NEXUS WEALTH PLANNING LTD
Opportunity 79/100 (strong), bankability 85/100. 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: share sale to pe / searcher (73/100).
Refinance opportunity
1 live charge · oldest 6.8y
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 6.8 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (78/100)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
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-08-31 | 2023-08-31 |
|---|---|---|
| Average employees | — | -200 |
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
Corporate timeline (21 events)Click to expand
- 2025-05-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-04-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-05-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-08-16📄mortgage-satisfy-charge-fullmortgage · MR04
- 2022-08-16🔓Charge satisfied #1
- 2022-04-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-03-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-03-15📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-03-01➖HENDERSON, Angus resigneddirector
- 2021-04-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-04-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-07-01📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2019-06-28🔒Charge registered #1Lender: James Graham Taylor
- 2019-04-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-05-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-05-31📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-07-21📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-05-17📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2011-10-01➕BISSETT, Tracy appointeddirector
- 2011-08-30🏢Company incorporatedAs NEXUS WEALTH PLANNING LTD
- 2011-08-30➕HENDERSON, Angus appointeddirector
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.
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 15 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanShareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Tracy Bissett Individual · British · DOB 12/1966 · age 60 | 50–75% | — | 50-75% shares | 06/04/2016 |
1 historic (ceased) PSC
- Mr Angus Hendersonceased 28/02/2022· 25-50% shares
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 (1 active · 1 resigned)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | James Graham Taylor | A registered charge | — | 28/06/2019 | 16/08/2022 |