | £6.2k | — |
| Cash | £6.2k | — |
| Net assets | £53.4k | — |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
1
filing
- • 1 accounts
Last 90 days
1
filing
- • 1 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (6 events)Click to expand
- 2026-04-24📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-04-23📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-07-25🏢Company incorporatedAs AITKEN ADVISORY LIMITED
- 2023-07-25➕AITKEN, Claire Louise appointeddirector
- 2023-07-25➕AITKEN, Gordon Montgomery appointeddirector
- 2023-07-25📄incorporation-companyincorporation · NEWINC
Owner dependency
86/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +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 "AITKEN" — strong identity link between founder and business.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +Young company: Only 2.8 years old — management layer unlikely to be developed.
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 Gordon Montgomery Aitken Individual · British · DOB 07/1971 · age 55 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 25/07/2023 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · SO postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A G CUNNINGHAM CONSULTING LTD→ 07337153 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| A.C. SOVEREIGN FINANCIAL SERVICES LIMITED→ 05058278 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| A1PHA SECURITY SERVICES LTD→ 13753924 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ABS FINANCIAL PLANNING LIMITED→ 02658254 · est 1991 · no financials extracted | — | — | — | — | 34y | — | — |
| AGALMIC LTD→ 12284096 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AGEAS INSURANCE LIMITED→ 00354568 · est 1939 · no financials extracted | — | — | — | — | 86y | — | — |
| AGEAS INSURANCE STAFF PENSION SCHEME TRUSTEE LIMITED→ 16204722 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AGEAS RETAIL LIMITED→ 01324965 · est 1977 · no financials extracted | — | — | — | — | 48y | — | — |
| AGEAS SERVICES (UK) LIMITED→ 00179136 · est 1922 · no financials extracted | — | — | — | — | 104y | — | — |
| ALBION FOREST LTD→ 12714552 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ALEXANDER SOUTHWELL MORTGAGE SERVICES LIMITED→ 11772228 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ALPHA FUNDING SOLUTIONS LTD→ 16652286 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2023-07-25
Jurisdictionengland-wales
Primary SIC64991 — Security dealing on own account
Registered office
4 Pinehurst Place
Bereweeke Road
Winchester
SO22 6AN
England
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-09-16
Last: 2025-09-02
Officers (2 active · 0 resigned)
AITKEN, Claire Louise→
Activedirector · ~46y · appointed 2023-07-25
View their other companies + combined net worth →
AITKEN, Gordon Montgomery→
Activedirector · ~55y · appointed 2023-07-25
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (7 total)
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-04-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-15
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-04-23
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-02
confirmation-statement-with-updates
confirmation-statement · CS01
2024-08-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-24
incorporation-company
incorporation · NEWINC
2023-07-25