BEYOND WEALTH (FINANCIAL MANAGEMENT) LIMITED
Opportunity 65/100 (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: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: high (81/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-12-31 | 2024-12-31 |
|---|
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
- • 1 accounts
- • 1 confirmation-statement
- • 3 officers
- • 1 accounts
- • 1 confirmation-statement
Corporate timeline (15 events)Click to expand
- 2026-06-30📄accounts-with-accounts-type-dormantaccounts · AA
- 2026-02-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-19➖COUZENS, Michael Alastair resigneddirector
- 2026-02-19➖FERNS, Michael Andrew resigneddirector
- 2026-02-03📄change-person-director-company-with-change-dateofficers · CH01
- 2026-01-28✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2025-04-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-03-24📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2023-07-26🏢Company incorporatedAs BEYOND WEALTH (FINANCIAL MANAGEMENT) LIMITED
- 2023-07-26➕FORBES, Charlotte appointedsecretary
- 2023-07-26➕CRESSWELL, Stuart appointeddirector
- 2023-07-26➕COUZENS, Michael Alastair appointeddirector
- 2023-07-26➕FERNS, Michael Andrew appointeddirector
- 2023-07-26📄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.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Young company: Only 3.0 years old — management layer unlikely to be developed.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
2 med ·Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: COUZENS, Michael Alastair resigned 2026-02-19; FERNS, Michael Andrew resigned 2026-02-19
Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2026-01-28: certificate-change-of-name-company
Group structure
Adviser Services Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Adviser Services Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 26/07/2023 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
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8 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 · 2 resigned)
Click a director name to see their full track record across all companies.