HELO COUNSELLING AND WELLBEING LIMITED
- · Hygiene score: 90 → 70
- · Opportunity score: 77 → 69
- · Bankability: 75 → 65
- · Filings: 24 → 25
Picture worsened over the last 30 days — 3 negative signals vs 1 positive.
- ↓Opportunity score: 77 → 69
- ↓Hygiene score: 90 → 70
- ↓Bankability: 75 → 65
- ↑Filings: 24 → 25
No snapshot from 90 days ago — start tracking from today.
No snapshot from 180 days ago — start tracking from today.
Opportunity 69/100 (strong), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: share sale to pe / searcher (73/100).
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.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)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 105 (micro)| Metric | 2025-07-31 | 2024-07-31 |
|---|---|---|
| Total assets | £-331 | £-111 |
| Current assets | £1.6k | £1.7k |
| Net assets | £-331 | £-111 |
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 address
- • 1 address
- • 1 address
- • 1 accounts
Corporate timeline (20 events)Click to expand
- 2026-07-02📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2026-02-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-14📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-01-17📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-17📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-01-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-01-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-02-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-10-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-10-22📄change-person-director-company-with-change-dateofficers · CH01
- 2018-07-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-07-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-07-06🏢Company incorporatedAs HELO COUNSELLING AND WELLBEING LIMITED
- 2017-07-06➕FARQUHAR, Helen appointeddirector
- 2017-07-06➕PETRIE, Lorraine appointeddirector
- 2017-07-06📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 59 — approaching natural succession window.
- +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 high ·Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2026-07-19
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Miss Lorraine Petrie Individual · British · DOB 09/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/07/2017 |
Mrs Helen Farquhar Individual · British · DOB 12/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/07/2017 |
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 (2 active · 0 resigned)
Click a director name to see their full track record across all companies.