BROOKSTONE WEALTH LTD

🌿Early-stageactive
15146069 · ltd · incorporated 2023-09-18
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 Jan 2026
Net worth
£50.5k
book net assets
Opportunity
71/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and acceptable with review structure.

Opportunity 71/100 (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 (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, 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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
8 filings
60
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
60
Adequate — check latest filings for context.
Acquirability
55
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 105 (micro)
Positive net assets
Net assets £50,511

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£51k
↑ 234% YoY
Current Assets
£129k
↑ 46% YoY
Current Liabilities
£0£26k£52k£78k£104k£129kJan 2025Jan 2026

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2026-01-312025-01-31
Total assets£50.5k£15.1k
Current assets£129.4k£88.9k
Net assets£50.5k£15.1k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

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

Last 30 days
0
filings
Last 90 days
1
filing
  • 1 accounts
Last 180 days
1
filing
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (9 events)Click to expand
  1. 2026-04-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-09-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  3. 2025-09-18
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2025-02-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2025-02-20
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  6. 2023-09-18
    🏢
    Company incorporated
    As BROOKSTONE WEALTH LTD
  7. 2023-09-18
    HARVEY, Darren David appointed
    director
  8. 2023-09-18
    WINNIK, Stefan Roman appointed
    director
  9. 2023-09-18
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

63/100
High — earn-out structure required

Material 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.
  • +Young company: Only 2.7 years old — management layer unlikely to be developed.

Succession & seller-readiness

36/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Stefan Roman Winnik
Individual · British · DOB 06/1978 · age 48
2550%
25–50%25-50% shares · 25-50% voting18/09/2023
Mr Darren David Harvey
Individual · British · DOB 11/1976 · age 50
2550%
25–50%25-50% shares · 25-50% voting18/09/2023

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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
Incorporated2023-09-18
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

4 Old Market Place
Ripon
North Yorkshire
HG4 1EQ
United Kingdom

Filing status

Accounts
Next due: 2027-10-31
Last made up to: 2026-01-31
Confirmation statement
Next due: 2026-10-01
Last: 2025-09-17

Officers (2 active · 0 resigned)

HARVEY, Darren David
director · ~50y · appointed 2023-09-18
View their other companies + combined net worth →
Active
WINNIK, Stefan Roman
director · ~48y · appointed 2023-09-18
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Recent filings (8 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-25
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-09-18
change-person-director-company-with-change-date
officers · CH01
2025-09-18
accounts-with-accounts-type-micro-entity
accounts · AA
2025-02-20
change-account-reference-date-company-previous-extended
accounts · AA01
2025-02-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-18
incorporation-company
incorporation · NEWINC
2023-09-18