ADVISER SERVICES HOLDINGS WEALTH MANAGEMENT LIMITED
Opportunity 73/100 (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: share sale to pe / searcher (65/100).
Data confidence
Overall: medium (74/100)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.
Key financials
1 year extracted from filed iXBRL accountsFinancials
Extracted from Companies House accounts · FRS 102| Metric | 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 officers
Corporate timeline (12 events)Click to expand
- 2026-02-03📄change-person-director-company-with-change-dateofficers · CH01
- 2025-10-09📄accounts-amended-with-accounts-type-smallaccounts · AAMD
- 2025-04-23📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-03-24📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2024-10-07✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2024-10-07✏️change-of-name-noticechange-of-name · CONNOT
- 2023-07-26🏢Company incorporatedAs ADVISER SERVICES HOLDINGS WEALTH MANAGEMENT LIMITED
- 2023-07-26➕FORBES, Charlotte Angela appointedsecretary
- 2023-07-26➕COUZENS, Michael Alastair appointeddirector
- 2023-07-26➕CRESSWELL, Stuart appointeddirector
- 2023-07-26➕FERNS, Michael Andrew appointeddirector
- 2023-07-26📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Senior director age: Director aged approximately 62 — approaching natural succession window.
- +Young company: Only 2.9 years old — management layer unlikely to be developed.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
Red flags
1 med ·Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2024-10-07: certificate-change-of-name-company; 2024-10-07: change-of-name-notice
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.
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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 (4 active · 0 resigned)
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